TotalBrokerage allows you to send bulk emails to people within your agent accounts. This applies to Managers and HR Roles. In order to send a bulk email, you would need to do a search for the accounts you want to email, select which accounts you would like to bulk email and click the send email option in the actions menu (same as CRM). Additionally we added types to email templates so we have contact templates and accounts templates now.


Go to Setup to begin the process.


Click Accounts.


To send a bulk email, click the lower Actions tab, then select Send Email


Create the email as you normally would, you can also add in a Template if you need to. The option to send a test email is still available. When you are ready, click Send.