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 features a Checklist tab, which allows you to complete tasks and upload necessary documents for brokerage approval. To access the check...

In some cases, you have a common clause that you want to reuse throughout either multiple documents or transactions. These clauses can be saved when you w...

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...

In TotalBrokerage, you are able to create multiline check boxes. This allows either an agent or a signer to mark which box is applicable to them without bei...

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