Recensioni su BoldTrail Back Office

Easy to Use and keep files organized

Commenti: Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.

Aspetti positivi:

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).

Aspetti negativi:

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.

Best Features for the Price, Great Customer Service

Commenti: To get a better product, you'd have to spend more money. We found workarounds for any issues we were having, and the cost savings is worth it for that. I think this product would work very well for a brokerage with fewer agents, but we had 100+, so the workarounds were a little time consuming. Overall, as an admin, I like it.

Aspetti positivi:

Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line. My chats were always answered within a couple minutes. Anything requiring a phone call was easily scheduled within a reasonable time. In an emergency, I could always get help right away. As an admin, I could add an accounting checklist to each transaction, separate from the agent checklist, and I'd use that to upload a copy of the escrow deposit, bank transfer of escrow to commission, and commission payments. The agent could see these and know when they were paid.

Aspetti negativi:

It has a few quirks. One problem for agents is that you can't save a draft of an e-sign document, then come back and finish it later. It's all or nothing. The biggest for admin is that, if an agent has multiple active transactions and is going to cap mid-transaction on the next closing, commissions don't automatically update to reduce the company split on this closing, and they don't automatically zero the company split on the other active transactions. You have to re-apply the commission plan to them, which causes them to recalculate and recognize that the agent is capping.

Large KW team user, not a brokerage

Commenti: Brokermint has served our team well as we have adapted it to our needs but there is still room for improvement on the real estate team side in terms of features. It is very clear this tool is used for Brokerages but there is a large overlap of need between small brokerages and large teams. I think it would help if Brokermint could identify this and help support the needed features of a sales team.
Lastly, the Brokermint support team has been friendly and helpful but somewhat frustrating when most of the calls into them result in them telling us the feature we are asking about is not created or possible and we should simply request the development team to create it through their online community. We have done this and requests have gone unanswered or addressed for years.

Aspetti positivi:

We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated.

Aspetti negativi:

We dislike the ability to create different transaction types. Brokermint currently restricts use to only two, listing or pending. It would be incredibly helpful if we had a few more categories or the ability to create our own such as a "buyer" with no property address assigned. This would allow for checklists to be assigned to the contact and documents to be saved in the system. It would also allow for our sales funnel to show an accurate representation of our business rather just listings and pending buyer/listings. The second large item we would like to see changed is the integration with Boomtown. Currently, it is only a one-way data feed, a transaction is recorded in Boomtown and then sent to Brokermint. We currently don't use this because it is backward to our workflow. We instead utilize Brokermint for all of our transaction management and simply Boomtown to keep a record of our clients. The ideal data flow would be once a transaction is entered in BrokerMint and either a listing or pending transaction, Boomtown then records it on the client's page as well. Additionally, if we could pull contact information through Boomtown into Brokermint that would save quite a bit of time.

Brokermint Review

Commenti: My overall experience has been great. When I reach out for help, someone is always there to assist me with whatever I'm working on. They are very responsive which is hard to find.

Aspetti positivi:

I like the ability of being able to send a document to a client within the software without having to open up another program to send the document for signatures. I also like that on the dashboard you can see how much your have sold for a given year. It keep me motivated to hitting my goal.

Aspetti negativi:

It was a little confusing at first but every time I go into Brokermint I learn something new.

Easier RE Transactions

Commenti: Brokermint has been relatively easy to learn compared to our last file program. Creating and maintaining the transaction file is so much easier and cleaner. Again we are able to create tasks and multiple users which is so helpful when working with a group.

Aspetti positivi:

The thing I like most about Brokermint is the ability to ass multiple users to one file and the ability to assign and create tasks. Within our RE business we have several people working on one file and this platform helps to be sure everyone is on track and we know what needs to be done. I also love that there are features to create a ready to use form with dropped in signatures spots. It makes creating files so much easier. I feel this program helps to make each transaction smoother.

Aspetti negativi:

There are some features about saving and opening that are frustrating as far as when you think you have saved a form and it did not save some of the filled in spaces.

Brokermint saves time

Commenti: Love what Brokermint has done for my Agents myself and the growth of our business.

