Brokerage

General
Gener The first tab will be the “General” tab. Brokerage Name: You can enter the name of the brokerage here. Language:  This will ...
Tue, Jul 30, 2024 at 11:30 AM
Changing the Color Theme on your Account
To change your color theme,  click on “Setup” and then “Brokerage” from your dashboard. All agents in your brokerage will see the new color theme. ...
Mon, Mar 22, 2021 at 4:07 PM
Forms: Font Defaults
To add Font Defaults to your forms, click on Setup and then Brokerage from your dashboard. Once in Brokerage, click on the Forms tab. ...
Wed, Nov 13, 2019 at 4:43 PM
Brokerage Branding
If you have an Enterprise plan with TotalBrokerage, you can personalize your account by using your company logo on the TotalBrokerage website, emails, and o...
Fri, Sep 20, 2024 at 11:47 AM
Quickbooks Online Integration Setup
If you would like to connect your Quickbooks account with your TotalBrokerage account, click on “Setup” and then “Brokerage” from your dashboard. ...
Thu, Sep 1, 2022 at 1:35 PM
Details on how TotalBrokerage Syncs with Quickbooks Online
The following items will be created in your Quickbooks Online account when synchronizing a Transaction to Quickbooks.  Please note that Essentials, Plus, or...
Tue, Nov 14, 2023 at 10:27 AM
Quickbooks Desktop Integration Setup
If you would like to connect your Quickbooks with your TotalBrokerage account, click on “Setup” and then “Brokerage” from your dashboard. The...
Tue, May 31, 2022 at 4:16 PM
Details on how TotalBrokerage Syncs with Quickbooks Desktop
When synchronizing a Transaction to Quickbooks, the following items will be created in your Quickbooks Online account.  Please note that Essentials, Plus, o...
Thu, Mar 11, 2021 at 8:08 PM
Allowing TotalBrokerage to send emails on behalf of your email domain
If you want to send emails with TotalBrokerage, so it appears that it is coming from your account email, you can set up your custom email domain to verify ...
Fri, Feb 10, 2023 at 10:20 AM
TotalBrokerage Cancelation Form
Thu, Feb 16, 2023 at 4:42 PM