Accounts

Adding an Agent
To add an agent to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts". Once in the &...
Fri, Mar 10, 2023 at 11:58 AM
Adding Agents in Bulk
To add agents in bulk to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts". Once in...
Wed, Jun 3, 2020 at 3:02 PM
Details Tab
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...
Mon, Jan 18, 2021 at 9:32 AM
Files Tab
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...
Mon, Jan 18, 2021 at 9:33 AM
Activity Tab
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...
Fri, Sep 1, 2023 at 12:38 PM
Agent Roles
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 ...
Wed, Aug 16, 2023 at 2:08 PM
Adding a Commission Plan to an Agent
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...
Fri, Oct 6, 2023 at 11:01 AM
Adding a Fee Plan to an Agent
To add a fee plan to an agent in TotalBrokerage, click on “Setup” and then Accounts from your dashboard. Select the agent for which you wa...
Fri, Oct 16, 2020 at 4:09 PM
SMS Messaging - Activate a Number (Brokerage Manager set-up)
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...
Thu, Jul 13, 2023 at 9:46 AM
Exporting Agents into CSV
To add an agent to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts". Once in the &...
Thu, Oct 7, 2021 at 2:32 PM