E-signature Update: Multiple signers

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…

E-signature Update: Populating Contact information

  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…

Grouping check boxes within E-signature

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…

Update: Tie checklists to your custom milestones

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 search options

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…

New Report: Closed/Pending Sales

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…

New Report: Outstanding E-signature requests

  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…

Dropbox Integration

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…

Referral Program – Refer and earn cash

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

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…

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