Live webinars have been discontinued for the time being, but we encourage you to watch our recorded webinars to continue receiving valuable training and support for TotalBrokerage. Our Success Team remains committed to helping you succeed with our platform through these recorded sessions, which cover various features and functions of TotalBrokerage. Our expert instructors share best practices and answer common questions.
Don't miss this opportunity to improve your skills and knowledge with TotalBrokerage. Simply click on the recorded webinar link below to access the content. We look forward to helping you succeed with our platform.
MARKETING MONDAY & CRM: The Ins & Outs of the CRM and Marketing Platforms
By the end of this session, you will know how to add and import contacts and vendors, use the CRM tabs, build marketing templates, and set up action plans and automations.
TRANSACTION & E-SIGNATURE TUESDAY: Covering the Key Concepts of Transactions and
sending Your Documents for E-Signature
By the end of this session, you will know how to create a transaction, edit forms, assign fields in a form, copy a document, download a document from the transaction, share transactional documents, complete the Compliance Checklist, send a signature request, add or remove signatures, and send a signed document via email.