Working within a Transaction

Bonus Commission
Here you can edit the Bonus Commission Income that your brokerage will be receiving on this transaction.  This can be expressed in “Dollars” or a “Perce...
Fri, Apr 4, 2025 at 3:37 PM
Calendar
In the “Calendar” tab, you can edit important dates for your transaction and view current tasks for this transaction. These dates will be added to your glob...
Wed, Mar 19, 2025 at 2:21 PM
Email
In the Email tab of a transaction, you can view emails that have been sent to the transaction's email address. Click on the name of the email to open it...
Thu, Feb 6, 2025 at 12:12 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
Transaction Action Plan
When working within a Transaction, you can create Action Plans. This feature allows an agent to develop a plan of action for the Transaction. Here they can ...
Wed, Mar 12, 2025 at 3:54 PM
Checklist
Each transaction includes a Checklist tab, which allows you to complete required tasks and upload necessary documents for brokerage approval. Accessing ...
Fri, Apr 4, 2025 at 4:57 PM
Documents: Using Clauses Within your Documents
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...
Fri, Apr 4, 2025 at 4:31 PM
Separating Documents, Removing and Rotating Pages (Page Tools)
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...
Fri, Mar 7, 2025 at 3:45 PM
Multiline Items
Follow the steps below to add multiline fields to your documents. Access Transactions: Click Transactions from the main menu. Then, click View Tra...
Fri, Apr 4, 2025 at 12:56 PM
Documents: Send Document Preview
TotalBrokerage allows you to share previews of Documents in Editing Status with external parties, such as clients or vendors.  This feature provides a view...
Thu, Mar 20, 2025 at 12:02 PM