Offices help structure your brokerage in TotalBrokerage, enabling you to distribute transaction forms across multiple locations and generate separate financial reports for each office.
Navigate to the left sidebar and select Setup → Offices.
This page displays all your existing offices.
To add a new office, go to Actions → + Add New Office.
On the popup, input the office name and select Add.
Once added, the new office will be integrated into your account, and its details will be displayed on this page.
Here, you can update office specifics such as Office Name, Phone, and Address.
To deactivate an office, click the red disable button on the left.
This will prevent the office from being assigned to agents in the future and remove it from the Setup → Offices list.
After making any changes, confirm them by clicking the blue Save button at the bottom right.
To find deactivated offices, navigate to the Office’s Advanced tab and select the Disabled option from the dropdown menu.
