Working within a Transaction

Documents: Creating a Signing Certificate
If a document has already been Signed, you can create a signing certificate to verify the signature of a document. To do this, click the 3 dots in the...
Wed, Jan 29, 2025 at 4:35 PM
Property: Custom MLS Addendum
To create a custom MLS addendum in TotalBrokerage, enter an MLS number under the “Property” tab and click the “Fetch Icon” to populate the property in...
Fri, Jan 31, 2025 at 3:37 PM
Locking a Transaction Type
Commission plans can be tied to the Transaction Type.  See this for more info on how to do so.  NOTE for Brokerage Managers: you may consider locking t...
Tue, May 20, 2025 at 4:30 PM
Documents: Editing a Document
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 document...
Tue, Aug 26, 2025 at 1:55 PM
Transaction tabs
Transactions may include the following tabs.  Click on a tab name to jump to its corresponding instructions:  General Property Email Documents  ...
Tue, Aug 12, 2025 at 1:04 PM
Documents: Archiving and Marking
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, Part...
Fri, Jan 24, 2025 at 11:26 AM
Share Documents
You can share your transaction documents from your account with people outside of TotalBrokerage.  Please note that you can only share documents with a...
Tue, Nov 25, 2025 at 4:23 PM
Documents: Copy or Amend a document
If you need to make changes to a document after it's been sent for signature, you have two options: Copy or Amend.  In order to use this function, t...
Fri, Mar 21, 2025 at 4:48 PM