TotalBrokerage

To view the Onboardings for agents in TotalBrokerage, click on “Setup” and then Accounts from your dashboard. Please note that this is an Enterprise and Plu...

To add a bio to an agent in TotalBrokerage, click on “Setup” and then Accounts from your dashboard. Select the agent for which you want to...

To add an account to an existing onboarding, click on “Setup” and then Accounts from your dashboard. Please note that this is an Enterprise and Plus feature...

To bulk add accounts to an existing onboarding, click on “Setup” and then Accounts from your dashboard. Please note that this is an Enterprise and Plus feat...

To synchronize agent to your Quickbooks, click "Settings" on the sidebar, and then click "Accounts". You can do a bulk synchron...

This feature allows for the managing of bulk actions in your brokerage’s CRM. Managers can now limit the ability of accounts to bulk email, bulk SMS, and ad...

TotalBrokerage allows you to send bulk emails to people within your agent accounts. This applies to Managers and HR Roles. In order to send a bulk email, yo...

TotalBrokerage allows Managers and Human Resources Managers to add files to accounts. The following steps shows how to upload files accounts in bulk. B...

To see a list of all TotalBrokerage users in your brokerage, follow these steps. 1) Navigate to Setup → Accounts. This page displays all act...

TotalBrokerage allows you to send emails to people within your agent accounts. This applies to Managers and HR Roles. 1) Go to Setup → Accounts and clic...