Accounts

Adding an Agent
To add an agent to your TotalBrokerage account, click "Setup" on the sidebar, and then click "Accounts". Next, click &quo...
Fri, Apr 11, 2025 at 4:15 PM
Adding Agents in Bulk
To add agents in bulk to your TotalBrokerage account, click "Settings" on the sidebar, and then click "Accounts". Once in th...
Tue, Feb 4, 2025 at 3:43 PM
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, Apr 18, 2025 at 2:36 PM
Adding a Fee Plan to an Agent
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 ...
Thu, Mar 20, 2025 at 11:31 AM
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 view agents in your TotalBrokerage account, click "Settings" on the sidebar, then click "Accounts". Once in the "Acc...
Wed, Feb 12, 2025 at 2:58 PM
Onboarding Tab
To view the Onboardings for agents in TotalBrokerage, click on “Setup” and then Accounts from your dashboard.  Please note that this is an Enterprise an...
Wed, Apr 23, 2025 at 9:31 AM
Adding and Editing Account Bio
From your dashboard, click Setup > Accounts. Select an Agent – Choose the agent you want to add a bio for. Go to the Bio Tab –...
Fri, Mar 28, 2025 at 4:59 PM