Brokermint Reviews

“Mobile app makes managing easier

Pros

As a Realtor who is always on the move, this mobile app makes managing things so much easier. Plus I love how the platform handles electronic signatures and how it shows whether someone has viewed a document but has not signed yet or has only partially signed it.

Cons

I wish the unsorted documents and the checklist were not kept in different locations. I mean it would be much more convenient if I could easily flip between them and view documents side by side without jumping around the app.

“Terrible and unfriendly support

Pros

Honestly it is not particularly well organized and I find myself looking for the ability to create my own custom reports since the default reporting tools don't deliver the results I need.

Cons

Their customer support is terrible as staff are unfriendly and difficult to deal with. As they require at least thirty days notice to cancel and I had to play endless phone tag because cancelling by email isn't allowed which was extremely frustrating.

“Maintains compliance and consistency

Pros

It helps maintain compliance and provides a consistent method for managing paperwork which improves agent accountability.

Cons

The software is overly complicated for the majority of our agents. So we have had to assign a part-time person to manually input transactions. Plus when a lead arrives, we are unable to tell whether it originated from MaxTech or BoldTrail, so we don't know if a referral fee should apply. To make matters worse, leads come from a DoNotReply address, so how are we supposed to report issues or provide feedback?

“Outstanding support and good value

Pros

The support is simply outstanding and handling real estate transactions works really well. Plus the value is very good for what it offers once you get the hang of it.

Cons

It would be great to see more choices inside the drop down menus, since it took me a while to discover there were additional options. And I wish there was a way for me to reorder the forms.

“Incredibly simple and user-friendly

Pros

For my real estate deals, this tool is incredibly simple to use. The workflow is also user-friendly and I like that I can jump between transactions without any hassle.

Cons

I honestly cannot think of anything I dislike about it as it is extremely user-friendly and there isn't any feature or change I would ask for

“simply the worst tool

Pros

Honestly there is nothing I like about this program. It is far from user-friendly, pretty complex and an absolute pain in the ass to deal with every day.

Cons

This is the worst. I only use it because my brokerage mandates agents use it. ZipForms and DocuSign are vastly superior, far easier to use and more user friendly.

“Love the easy navigation for agents

Pros

I love how easy BoldTrail Back Office is to navigate and how well it work for me. As a real estate agent, I have no patience for complicated tools. From the moment I sign in, my transactions are neatly organized, commission splits are calculated automatically and required fields are filled with my brokerage defaults. This saves me hours each week and reduces mistakes. The layout is also clean, user friendly and feels truly built for agents, not just accountants.

Cons

My biggest complaint is that when I make an error and need to fix something, I frequently have to rebuild the whole transaction from the ground up. I mean there is no simple undo or the ability to edit certain fields in place once they have been locked. Plus it drives me crazy when a tiny typo means retyping dozens of entries. And I would really like them to include a more forgiving edit mode or at minimum give a warning before data becomes locked.

“All-in-one but lacks Spanish version

Pros

As a real estate advisor, I must say this system is very effective for the work we do. Overall it helps me as an all in one management platform.

Cons

What frustrates me is that I cannot use the platform in Spanish which causes many of us Latino agents to struggle with the language. I am also unable to upload contact phone numbers from countries like Colombia and other LATAM nations to send SMS or other messages and there is no way for me to send messages through WhatsApp.

“Excellent functionality with lifesaver feature

Pros

We have found the overall functionality to be excellent. Plus the signature certification feature has really been a lifesaver and we mainly use it for truncation management.

Cons

The system is more expensive than other options and there is a significant shortage of training available. So I honestly do not know how to manage agents using this platform.

“Well organized and simplifies transactions

Pros

It is very well organized and user-friendly. Also it is pretty simple to navigate and makes managing the entire flow of real estate transactions much easier for me.

Cons

I have not faced any problems. As the step by step tutorials are genuinely helpful and make it simple for me to locate everything I need, so I really have no complaints.

“Easy storage, communication and distribution

Pros

The software makes it easy to store information, simplifies communication with the front office and provides a convenient way to distribute 1099s. But since my brokerage covered the subscription, I am not sure how cost-effective it is.

Cons

My CDA setup never functioned properly, so on every occasion I was about to finalize a transaction I had to ask a supervisor to enter the CDA for me.

“Simple data entry, easy client use

Pros

It is simple to enter data and information. My clients also have an easy time using the system and understanding how to sign documents.

Cons

There really are not any drawbacks. As every part of the platform performs reliably, helping both me and my clients stay as efficient and effective as we can.

“allows us to stay organized, unreliable auto-fill

Pros

What I really like is how all the paperwork is tied to a single file which can be organized neatly. Also it is good to have signed documents automatically land in the correct folder.

Cons

I have noticed that the automatic filling of signature fields and dates is really unreliable and putting together an offer now takes me twice the time compared to my previous system.

“Helps broker stay organized and efficient

Pros

As the managing broker, I really like BoldTrail BackOffice. It consistently helps me stay organized with transactions, tasks and deadlines so our office operations run smoothly. The platform feels dependable and efficient and it very much simplifies managing multiple files without creating extra administrative headaches.

