TotalBrokerage

Accounts 5

• Setup > Accounts: Adding or Editing an Account
• Exporting Agents into CSV
• Synchronizing Agents to QuickBooks
• Bulk Agent Account Emailing
• Account Search

API 4

• Creating an API Key
• Creating a Webhook (API Event Subscription)
• Logging for API keys and Webhooks
• TotalBrokerage API & Zapier Integration Overview

Brokerage 13

• Setup > Brokerage
• Brokerage Branding
• Quickbooks Online Integration Setup
• Details on how TotalBrokerage Syncs with Quickbooks Online
• Quickbooks Desktop Integration Setup

View all 13

Commissions 1

• Creating a Shared Brokerage Commission Plan, Fee Plan & Notifications

Facebook 1

• Adding a Facebook Connection

Licenses 1

• View & Export License Usage

Offices 1

• Adding and Editing Offices

Regions 1

• Regions and Subregions Overview (Enhanced Enterprise Plan ONLY)

Teams 1

• Setup > Teams: Create/Edit Teams and Team Search

Transactions 2

• Setup > Transactions
• Uploading Forms and Creating Wizard Questions

User Fields 4

• Adding and Editing User Fields
• Adding Vendor Details
• Vendor Files
• User Fields - Suggestions

Human Resources 1

• Setup > Human Resources