Opiniones de BoldTrail Back Office

I've used Brokermint with two different companies now, and it is incredibly easy to use. I used to keep very detailed files on my hard drive, and backed up on an external drive. Brokermint helps me organize my files much easier with their checklists and backing them up on my hard drive after a transaction is finished is much easier than trying to keep up with multiple versions on my harddrive(s).

There isn't much I don't like, but there are a few design features that took me a while to learn. For example, when you add a new task to a checklist - first time I did this, I needed to add a document, but forgot to check the box, then I didn't have permission to delete that task. Also, when you upload a document, it doesn't become visible until you also select "Submit". I learned this the hard way the first time, when my broker was looking for a document I uploaded, but never submitted.

I love the way it tracks transactions and I can set up multiple commission levels, as well as add in corporate fees, etc. The transaction checklists also make life easier for the office admin to stay on top of coordinating everything.

I can't think of anything right off that it is missing. As we move forward with it, I am sure we will find things that might be needed, but right now we are building our team back office functions around it.

It definitely notifies you everytime something happens in the file, which can be nice when waiting on signatures.

It is NOT buyer-side friendly, very difficult to do buyer transactions or get started with just keeping a buyer file.

Transaction management / accounting. We do not use the documents or electronic signatures.

Sometimes the data input can feel repetitive - should have different fields for BROKERAGES and USERS

Brokermint is definitely user friendly and easy to navigate through your transactions, forms management, and esign.

I have the app but in order to use the all the functions, I need to sign in on the web to use the different features. I assumed if I had the app I should be able to use the features there

There is a little more ease with the DocuSign being added.

I don't like that all transactions are listings- there are buyers and sellers - and there is not a way to have it say buyer. All transactions are qualified as listings which makes no sense.

I like it offers flexibility for my Broker to add and delete tasks I need to complete. Electronic signatures work well.

On Mobile I have a hard time seeing if an email signature was requested and if completed or mot completed

The tasks that make life easier, the date can be changed. And it auto populates dates from the front page.

Don't like that you can't reply to an email created by brokermint. A new email without the thread has to be generated each time. Not good if you want to continue a thread.

Keep everything so neat and organized and easy to find plus the notification system is out of this world

I can’t think of anything I dislike about Brokermint

An easy to use and very efficient software for accounting and business with a perfect customer service always present to help in case of need

The disadvantage is the level of customization which is a bit very limited. And also the problem of saving the stock to use it afterwards which is also complex

Brokermint has a nice and simple look to it. I use the commission plans alot and I like that. Customer Service is top notch.

I wish it were just a little more intuitive and had more graphics. Agents like graphics and need it to be super intuitive or they don't use it and from a broker standpoint it becomes a chore to always be forcing them to use it. It is one of the better ones out there. I want to integrate QBooks but have heard that the integration isn't great. I wish they integrated with Docusign..

I love the ability to easily create checklists and assign them to various people. It's easy to upload documents and run reports, too.

It is not easily integrated with other major software companies, such as dotloop. This makes it difficult to communicate with other teams or offices, especially to share documents. We are a team within a real estate office. Our office uses dotloop, but our team prefers Brokermint. The problem we face is that it is impossible to share data between the platforms, so I have to duplicate the work in order to use our team preference and also send files via dotloop with the office staff. I wish Brokermint allowed actual documents (not just links) to be emailed out. If they could enable that feature, then I would be able to email documents directly into dotloop, which would make Brokermint a much better product overall!

I like the overall ease of use for many of its features. The ability the combine and split documents in BrokerMint has come in handy countless times. It's also really easy to add and rename checklist items to fit each transaction and handle documents in a time efficient manner.

Navigating the documents within the transaction can be a little convoluted. I wish the "checklists" and "documents" sections were combined within transactions.

Some of it keeps us very organized and helps me to keep the agents organized and in compliance.
Some is very user friendly and if set up correctly is a no- brainer

It will not sync with Top Producer- I have double input.
It is much more geared to listing agents and not Buyer agents.
Simple fixes like being able to email from Library and getting a P&L from each transaction could be done and has never been completed.

I like the e signature component. I also like the approval process but I would like to be able to fine an agent for insufficient or missing paperwork on the fly. I also like the checklist system because it keeps agents from naming files crazy things.

Does not track emails to agents regarding their docs. I cannot assess fines or adjust commissions on the fly when approving docs. There is no search engine on the approval screen. Also, incomplete transactions should be red on the approval screen like they are on the transaction screen.

I cannot see the date a document was uploaded.

Timing out is a huge issue.

There should be an additional step in the closing process whereby an agent alerts the staff that a closing has happened but we can get a final check before the integration with Quickbooks.

The admin training is insufficient as far as the work flow is concerned. The setup training is great.

The constant innovations and new functionality, ePay, Cash at Retail, Reports, etc

The lack of Flex fields so that we can add fields within the software to assign special characteristics, like assign a property to a certain "Property Manager", etc