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...

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...

Customize your TotalBrokerage dashboard by adding a Custom HTML Widget. This allows you to display personalized content such as text, images, or embedded vi...

Easily identify transactions pending compliance review at a glance.  This widget is available only for users with the Brokerage Compliance Officer role....

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 – Brokerage Manager Use Only If you have the Brokerage Manager role, you can create a custom Dashboard Widget Design and...