Users with the Brokerage Manager role can push widgets to all accounts across the brokerage.


These widgets can take various forms—including announcements, embedded websites, and custom HTML—allowing for a highly customizable and dynamic user experience.



Steps to Add a Brokerage-Wide Widget


1) Navigate to the Dashboard. This is the page when you first log into TotalBrokerage, or you can click Dashboard on the sidebar.


Click Edit Widgets.



2) Select Add Brokerage Widget.



3) Choose the Widget Type from the Add Widget dropdown menu. The following options are available along with their respective parameter fields:

  • Announcement
    • Color
    • Title
    • Description
  • Contacts Added
    • Color
    • Time Frame
  • Contacts with Activity
    • Color
    • Time Frame
  • Contacts Emailed
    • Color
    • Time Frame
  • Contact Search
    • Color
    • Lead Source
    • Lead Status
    • Lead Type
    • Tags
  • Contact Info
    • Color
    • Time Frame
  • Gross Transaction Income - This widget will only get transactions that have a Closing Date or Lease Execution Deadline during the specified time
    • Color
    • Time Frame
    • Status
  • Agent Transaction Income - This widget will only get transactions that have a Closing Date or Lease Execution Deadline during the specified time
    • Color
    • Time Frame
    • Status
  • Sales Volume - This widget will only get transactions that have a Closing Date or Lease Execution Deadline during the specified time
    • Color
    • Time Frame
    • Status
  • Transactions Created - Widget will display the number of transactions which were created in the specified time frame.
    • Color
    • Time Frame
    • Status
  • Transactions Executed - This widget will only get transactions that have a Closing Date or Lease Execution Deadline during the specified time
    • Color
    • Time Frame
    • Status
  • Vendor Summary - This widget will only get transactions that have a Closing Date or Lease Execution Deadline during the specified time
    • Color
    • Time Frame
    • Subject
      • Vendor
      • Vendor Type
      • Commission Line Item
    • Vendor Name
  • Embedded Website
    • Color
    • URL
    • Title
  • External Link
    • Color
    • Link Name
    • URL
  • Custom HTML
    • Color
    • Title
  • Leaderboard - The Leaderboard can be viewed by all users in the brokerage.
    • Color
    • Time Frame
    • Title
    • Based On:
      • Transaction Financials - The Leaderboard will show the total dollar amount of financials split among participating agents in transactions.
      • Number of Transactions - The leaderboard will display the number of transactions per agent. Transactions will count towards all participating agents
    • Person Type (optional) - if left Blank, the widget will include ALL person types
    • Dates (required) - select from the available dates shown in the Calendar tab of your transactions
    • Status (optional) - if left Blank, the widget will include ALL statuses
    • Number of agents to display


4) Click Add. This action will distribute the widget to all accounts within TotalBrokerage.



Steps to Remove a Brokerage-Wide Widget


  1. From the Dashboard click Edit Widgets 
  2. Locate the widget you wish to remove in the dashboard.
  3. Click on the - icon on the top right of the widget.
  4. An alert will pop up. Select Yes to confirm the removal.
  5. Click Done




NOTE: Be sure that the parameters you set accurately reflect the information you want displayed across all accounts, as these settings determine what is visible to your entire brokerage.