TotalBrokerage

Adding a Widget Widgets are information boxes displayed on your dashboard. To add a new widget, click the Edit Widgets button at the top right and selec...

The To-Do widget displays tasks that must be completed from your Action Plans or any manually created tasks for you, your contact, or one of your transactio...

At TotalBrokerage, we strive to make your experience as personalized and efficient as possible. One of the key features designed to deliver this tailored ex...

For users with the Brokerage Manager role, you can push out widgets to all accounts. These widgets can come in various forms, including but not limited to a...

Want to customize your TotalBrokerage dashboard with some personalized content? One way to achieve this is through the use of a Custom HTML Widget. Whether ...

Quickly see at a glance which transactions are pending compliance review. This widget is only available for users with the role Brokerage Compliance Officer...

You can add a widget to your dashboard to display a list of contacts with specific Lead Source, Lead Status, Lead Type, or Tags criteria. 1) Navigate to...

The Quick Access widget in TotalBrokerage is designed to help users easily navigate to saved reports directly from the dashboard. If a particular report is ...

Create and Apply a Widget Template - for Brokerage Manager use only If you have the Brokerage Manager role, you can create a custom Dashboard Widget Des...