Update: Payments Report

Brokermint 

The Payments reports only showed who made or received certain payments. When generating reports the system was not giving the option to filter by person and see all of their transactions that are  related to specific  payments. Brokermint has expanded the filter option on the Payments Reports to allow you to filter by any payee/payer and access the transactions that … Read More

Close and Cancel Transactions

Brokermint 

Setting permissions for users is very important. Admins were able to set the permissions for users to “can close/cancel” transactions only, but it may be the case that you only want to give access to users to “close” a transaction only, not “cancel.” Brokermint has updated the system to split these into two different permissions. You will now have the … Read More

Commission Tags

Brokermint 

Brokermint will be hosting a webinar for all admins to learn more about Commission Tags! This webinar will teach you how to slice and dice your commission data any way you want it! Commission tags will give users a way to monitor individual items, including income and deductions, without requesting for us to reconfigure reports! Here are some key benefits … Read More

User Guide

Brokermint 

In addition to the the weekly webinars we now have a manual for all Agents and Admins! Please Download attached PDF as a tool for you to use while you are exploring the Brokermint system. As always, we like to keep everything simple and easy to use! Let us know if you have any questions. Also, remember we have online … Read More

Latest API Updates

Brokermint 

We’re continuously updating our software to create the best and easiest to use platform for our users. Here are just a handful of our most recent updates to the Brokermint API ecosystem. (We call it API 2.0) User profiles – Upload pictures in Brokermint and then push our user profile to your WordPress website and keep Brokermint as the single … Read More

Update: Commission Tags

Brokermint 

Starting today Brokermint admins can now slice and dice commission data any way they want it! Each real estate transaction (typically) has a handful of deductions such as the E&O fee, transaction fees, mentor or coaching fees, etc. At the end of the year, Brokers and office admins and managers want to learn more about these fees from their financial … Read More

Update: Want more control over your contacts?

Brokermint 

In any busy office there’s usually multiple people managing, updating, and using the business’ contacts. In a particularly contact heavy business such as real estate, this means your contact database can get disorganized–fast–if you don’t have the proper tools and procedures in place to keep them up-to-date.   Good news! Brokermint now has the capabilities to give you more control … Read More

Update: Brokermint meets QuickBooks Online

Brokermint 

You already know the Brokermint team loves updating our software; we just can’t leave it alone! And we love taking feedback or suggestions users have about the platform and making tweaks that make our software better and more usable for you and your business. Which is why we’re excited to announce our latest and newest functionality: Brokermint now automatically syncs … Read More

Update: Weekly training for your team

Brokermint 

Starting this Friday we will be hosting a weekly training session for Agents. Every Friday at 11 am PST. 20-minute training for Agents We will cover core functions, such as: how to create a transaction and add contacts, how to upload documents and submit them for broker review, how to use the calendar and set up email notifications. PLUS, we … Read More

Update: Brokermint meets Google Calendar

Brokermint 

With the help of our technology partner Apination, we bring you the ability to see all key due dates in your Google Calendar as well as sync this data to your smartphone or tablet. ​By activating this free add-on you can: Sync default transaction milestones: listing, acceptance, closing, and expiration date Set up custom milestones and sync them to your … Read More