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.