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

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).

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.

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.

I 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.

It was a little confusing at first but every time I go into Brokermint I learn something new.

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.

I liked that Brokermint integrated with other programs well

Brokermint 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.

This has been a very efficient online database for our office. We have been happy with it since using this program.

Customer 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.

It 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.

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.

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.

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.

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.

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.

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

The capability to glance at the sales and sales Agents performance

nothing I dislike and look forward to future additions.

If we could print the BrokerMint forms we would be WAY happier. Overall we are happy.

Customer Service is VERY easy to reach out to. Software is mostly easy to use.

No one in the office using a Mac can print any form that was filled out using BrokerMint.

The program is in essence a central hub that allows everyone to have access and be on the same page.

When calculating the agents commissions sometimes there are deductions or additions that need to be made after their bottom line net that can be very confusing initially.

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.

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.

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.

1 star The only good thing is that agents can make their own DA

The only thing I like is that agents can make their own CDA that’s it

Everything Set up a zoom with me and I’ll show you 20 things that do not make any sense

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.

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.

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 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.

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.

Brokermint has a nice and simple look to it. I use the commission plans alot and I like that. Customer Service is top notch.

I wish it were just a little more intuitive and had more graphics. Agents like graphics and need it to be super intuitive or they don't use it and from a broker standpoint it becomes a chore to always be forcing them to use it. It is one of the better ones out there. I want to integrate QBooks but have heard that the integration isn't great. I wish they integrated with Docusign..

Lots of exciting ideas, but poor implementation makes this minimal value as a productivity tool for the individual broker. Not enough space in the edit controls here to describe the issues and solutions.

I've only used the transaction feature so far, but web response is very good. Navigation is clearly organized. Timeline concept and reminders are a valuable feature. Pipeline revenue design is very well thought out. The biggest value is the transaction due dates. We don't have transaction coordinators, so software that does the obvious (contect due dates based on contract events) eliminates the need for a support employee which is really expensive. The only problem is, I can't control the accuracy. See cons I like I can save custom views of contacts, but it's going to be a mess when I'm a few years into this. See cons. The calendar feature is an excellent value feature. I can see clearly what I need to do on any given day. This could save me a ton of time; except I can't fix incorrect dates. See cons

Only one of my two transactions is in the pipeline. No indication why. This is a major defect. What if I had dozens; it would be impossible to know my pipeline is not accurate if just one small transaction were missing. Contacts need a filter option, which requires attributes on contacts. For example, it's unlikely a seller contact will be needed again, or at least within 5 years. No big deal when I'm starting, but when I've had 300+ people over the years it gets unwieldy. The filtering option is very inefficient. It's 7 clicks to find all my clients, and 7 more to undo it. Worse, there's no U/I indicating my filter is in place. While I can create custom filters, I can't select more than one "type". So creating a "Vendors" list is impossible as there are many types of vendors, many types of clients. Transaction due dates simply aren't trustworthy. Since I can't edit the date of a document, I can't fix the dates to match reality. For example, inspection contingencies have dates that change more than once depending on responses.

We've had a great experience with Brokermint for the past year and a half as customers. The webinars and education that they are willing to extend to their clients is above and beyond. And has inspired us to spend more time in Q&A webinars for our office, and small tutorial videos for our clients!

I like the intuitive layout and the transparency the pipeline and transaction management calendar give to our agents. The easy color coded guide and timeline on specific properties helps our back of office staff stay on task and up to date with whats going on daily/weekly with our Agents.

Sometime especially when splitting documents, the website will freeze. Or crash. And leave the documents in the unsorted folder. As we have watched this program grow, our cons have grown smaller and smaller. You can watch the progress they are making behind the scenes! Communication is great, and they will always submit an idea to the tech team. That makes it feel like a more collaborative database. Syncing with our local MLS and mapping all the documents we would have to use in a transaction would be the most helpful moving forward though. Overall, great program!

Overall it is an easy and effective tool that cuts my work time in half in comparison to other systems I have used in the past. I love the simple layout! I never got overwhelmed with the system.

I love the pipeline! It makes planing and growing your business easy! You can clearly see what months you are at a high volume and what months need a marketing plan. I Plan and execute marketing plans using the pipeline. The second thing I love about this system is the ease in creating new transactions. I have noticed using previous systems the amount of information required to create a transaction is significant. It would take me so long to gather all the information required to create a transaction. It was like inputting two listings for one transaction. This system cut that time in half and the additional information is optional so if you need to get that RPA uploaded in a limited timeframe, you can get it done!

I wish I had the option to delete documents in a checklist that are not relevant to the current transaction, keeping them in the checklist but having the ability to customize it for the current transaction. The dates do not reset with an extension so my checklists are always in the red. I can't attach more than one document to a task. For example, the task Addendum can only have one document attached to it. If I have 3 Addendums in one transaction, I have to create three tasks.

Easy to use, organized, and self explanatory.

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

It’s a good tool

The Transaction setup, Pipelines, checklist & Commission tracker

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.

My overall experience with Brokermint has been great.

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

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.

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.

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

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.

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.

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.

Brokermint easily integrates with our third-party software to minimize the work required to sync transactions, listings, mailing lists, and website. Their API is easy for our developers to use for custom solutions and the software is EASY to use. Agent adoption was much easier than our company anticipated and the agents can all figure it out whether they are tech savvy or can barely text.

Mobile functionality is a bit difficult to navigate, no direct esigning within the app. The software does not act as a form vendor (currently) so we still require a 2nd software within our MLS for filling out the contracts. The library does not allow for sub folders and will not preview video files.

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

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

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.

As a TC I have used many of the platforms currently used by different brokerages. Brokermint is by far the most intuitive and the easiest to use. It helps me quickly track what is still missing, and immediately see comments by compliance review. I like the fact that exemptions can be requested for documents that don't pertain to the transaction and that new placeholders can be added for documents that aren't on the checklist.

I love the ease of splitting a large pdf into individual documents that can be properly identified and immediately loaded into the checklist or given a specific name so I can then easily locate them in the unsorted folder and then download them for any corrections or completion.

I honestly haven't found a feature that I don't like.