TotalBrokerage

Here, the Brokerage Manager will create the default settings for all Transactions. To create your transaction settings, start by going to Setup > ...

You can configure your transaction status and permissions as a Brokerage Manager by going to Setup > Transactions.   STATUSES Here, you will see...

Here you can create, view, archive, and edit checklists.  Go to “Setup” and then “Transactions” from your dashboard.    Go to the tab that s...

Here you can create, view, archive, and edit checklists.  To archive checklists; click on “Setup” and then “Transactions” from your dashboard.    ...

To add default vendors to your account, click on Setup > Transactions from your dashboard. Click on the “Default Vendors” tab. ...

Wizard Questions dynamically guides agents through creating transactions by tailoring forms based on their responses. This approach ensures that only the re...

Go to Setup  > Transactions > Wizard Questions. Click on the question set, then click the white “Edit” button next to the parti...

Go to Transactions > Forms Library From Actions in the upper right corner, select + Add New Form. Read and Check the Disclaimer....