BoldTrail Back Office Reviews

Real Estate Transactions with Confidence

Comments: I believe Brokermint is an easy program to learn and keep track of real estate transactions. I would recommend it to other brokerages.

Pros:

Being a User and not an administrator, I have the benefit of having everything set up so I may go in a do any type of transaction with a pop-up list of everything that needs to be done. I thank Brokermint for giving the administrator the ability to do so. It has made doing transactions of any type easy and understandable. I am able to keep all my documents loaded and backed up on Brokermint and retrieve them at any time. Although, we are taught to back up our documents in our own files. I just like the ease of the program the best.

Cons:

I don't like being able to correct mistakes I make without having to contact an administrator.

Makes life easier for managers

Comments: I love the support, and I love the look and ease on the management side. I do wish that it was more user friendly for the agents.

Pros:

I love that the system works almost like a transaction coordinator, when I lean into all the features. It helps me manage the whole business from transactions, agents and commissions/fees

Cons:

Some of the features are so subtle that agents tend to miss things. I wish that the document review had a back button.

BTBO the office app to go for!

Comments: Nice experience offering the users an easy and smooth transaction and transition.

Pros:

Easy and smooth to operate within the app, it automatically generates all the info that we type in. It keeps all the info maintained and organized. User-friendly when other parties receive any email for review or signature.

Cons:

Sometimes it misses out some type-in infos (some technical stuff). I would like to see a more detailed version on the mobile app too, similar to using it on the website/laptop.

Large KW team user, not a brokerage

Comments: 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.

Pros:

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.

Cons:

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.

Great System!

Pros:

Transaction management, integrated forms, goal tracking/setting, electronic signing

Cons:

Seller's disclosure is the only form that is hard to use because it has so many boxes.

Brokermint Review

Comments: I have had a wonderful overall experience

Pros:

I love how user friendly Brokermint is. After months of trying different sites I am glad I found this one. Easy to use, looks fresh vs some of the other archaic sites that I tried.

Cons:

I wish I could show each agent how much they have paid towards their cap but not the total amount they have paid into the office. I don't want the number to show the fees and office leads. Agents just want to know how much they have paid towards cap.

Clunky User Interface with a Tremendous Learning Curve

Comments: 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.

Pros:

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

Cons:

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.

Love Bold Trail!

Comments: Very user-friendly for both real estate agent admin and your clients to be able to electronically signed documents, love the storage capability and tracking our sales and commissions for a real estate

Pros:

I love everything about it. Very user-friendly.

Cons:

No cones that I can think of. User-friendly, which is important to have your clients be able to access and sign the documents wit

Great Product

Comments: My work would be so much more difficult without it.

Pros:

Easy form completion, commission management, and integration with accounting software.

Cons:

Not able to make corrections on forms after being saved.

I am a user of Boldtrail

Comments: I am a user and I don't pay for it. My company provides it for us

Pros:

I like it offers flexibility for my Broker to add and delete tasks I need to complete. Electronic signatures work well.

Cons:

On Mobile I have a hard time seeing if an email signature was requested and if completed or mot completed

Review of Brokermint

Comments: 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!

Pros:

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.

Cons:

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

Comments: 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.

Pros:

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

Cons:

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.

Brokermint from a Transaction Coordinator's view

Comments: I am very happy with the system and continue to recommend it to others in the same field.

Pros:

I like that the checklist help to keep me accountable to my clients and their transactions are completed in a timely manner for all involved. I can do the majority of my transaction from Brokermint and it stores all of the correspondences.

Cons:

I dont like not having forms that I regularly use in my contracts to be auto filled. Over all I am pleased with the system.

Very Disappointed

Comments: 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.

Pros:

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

Cons:

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 Review

Pros:

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

Cons:

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..

Brokermint Review II

Comments: The website itself is fairly easy to troubleshoot and also an easy sell with the agents. It is an integral part of our daily operations and in the beginning (first 2-3 years) felt very familial and we were helped instantly by the owner and the original crew. As time went on, we were assigned account specialists more times than I can count and now all we are is a number. Luckily, they have a great product - that we need.

