Brokermint reviews

My pros with Brokermint are that it allows for organization of documents and very quick retrieval of those same documents at a later date. It also allows an easy way for me to download my commission statements later for tax purposes.

The only disadvantages of Brokermint was the original learning of their e-signing process...if that's even a con! I just had to get used to finding it and understanding it. Once I learned it, it actually made life easier as a Real Estate Agent without having to go back through a different system. The docs were already in Brokermint. So this con became a pro.

Ease of Use - Design - Open Software that easily integrates

Lack of detailed reports and the ability to create necessary report types for agent production, company production, and financial metrics.

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.

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.

Brokermint's comprehensive features and customizable workflows to be highly valuable for managing real estate businesses, providing efficient solutions for tasks like invoice management, data migration, and workflow automation.

Platform can be complex and challenging to learn initially, particularly for those who are not tech-savvy. Additionally, customer support response times can be slow at times, which can be frustrating for urgent issues.

The combining of transaction management and back office.

I would prefer a total integration with Docusign instead of Hello Sign. Support could be open for 6 hours on Saturday.

Brokermint makes managing my real estate transactions simple! When I was determining which brokerage to joing- Brokermint sealed my decision!

There is very little not to like about Brokermint. The only thing I have had issues with in the past is revising a signed document to reshare for signing- this is the only issue ive encountered, but surely there is an easy fix.

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.

Software feature compble is very easy to use and much benefit to companies

The problem is that the software can have features can be cumbersome and learning is steep

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

Brokermint allows us to stay compliant and that is critical for any brokerage. It also allows us to stay very organized with our agents. We are at 100 agents now and without Brokermint it would be a nightmare to keep it all together.

I wish it had the capability to help with accounting. Like charging agents for services - monthly charges, fees, etc. And allow us to know if our agents have balances with us when we create a CDA. Basically, accounting in the same software would make this a total win.

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.

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

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.

I love the pipeline! It makes planing and growing your business easy! You can clearly see what months you are at a high volume and what months need a marketing plan. I Plan and execute marketing plans using the pipeline.

The second thing I love about this system is the ease in creating new transactions. I have noticed using previous systems the amount of information required to create a transaction is significant. It would take me so long to gather all the information required to create a transaction. It was like inputting two listings for one transaction. This system cut that time in half and the additional information is optional so if you need to get that RPA uploaded in a limited timeframe, you can get it done!

I wish I had the option to delete documents in a checklist that are not relevant to the current transaction, keeping them in the checklist but having the ability to customize it for the current transaction.
The dates do not reset with an extension so my checklists are always in the red.
I can't attach more than one document to a task. For example, the task Addendum can only have one document attached to it. If I have 3 Addendums in one transaction, I have to create three tasks.

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!

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!)

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.

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.

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.

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.

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.

I love the offer portal for my listings, the activity list to check that you send all of the documents to the correct people. I love the templates and the new feature to add more documents onto one electronic signature request.

I don't like that when you email someone a document or an update, you can not really get a response or an attachment if they sent it to you through the Brokermint email.

Only software on market usable for REO an traditional transactions. Easy to use. Ability to create custom reports and interface with other software systems. Love the mobility...use from office, Ipad and phone. Team always making improvements for increased efficiency.

Inability to keep track of expenses. Created a workaround so it works for me.

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

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

I love that we were able to get rid of our old paper methods. Our company was in the "Stone Age" but with Brokermint, we have been able to transfer everything online. We don't have to worry about losing anything, and can have multiple people working on the same file, collaborating at the same time.

The fact that if I hit the "back" button, the screen grays out and I have to click on "refresh" to make Brokermint work. Minor annoyance, but still. I keep doing it, and it annoys me a ton.

Allows template changes with processes. The reporting is great.

Email functionality and task issues. We need a ​task to have the ability to send an email to clients or agents. The template email is great, but that should auto-populate​​ in a task and send with a click. Not searching for it.

I love that I was able to create my own checklist template and it's very simple to add more additions when needed for any real estate documents that come up during the closing process. Uploads are quick and easy. It's very clear what I am still missing from my checklist. For what I utilize Brokermint for, it works fantastic. At any given time, I am working with 10 or more files at once. Brokermint helps keep me very organized.

I don't like the document signing section as much as I like and use Docusign. Not as user friendly.