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 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
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.
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
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.
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
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
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
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.
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