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. To perform a b...

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

You can edit the information and program a form here (you can also do this right after you upload a new form). Start by selecting Transactions → Forms Libra...

 Start by finding your form in the “Forms Library” (click “Transactions” and then “Forms Library” on the left.         Find and click o...

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 has implemented a way to copy form mappings between your documents. This means that you are able to use fields from a document and transfer i...

You are able to bulk group and ungroup forms within your forms library. Follow the steps below to learn more! Go to Transactions > Forms Library. ...