TotalBrokerage

To add an existing onboarding to an Account, click on “Setup” and then Accounts from your dashboard.  Please note that this is an Enterprise and Plus fe...

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...

TotalBrokerage allows you to send emails to people within your agent accounts.  This applies to Managers and HR Roles. 1) Go to Setup → Accounts 2)...

Detailed production reports for each agent are available in TotalBrokerage and can only be accessed by Office and Brokerage Managers. To view an agent&#...

How to Disable an Account Navigate to Setup → Accounts. Select the name of the user. In the General tab, click the Disable button. Important Notes: ...