Working within a Transaction

Documents: Creating a Signing Certificate
If a document has already been Signed, you can create a signing certificate to verify the signature of a document. To do this, click the 3 dots in the...
Wed, Jan 29, 2025 at 4:35 PM
Property: Custom MLS Addendum
To create a custom MLS addendum in TotalBrokerage, enter an MLS number under the “Property” tab and click the “Fetch Icon” to populate the property in...
Fri, Jan 31, 2025 at 3:37 PM
Activity
Under the “Activity” tab, events will automatically create entries for important transaction events, including: When a contact, vendor, or agent has b...
Mon, Jan 20, 2025 at 10:52 AM
Locking a Transaction Type
Commission plans can be tied to the Transaction Type.  See this for more info on how to do so.  NOTE for Brokerage Managers: you may consider locking t...
Tue, May 20, 2025 at 4:30 PM
Documents: Editing a Document
You can use TotalBrokerage to edit and send documents in letter-size or legal-size format for e-signature. This article demonstrates how to edit a ...
Fri, Jan 24, 2025 at 11:26 AM
Transaction tabs
Transactions may include the following tabs.  Click on a tab name to jump to its corresponding instructions:  General Property Email Documents  ...
Tue, May 27, 2025 at 2:41 PM
Documents: Archiving and Marking
You can archive a document or mark a document signed in TotalBrokerage.   Marking a document will change the status of a form from either Editing, Part...
Fri, Jan 24, 2025 at 11:26 AM
Document: Shares
In the document tab of a transaction, you can view all the document shares you have sent out for this transaction. Scroll down to the section called ...
Fri, Jan 24, 2025 at 11:25 AM
Documents: Sharing
You can share your transaction documents from your account with people outside of TotalBrokerage. Please note that you can only share documents with a Sign...
Fri, Jan 24, 2025 at 11:25 AM
Documents: Copy or Amend a document
If you need to make changes to a document after it's been sent for signature, you have two options: Copy or Amend.  In order to use this function, t...
Fri, Mar 21, 2025 at 4:48 PM