Implementation

With Brokermint, like any new powerful tool you may adopt, it is important to invest some time up front to ensure the best possible setup for your brokerage. We know the steps needed for a successful implementation. You know your business. Together, we will automate your back office and drive your bottom line.

Step 1

Getting Started with Implementation

We’ll provide you with a step by step plan to get your implementation going. We have an extensive library of Help Center articles and how-to videos. Different plans and seat counts come with different levels of service. Please ask for details. And if you need extra help or extra customization, we offer a full suite of professional services.

Step 2

Customization and Configuration

Customization is easy in Brokermint. We’ll show you how to set up key parts of Brokermint to ensure a successful start. And we’ll show you how to update those items so you can make changes in the future. In some cases, we’ll even do it for you. (Different plans and seat counts come with different levels of service. Please ask your account executive for details.)

Step 3

Direct Training and Guidance

We have multiple resources at your disposal for training. Live and recorded training sessions, online Help Center, video tutorials, and more. For more information about training options for your plan, contact your account executive or the Brokermint support team.