Sub accounts and moving transactions

Julie Tendler 

Sometimes company’s with more than one location will need to transfer or move information between offices. For company’s with multiple office locations (Sub Accounts) we have added the ability to move transactions between sub accounts. Now any users with access to multiple accounts can use this new feature. Select Edit within the transaction Select “Move to” Select the sub account … Read More

E-signature Update: Multiple signers

Julie Tendler 

When creating templates you need to specify roles for each designated signer. It may be the case when sending a document from templates for e-signature within a transaction that you may not need all set signers that were added when creating the template. Brokermint has updated the system which now gives users the ability to delete signers as needed before … Read More

E-signature Update: Populating Contact information

Julie Tendler 

In an effort to save you time, we have added a new update to E-signature! When creating templates you are asked to add a role before completing the form; for example; Buyer or Seller. The system will now auto-populate the email address for the role added to the template from within any transaction. Please make sure the role names, for … Read More

Grouping check boxes within E-signature

Julie Tendler 

There may be some cases where you need to ask your clients to check at least one or more checkbox’s. This can be done when creating templates and also on the transaction level. Once you have added the checkbox’s to the proper places please follow the steps below. Click and create a box around the boxes you would like to … Read More

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! Are you curious to see how much income your company has brought in this year? How about this month? The Closed and pending sales report will give you an overview of all your business in one place. Filters include: -Status -Transaction owner -Type of sale -Commissions -Side you are representing as a company

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.