TotalBrokerage

You can perform a basic or advanced search for a form in TotalBrokerage.  You can also edit, copy, or download forms in the Form Library here.  BASI...

To add a new form to TotalBrokerage, go to Transactions → Forms Library. In the top-right corner, click Actions and +Add New Form. ...

Start by finding your form in the “Forms Library”. Click “Transactions” and then “Forms Library” on the left.      Find and click on the form you want ...

When editing a document either in the forms library or a transaction, you are able to generate a serial number for the form. After adding a text box to th...

TotalBrokerage allows you to copy form mappings between documents. This makes it easier to reuse existing field mappings when working with similar forms or ...

You are able to bulk group and ungroup forms within your forms library.  Go to Transactions > Forms Library. ADD TO GROUPS Go to the Actio...

This feature allows you to make certain fields (text box, checkbox, or initials) optional or required for the signer to fill out when you are requesting sig...