Accounts
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
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
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
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
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
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
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
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
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
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