TotalBrokerage

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

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

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

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