Pros:

It is unlike any other Transaction management program in this field. It is web based, so an agent can use it from anywhere at anytime. They keep adding little changes/improvements that are often helpful and make the site easier and easier to use.

Cons:

Customer Service and turn-around time on tech tickets or answered questions is unfortunately extremely poor. Their growth rate has been massive (great) but their ability to keep up is lacking (not great). The live chat feature often outsources their CS & they have no idea how to answer or what we're talking about - very frustrating. Suggestions/requests get swept under the rug for months/years even though we know other clients are asking for the same updates/changes, etc.

Keeps us organized

Pros:

It is a great tool to keep our agents transactions organized

Cons:

nothing is bad about it that i can think of offhand

Great Platform, Plenty of room to grow!

Comments: 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!

Pros:

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.

Cons:

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!

Brokermint Agent Review

Comments: 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.

Pros:

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!

Cons:

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.

Does some things great but needs upgrades

Comments: The transaction management piece is solid. Not over the top with unnecessary bells and whistles but it works. The forms are useless to us. We will not be dropping dotloop even though we had hoped we may be able to. It’s just not even close to being ready for prime time for all forms and usage a full broker needs. I wish the reporting was a little bit more ‘display’ friendly and could be broadcast on tvs in our office for our agents. The custom reports are nice to configure but different display formats, colors, visuals/graphics like we had with a CTE or Sisu would be phenomenal because the data is here just primed for it. I love the broker review portion of the software for our BIC. Even if dotloop is still necessary, this portion is good. Overall the experience is positive but I feel like trying to be everything is really hurting what BrokerMint could be. I need more from BrokerMint in regards to broker reporting tools, and commission tracking, and transaction management for our team, not doc signing now that I’m really seeing and using it.

Pros:

Fills a void for us on tracking agent commissions, transaction management, and some reporting for brokerage as a whole.

Cons:

Forms should just be abandoned. Not even close to a dotloop on features and usability, and the time spent working on them could be best used on other areas BrokerMint already does well. Reporting could be more pleasant to view and use. Not mobile friendly. Whether an app is needed or not, the current site is not mobile responsive and is well behind where I expect a system to be in 2019. It does a few things but it’s not a pleasant experience and it’s not formatted to fit a phone well, which is where I do 70% of my work as an agent and possibly more as a brokerage owner.

I love Brokermint!

Pros:

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.

Cons:

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.

Well Thought Out Product

Comments: Go live process was slow and fragmeneted. Customer support is off shored somewhere in Russia or Ukraine and there is no ability to call anyone.

Pros:

Add custom fields, dynamic checklists, UI, pipeline view

Cons:

No ability to share disclosure packages with a link and no form automation. Skyslope has both of these features. Also no mobile app.

Brokermint review

Comments: Support is typically quick, very friendly and informative ....however it's not really suited for the most important things I need which is client confidentiality.

Pros:

That it's easy to use and I like the esign very much.

Cons:

I do not like that only one name can be put on a transaction - meaning if I have a Real Estate deal that is in my office, the deal cannot be made so that each of us (myself and another agent) has our own file for this property. There is only one file (Transaction) so only one person (agent) can see the file, otherwise, if you let 2 agents see this file it goes against confidentiality in my Association because all of the documents are there. In my office I'm not allowed to see other agents files and vice versa. Also, the contact list/form is not permitted from as it's not private... when you select "only me" for a contact it still goes in the main contact list which is not want I want. It's not permitted as the contact list is visible by everyone as far as I can see. When I type in a contact and go to the main contact list it's on there even though I've selected "only me" . Also, most times when I put an email address in to send a document to be signed it forces me to fill in the contact form (name and email address) before it will accept an email address for me to send it for an signature.

Brokermint Product Review 2024

Comments: Good overall satisfaction and good technical support early on.

Pros:

Easy to use for file and document management.

Cons:

Cost when there were 18-19 brokers using it. Now we just have 8 of us and we anticipate losing more brokers soon.

Using Brokermint for Title Insurance

Comments: Brokermint is easy to learn and navigate.

Pros:

I use Brokermint as a research tool to confirm information with my real estate agents. It is easy to access and navigate.

Cons:

I really don't DISlike anything about Brokermint. It is a valuable tool for my job.