BoldTrail Back Office reviews

I love how easy it is to set up a file. And how quickly it splits and assigns documents.

I don't like that it doesn't split over 300 pages. Doesn't show the transaction "id/email" to forward documents into the file on header when in the file (you have to go to docs, then select unsorted). I do not like how poorly made the it is to set up a checklist. Very insidious process. Be great if the following items were in the header : Year built, purchase price, transaction id/email, commission amount).
I also don't like how you have go back and forth from checklist to unsorted docs, to add new document name and make it applicable/required in order to file the doc. very time consuming. As a TC, I could never use this platform for a high volume.

I love everything about it. Very user-friendly.

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 is wonderful and extremely flexible when it comes to commissions in transactions. If there are credits to our clients, referral fees, or costs that need to be taken out pre- or post-split, it can all be done.

The reporting feature is a bit complex to use. Our team has run multiple reports with the same criteria (from different launch points) and we get different answers/totals. So it just seems a bit unreliable. Might need some streamlining or a better tagging system.

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.

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.

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.

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.

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.

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.

The fact that the team is consistently working on improvements and new features with relative enthusiasm. It keeps me hopeful that Brokermint's best days are still to come. Incredibly reliable overall, very few downtimes or interruptions. Multi-user interaction vis-a-vis shared tasks and checklists.

A LOT of missing features and functionality that would be considered standard practice for any other business, transactional or database-driven software suites. Sometimes feels more like a beta than a completely finished product.

Fills a void for us on tracking agent commissions, transaction management, and some reporting for brokerage as a whole.

Forms should just be abandoned. Not even close to a dotloop on features and usability, and the time spent working on them could be best used on other areas BrokerMint already does well.

Reporting could be more pleasant to view and use.

Not mobile friendly. Whether an app is needed or not, the current site is not mobile responsive and is well behind where I expect a system to be in 2019. It does a few things but it’s not a pleasant experience and it’s not formatted to fit a phone well, which is where I do 70% of my work as an agent and possibly more as a brokerage owner.

Add custom fields, dynamic checklists, UI, pipeline view

No ability to share disclosure packages with a link and no form automation. Skyslope has both of these features. Also no mobile app.