View Transactions

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...
Wed, Nov 13, 2024 at 3:39 PM
Bulk Reassigning Transactions to Another Agent
A Brokerage Manager can reassign transactions to a new agent at once.  Go to “Transactions”, and then “View Transactions”. To reassign ONLY tra...
Thu, Nov 14, 2024 at 2:50 PM
Basic and Filtered Searching for a Transaction
You can perform a basic or filtered search for a transaction in TotalBrokerage here. You can also view your transactions. To perform a basic search, clic...
Fri, Jan 24, 2025 at 11:27 AM