Aspetti positivi:

The capability to glance at the sales and sales Agents performance

Aspetti negativi:

nothing I dislike and look forward to future additions.

Love BrokerMint

Commenti: If we could print the BrokerMint forms we would be WAY happier. Overall we are happy.

Aspetti positivi:

Customer Service is VERY easy to reach out to. Software is mostly easy to use.

Aspetti negativi:

No one in the office using a Mac can print any form that was filled out using BrokerMint.

Wonderful Program

Aspetti positivi:

The program is in essence a central hub that allows everyone to have access and be on the same page.

Aspetti negativi:

When calculating the agents commissions sometimes there are deductions or additions that need to be made after their bottom line net that can be very confusing initially.

Brokermint

Commenti: Overall I have liked the product and it really helps us in keeping track of each or our transactions and our overall numbers as a company.

Aspetti positivi:

This program and very user friendly. There customer service is amazing. Anytime I needed help of had a question I could set up a one on one meeting for more detailed help or just click the help button for a quick and easy response.

Aspetti negativi:

I don't like that there is not a way to create a contact sheet for all parties involved per transaction.

BrokerMint Real Estate Back Office Software

Commenti: My experience with Brokermint has been very good. Support has been responsive and helpful. There has been upgrades and enhances some of which I have not even taken advantage of yet. Online videos are also very good for many questions. On top of that Brokermint is very cost competitive with many competitors and much less expensive with a lot.

Aspetti positivi:

BrokerMint offers a very comprehensive software to manage your real estate operations. It is very simple to navigate and flexible in many areas to your specific systems. It does offer good tracking of sales associates' production, commissions and allows for multiple commission schedule options. Ability for agents and staff to access transactions from mobile devices is good. Pipeline report of closed and pending transactions is great and the ability to create your own reports is a plus.

Aspetti negativi:

While the available reports and the option to create your own reports is good the layout or printed option of these reports is less than desirable. Even if you modify column widths or eliminate some data getting the printed layout you want so you can share the data is only fair. Also I wish there was an app for mobile devices to allow ease of access to the site.

Dotloop is way better

Commenti: 1 star
The only good thing is that agents can make their own DA

Aspetti positivi:

The only thing I like is that agents can make their own CDA that’s it

Aspetti negativi:

Everything Set up a zoom with me and I’ll show you 20 things that do not make any sense

Brokermint is THE transaction management solution for our firm.

Commenti: At the time we switched to Brokermint, we had been dotloop users for years in a marketplace where dotloop was not commonly used. It worked good enough for transaction management I suppose, but at the time, there was no way to apply a checklist to a transaction (each task had to be created manually) and I didn't have a way to track commissions and get that information over to QuickBooks. Brokermint changed all that. We evaluated several competitors and kept coming back to Brokermint as the all-in-one solution we were looking for. We create transactions with MLS data, add a checklist with all items properly assigned to the person responsible for the task, push to google calendar, track commission, e-sign, review files prior to closing, and when all finished, push it all to QuickBooks for quick payment. It has transformed the way our back office runs.

Aspetti positivi:

Having the ability to track commissions inside the system, and then automatically push that information to quickbooks is a godsend. It makes tracking and paying commissions stupid simple. If you've been using excel or calculating commissions by hand, this alone will save you hours each year.

Aspetti negativi:

Most of the cons I experienced early on with the software have been addressed with updates over the time (2 years) that I've been a customer. The one thing I wish the platform did have, is the ability to customize a message when sending an e-sign request, and the ability to create signing template "overlays" as in my particular state, the state forms are each serialized, so the form has to change each time, and the template solution in place today doesn't work well with that.

BM review

Commenti: Creating reports and auditing are so much easier in your new version. This saved us so much time in accounting. The agents are also able to keep up with their production so much easier. Great product we will use instead of the Century 21 platform they suggest. Your's is so much more robust than any other system.

