Accounts

Setup > Accounts: Adding or Editing an Account
Managed by Brokerage Managers and Human Resources Representatives only. The Accounts section is where you create and manage users within TotalBrokerage....
Thu, Oct 29, 2026 at 4:38 PM
Exporting Agents into CSV
To view and manage the users in your TotalBrokerage account, go to Settings → Accounts. Once you're in the Accounts tab, click Actions in th...
Tue, Sep 29, 2026 at 12:40 PM
Synchronizing Agents to QuickBooks
To synchronize agents with QuickBooks, go to Setup → Accounts. Bulk Synchronize Accounts: You can synchronize multiple agents at once: Use &#...
Tue, Sep 29, 2026 at 12:50 PM
Bulk Agent Account Emailing
TotalBrokerage now allows Managers and HR Roles to send bulk emails to people within your agent accounts. To send a bulk email: Search for the account...
Tue, Sep 29, 2026 at 3:10 PM
Account Search
There are two types of searches available: General Search – Quickly search for an account using basic search criteria. Filtered Search – Use specific fil...
Tue, Nov 10, 2026 at 10:52 AM