TotalBrokerage

Here you can edit the bonus Commission Income that your brokerage will be receiving on this transaction. This can be expressed in “Dollars” or a “Percentag...

In the “Calendar” tab, you can edit important dates for your transaction and view current tasks for this transaction. These dates will be added to your glob...

In the Email tab of a transaction, you can view emails that have been sent to the transaction's email address. Click on the name of the email to open it...

Under the “Activity” tab, events will automatically create entries for important transaction events, including: When a contact, vendor, or agent has b...

When working within a Transaction, there is a new feature called Action Plans. This feature allows an agent to create a plan of action for the Transaction. ...

Each transaction features a Checklist tab, which allows you to complete tasks and upload necessary documents for brokerage approval. To access the check...

When you are working inside of a transaction's document, you can edit the transaction's information by clicking on the border of an assigned text ...

In some cases, you have a common clause that you want to reuse throughout either multiple documents or transactions. These clauses can be saved when you w...

You can separate the pages of a multipage document in your transaction. This feature can be useful if you need to separate a multipage document. For example...

If your brokerage has been setup with Utility Concierge, there are two different ways you can submit transaction information. The first way is aut...