TotalBrokerage

User Fields allow Brokerage Managers to customize TotalBrokerage to better fit their brokerage’s specific needs. Depending on your TotalBrokerage plan, ...

This is where you can create and manage the information you want to capture for your vendors. If your plan does not include Vendor Management, please em...

To create or edit User Fields for Vendor Files, go to Setup > User Fields > Brokerage Scroll to the bottom of the list to sel...

You are now able to set custom colors for Transaction Dates. Each date within a transaction is able to given a select color which will appear on everyone ca...

Customize and store essential information like birthdays, license expiry dates, and emergency contact details for your users through User Fields. 1) Nav...

Activity Type - Account, Contact, or Transaction Inbound Phone Call Outbound Phone Call Email Text Note Appointment/Meeting Account ...