Automate the manual work in TotalBrokerage

FullSpec maps how TotalBrokerage fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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TotalBrokerage by the numbers

Insights from real process mapping sessions that involve TotalBrokerage.

No processes mapped yet using TotalBrokerage. Map a process that uses TotalBrokerage to see automation data here.

Map a TotalBrokerage automation

Top 5 TotalBrokerage friction points when done manually

Syncing TotalBrokerage data across teams

You manually copy broker information from TotalBrokerage into spreadsheets and emails because different team members need different views of the same client data.

78% report this

Reconciling TotalBrokerage with accounting

You spend hours each month matching transactions in TotalBrokerage against your accounting records because the two systems don't communicate automatically.

71% report this

Updating client records in TotalBrokerage

When a client changes contact information or broker assignment, you manually update TotalBrokerage and then notify relevant staff instead of having one change flow through automatically.

62% report this

Pulling TotalBrokerage reports for meetings

Before client calls or management reviews, you extract data from TotalBrokerage, reformat it in a presentation tool, and verify the numbers are current.

51% report this

Tracking TotalBrokerage commission changes

When broker commissions or fee structures change in TotalBrokerage, you manually notify affected clients and update your internal rate sheets.

28% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in TotalBrokerage

Browse popular TotalBrokerage automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.