This guide shows you how to opt in and out of the new UI preview and highlights the updated look with side-by-side comparisons. The update includes visual enhancements for the Transactions section of TotalBrokerage, with document editor and signing updates coming in a future update. Note that this update focuses on aesthetic improvements, not major functionality changes.
This is a detailed guide, so please use the table of contents below to find the section you're interested in.
TABLE OF CONTENTS
Current UI vs. New UI Comparisons
Transaction Search Column Configuration
Top Right Actions Button Items
Opting Into the New UI
To opt into the preview:
1) Go to Transactions → View Transactions.
2) Click Actions at the top right and select Try the new UI Beta Preview.
This will bring you to the new Transactions section of TotalBrokerage.
To exit the new UI beta preview:
Desktop:
Click the Leave the new UI beta preview button at the top of the View Transactions page.
Mobile:
Select the three vertical dots on the top right of Transactions and select Leave the new UI beta preview
New UI Features:
Dark Mode
We're excited to introduce Dark Mode, perfect for those that work at night or want to reduce eye strain.
To toggle between Dark and Light Mode on your desktop computer:
1) Click your name on the top right of TotalBrokerage.
2) Select Switch to Dark Mode.
To exit Dark Mode:
1) Click your name in the top right corner.
2) Select Switch to Light Mode.
Mobile Site
We highly recommend trying out the new UI on your phone. We've made numerous improvements to enhance your mobile experience.
To toggle between Dark and Light Mode on your phone:
1) Select More on the bottom right.
2) Click the theme switch icon shown below.
3) Click the More icon again to return to your page.
Current UI vs. New UI Comparisons
View Transactions Page
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Filtering Transactions
Desktop
Current |
New Light Mode |
New Dark Mode  |
Mobile
Current | New Light Mode | New Dark Mode |
Transaction Search Column Configuration
Desktop
Current |
New Light Mode  |
New Dark Mode  |
Mobile
Current | New Light Mode  | New Dark Mode  |
Creating a Transaction
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Transaction Tab Selection
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Top Right Actions Button Items
+ Add Form
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Upload PDF
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Merge PDFs
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Documents: Create Summary PDF
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Send Document Preview
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Request Signatures
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Share Documents
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Download Documents
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Synchronize to QuickBooks
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Add a Task
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Transaction Tabs Overview
General Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Documents Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Page Tools
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Signature Requests View
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Property Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Financial Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode  | New Dark Mode  |
Base Commission Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current  | New Light Mode  | New Dark Mode  |
Earnest Money Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Calendar Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current  | New Light Mode  | New Dark Mode  |
Email Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current  | New Light Mode  | New Dark Mode  |
Activity Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Add Activity
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Action Plan Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Add New Action Plan
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Add an Action
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Checklist Tab
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
Add a File
In the new UI, the document selector and the Upload File buttons are available in the sidebar after the Add File button is selected. On mobile, select the three dots to the right of the task.
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode  | New Dark Mode  |
Add New Checklist
Desktop
Current |
New Light Mode |
New Dark Mode |
Mobile
Current | New Light Mode | New Dark Mode |
How to Submit a Bug Report
Thanks for taking the time to read through this article. We value your feedback. If you have any issues or suggestions about the new UI, please do not hesitate to get in touch with us. Here's how:
On the page you are having trouble with, at the bottom of the left sidebar, click Report a Bug.
Fill out the details and submit. Selecting Take screenshot will capture the screen you are on so we can take a closer look at the feedback.
