BoldTrail Back Office Reviews

Easy to Use and keep files organized

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

Pros:

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).

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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.

Great System!

Pros:

Transaction management, integrated forms, goal tracking/setting, electronic signing

Cons:

Seller's disclosure is the only form that is hard to use because it has so many boxes.

Brokermint Review

Comments: 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.

Pros:

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.

Cons:

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

Brokermint is great for transaction management but could be better

Comments: Overall I would say that Brokermint is definitely worth the cost. There is a lot of value and it's relativity easy for even a new user to understand and use. There is some room for improvement and their customer service is very responsive.

Pros:

I like the ease in setting up Brokermint. Adding fields and drop-down menus on transactions makes it very easy to customize the layout.

Cons:

The reporting feature is not as user friendly or robust. You are limited on the number of columns to display and the layout of the reports make them difficult to look at. You can export them to CSV files which is helpful though.

Easier RE Transactions

Comments: 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.

Pros:

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.

Cons:

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

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

Pros:

The capability to glance at the sales and sales Agents performance

Cons:

nothing I dislike and look forward to future additions.

Love BrokerMint

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

Pros:

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

Cons:

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

BrokerMint Real Estate Back Office Software

Comments: 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.

Pros:

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.

Cons:

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.

very efficient online database

Comments: This has been a very efficient online database for our office. We have been happy with it since using this program.

Pros:

Customer service online chat is great. Unlimited space is amazing. Love the lists we can assign docs to. Easy to look up past files. Easy to download anything scanned to a file. Easy to assign agents and enter data.

Cons:

It would be nice, as the office admin, if I created a new "private" contact (seller/buyer) for an agent, who I appointed "Transaction owner" on their transaction, if the program would also let the agent edit this contact person later on. Instead it greys it out and they are unable to edit the contact on their end unless the contact is set to "public" I think the office admins and the agent named the "transaction owner" should be able to edit all contacts added if set to "private" Many of our agents have been upset about this. I feel like even if the office admin adds a contact for an agent, states the contact belongs that agent, the agent as the transaction owner should be able to edit the contact at any time instead of being blocked from it. Other than that, we love this program. I think both the office admins and the transaction owner should be able to edit a private contact that is assigned to them. Thank you.

Review

Comments: I think this is a good program and with just a couple of adjustments, it could be a great program.

Pros:

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.

Cons:

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.

Needs much improvement

Comments: Overall the system has great potential, however there are quite a few things that need to be fixed. Their development team is constantly working on updates and changes to make it more user friendly but they have a ways to go. Their customer service team is a bit of a challenge as some times it takes a while to get a response or answer to a question. Sometimes I only have to wait a few minutes, others have taken as long as a week. At the end of our contract we absolutely have no intention of renewing.

Pros:

The system allows you and agents to see pipline, as well as allows you to create customer views of transaction, assign multiple compensation plans, and has an integrated esign platform.

Cons:

The system was designed with only 2 status options which are either listing or pending. The challenge is with real estate, not all transactions are going to be Pending right away, if you want to add stages, you have to create a custom field creating more work. Additionally when it comes to the financial reporting if you charge additional fees to the customer such as transaction fees if you don't want them to count toward any cap plans, then you wont be able to track these are part of the office net. The system is not very user friendly especially for those who are less tech savy then your average person. The biggest negative is that they lock you into a 1 year contract and there is absolutely no way to cancel if you are not happy. Any software company that locks you into an agreement with no way to get out is not worth the energy or effort.

Ransomware

Comments: Horrible customer service, User Interface Is Complicated

Pros:

Google Calendar Integration That Is An Extra Charge Using API Nation

Cons:

If you try to leave Brokermint will hold your data hostage. I have been with Brokermint for 7 years and they will not allow me to export my contacts, transaction data, documents, or anything other than a report on closed transactions. I will have to take legal action to retrieve my data since I am required to have a backup. Beware and start backing up your data.

Ease of Use

Pros:

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

Cons:

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

Slick and quick, but needs some polish

Comments: Lots of exciting ideas, but poor implementation makes this minimal value as a productivity tool for the individual broker. Not enough space in the edit controls here to describe the issues and solutions.

Pros:

I've only used the transaction feature so far, but web response is very good. Navigation is clearly organized. Timeline concept and reminders are a valuable feature. Pipeline revenue design is very well thought out. The biggest value is the transaction due dates. We don't have transaction coordinators, so software that does the obvious (contect due dates based on contract events) eliminates the need for a support employee which is really expensive. The only problem is, I can't control the accuracy. See cons I like I can save custom views of contacts, but it's going to be a mess when I'm a few years into this. See cons. The calendar feature is an excellent value feature. I can see clearly what I need to do on any given day. This could save me a ton of time; except I can't fix incorrect dates. See cons

Cons:

Only one of my two transactions is in the pipeline. No indication why. This is a major defect. What if I had dozens; it would be impossible to know my pipeline is not accurate if just one small transaction were missing. Contacts need a filter option, which requires attributes on contacts. For example, it's unlikely a seller contact will be needed again, or at least within 5 years. No big deal when I'm starting, but when I've had 300+ people over the years it gets unwieldy. The filtering option is very inefficient. It's 7 clicks to find all my clients, and 7 more to undo it. Worse, there's no U/I indicating my filter is in place. While I can create custom filters, I can't select more than one "type". So creating a "Vendors" list is impossible as there are many types of vendors, many types of clients. Transaction due dates simply aren't trustworthy. Since I can't edit the date of a document, I can't fix the dates to match reality. For example, inspection contingencies have dates that change more than once depending on responses.

Brokermint Review

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

Pros:

Arrangement and detailing of all deals at your fingertips.

Cons:

Learning curve took quite a while and still learning.

Exactly what we needed

Comments: 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.

Pros:

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.

Cons:

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

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

Pros:

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.

Cons:

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!!!

Comments: 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!

Pros:

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!

Cons:

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

Comments: 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.

Pros:

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.

Cons:

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

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

Pros:

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.

Cons:

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.

Brokermint for Team Management

Comments: Overall it has been a pleasant experience. We are just hoping for some for features to be unveiled as time goes on.

Pros:

I like that multiple users can work through the same transaction, I like that it organizes the documents for us as things come in and I like that it is easy to track our pipeline and download transaction docs if we need after closing

Cons:

I wish the checklist items allowed us to upload multiple documents under the same tab, i.e. if we have working docs we can upload and then add the completed document later. I wish it had the capability from the checklist to email out a template and check it off from the system. I wish it organized the checklist into categories so we could easily grab missing items we are looking for.

Feedback for Brokermint

Comments: Customer service is outstanding. Slow to implement improvements. Better integrations needed.

Pros:

Search feature and ease of finding transactions

Cons:

For brokerages that really try not to have agents doing administrative duties, there isn't a lot in Brokermint for the agent.

Excellent brokerage software

Comments: As stated above in the 1st portion of my review, this is a great software for Real Estate Brokerages, it assists everyone in your office in staying organized, being able to view progress and track commissions. It's mobile and overall very user friendly. Highly recommend this!

Pros:

I love the fact that this program really assists the users in staying organized and be able to track various items throughout a transaction. It allows the users to be completely mobile so long as they have Internet service they can continue to work on their files. It assists our Owner and Broker in tracking production levels, profits and progress of transactions.

Cons:

The ESign feature is a little rough at first, you must create a fillable template of the form you need signed prior to sending it to the clients/other Agent...this can get tricky. I had to try a couple of times before I was able to fine tune the templates.