TotalBrokerage

You can perform a basic or advanced search for a form on TotalBrokerage.  You can also edit, copy, or download forms in the Form Library here.  To perform a...

To add a new form to TotalBrokerage, go to Transactions → Forms Library on the left sidebar. In the top-right corner, click Actions and +Add ...

You can edit the information and program a form here (you can also do this right after you upload a new form). Start by selecting Transactions → Forms Libra...

 Start by finding your form in the “Forms Library” (click “Transactions” and then “Forms Library” on the left.         Find and click o...

When editing a document either in the forms library or a transaction, you are able to generate a serial number for the form. After adding a text box to th...

TotalBrokerage has implemented a way to copy form mappings between your documents. This means that you are able to use fields from a document and transfer i...

You are able to bulk group and ungroup forms within your forms library. Follow the steps below to learn more! To start you will need to go to Transac...