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

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