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 along with permissions as a Brokerage Manager by going to Setup -> Transactions.   Here you will see the c...

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 ...

When Forms are uploaded into TotalBrokerage, you have the choice to assign a Form Group (or multiple if you choose). A Form Group is used to categorize and ...