BoldTrail Back Office

BrokerMint Real Estate Back Office Software

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

Great System!

良いポイント:

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

改善してほしい点:

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

Ransomware

製品を使ってみた感想： Horrible customer service, User Interface Is Complicated

良いポイント:

Google Calendar Integration That Is An Extra Charge Using API Nation

改善してほしい点:

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.

Boldtrail review

良いポイント:

keeping a record of all documents and commissions processed

改善してほしい点:

It's expensive

Great Product

製品を使ってみた感想： My work would be so much more difficult without it.

良いポイント:

Easy form completion, commission management, and integration with accounting software.

改善してほしい点:

Not able to make corrections on forms after being saved.

Efficient & Easy to Use!!

良いポイント:

Brokermint is very easy to use. I love that its a one-stop shop; e-sign, file storage, commissions, accounting, etc. There is also a Brokermint Support Facebook Group!

改善してほしい点:

I honestly don't think I have found anything I don't like yet.

Great tool with great potential.

製品を使ってみた感想： Love this tool. Want to learn more and get more out of it.

良いポイント:

Has everything we need for TM. Love the phone app. Use it everyday!!!

改善してほしい点:

Need a lot of training and support to unlock the potential.

Brokermint Review

製品を使ってみた感想： It's been a learning experience. Started out slowly.

良いポイント:

Arrangement and detailing of all deals at your fingertips.

改善してほしい点:

Learning curve took quite a while and still learning.

Feedback for Brokermint

製品を使ってみた感想： Customer service is outstanding. Slow to implement improvements. Better integrations needed.

良いポイント:

Search feature and ease of finding transactions

改善してほしい点:

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

Clunky User Interface with a Tremendous Learning Curve

製品を使ってみた感想： The team is open to feedback as long as it is positive. If you appear less than 100% positive in the support forums or share your frustrations in a constructive manner, the admins will disable your ability to post or comment on threads. This demonstrates a company with a dysfunctional culture and one that does not align with the values of our organization. If they would listen to the constructive feedback, BrokerMint could truly be something special (I truly believe that). Unfortunately, they are slow to respond to simple things and their actions are alienating customers.

良いポイント:

It has the potential to be an amazing platform as it has all the right elements.

改善してほしい点:

While it has all the right elements, the user interface is clunky, not intuitive and the result is a tremendous learning curve even for the most tech-savvy real estate professional. A great example of their unusual UI is that all transactions have to either be "pending" or a "listing." If you are preparing an offer to submit to a listing agent, it has to go into the system as a "pending" file, even though it is not. This skews your analytics since you will show a closed/lost rate that is artificially inflated. But wait, there is more. Need to prepare a referral agreement!? Yup, you guessed it -- pending transaction! That is just one of the issues I have with BrokerMint that has lead me to pull the plug at the end of our first contract.

changes to Brokermint

良いポイント:

There is a little more ease with the DocuSign being added.

改善してほしい点:

I don't like that all transactions are listings- there are buyers and sellers - and there is not a way to have it say buyer. All transactions are qualified as listings which makes no sense.

The BEST transaction management!

良いポイント:

Easy to use, organized, and self explanatory.

改善してほしい点:

I wish you were able to rotate documents just in case you were to accidentally scan them incorrectly.

Brokermint gets the job done

製品を使ってみた感想： It can definitely have some changes done.

良いポイント:

The tasks that make life easier, the date can be changed. And it auto populates dates from the front page.

改善してほしい点:

Don't like that you can't reply to an email created by brokermint. A new email without the thread has to be generated each time. Not good if you want to continue a thread.

Using Brokermint for Title Insurance

製品を使ってみた感想： Brokermint is easy to learn and navigate.

良いポイント:

I use Brokermint as a research tool to confirm information with my real estate agents. It is easy to access and navigate.

改善してほしい点:

I really don't DISlike anything about Brokermint. It is a valuable tool for my job.

Job well done, thank you Brokermint.

製品を使ってみた感想： Excellent overall — I highly recommend it for transaction management.

良いポイント:

I depend on it to keep me organized, so I can confidently move forward.

改善してほしい点:

Sometimes I find special needs to be less than intuitive.

Review of Brokermint

製品を使ってみた感想： Brokermint does try really hard to accommodate smaller companies' business models. Their recent updates have improved the ease of usage for agents overall. Sometimes though, they update and move links/filters so often, that it's hard for the agents to figure out where the things they were used to seeing on one screen is now on another or in a different widget. I also find myself (Admin.)looking for tutorials and/or help guides to the new things they update. The announcements are good but again, the language is not always understood without further research into what it is has changed. Trying to get live support has begun to get harder. A live chat gets passed on to several people which then prompts me to filter through 2 to 3 different answers before getting what I need out of the initial inquiry. Reports is something that we've been working with Brokermint on since inception- we'll get there!

