View Transactions

Basic and Advanced Searching for a Transaction
You can perform a basic or advanced search for a transaction in TotalBrokerage here.  You can also view your transactions.  To perform a basic search, click...
Mon, Feb 12, 2024 at 4:36 PM
Creating a Transaction
1) In the left sidebar, go to Transactions → View Transactions 2) Select Actions on the top right and click + Create Transaction. Alternative...
Fri, Mar 10, 2023 at 2:02 PM
Exporting your Transactions' Activities to a CSV
To export your transactions’ activities to a CSV, from your dashboard go to “Transactions”, then “View Transactions.” Click on the “Actions” button...
Fri, Apr 24, 2020 at 11:37 AM
Bulk Reassigning Transactions to Another Agent
You can reassign all of your transactions to a new agent at once.  Note that this will reassign ALL of your transactions, regardless of who they are assigne...
Mon, Apr 6, 2020 at 9:51 AM