TotalBrokerage

You can perform batch operations on documents within a transaction, saving you valuable time as opposed to processing these actions individually.  The o...

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...

What is the Rerun Wizard? The "Rerun Wizard" is a feature within the Actions section of a transaction. It allows you to reload the initial tra...

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 ...

Transactions may include the following tabs.  Click on a tab name to jump to its corresponding instructions:  General Property Email Documents  ...

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...

To add documents to a transaction, click the “Actions” menu at the top-right corner of the page, within the transaction, then click “+Add Form from Library...

To upload a document to your account, click the “Actions” menu at the top-right corner of the page, then click “Upload PDF”. Read the disclaime...

This feature allows you to merge forms that are in the Editing status.  To do this, click “Actions” then “Merge PDFs” at the top-right corner of the “Docum...

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 ...