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 document’s signature. To create a certificate: Locate the...
Thu, Sep 24, 2026 at 3:55 PM
Property: Custom MLS Addendum
The MLS Addendum is a report generated using the property information displayed in the MLS. The report includes the listing data as well as all images assoc...
Thu, Sep 24, 2026 at 4:08 PM
General: 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...
Fri, Sep 25, 2026 at 3:49 PM
Transaction tabs
Transactions may include the following tabs.  Click on a tab name to jump to its corresponding instructions:  General Property Email Documents...
Thu, Sep 24, 2026 at 4:22 PM
Documents: Archiving and Marking
You can Archive a document or Mark it as Signed in TotalBrokerage. Marking a document as signed changes its status from Editing, Partially Signed, or Sign...
Thu, Sep 24, 2026 at 4:45 PM
Share Documents
You can share your transaction documents from your account with people outside of TotalBrokerage.  Please note that you can only share documents with a...
Fri, Sep 25, 2026 at 3:51 PM
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...
Mon, Sep 28, 2026 at 8:38 AM
Editing a Document Within a Transaction
You can use TotalBrokerage to edit documents in letter-size or legal-size format and prepare them for electronic signature.  The Document Editor allows you...
Mon, Aug 17, 2026 at 1:20 PM
Transaction Simple View
Transaction Simple View provides a streamlined way to view and manage a transaction bydisplaying its most important information on a single page. Instead of...
Mon, Sep 28, 2026 at 8:38 AM
Transaction Owner Signature Request
If you're the Transaction Owner, you can sign documents directly from the Document Editor without leaving the document or creating a separate signature ...
Mon, Sep 28, 2026 at 8:40 AM