Aspetti positivi:

It has great reports tied to nice data entry points. I like that has customization in many ways. Competition doesn't allow the addition of fields like you do. The ability to make fields mandatory is very nice. When you made the reports where the user could use any of the fields to create new reports that took it over the top. It has saved me so much time and money being able to create a field and then report on data in that fields. Awesome, thank you for a great product.

Aspetti negativi:

The import of information from CINC is a little scarce. I wish the MLS data would migrate with the lead along with the lead source and a few other fields. If it were customizable that would be great, but to have the property information come over would be a great start. I would like a menu at the top of pages where I could quickly go to the page I wanted. Right now I hit back and it takes me to the Transaction page. This is not always where I want to be. Viewing reports is a little cumbersome. I have to export to excel to really get a useable view to work with. I do like the content of the reports however.

120+ Agent Company

Commenti: Overall, I'm happy with Brokermint. Their competition kept telling us it's for very small brokerages, but we haven't had any issues with 120 to 130 agents, and I don't see why it couldn't handle more. If you take the time to set everything up correctly before letting agents use it, they will love it.

Aspetti positivi:

It's very easy to use after getting it set up correctly. We have over 120 agents, and I don't spend a lot of time answering questions. If an agent comes to me with a Brokermint problem, it's usually because I got one of their settings or permissions wrong, and that's on me. I can create reports with a simple drag and drop menu of fields. I can create new fields and incorporate them into reports. Everything can be exported to CSV / Excel. Customer support has always been immediate, whether by phone, email, chat, or screen sharing.

Aspetti negativi:

Nothing major. It would be nice to have triggers that cause events. For example, if no one switches a transaction to closed, we aren't prompted to pay commissions. It would be great if we could be prompted to pay as soon as the broker approves the final required document in the checklist. As it is, we assign the brokers responsibility of switching transactions to closed after approving the final docs. This is to prevent the agent from having to revisit the transaction after submitting everything and getting it approved, just to switch it to closed. There are a few other things that I wish could be automatically triggered. Most of the cons I have would be a matter of convenience.

Brokermint Review II

Commenti: The website itself is fairly easy to troubleshoot and also an easy sell with the agents. It is an integral part of our daily operations and in the beginning (first 2-3 years) felt very familial and we were helped instantly by the owner and the original crew. As time went on, we were assigned account specialists more times than I can count and now all we are is a number. Luckily, they have a great product - that we need.

Aspetti positivi:

It is unlike any other Transaction management program in this field. It is web based, so an agent can use it from anywhere at anytime. They keep adding little changes/improvements that are often helpful and make the site easier and easier to use.

Aspetti negativi:

Customer Service and turn-around time on tech tickets or answered questions is unfortunately extremely poor. Their growth rate has been massive (great) but their ability to keep up is lacking (not great). The live chat feature often outsources their CS & they have no idea how to answer or what we're talking about - very frustrating. Suggestions/requests get swept under the rug for months/years even though we know other clients are asking for the same updates/changes, etc.

Brokermint Review

Commenti: It's been a learning experience. Started out slowly.

Aspetti positivi:

Arrangement and detailing of all deals at your fingertips.

Aspetti negativi:

Learning curve took quite a while and still learning.

Exactly what we needed

Commenti: Like I said, it's all that we need and it's been a huge value for our brokerage. It's companies like this that make it possible to step out in confidence and start a new brokerage. We knew we'd have to offer tools that bigger brokerages offered their agents, but we also knew that we had a start-up budget! Brokermint has tremendous value and simply works.

Aspetti positivi:

Brokermint is the perfect feedback loop between our agents and our transaction coordinator. It's not the fullest featured program out there and for us, that's better. We needed something that was an ideal blend of simple and intuitive without being so feature-rich that it had a steep learning curve.

Aspetti negativi:

For us, all our documents for our transactions are conveniently provided through our local MLS and the system they use. The document signing in Brokermint still isn't more convenient or better at this time and therefore we don't have a ton of motivation to migrate all our signings to Brokermint.

Brokermint review by Hallmark Realtors

Commenti: Again I am pleased with Brokermint, except for the reports and a few other small glitches that my admin has experienced.

