Brokermint reviews

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

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.

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.

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.

This program works great on laptop or PC computers to organize documents and transactions, capture digital signatures, and track income and transaction volume.

This is extremely hard to use on the go. The phone app does not allow you to do even half of what the website does, and the website does not work well on phones. For our current hotter-than-hot real estate climate, the ability to use transaction software on the go is vital. Brokermint is not very intuitive to use for regular (non-admin) users, and a lot of time is wasted uploading and downloading and uploading forms between transactions. For example, if a client loses out on an offer and then decides to put in a new one on a different property, you have to download all of the forms you already have in the program and then upload them into a new transaction -- you can't seamlessly transfer files. But if you try to just overwrite the information that was already in that transaction, the auto-fill doesn't capture everything, so you have to go back manually and correct each document.

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.

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.

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.

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.

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.

I appreciate the ease of use. The system is fast and I appreciate that. Search tool works pretty great!

The reporting does not meet our needs. Can't clone and customize reports ourselves. We should be able to take the data that we input into the system and create our reports. BrokerMint cannot create "standard Reports" for all of its unique users. The print (or lack of) the option to print a clean report does not exist. When you export the report to CSV, you have to format the entire report. I don't have a clean & simple report I can print and give to an agent.

Some of the terminology is confusing.

Would like a way to communicate with in tasks for Brokers. Create a way to @ a user and they get notified on a comment on a certain task

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.