User Fields allow Brokerage Managers to customize TotalBrokerage to better fit their brokerage’s specific needs.


Depending on your TotalBrokerage plan, you may have access to User Fields for everything from Activity Notes to Vendor Details.


Here are a few ways User Fields can help streamline your workflow:

  • Transaction Dates & Financials: Customize field names to match the terminology used in your contracts and compliance processes. You can also remove fields that aren’t applicable to your brokerage.
  • Property Details: Do your documents include property information that isn’t already available in the Property tab of a transaction? You can add custom fields for any additional property details you need.
  • Transaction Types: Customize transaction types based on how your brokerage categorizes transactions or the terminology your agents commonly use.
  • Vendor Details: Customize vendor-related fields to match the types of vendors your brokerage works with and the information you need to track.
  • Commission Line Items: Add frequently used deductions or credits, such as Outside Referral, E&O Insurance, Transaction Coordinator Fee, and more.


With User Fields, you can customize TotalBrokerage to match your brokerage’s terminology, processes, and reporting needs.


If you would like to upgrade, please email Support@TotalBrokerage.com.


Go to “Setup” and then “User Fields” from your dashboard.




In order to edit or create new user fields, click on the Brokerage name, Office, or Account you want to edit them for. 

  • Editing them for the Brokerage will make it available to everyone in your Brokerage.
  • Editing them for a specific Office will only allow agents in that office to see the changes.
  • Editing them for a specific Account will only allow that agent to see the changes.



Then click on the “Edit” button next to the field type to View or Make Changes. 



BROKERAGE USER FIELDS





As an Example, we clicked Edit for Transaction Date. 



To add a new item, click +Add Item 


To re-arrange the displayed order, use the icon in the Order column to drag and drop as needed.


To change Settings, click Edit.




+ Add Item


  • Type into the Item Text field.  
  • Click into Unique Field Code and the code will automatically generate. 
  • Person Type is a required field. Choose from the dropdown menu: Buyer, Seller, Landlord, Tenant.
  • Choose the Color by clicking on the field, then move the slide bar and/or curser to select., or enter the color code.
  • Choose to Display in Transaction Wizard (CLICK HERE for Wizard Questions Instructions)
  • Choose to Show in Simple Transaction View (CLICK HERE for Simple View Instructions)
  • Click the blue “Add Item” button to save the field.



Once finished adding or editing fields, click Save.





ACTIVE AND INACTIVE USER FIELDS


Fields are Active when it is checked.

If you want to make a field no longer active (or no longer appear as an option), click to Uncheck the box in the Active column. Click “Save”.




NOTE

Once a User Field has been created, you cannot delete it (in accordance with our "retain everything" approach).