When you first log in, you will see the following.
To view the Full Dashboard, click the icon to the right.
Simple Dashboard:
Full Dashboard:
LET'S GET STARTED!
To begin, go to Setup to customize your platform.
SETUP- The setup tab is used to personalize your TotalBrokerage.
- Accounts- You can create and add new accounts or disable accounts.
CLICK HERE for Adding or Editing Account Instructions.
- Commissions- You can create and set up commission & fee plans.
CLICK HERE for Creating Brokerage Commission and/or Fee Plan Instructions.
- Transactions- You can add or create templates to use within your transactions.
CLICK HERE for Status setup instructions.
CLICK HERE for Checklist (Compliance) setup instructions.
TRANSACTIONS- The transactions tab is where you manage your transactions for contacts.
View Transactions- Here, you can see and track the transactions you have created. (As seen below)
Create a Transaction
CLICK HERE for Creating a transaction instructions.
CLICK HERE for Working within a Transaction instructions.
CLICK HERE for Transaction Tabs instructions.
FULL DASHBOARD - if you select to use the Full Dashboard, you will be able to add Widgets which will allow you to track transacation information for the Brokerage and/or specific Accounts (agents).
CLICK HERE for Adding and Editing Dashboard Widgets instructions.
For questions, please email Support@TotalBrokerage.com.
To access the complete TotalBrokerage Knowledge Base, CLICK HERE