BoldTrail Back Office
About BoldTrail Back Office
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BoldTrail Back Office Pricing
Pricing is based on number of seats (typically number of agents + office staff) and which plan is utilized. Accounting comes with the Enterprise plan.
Free trial:
Not Available
Free version:
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Most Helpful Reviews for BoldTrail Back Office
1 - 5 of 825 Reviews
Brian
Verified reviewer
Military, 1,001-5,000 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed December 2018
Easy to Use and keep files organized
Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.
PROSI'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).
CONSThere 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.
Jennifer
Real Estate, 2-10 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed August 2019
Brokermint Review
My overall experience has been great. When I reach out for help, someone is always there to assist me with whatever I'm working on. They are very responsive which is hard to find.
PROSI like the ability of being able to send a document to a client within the software without having to open up another program to send the document for signatures. I also like that on the dashboard you can see how much your have sold for a given year. It keep me motivated to hitting my goal.
CONSIt was a little confusing at first but every time I go into Brokermint I learn something new.
Reasons for switching to BoldTrail Back Office
Admin did because it wasn't compatible anymore with a lot of there systems.
Ashley
Real Estate, 11-50 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
1
CUSTOMER SUPPORT
1
FUNCTIONALITY
1
Reviewed April 2024
Brokermint for Real Estate Management
It was a terrible experience. Locked into an extremely overpriced system, limited support, and bottom line Brokermint was incapable of doing some of the bare minimum requirements. We found it to be very limiting in what it does while also being very complicated in each step and high priced on top of it all.
PROSI liked that Brokermint integrated with other programs well
CONSBrokermint was extremely limiting. We encountered several instances where the software would not allow us to track finances correctly resulting in our numbers always being off. When creating commission disbursement documents you can only break it down into a few categories. If you run teams with different individual splits you will be required to complete the figures on your own and then input them in an override. This proved to be extremely time consuming for our brokerage. I attempted to work through these issues several times with customer service. We paid over $800 a month to be left dissatisfied with the results. We have since switched to a new transaction system that costs $300 a month and has been extremely easy to use, records/financial numbers are completely up to date and accurate. CDA’s are made in a breeze with several categories and options for breakdowns for different cap levels and splits. When creating a CDA you would need to toggle between two different areas and the system did not allow for this easily. Our new system allows us to view all items connected to the transaction from one page.
Vendor Response
Ashley, we’re sorry to hear that Brokermint did not meet your expectations and caused frustration. Your feedback is valuable to us, and we’re continually working to improve our platform and support services. We understand the importance of a seamless transaction system and will use your comments to inform our future developments. We'd love to hear more about your experience if you're willing to set up a time to talk, feel free to email us at [email protected]! Thank you for giving Brokermint a try, and we wish you success with your new system. Best, Mary Caroline
Replied May 2024
Samantha
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed April 2024
very efficient online database
This has been a very efficient online database for our office. We have been happy with it since using this program.
PROSCustomer service online chat is great. Unlimited space is amazing. Love the lists we can assign docs to. Easy to look up past files. Easy to download anything scanned to a file. Easy to assign agents and enter data.
CONSIt would be nice, as the office admin, if I created a new "private" contact (seller/buyer) for an agent, who I appointed "Transaction owner" on their transaction, if the program would also let the agent edit this contact person later on. Instead it greys it out and they are unable to edit the contact on their end unless the contact is set to "public" I think the office admins and the agent named the "transaction owner" should be able to edit all contacts added if set to "private" Many of our agents have been upset about this. I feel like even if the office admin adds a contact for an agent, states the contact belongs that agent, the agent as the transaction owner should be able to edit the contact at any time instead of being blocked from it. Other than that, we love this program. I think both the office admins and the transaction owner should be able to edit a private contact that is assigned to them. Thank you.
Vendor Response
Samantha, thank you for your detailed feedback! We’re delighted to hear that you find Brokermint efficient and have had positive experiences with our customer service. We appreciate your suggestion regarding private contacts and will consider it for future improvements. We’re glad to support your office and are committed to enhancing your experience with our platform. Best, Mary Caroline
Replied May 2024
Justin
Real Estate, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed June 2019
Brokermint is great for transaction management but could be better
Overall I would say that Brokermint is definitely worth the cost. There is a lot of value and it's relativity easy for even a new user to understand and use. There is some room for improvement and their customer service is very responsive.
PROSI like the ease in setting up Brokermint. Adding fields and drop-down menus on transactions makes it very easy to customize the layout.
CONSThe 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.
Reasons for switching to BoldTrail Back Office
Wise Agent was not very user friendly. It was very cumbersome and it made it difficult for use to properly manage our transactions efficiently.