Brokermint Reviews

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.

Software feature compble is very easy to use and much benefit to companies

The problem is that the software can have features can be cumbersome and learning is steep

Ease of Use - Design - Open Software that easily integrates

Lack of detailed reports and the ability to create necessary report types for agent production, company production, and financial metrics.

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.

This program and very user friendly. There customer service is amazing. Anytime I needed help of had a question I could set up a one on one meeting for more detailed help or just click the help button for a quick and easy response.

I don't like that there is not a way to create a contact sheet for all parties involved per transaction.

Brokermint platform has lots of versatility for my company needs.

There is a bit of a learning curve with the service. Almost too many options at first.

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.

The constant innovations and new functionality, ePay, Cash at Retail, Reports, etc

The lack of Flex fields so that we can add fields within the software to assign special characteristics, like assign a property to a certain "Property Manager", etc

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.

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!

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.

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.

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.

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 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.

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

This software is easy to learn and use. Adding Listing and Pending sale files is very simple and pretty self explanatory. Easy to make changes to check lists if need be, I like that it has checklists and timelines for paperwork to be turned in an uploaded to help everyone get things done in a timely manner. I also like that it keeps track of cancelled and closed transactions and keeps them separate for you! I think that Brokermint is a great way to help offices and Realtors keep track of their listings and sales and keep all of there previous and current files organized, also makes it very easy to access closed files if you need to look back on or pull up old paper work for some reason or another!

There is not many things I don't like about the software so far! I am still learning new things all the time.