Brokermint Erfahrungen

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.

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.

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 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.

The customization of the reports was a nice feature.
Our assigned customer service representative was very responsive.

Brokermint could never get the integration with Quickbooks to work, which was the main reason we selected this software.
The document management portion of the software was very cumbersome. In order to have multiple documents assigned to one checklist item you needed to unassign the document, merge the document and re-assign to the checklist. This happened multiple times on several checklist items.
When you entered a listing it asked for the acceptance date and closing date which did not apply at this stage or even make sense and was very confusing . When the property went under contract the closing date was not required since it asked for this information at the listing stage making reports inaccurate.
When viewing the documents tab it was not in the same order as the checklist tab so finding a document was very frustrating.

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.

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.

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.

I love the ease with which I can upload docs from anywhere! The assigning and splicing are so very simple, it is literally my fault if something is wrong.

The issue with Microsoft Edge causing lag times is a pain, but Edge is causing issues with everyone, so I really cant blame Brokermint --I just wish there was some kind of 'if this takes more than X amount of time...' warning. I also wish that IF there is a lag/refresh situation, that Brokermint would REMEMBER what had been typed instead of my having to do the input again.

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.

Relatively easy to use and does all the basic stuff a back office system should (Document storage for compliance, commission calculation, tracking and CD generation).

We also use the Library resource feature as our go-to resource library for our agents.

Not as easy to use or intuitive as it could be. There is a fair amount of reduntant/unnecissary button pushing to accomplish simple tasks. Needs more automation options like auto adding document checklists or automatically submitting uploaded documents for review.