Document Management & Checklist Templates
Staying on task and keeping all relevant documents organized and accessible can be a chore for any user, which is why Brokermint has made it easier than ever to manage and simplify all types of real estate documents and checklists.
Whenever a user creates a transaction, Brokermint automatically assigns the default real estate transaction checklists so that everything can be completed to maintain proper compliance.
Have your own transaction checklist? No problem! Brokermint’s intelligent interface allows you to set up your own templates and then automate them using simple, straightforward rules. How easy is that?
But document and checklist organization is only
the beginning. Users also have the ability to:
Store any document, including forms, photos, audio files and voice messages
Store emails and send transactional emails to users so that everyone stays informed throughout the process.
Easily create checklist templates for any type of transaction
Create advanced templates with the ability to populate due dates based on acceptance, listing, closing and escrow milestones
Once all relevant documentation has been uploaded, Brokermint’s intelligent backup feature allows you to download a copy of your transaction data at any time. As part of your service, Brokermint gives you unlimited storage, so you never have to worry about file size constraints getting in the way of keeping your office on track and organized.
What our customers say
From small teams to multi-office brokerages,
Brokermint helps you take office efficiency to the next level
Once you have introduced this software into your office procedure you will find that the acceptance from your agents and entire staff will be one of appreciation.
more than 700 businesses trust Brokermint