TotalBrokerage

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...

In this article you will find everything you will need to know about Signature Requests. Click the title below to go to the instructions: How to creat...

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...

You have the ability to generate a Transaction Summary PDF. This document will present all pertinent financial details associated with the transaction. The ...

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...

Under the “Activity” tab, events will automatically create entries for important transaction events, including: When a contact, vendor, or agent has b...

Creating clauses from within a transaction document will make them usable only for your account. In some cases, you have a common clause that you want t...

You can split, change the order, rotate, or delete pages the pages of a multipage document. This feature is especially useful when it's necessary...

Follow the steps below to add multi-line fields to your documents. Access Transactions: Click Transactions from the main menu. Then, click View Tr...

TotalBrokerage allows you to share previews of Documents in Editing Status with external parties, such as clients or vendors.  This feature provides a view...