BoldTrail Back Office

BoldTrail Back Office
Over BoldTrail Back Office
Met BrokerMint kunnen agenten en makelaars eenvoudig en naadloos alle aspecten van hun vastgoedvermeldingen, klanten, commissies en andere backoffice-details snel, gemakkelijk en efficiënt beheren. Met functies voor e-ondertekening, ingebouwde statusformulieren, makelaarsverklaringen, rapportsjablonen, onboarding van makelaars, het bijhouden van commissies en meer kunnen kantoormanagers taken moeiteloos organiseren en centraliseren, terwijl de productiviteit wordt gemaximaliseerd.
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Beginprijs
Prijsopties
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Reviews
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- Sector: Leger
- Bedrijfsgrootte: 1.001-5.000 werknemers
- Wekelijks 2+ jaar lang gebruikt
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Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 8.0 /10
Easy to Use and keep files organized
Beoordeeld op 19-12-2018
Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to...
Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.
Pluspunten
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).
Minpunten
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.
- Sector: Vastgoed
- Bedrijfsgrootte: 2-10 werknemers
- Dagelijks 1-5 maanden lang gebruikt
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Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
Fantastic Transaction Management Software
Beoordeeld op 25-2-2023
We are using Brokermint to build our back office processes around. So right now it is making our...
We are using Brokermint to build our back office processes around. So right now it is making our lives easier by outlining and streamlining our processes.
Pluspunten
I love the way it tracks transactions and I can set up multiple commission levels, as well as add in corporate fees, etc. The transaction checklists also make life easier for the office admin to stay on top of coordinating everything.
Minpunten
I can't think of anything right off that it is missing. As we move forward with it, I am sure we will find things that might be needed, but right now we are building our team back office functions around it.
Overwogen alternatieven
SkySlopeRedenen om over te stappen op BoldTrail Back Office
I had a better experience with the walk through and support with Brokermint when testing. One of the alternates had a few more integrations with some products I use now, but the service was not as good. Admittedly I am impatient when needing help with a product, so speedy and helpful service is very important to me. Brokermint has been great to help set up and get running.- Sector: Vastgoed
- Bedrijfsgrootte: 2-10 werknemers
- Wekelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Gebruiksgemak
- Waarschijnlijkheid van aanbeveling 4.0 /10
Brokermint Pros & Cons
Beoordeeld op 24-4-2024
Pluspunten
It definitely notifies you everytime something happens in the file, which can be nice when waiting on signatures.
Minpunten
It is NOT buyer-side friendly, very difficult to do buyer transactions or get started with just keeping a buyer file.
Antwoord van Inside Real Estate
Crystal, thank you for your feedback! We’re glad to hear that you find our notifications helpful. We appreciate your input on buyer-side functionality and will work on making improvements to better support your needs. Best, Mary Caroline
- Sector: Vastgoed
- Bedrijfsgrootte: 51-200 werknemers
- Dagelijks 1+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 9.0 /10
Best Features for the Price, Great Customer Service
Beoordeeld op 3-10-2019
To get a better product, you'd have to spend more money. We found workarounds for any issues we...
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.
Pluspunten
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.
Minpunten
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.
- Sector: Vastgoed
- Bedrijfsgrootte: 11-50 werknemers
- Dagelijks 2+ jaar lang gebruikt
-
Bron van de reviewer
Totaalscore
- Prijs-kwaliteitverhouding
- Gebruiksgemak
- Klantenondersteuning
- Waarschijnlijkheid van aanbeveling 10.0 /10
This Tech leverage helped me spool up my company without hiring staff
Beoordeeld op 14-6-2019
Exceptional . . .
Exceptional . . .
Pluspunten
Once I learned it and realized its potential, I decided not to hire an assistant. I can see what my agents are doing and what they aren't doing, and it's awesome not to be chasing missing paperwork and signatures at last minute. When an agent brings me a commission check, I can pay immediately
Minpunten
The learning curve was kinda steep . . . and integrating with Quickbooks is still a challenge for me, so I'm still using Google Sheets to track projections and closed data
Redenen om voor BoldTrail Back Office te kiezen
Skyslope seemed "buggy" to me . . . Then they wouldn't let me out of my contract - Nasty peopleOvergestapt van
SkySlopeRedenen om over te stappen op BoldTrail Back Office
Brokermint has fairer pricing, and I had the perception that Brokermint is more innovative (continual improvement) than the othersBoldTrail Back Office - Veelgestelde vragen
Hieronder zie je enkele veelgestelde vragen over BoldTrail Back Office.V. Welke prijsmodellen heeft BoldTrail Back Office te bieden?
BoldTrail Back Office kent de volgende prijsmodellen:
- Gratis proef: Niet beschikbaar
V. Wat zijn de typische gebruikers van BoldTrail Back Office?
BoldTrail Back Office heeft de volgende typische klanten:
Zelfstandig ondernemer, 2-10, 11-50, 51-200, 201-500, 501-1.000, 1.001-5.000
V. Welke talen worden door BoldTrail Back Office ondersteund?
BoldTrail Back Office ondersteunt de volgende talen:
Engels
V. Biedt BoldTrail Back Office ondersteuning voor mobiele apparaten?
BoldTrail Back Office ondersteunt de volgende apparaten:
Android (mobiel), iPhone (mobiel)
V. Met welke andere apps kan BoldTrail Back Office worden geïntegreerd?
BoldTrail Back Office kan worden geïntegreerd met de volgende toepassingen:
BoldTrail, BoomTown, CINC, Contactually, Daylite for Mac, Docusign, Dropbox Business, Follow Up Boss, Geckoboard, Google Calendar, Google Drive, Kunversion+, LionDesk, Lofty, Propertybase Back Office, Propertybase Salesforce Edition, QuickBooks Online, QuickBooks Online Advanced, Salesforce Sales Cloud, SurveyMonkey, Tribus, Xero, Zapier, dotloop
V. Welke mate van ondersteuning heeft BoldTrail Back Office te bieden?
BoldTrail Back Office biedt de volgende ondersteuningsopties:
E-mail/helpdesk, Veelgestelde vragen/forum, Kennisbank, Telefonische ondersteuning, Chatten
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