TotalBrokerage

To add an agent to your TotalBrokerage account, click "Setup" on the sidebar, and then click "Accounts". Next, click &quo...

To add agents in bulk to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts". Once in th...

To add details information to an account in TotalBrokerage, click on “Setup” and then Accounts from your dashboard. Please note that this is an Enterprise a...

To add files to an account in TotalBrokerage, click on “Setup” and then Accounts from your dashboard. Please note that this is an Enterprise and Plus featur...

To add or view an account's activities in TotalBrokerage, click on Setup → Accounts from your dashboard. Please note that this is an Enterprise and Plus...

To add roles to an account in TotalBrokerage, click on “Setup” and then Accounts from your dashboard.  Select the account for which you want to ...

You can import commission plans to an agent account, or you can add a new one. Follow the instructions below on how to do so. Note: If you would li...

Follow these steps to add or manage a fee plan for an agent in TotalBrokerage. ACCESSING THE AGENT'S FEE PLAN Log in to TotalBrokerage. Navigate ...

Select an Agent from Setup > Accounts. Once inside the agent’s information, click the “SMS Messaging” tab.  You will see a list of this account...

To view agents in your TotalBrokerage account, click "Settings" on the sidebar, then click "Accounts". Once in the "Acc...