Webinar: All about QuickBooks

Brokermint 

As you probably know Brokermint can be connected to QuickBooks. In a few days, on August 17 at 11am PST, our team will be hosting a webinar to share best practices with you: Why QuickBooks is a perfect fit for thousands of businesses How to automate data entry, save time and money How to file 1099 forms How to setup … Read More

Creating e-signature templates

Brokermint 

Did you know you can create e-signature templates in your library? Watch the following video to learn how to use this amazing feature! Contact us via chat if e-signature is not active in your account and we will help to turn it on.

Exciting new E-signature updates

Brokermint 

Brokermint has some new amazing updates that we have made to the E-signature feature! These new features include: Status tracking of each individual signature Signing of the Commission Disbursement Ability to use fillable PDF files Want to see how it works? Watch the following video recap of all functions, which include our most recent e-signature updates! Contact us via chat … Read More

Update: more advanced user management

Brokermint 

We have simplified the user management process! It is now quicker and easier for both admin and agents. Instead of inviting a new user, simply select create user and follow these 3 steps: Add user name, role and email Update user permissions Add commission Plan Please watch the video below for more information!

Compliance 2.0 – the new way to approve documents

Brokermint 

We all know that a crucial part of every transaction is paperwork, but who likes to spend a lot of time reviewing it? Compliance is a must but it’s too time consuming.. This is why we took all recent suggestions and updated the way admins review documents, it’s simpler and the most important it saves your time Watch our 4-minute … Read More

Coming soon: Follow Up Boss CRM Integration

Brokermint 

In a few weeks, we will be releasing integration with Follow Up Boss CRM via Apination. It will let you synchronize your contacts, agents, lenders, create and automatically route to your transactions. Update transaction status in Follow Up Boss, all based on the rules you set-up. The best part is that it monitors your systems and works in the background. … Read More

Coming soon: Integration with Zapier

Brokermint 

Your time is valuable. Why waste it doing tedious tasks that a computer can handle for you? In a few weeks we will be releasing integration with Zapier. It will let you connect and automate more than 500 apps, so you can focus on the more important stuff. Here’s how it works: Zapier watches your apps for new data, and … Read More

Update: Brand new disbursement authorization form (CDA)

Brokermint 

Congrats! Our new updated CDA form gives you more control over its content and layout. You now have the ability to customize the form name, add instructions for your title company, etc. Take a look at the full list of features below or watch our video! New features include: Customize form name, you enter it and the system remembers until … Read More

Update: More visibility with new pipeline

Brokermint 

Enjoy the new filters that we have introduced to your pipeline dashboard. This dashboard shows data in the form of a simple funnel, with listings at the top, followed by pending deals and closed transactions at the bottom. It will load all of the data a user has access to, for agents it becomes an individual pipeline with the ability to … Read More

Update: New Document Approval Process!

Brokermint 

Fantastic news! We have updated the way admins can approve documents. You can now review all of the documents within the transaction on the documents page, review other information within the transaction without leaving the review process and submit all documents at one time.  Also, admins can now add custom notes if needed and copy multiple participants in the email … Read More