You can configure your transaction status and permissions as a Brokerage Manager by going to Setup > Transactions.

 


Here, you will see the currently active, pending, closed, rented, and dead statuses in TotalBrokerage. 


You can edit the permissions of the existing statuses or disable them by clicking on them or the < on the right side.


By unchecking the "This status is enabled" box, you will not longer be able to use that status for transaction but transactions with that status will keep it.

  1. Users can share documents for the transaction: If this is the status, the user will have permission to share documents for this transaction.
  2. Users can add documents to the transaction: If this is the status, the user will have permission to add documents to the transactions.
  3. Users can request signatures for the transaction: If this is the status, the user will have permission to create signature requests for the transaction.
  4. Managers and accountants can synchronize the transaction to QuickBooks. If this is the status, the user will have permission to synchronize the transaction commission information with QuickBooks.
  5. The transaction will appear in Transaction Reports by default (when no statuses are specified). If this is the status, reports will automatically include it if no statuses are specified when pulling the report.
  6. Users can edit the transaction details: If this is the status, the user will have permission to edit the different tabs of the transaction (not including commissions tabs, as this is a separate permission).
  7. Managers and accountants can edit the financial details of the transaction and the transaction commission tabs if this is the status. 
  8. The transaction will appear in the results of a basic Transaction Search. If this is the status, the basic search will include statuses with this status as part of the basic search.
  9. Transaction counts toward agent contributions for commission plans:  If this is the status, the transaction commissions will apply toward tier commission plans. (We suggest this is only used for status that means closed)
  10. Only managers can change the transaction to this status: If this is the status, only managers can change to this transaction status.
  11. Once the transaction has this status, only managers can change its status:  If this is the status, only manager can change from this status to another.
  12. Only transaction coordinators can change the transaction's status once it has this status.
  13.  Only transaction processors can change the transaction to this status.
  14. Events for the transaction will not appear on the Dashboard calendar: If this is the status, the transaction events will no longer appear on the dashboard calendar.
  15. Tasks for the transaction will not appear in the Dashboard to-do list: If this is the status, the transaction tasks will no longer appear on the dashboard to-do list.
  16. The transaction will appear in Compliance and Lightning Queue by default.


You can change the color using the color picker at the bottom.



You can reorder the statuses using the 4-way arrow and dragging the status to the desired location. Please note that the first status in the list will be used by default when creating transactions.


You can also add new statuses by clicking the bottom green add a status button. Please note that once a status is saved, it can never be removed, only disabled.


Here is an example of a custom status. You can choose the user's permissions on this status from the list described above.


Remember to click Save when you are done.