TotalBrokerage

If you're having trouble uploading a document to TotalBrokerage, signature requests not working, signatures returning upside-down, or other document-rel...

If you can't find your transaction, it’s likely because its status is set to be hidden from the search list by default.  Go to Transactions → View T...

STANDARD TROUBLESHOOTING STEPS If a customer reports that they did not receive their signature request email, follow these steps to resolve the issue: ...

If the incorrect checklist is displaying, first go to the General Tab of your transaction and confirm that the selections for Represent and Transaction Type...

In some cases, the contract must reflect the customer's name as a Corporation or Trust, rather than an individual. However, the person with signing auth...