Working within a Transaction

Document: Shares (Original UI)
In the document tab of a transaction you have the option to view all the document shares you have sent out for this transaction. Scroll down to the section ...
Fri, Nov 15, 2024 at 9:59 AM
Documents: Signature Requests
In the document tab of a transaction you have the option to view all the document shares you have sent out for this transaction. Scroll down to the section ...
Thu, Sep 1, 2022 at 12:35 PM
Documents: Requesting Signatures
How to Create and Send an E-Signature Request The following article explains how to send an e-signature request using the old UI. To learn how to send e...
Wed, Dec 11, 2024 at 9:10 AM
Documents: Resending Signature Requests
You can resend signature requests in the documents tab of a transaction by clicking on the status "Signatures Requested" or "Partially Signed...
Thu, Sep 1, 2022 at 12:36 PM
Documents: Cancel Signature Request (Original UI
You can cancel signature requests in the documents tab of a transaction by clicking on the status "Signatures Requested" or "Partially Signed...
Thu, Nov 14, 2024 at 4:20 PM
Documents: Creating a Signing Certificate
If a document has already been Signed, you can create a signing certificate to verify the signature of a document.  To do this, click on the “Operat...
Sat, Apr 6, 2019 at 8:28 AM
Documents: Create Transaction Summary PDF
You have the ability to generate a Transaction Summary PDF. This document will present all pertinent financial details associated with the transaction. The ...
Fri, Oct 11, 2024 at 2:44 PM
People (Original UI)
In the “People” tab, you can choose the different parties who will be involved in a transaction including; Agents, Vendors, and Contacts (Buyers, Sellers, L...
Tue, Nov 5, 2024 at 11:39 AM
Property: RETS Property Information
Using the RETS feed, you can easily import property listing information from your local realtor association to your TotalBrokerage.  To do this, under ...
Fri, Sep 23, 2022 at 10:45 AM
Property: Custom MLS Addendum
To create a custom MLS addendum in TotalBrokerage, under the “Property” tab, enter an MLS number and click “Fetch Info” to populate the property in...
Fri, Mar 29, 2019 at 12:36 PM