Save time by adding agents in bulk to your TotalBrokerage account:
Click "Settings" in the sidebar, then select "Accounts".
In the "Accounts" tab, click "Actions" in the top-right corner, and select "Import Accounts".
Read and accept the disclaimer, then choose the CSV file you’d like to upload.
Required Columns: Make sure your CSV includes First Name, Last Name, and Email.
Match each column header to the corresponding field in TotalBrokerage and select the appropriate office for these accounts.
Note: A separate import is required for each office group.
Click Import at the bottom of the page.
Once completed, you’ll be taken to a confirmation screen that shows how many accounts were successfully added.