TotalBrokerage

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...

In TotalBrokerage, you are able to create multiline check boxes. This allows either an agent or a signer to mark which box is applicable to them without bei...

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

You have the ability to perform batch operations on documents within a transaction, saving you valuable time as opposed to processing these actions individu...

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...