TotalBrokerage

TotalBrokerage offers a convenient feature for sharing previews of unsigned documents or documents in the editing status with external parties, such as clie...

You can perform batch operations on documents within a transaction, saving you valuable time as opposed to processing these actions individually.  The o...

Commission plans can be tied to the Transaction Type. See this for more info on how to do so. As such, you may consider locking the transaction type so agen...

What is the Rerun Wizard? The "Rerun Wizard" is a feature within the Actions section of a transaction. It allows you to reload the initial tra...

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 ...

The E-Signature request process in TotalBrokerage includes useful features, such as comment templates and default comments, designed to improve your workflo...

In the “People” tab, you can choose the different parties who will be involved in a transaction including; Agents, Vendors, and Contacts (Buyers, Sellers, L...

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

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...

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 from Library...