Update: Tie checklists to your custom milestones

Julie Tendler 

When creating a new task on your checklist templates Brokermint only had 4 dates to tie that specific task to; Listing, expiration closed and cancelled. We have expanded the list so you can now tie any task deadline to any custom dates created in transaction fields. Note: Please make sure to add date field to Transaction fields.

Transaction search options

Julie Tendler 

Have you tried searching for an active listing with the same address just a different unit number and multiple closed locations or pending transactions appear? Brokermint has now updated the search option when searching for a specific transaction. When you begin typing the address it will now categorize and sort based off of status. Order is as follows: Listing Pending … Read More

New Report: Closed/Pending Sales

Julie Tendler 

Brokermint has added a new report for all users with access to reports to use at their convenience. You can now view all pending and closed sales in one report. This will give you an overview of all your business in one place.  You have the ability to filter by status, transaction owner, type of sale and which side you … Read More

New Report: Outstanding E-signature requests

Julie Tendler 

It is vital that all documents have all of the required signatures. It can be time consuming to search through every individual transaction to figure out what has not been completely executed. We now have a report that enables you to see any outstanding e-signature requests that have been made by all users. You have the ability to view the … Read More

Dropbox Integration

Julie Tendler 

Dropbox integration is now available! Dropbox integration is now available! In addition to Brokermint storing your information forever, the system can automatically backup transactions to your Dropbox! The Dropbox integration is triggered upon a transaction closing in Brokermint. It zips up the transaction and related documents and places it neatly in your Dropbox account. This may be a life saver … Read More

Referral Program – Refer and earn cash

Julie Tendler 

Check out our new Share and earn cash referral program! Refer a business and earn cash You earn cash when the business you refer becomes a Brokermint customer and remains in good standing for 60 days. You can choose to receive either a check from Brokermint or money off your current bill with us.

Edit document and restart E-signature

Julie Tendler 

Sometimes when designing an E-sign document we may forget to add something important that is needed within the document. By selecting Restart E-sign the system will pull up the document to send with its original content that was added by the user requesting the signature.   Please keep in mind, once the document has been fully executed the restart E-sign feature … Read More

Co-op side adding and deducting fees

Julie Tendler 

We have updated commissions in the system to  track income that is either received or deducted from the co-op side. Any deductions or additions that are made within a transaction to the co-op side will be shown on the co-op side of the commissions and on the CDA form. You can track this income in reports by tagging the payments.

Update: Create e-signature package

Julie Tendler 

Sending multiple documents to clients for signature can sometimes be confusing. In order to make the process easier for your clients Brokermint has added the ability to send an e-signature package. This is only available when pulling documents from templates. This new update will allow you to “Use multiple templates” and it will merge all documents into one PDF file … Read More

New and improved reports

Julie Tendler 

A few important report updates: We have had many requests to add and update fields and filters in many different reports. We have updated and added some new filters to 2 very popular reports. Brokerage report Added last 3 years to filter Agent profile report Added license renewal date