Welcome to TotalBrokerage!! We are here to help you succeed!
When you first log in, you will see the following.
To view the Full Dashboard, click the icon to the right.
Navigate to Full Dashboard to customize your TotalBrokerage platform.
Simple Dashboard:
Full Dashboard:
LET'S GET STARTED!
To begin, go to Setup to customize your platform.
SETUP- The setup tab is used to personalize your TotalBrokerage.
- Accounts- You can create and add new accounts or disable accounts.
CLICK HERE for Adding or Editing Account Instructions.
- Commissions- You can create and set up commission & fee plans.
CLICK HERE for Creating Brokerage Commission and/or Fee Plan Instructions.
- Transactions- You can add or create templates to use within your transactions.
CLICK HERE for Status setup instructions.
CLICK HERE for Checklist (Compliance) setup instructions.
TRANSACTIONS- The transactions tab is where you manage your transactions for contacts.
View Transactions- Here, you can see and track the transactions you have created. (As seen below)
Create a Transaction
CLICK HERE for Creating a transaction instructions.
CLICK HERE for Working within a Transaction instructions.
CLICK HERE for Transaction Tabs instructions.
Lightning Queue - This option is only visible to Managers who have the role of Brokerage Compliance Officer.
The Lightning Queue is where your compliance officer reviews submitted transactions and either approves (passes) or rejects (fails) them.
CLICK HERE for Lightning Queue Review instructions.
DASHBOARD WIDGETS - if you select to use the Full Dashboard, you will be able to add Widgets which will allow you to track transacation information for the Brokerage and/or specific Accounts (agents).
CLICK HERE for Adding and Editing Dashboard Widgets instructions.
For questions, please email Support@TotalBrokerage.com.
To access the complete TotalBrokerage Knowledge Base, CLICK HERE