Dashboard- This is where you will be initially taken after logging into TotalBrokerage. At the top of the page, your widgets are displayed which have information about your usage in TotalBrokerage that can be personalized for your usage. Below your widgets, you have your calendar and a To-Do list. Your calendar can be linked to your personal calendar in your profile. The To-Do list is your tasks from the action plans you have set up with contacts.
CRM- The CRM tab is where contacts and vendors are. You can add contacts into TotalBrokerage here using the "Add Contact" or view already created contacts in the "View Contacts". You can create a transaction by going to the contact you would like to create a transaction for. Vendors are the other part of the CRM and it used to store people or companies you use for your transactions.
Marketing- The marketing tab is used for storing email templates, managing automations, and the file browser. Templates can be used anywhere in TotalBrokerage when you are emailing contacts. Automations are drip campaigns where you can add contacts and will send emails automatically to them after a set amount of days. The file browser is used to store images to be used in emails and email templates.
Transactions- The transactions tab is where you manage your transactions for contacts. The forms library is where you store your forms that will be reused for multiple transactions. After you fill out the fields of the form once, they will be saved for future uses. The view transactions is where the transactions are after being created. This is where you add documents to a transaction, send documents out for signing and fill out commission information.
Reports- The reports tab is where you can get statistics of your usage in TotalBrokerage. In the CRM tab, you get information for your contacts and in the transactions tab, you get information for your transactions. As a manager, you also have an Admin tab for administrative reports.
Setup- The setup tab is used to personalize your TotalBrokerage. Under User Fields, you can add items to the dropdown menus in contacts, vendors, and transactions. For example, if you wanted to add another language option for contacts, you would add it here. Under Action Plans, you can create action plans to add to a contact. Adding to the brokerage level allows the entire brokerage to use this user field. Under "Brokerage", you can set defaults for everyone Under Brokerage, colors of your TotalBrokerage, and set up Quickbooks. In the Accounts, you can add, edit, or disable the accounts in your brokerage. Under Offices, you can manage the offices in your brokerage. Under Wizard Questions, you can create questions for creating a transaction that will pre-populate forms into that transaction based on the answers. Under Task Lists, you can create task lists (compliance checklists) that agents follow when doing transactions. Under Commissions, you can create commission plans and fee plans that can be shared and assigned to agents. Under Facebook, you can set up the ability to get leads through your Facebook page.