Avis clients sur Brokermint

Easy to Use and keep files organized

Commentaires : Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.

Avantages :

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).

Inconvénients :

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.

Best Features for the Price, Great Customer Service

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Large KW team user, not a brokerage

Commentaires : Brokermint has served our team well as we have adapted it to our needs but there is still room for improvement on the real estate team side in terms of features. It is very clear this tool is used for Brokerages but there is a large overlap of need between small brokerages and large teams. I think it would help if Brokermint could identify this and help support the needed features of a sales team.
Lastly, the Brokermint support team has been friendly and helpful but somewhat frustrating when most of the calls into them result in them telling us the feature we are asking about is not created or possible and we should simply request the development team to create it through their online community. We have done this and requests have gone unanswered or addressed for years.

Avantages :

We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated.

Inconvénients :

We dislike the ability to create different transaction types. Brokermint currently restricts use to only two, listing or pending. It would be incredibly helpful if we had a few more categories or the ability to create our own such as a "buyer" with no property address assigned. This would allow for checklists to be assigned to the contact and documents to be saved in the system. It would also allow for our sales funnel to show an accurate representation of our business rather just listings and pending buyer/listings. The second large item we would like to see changed is the integration with Boomtown. Currently, it is only a one-way data feed, a transaction is recorded in Boomtown and then sent to Brokermint. We currently don't use this because it is backward to our workflow. We instead utilize Brokermint for all of our transaction management and simply Boomtown to keep a record of our clients. The ideal data flow would be once a transaction is entered in BrokerMint and either a listing or pending transaction, Boomtown then records it on the client's page as well. Additionally, if we could pull contact information through Boomtown into Brokermint that would save quite a bit of time.

Fantastic Transaction Management Software

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

This Tech leverage helped me spool up my company without hiring staff

Commentaires : Exceptional . . .

Avantages :

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

Inconvénients :

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

Free trial

Commentaires : Definitely have issues with the online webinars. Seems like they always start late, late enough where I have left to get back to work.
Trying to figure out how to change systems - daunting task. We have about 100 transactions going on at a time.

Avantages :

Robust reporting. The interface is appealing.

Inconvénients :

Some functions are cumbersome. Needs to be striaght forward as agents/TCs come and go and spending time training is not time well spent - In their eyes.

Newbie but so far so good

Avantages :

The layout and intuitive set up is fabulous. Very good looking site. Great customer service. Anytime there is something that we can't figure out or that we would love to see changed, we have great and quick response where the problem is easily explained or they put in an order to have it changed for us.

Inconvénients :

Because it's more of a complex system capable or more complex actions, it has taken us a little longer to set up and work out the kinks than originally planned.

Easier RE Transactions

Commentaires : Brokermint has been relatively easy to learn compared to our last file program. Creating and maintaining the transaction file is so much easier and cleaner. Again we are able to create tasks and multiple users which is so helpful when working with a group.

Avantages :

The thing I like most about Brokermint is the ability to ass multiple users to one file and the ability to assign and create tasks. Within our RE business we have several people working on one file and this platform helps to be sure everyone is on track and we know what needs to be done. I also love that there are features to create a ready to use form with dropped in signatures spots. It makes creating files so much easier. I feel this program helps to make each transaction smoother.

Inconvénients :

There are some features about saving and opening that are frustrating as far as when you think you have saved a form and it did not save some of the filled in spaces.

Brokermint saves time

Commentaires : Love what Brokermint has done for my Agents myself and the growth of our business.

Avantages :

The capability to glance at the sales and sales Agents performance

Inconvénients :

nothing I dislike and look forward to future additions.

Clunky User Interface with a Tremendous Learning Curve

Commentaires : 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.

Avantages :

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

Inconvénients :

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.

Review of Brokermint

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

Powerful Tool for Transaction/Real Estate Business Management with Flaws

Commentaires : This program technically has many wide and deep applications, and the idea of all of the services it provides as a one-stop-shop is lovely. However, the execution of that idea is very non-user friendly, even after almost a year of use and trainings.

Avantages :

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

Inconvénients :

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.

Very Disappointed

Commentaires : Brokermint was more concerned with adding new business than taking care of the business they have.
Although we voiced our frustration with some of the functionally of the software and put in requests for changes, only one minor change was made in the year we were with Brokermint. Multiple other users have made the same requests long before we did.

Avantages :

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

Inconvénients :

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.

Simple and useful transaction functionality

Commentaires : Overall, BrokerMint has been great for our brokerage. It stores all of our documents/records, keeps track of finances, and keeps us in check with the tasks.

Avantages :

I've been using BrokerMint for 2.5 years now with my real estate brokerage, and in terms of individual transactions, it does it all. We can easily create transactions with specific checklists for each type (buyers, sellers, different jurisdictions) and BrokerMint auto-populates the needed fields and tasks. Tasks can be assigned to different users, we can track financial details like credits and referrals, and each real estate agent can see what they are getting paid clearly with the Commission Statements built into BrokerMint. Love it!

Inconvénients :

The reporting is definitely the weakest feature in BrokerMint, at least from my use. I think because there are so many variables (brokerage vs. agent, rentals vs. sales, closed vs. cancelled vs. active, referrals vs. regular) it's hard to find the data you want. I feel like I would search in a few different reports with the same criteria and get different results. The data is there, just needs cleaning up.

Good Transaction Management software, but leaves plenty to be desired

Commentaires : 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. :-)

Avantages :

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.

Inconvénients :

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.

