TotalBrokerage

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...

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 disclaime...

In the "Earnest Money" tab, you can track the earnest money for this transaction. Click+ Add to enter a new earnest money deposit. Th...

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 “Docum...

You can cancel signature requests by first going to Signature Requests". After clicking Cancel the following box will display. Click Ye...

In the document tab of a transaction, you can view all the document shares you have sent out for this transaction. Scroll down to the section called ...

You can share your transaction documents from your account with people outside of TotalBrokerage. Please note that you can only share documents with a Sign...