TotalBrokerage

Managed by Brokerage Managers and Human Resources Representatives only. The Accounts section is where you create and manage users within TotalBrokerage....

Save time by adding agents in bulk to your TotalBrokerage account: Click "Settings" in the sidebar, then select "Accounts". ...

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

To synchronize agent to your Quickbooks, click "Settings" on the sidebar, and then click "Accounts". You can do a bulk synchron...

This feature allows for the managing of bulk actions in your brokerage’s CRM. Managers can now limit the ability of accounts to bulk email, bulk SMS, and ad...

TotalBrokerage allows you to send bulk emails to people within your agent accounts. This applies to Managers and HR Roles. In order to send a bulk email, yo...

Managers and Human Resources Managers can upload files to multiple accounts at once in TotalBrokerage. Follow these steps to complete a bulk file upload eff...

To see a list of all TotalBrokerage users in your brokerage, follow these steps. 1) Navigate to Setup → Accounts. This page displays all act...