TotalBrokerage

You can perform a basic or advanced search for a transaction in TotalBrokerage here.  You can also view your transactions.  To perform a basic search, click...

1) In the left sidebar, go to Transactions → View Transactions 2) Select Actions on the top right and click + Create Transaction. Alternative...

To export your transactions’ activities to a CSV, from your dashboard go to “Transactions”, then “View Transactions.” Click on the “Actions” button...

A Brokerage Manager can reassign transactions to a new agent at once.  Go to “Transactions”, and then “View Transactions”. To reassign ONLY tra...

You can create a transaction directly from the the transaction search page. Go to Transaction -> View Transaction to navigate to the search transaction p...

You can perform a basic or filtered search for a transaction in TotalBrokerage here. You can also view your transactions. To perform a basic search, clic...