TotalBrokerage

User Fields allow Brokerage Managers to customize TotalBrokerage to better fit their brokerage’s specific needs. Depending on your TotalBrokerage plan, ...

This is where you can create and manage the information you want to capture for your vendors. If your plan does not include Vendor Management, please em...

To create or edit User Fields for Vendor Files, go to Setup > User Fields > Brokerage Scroll to view the list of User Field Categories. User...

Activity Type - Account, Contact, or Transaction Inbound Phone Call Outbound Phone Call Email Text Note Appointment/Meeting Account ...