Working within a Transaction
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 ...
Fri, Dec 8, 2023 at 1:36 PM
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 ...
Thu, Sep 14, 2023 at 9:16 AM
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...
Thu, Feb 22, 2024 at 4:10 PM
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...
Fri, Dec 23, 2022 at 1:35 PM
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...
Sat, Apr 6, 2019 at 8:28 AM
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...
Sat, Apr 6, 2019 at 8:27 AM
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”. ...
Sat, Apr 6, 2019 at 8:27 AM
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...
Sat, Apr 6, 2019 at 8:27 AM
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...
Tue, Mar 12, 2024 at 9:07 AM
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...
Thu, Sep 29, 2022 at 2:45 PM