良いポイント:

As far as I understand, Brokermint is not software, it's an internet based program - unless they are looking to get into that field? Initially, what I like most was how different it was from other programs we were using. The ease of initial transaction entry and agent usage capabilities is what took us over the top.

改善してほしい点:

Initially, it was the understanding that much of the wording (colored differently) was a link to other pages or filters. There are no buttons or boxes to click on as people are used to. That was/is hard for a lot of the agents to grasp. Also, a lot of the dropdowns were not editable and the verbage is different in each state so we had to pick whatever was closest. When Brokermint updated the program to include these, it made the transaction editing easier - but all the previous entries still have the original wording. So if you're trying to find an archived trans. those filters don't work. When trying to communicate these issues to the staff/programmers via e-mail/chat; a phone call would always have to follow because the description language was different and we couldn't understand each other's needs/solutions without describing it live (it's good that they made themselves so available) but it took weeks to get to that point/resolution.

Brokermint is THE transaction management solution for our firm.

製品を使ってみた感想： At the time we switched to Brokermint, we had been dotloop users for years in a marketplace where dotloop was not commonly used. It worked good enough for transaction management I suppose, but at the time, there was no way to apply a checklist to a transaction (each task had to be created manually) and I didn't have a way to track commissions and get that information over to QuickBooks. Brokermint changed all that. We evaluated several competitors and kept coming back to Brokermint as the all-in-one solution we were looking for. We create transactions with MLS data, add a checklist with all items properly assigned to the person responsible for the task, push to google calendar, track commission, e-sign, review files prior to closing, and when all finished, push it all to QuickBooks for quick payment. It has transformed the way our back office runs.

良いポイント:

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.

改善してほしい点:

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.

Brokermint

製品を使ってみた感想： 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.

良いポイント:

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.

改善してほしい点:

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.

Brokermint Review II

製品を使ってみた感想： The website itself is fairly easy to troubleshoot and also an easy sell with the agents. It is an integral part of our daily operations and in the beginning (first 2-3 years) felt very familial and we were helped instantly by the owner and the original crew. As time went on, we were assigned account specialists more times than I can count and now all we are is a number. Luckily, they have a great product - that we need.

良いポイント:

It is unlike any other Transaction management program in this field. It is web based, so an agent can use it from anywhere at anytime. They keep adding little changes/improvements that are often helpful and make the site easier and easier to use.

改善してほしい点:

Customer Service and turn-around time on tech tickets or answered questions is unfortunately extremely poor. Their growth rate has been massive (great) but their ability to keep up is lacking (not great). The live chat feature often outsources their CS & they have no idea how to answer or what we're talking about - very frustrating. Suggestions/requests get swept under the rug for months/years even though we know other clients are asking for the same updates/changes, etc.

Good Transaction Management software, but leaves plenty to be desired

製品を使ってみた感想： Considering the narrow scope of options available for RE Transaction Management software, I would say that my overall experience has been good, albeit frustrating. Like I said earlier, the scope of features, especially related to: search parameters/filters, report generation, commission calculation etc., limits my ability to use the software to its full potential. Thank you for a good, reliable software suite nonetheless. :-)

良いポイント:

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.

改善してほしい点:

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.

Brokermint are always part of the solutions and never part of the problems.

良いポイント:

Ease of use for all of our agents, even the not so tech friendly. Brokermint has not only given us a web based solution, they have allowed us to go completely paperless. This is huge for a fast growing real estate brokerage. We have a serious injury and wrongful death law firm and a fast growing real estate company. Partnering with Brokermint early on has allowed us to grow our real estate business without sluggish bottlenecks. If swift, accurate and compliant transactions are one of your goals, with the ability to track your agents progress while having timely reporting, then Brokermint is a must have.

As a real estate agent- I love Brokermint!

製品を使ってみた感想： My overall experience with Brokermint has been great.

良いポイント:

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

改善してほしい点:

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.

LOVE my Brokermint!!!

製品を使ってみた感想： 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!

良いポイント:

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!

改善してほしい点:

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 Review

製品を使ってみた感想： It has been a pleasant experience. We haven't encountered any problems that the support team hasn't been able to quickly solve for us.

良いポイント:

The customization. I like being able to create custom checklists and tasks for our company and rename document placeholders. I also like to ease of splitting and combining documents within the software.

改善してほしい点:

The "Checklists" and "Documents" sections seem redundant and I wish they were combined in one spot.

The Ideal Software for Real Estate

製品を使ってみた感想： Brokermint has allowed our business to grow in ways we previously did not think possible. Transactions are expedited and everyone is on the same page at all times. I highly recommend it to any business attempting to streamline their workflow.

良いポイント:

The ease of functionality for keeping track of every step of the purchase process, both pre- and post-transaction, maintains workflow in a busy office environment, virtually capable of running your entire business logistically.

改善してほしい点:

To be honest, this software is fully sufficient for our business needs and does not need any improvements at this time.