Aspetti positivi:

Very flexible program, mostly easy to use, good training, My agents that use it like it, the agents that don't are not tech savvy and my Admin enters all the data for them.

Aspetti negativi:

Most of the reports are useless to me. I have asked several times for Agent Reports. Individual reports that I can review with my agents to show their production and compare it year over year, month over month, etc. Reports are there buy I don't understand why Brokermint insists on putting Company Dollar, and Gross Commission income into the reports to agents, it is none of their business what Company Dollar or any other Company statistics are, it only creates problems. If I was to leave Brokermint, it would be for this reason. I also wish the pipeline showed 12 months or at least Year to Date.

LOVE my Brokermint!!!

Commenti: Positive!!! We have been truly grateful for this program and for the immediate response to questions or issues that we might encounter. I cannot recommend Brokermint highly enough!

Aspetti positivi:

I have been in the real estate industry for MANY years. This program is the best I've used for databasing and tracking transactions and processes. It allows customization for each office while making usage simple enough that an oldie like me can still use it with ease!

Aspetti negativi:

The only thing I could say is downside is that it doesn't upload the listing broker's contact information from the MLS. Which is not a big deal and it takes me two minutes or less to add it into the database. I only mention this because there really are no complaints and this is the only thing I could think of as a con. (Based on past experience, I bet they have an update for this asap! They are awesome about that sort of thing!)

Brokermint

Commenti: For the most part, I have enjoyed Brokermint. What we have utilized so far is easy to use and my agents seem to enjoy it. I unfortunately have not had the time/ability to utilize all of the features of Brokermint just because some setup is too time consuming. For example, setting up e-forms. We are still using Ziplogix because the amount of time it takes to setup forms to be filled out through Brokermint is enormous.

Aspetti positivi:

I do appreciate the user friendliness of this software. I switched from Backagent to Brokermint because of it's ease of use and how much easier it would be on my agents to submit things.

Aspetti negativi:

There are several simple features that I figured they would have added by this point. It seems like when people submit requests to add things, they are not acknowledged by Brokermint. I've seen simple feature requests sit there for over a year with lots of support from users but no acknowledgement from Brokermint. Why is there not a mobile app at this point? We also cannot duplicate transactions when a transaction falls through like a listing so we have to spend time reentering all of the listing information again. Backagent lets you duplicate a transaction so you do not have to start from scratch.

Almost perfect

Commenti: Brokermint help organize transactions in an easy to use manor unlike their competitors.

Aspetti positivi:

Customizable to your needs. You can create your own checklists, esign, etc. Customer service is phenomenal about listening to users and implementing new changes to help benefit end user.

Aspetti negativi:

Mobile/App the mobile version is lacking behind with the rest of the industry. Being able to quickly access full BM on the go would be huge, but the mobile version simply doesn’t cut it.

Love Bold Trail!

Commenti: Very user-friendly for both real estate agent admin and your clients to be able to electronically signed documents, love the storage capability and tracking our sales and commissions for a real estate

Aspetti positivi:

I love everything about it. Very user-friendly.

Aspetti negativi:

No cones that I can think of. User-friendly, which is important to have your clients be able to access and sign the documents wit

Brokermint Product Review 2024

Commenti: Good overall satisfaction and good technical support early on.

Aspetti positivi:

Easy to use for file and document management.

Aspetti negativi:

Cost when there were 18-19 brokers using it. Now we just have 8 of us and we anticipate losing more brokers soon.

Using Brokermint for Title Insurance

Commenti: Brokermint is easy to learn and navigate.

Aspetti positivi:

I use Brokermint as a research tool to confirm information with my real estate agents. It is easy to access and navigate.

Aspetti negativi:

I really don't DISlike anything about Brokermint. It is a valuable tool for my job.

Has lots of kinks and short comings but has a hidden potential

Commenti: Customer service is okay we had times where they are very helpful and times when they aren't.
However, they can only do so much on their end.

Aspetti positivi:

User interface is very easy to learn and use Great for real estate brokerages with solo agents or people who do not belong to a team

Aspetti negativi:

Needs a lot of improvements regarding who gets credit for the sale on a team environment.