Exactly what we needed

Commentaires : Like I said, it's all that we need and it's been a huge value for our brokerage. It's companies like this that make it possible to step out in confidence and start a new brokerage. We knew we'd have to offer tools that bigger brokerages offered their agents, but we also knew that we had a start-up budget! Brokermint has tremendous value and simply works.

Avantages :

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.

Inconvénients :

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.

I love Brokermint!

Avantages :

I love this software because it is easy to use and really great for tracking. I love that it has a pipeline feature and it is very user friendly! I enjoy how easy it is to track my commissions, manage my transactions, and also have the tracking feature in order to use for the future. Another great thing about it is the integrations with different websites I use daily.

Inconvénients :

I think the only thing I don't like about the software is that I don't take advantage of everything it has to offer. I am learning about it more and more and getting to know the software and I think it has much more to offer than what I am utilizing.

Good Tool But

Commentaires : It’s a good tool

Avantages :

The Transaction setup, Pipelines, checklist & Commission tracker

Inconvénients :

We need to have the Real Estate Contracts in brokermint with an auto fill option. We currently use Dotloop for that purpose, but would love to get rid of them. It should also pull the listing information from the MLS.

Brokermint Review

Commentaires : We're had a good experience overall. When we don't have a good experience, the support staff is easy to reach to rectify the problem.

Avantages :

I like that we can easily search and add docs/checklists for each of our real estate properties.

Inconvénients :

There are a lot of features that aren't available, but I've put in ideas for and they're always inputting new ideas monthly. We're also had a lot of issues with the integration from Brokermint into Quickbooks.

Brokermint for Team Management

Commentaires : Overall it has been a pleasant experience. We are just hoping for some for features to be unveiled as time goes on.

Avantages :

I like that multiple users can work through the same transaction, I like that it organizes the documents for us as things come in and I like that it is easy to track our pipeline and download transaction docs if we need after closing

Inconvénients :

I wish the checklist items allowed us to upload multiple documents under the same tab, i.e. if we have working docs we can upload and then add the completed document later. I wish it had the capability from the checklist to email out a template and check it off from the system. I wish it organized the checklist into categories so we could easily grab missing items we are looking for.

Amazing product, Keeps everything organized!

Commentaires : Being able to break down all the files needed into templated, and then having things uploaded into their respective places-VISUALLY I can see what is needed, what is there and check each transaction quickly and efficiently.

Avantages :

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.

Inconvénients :

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.

All Under One Roof

Commentaires : While we are in the beginning stages, I have a positive outlook on BrokerMint. Some features are a little clunky (emailing multiple forms, splitting, and re-assigning them!) but overall the benefit of everything being under one roof outweighs those portions.

Avantages :

E-sign, transaction management, communication, and commission management are all under one roof. It can function almost however you would like it to fit your brokerage. When we do come across features that we would like to function differently than they do currently, tech support is extremely responsive. Both the chat feature and the folks we've called have all been very competent. The new e-sign updates make a world of difference.

Inconvénients :

The BM team has been very responsive in fixing the issues we've run into as we set up our processes - however, most of the issues could have been negated by having sore sort of onboarding specialist. Currently, we have meetings about once a week with tech support to come up with solutions to the issues that arise. Why not have someone run us through the set up process so there aren't issues in the first place? For example, our commission plans were set up incorrectly and tech did a great job walking us through why and fixing them. However, since it wasn't done correctly from the beginning there is quite a bit of catch up to do with transactions that were already in the system.

Good Concept;Needs Work

Commentaires : I'm not happy with this from the agent perspective.

Avantages :

The layout is easy to navigate. Splitting, merging files is very easy

Inconvénients :

I don't care for the lack of compliance tracking, not enough place holders. I dislike the way you create a new transaction and it's too easy to make errors but errors require the broker to address and fix them. I do not like the Hello Sign and find it leaves too many opportunities for error. Since the docs don't automatically populate the signature/initial areas it's time consuming to use. Real Estate docs have many,many areas for initials/signatures and this software needs to populate the docs and add sig/initial spots. Brokermint should allow connection to cloud storage like Dropbox...cloud storage is necessary and Brokermint is not supposed to replace it.

Brokermint makes every day easier

Commentaires : Brokermint has made our overall office processes much easier between listings coming on, homes under contract and transaction processes overview as a whole. Running a busy office can be chaotic so having the proper systems in place is paramount. Brokermint has made that easier.

Avantages :

Overall the product has been easy to use. We use the software to run a large, high producing team and it has allowed us to easily manage files in a paperless manner while tracking timelines, contract processes and make business decisions based on the ease of being able to see volume, agent production and what is in the pipeline.

Inconvénients :

We would like to see a better integration with Docusign as it is more widely used than the built-in E-sign technology within Brokermint. Would also love the ability to easily print reports to a pdf file instead of exporting to Excel.

Great BOH Real Estate Reporting Software

Commentaires : Easy to use and really nice that the feedback gets heard and they are constantly improving the software!

Avantages :

The options for reporting and tracking commissions is great - easy to pull up/check on how many transactions and what volume our agents are producing as well as tracking the comp splits.

Inconvénients :

As an admin, it would be nice to be able to mass select/adjust/re-assign/re-schedule tasks so that we could be more efficient then one by one. It would also be nice to be able to schedule projects instead of JUST transactions, and connect directly with our Marketing efforts/social media advertising for listings, and also have files in more than just "listing" and "pending" status. These are all items we lost when moving over from Brivity.