TotalBrokerage

The General tab in TotalBrokerage serves as the central hub for managing the foundational aspects of a transaction. It is the first tab you encounter upon ...

You can use TotalBrokerage to edit and send documents in letter-size or legal-size format for e-signature. This article demonstrates how to edit a ...

Page Tools  You can delete, sort, and rotate the pages of a document in your transaction.  You will use Page Tools when you need to split a document in...

You can organize your documents and put them into folders in TotalBrokerage.   You can drag documents to a folder using the 4-way arrow icon. To m...

You can archive a document or mark a document signed in TotalBrokerage.   Marking a document will change the status of a form from either Editing, Parti...

To upload a document to your account, click the “Actions” menu at the top-right corner of the page, then click “Upload PDF”. Read the disclai...

To add documents to a transaction, click the “Actions” menu at the top-right corner of the page, within the transaction, then click “+Add Form”. ...

This feature allows you to merge forms that are in the Editing status.  To do this, click “Actions” then “Merge PDFs” at the top-right corner of the “Docume...

You can choose to combine documents and download them in bulk. In the actions menu of the transaction at the top right, click the option to Download Documen...

You can share your transaction documents from your account with people outside of TotalBrokerage.  Please note that you can only share documents with a stat...