TotalBrokerage

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...

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...

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...

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

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 ...

Each transaction includes a Checklist tab, which allows you to complete required tasks and upload necessary documents for brokerage approval. Accessing ...

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 multiline fields to your documents. Access Transactions: Click Transactions from the main menu. Then, click View Tra...

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