DASHBOARD- This is what you will see every time you log into TotalBrokerage. It displays the following options: 

  • Calendar- Shows all the calendar dates from your contacts & transactions.
  • To-Do- This list includes your tasks from the action plans (contacts or transactions) and any tasks assigned to your account. 
  • Widgets- Displays information about your usage in TotalBrokerage that can be personalized for your viewing and monitoring.



CRM- The CRM tab is where contacts and vendors are located. There are multiple different choices in the sub-menu. These choices are:

  •  View Contacts- You can see all the contacts that you have uploaded. (As seen below)
  •  Add a Contact- Quickly add a single contact to your CRM.
  •  Import- Import a CSV file of either contacts or vendors.
  •  View Vendors- View your vendors and any brokerage-wide vendors.
  •  Action Plans- Create or modify action plans for your contacts.


MARKETING- The marketing tab is used to store email templates, manage automations, and access the file browser. 

  • Templates- You can create or edit your templates. You can create templates for contacts and transactions. (As seen below)
  • Automations- You can view, edit or create drip campaigns where you can add contacts, and the system will send emails or SMS messages automatically. 
  • File Browser- Stores all the photos you have uploaded into TotalBrokerage. 



LEAD ROUTING- This is where you can set up and create custom lead routing into TotalBrokerage.

  • Routes- This is where you can customize, edit, and create custom lead routing. (As seen below)


INTRANET*- This is a virtual message board for your agents. You can create topics and posts as needed. (Plus & Enterprise only)

  • Agent Roster- This allows your agents to see everyone who is in their brokerage, and you can view their profile.
  • Message Board- Here, you can create posts and topics for your agents. (As seen below)



TRANSACTIONS- The transactions tab is where you manage your transactions for contacts. 

  • Forms Library- This is the master copy of the forms needed for transactions. (As seen below)
  • View Transactions- This lets you see and track your created transactions.
  • Action Plans*- This is where you can edit or create new action plans for transactions. (Enterprise Only)




REPORTS—The reports tab lets you view your usage statistics in TotalBrokerage. The CRM tab provides information about your contacts. 

  • CRM- You can search for Contacts, Contacts Added, Contacts Trashed, Contact Activity, Full Activity, and Lead Sources.
  • Transactions- You can search for information from your transactions by Transaction Summary, Transaction Summary by Agent, Volume, Pipeline, Vendor Summary, Vendor Count, and Expenses. (As seen below)



SETUP- The setup tab is used to personalize your TotalBrokerage. 

  • Facebook- You can set up the ability to get leads through your Facebook page.
  • Licenses- You can see your usage within your account.
  • Transactions- You can add or create templates to use within your transactions.