TotalBrokerage

Here, the Brokerage Manager will create the default settings for all Transactions. To create your transaction settings, start by going to Setup > ...

You can configure your transaction status and permissions as a Brokerage Manager by going to Setup > Transactions.   Here, you will see the currentl...

Here you can create, view, archive, and edit checklists. To create a new checklists; click on “Setup” and then “Transactions” from your dashboard.    ...

Here you can create, view, archive, and edit checklists. To archive checklists; click on “Setup” and then “Transactions” from your dashboard.    ...

To add default vendors to your account, click on “Setup” and then “Transactions” from your dashboard. Once in “Transactions”, click on the “D...

To use the "Wizard Questions" you first will need to create a "Group(s) located in the "Forms Library" under "Transactions&quo...

In order to create new answers for a wizard question, click on “Setup” and then “Transactions” from anywhere in TotalBrokerage. Go to the tab that ...

Go to Transactions > Forms Library From Actions in the upper right corner, select + Add New Form. Read and Check the Disclaimer. ...