TotalBrokerage

Accounts 21

• Adding an Agent
• Adding Agents in Bulk
• Details Tab
• Files Tab
• Activity Tab

View all 21

API 4

• Creating an API Key
• Creating a Webhook (API Event Subscription)
• Logging for API keys and Webhooks
• API Documentation

Brokerage 13

• General
• Changing the Color Theme on your Account
• Forms: Font Defaults
• Brokerage Branding
• Quickbooks Online Integration Setup

View all 13

Commissions 2

• Creating a Shared Brokerage Commission Plan
• Creating a Shared Brokerage Fee Plan

Facebook 1

• Adding a Facebook Connection

Licenses 2

• View License Usage
• Export Agent License Usage

Offices 1

• Adding and Editing Offices

Regions 1

• Regions and Subregions Overview (Enhanced Enterprise Plan ONLY)

Teams 2

• Creating & Removing Teams
• Team Commission Plans

Transactions 8

• Setup > Transactions: General
• Configuring Transaction Statuses
• Adding a Checklist
• Archiving a Checklist within Setup
• Default Vendors

View all 8

User Fields 6

• Adding and Editing User Fields
• Adding Vendor Details
• Vendor Files
• Transaction Dates
• Adding Account Details

View all 6