Working within a Transaction

Documents: Downloading Multiple Documents
You can choose to combine documents and download them in bulk. In the actions menu of the transaction at the top right, click the option to Download Documen...
Tue, Mar 12, 2024 at 9:07 AM
Documents: Signature Requests
In the document tab of a transaction, you can view all the document shares you have sent out for this transaction.  Click the tab called Signature ...
Mon, Jan 20, 2025 at 2:58 PM
Documents: Requesting Signatures (New UI)
How to Create and Send an E-Signature Request The following article explains how to send an e-signature request using the old UI. To learn how to send e...
Fri, Jan 17, 2025 at 4:20 PM
Documents: Resending or Canceling Signature Requests
From the Documents tab, go to the Signature Requests tab. You can resend signature requests in the documents tab of a transaction by clicking Re...
Tue, Jan 14, 2025 at 10:09 AM
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 on the “Operat...
Sat, Apr 6, 2019 at 8:28 AM
Documents: Create Transaction Summary PDF
You have the ability to generate a Transaction Summary PDF. This document will present all pertinent financial details associated with the transaction. The ...
Fri, Oct 11, 2024 at 2:44 PM
Property: RETS Property Information
Using the RETS feed, you can easily import property listing information from your local realtor association to your TotalBrokerage.  To do this, under ...
Fri, Sep 23, 2022 at 10:45 AM
Property: Custom MLS Addendum
To create a custom MLS addendum in TotalBrokerage, under the “Property” tab, enter an MLS number and click “Fetch Info” to populate the property in...
Fri, Mar 29, 2019 at 12:36 PM
Financial
In the “Financial" tab, you can edit the Transaction Financials, and Transaction Expenses.  Note: If there are additional agents that you are co-re...
Tue, Dec 10, 2024 at 10:06 AM
Base Commission
Here you can edit the Commission Income that your brokerage will be receiving on this transaction. This can be expressed in Dollars or a Percentage. The def...
Thu, Sep 1, 2022 at 1:50 PM