Accounts

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 and Plu...
Wed, Feb 12, 2025 at 3:47 PM
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
Adding an Account to Onboarding
To add an account to an existing onboarding, click on “Setup” and then Accounts from your dashboard.  Please note that this is an Enterprise and Plus fe...
Tue, Apr 1, 2025 at 4:02 PM
Bulk adding Accounts to Onboarding
To bulk add accounts to an existing onboarding, click on “Setup” and then Accounts from your dashboard.  Please note that this is an Enterprise and Plus...
Fri, Mar 28, 2025 at 9:20 AM
Synchronizing Agents to QuickBooks
To synchronize agent to your Quickbooks, click "Settings" on the sidebar, and then click "Accounts". You can do a bulk synchron...
Tue, Sep 29, 2020 at 4:19 PM
Bulk Limitations
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...
Wed, Feb 12, 2025 at 2:19 PM
Bulk Agent Account Emailing
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...
Wed, Feb 12, 2025 at 3:54 PM
Upload Account Files in Bulk
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...
Tue, Mar 25, 2025 at 3:39 PM
Account Search
To see a list of all TotalBrokerage users in your brokerage, follow these steps. 1) Navigate to Setup → Accounts. This page displays all act...
Wed, Feb 26, 2025 at 4:48 PM
Agent Account Emailing
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)...
Fri, Mar 28, 2025 at 4:54 PM