Cons

If there was one thing I'd change, it would be adding a way to search for specific documents so I don't have to scroll through long lists to find what I need. Beyond that single tweak, I am happy with the product as it's a great platform that genuinely supports our brokerage workflows.

“Frustrated with many limitations

Pros

The option to email documents and include the email body directly into a transaction is something I really like. Plus I love that the message itself gets captured in the activity log and I can print it from there.

Cons

Honestly beyond that email feature, I cannot find anything I like about this program. As I need the option to create extra folders for documents that aren't part of the core contracts such as print ads, social media screenshots and other marketing copies. Also it would be helpful to attach more than one document to a single checklist placeholder. For example, a home inspection often includes an associated inspection response form. The buyer replies asking for repairs or another inspection, the seller responds on the same form and the buyer might reply again. Those back-and-forth iterations should all be retained. I mean brokers shouldn't have to create new placeholders for every loop or manually save and merge each iteration. Contacts are another pain point as I want to import them from our existing contact database instead of retyping everything by hand. I also constantly have to leave and re-enter windows to get documents to display properly. The interface should allow windows to scale down to half a screen or smaller while still showing all panels, so I can work with multiple windows open. There's also a mapping issue. As when an offer is loaded into a listing transaction, I am forced to change the list price to the offer amount so the Finance Commission shows correctly, because that field is tied to list price rather than offer price. If I add both a listing checklist and an offer checklist for a new listing that's under contract right away, I cannot tell which checklist a shared form will be assigned to when I split and assign forms. I could keep listing problems if I kept working through it but bottom line is that I seriously dislike almost every aspect of the system I have to use.

“Pre-populated forms save time

Pros

My accounts stay neatly organized and I really like the pre-populated forms as they save me a lot of time. I also like that we can add information to an already signed document without losing signatures, since sometimes you do need to add details before passing it along.

Cons

I get frustrated that every time I log in, the site makes me check a remember me box and even then, if I close and reopen my browser a few seconds later, it does not actually keep me logged in. I mean I'd prefer to sign in once and stay logged in for a few weeks or ideally a month. Another missing feature is a better way to organize documents inside the system something like a checklist or sequence view. For example, when we have six counteroffers, I want to place the original offer first and then arrange each counteroffer in the order they were made, instead of hunting through the list to manually find and sort them.

“User-friendly with excellent budget tracking

Pros

Brokermint's interface is incredibly user-friendly and I love how it tracks actual income as well as potential earnings to help with my budgeting.

Cons

Adding new documents is not easy. Plus I'd love a single button or tab where I could add just one file instead of being forced to create or upload a whole bundle of documents I don't actually need.

“Likes checklists and stays on deadlines

Pros

I really like the checklists and libraries and I rely on the large amount of client and transaction information it stores. I also appreciate how it helps me stay on top of deadlines.

Cons

Sometimes the data entry process feels a bit difficult and locating the information I need can be hard too. It also makes managing multiple files for the same client more challenging than it should be.

“offer outstanding customer service

Pros

Using it is not a problem and it provides multiple ways to sort my transactions. Their customer service is also outstanding and always willing to help. I also trust it to securely store my documents and I use it daily for my work.

Cons

I'd like the app to automatically compute commissions as soon as I input the purchase price and commission percentage, instead of doing it manually. It would also be great if there was a built-in option to calculate commission splits between parties.

“Easy to use for tracking deals

Pros

It is easy to use and helps me keep track of my deals. I also like that I can view my annual goal broken down and see exactly how close I am to reaching it.

Cons

One area I'd like to see improve is the reporting as for now it feels a bit difficult to navigate. I would also love more options for generating reports so I can better track my deals and commissions.

“Easily accessible on phone

Pros

One thing I really like is how accessible it is as I have been able to pull it up on my phone easily whenever I am away from my desktop or laptop.

Cons

One frustrating issue is that I cannot open PNG files after uploading them. Every so often I upload an image in PNG format and it's not viewable inside the app which forces me to take the extra step of converting the PNG into a PDF before it will display properly.

“Great for transaction management

Pros

What I really like about BoldTrail is its transaction management. It allows me to build a transaction from beginning to end and keep everything consolidated in one easy to access place. Sending documents for electronic signatures is also easy and stress-free. I even find the contacts area very helpful as I can add someone there and have all their details at my fingertips when we're scheduling showings or preparing offers which saves me time and keeps things organized.

Cons

When I first began using the app, I could easily locate buyer-side paperwork which I really liked. Lately though all the buyer transaction items seem to have been moved into another area, so now they are hidden away and I keep overlooking them.

“Excellent all in one system

Pros

I really like that it's an all in one system that covers most needs. There are just a handful of small changes I'd want to personalize to suit our workflow but on the whole it's excellent.

Cons

Honestly the lack of merchant services is my biggest complaint. And I am frustrated by being limited to only two provider choices because it leaves us stuck with whatever those two offer. And it's been two months since I tried to switch our business bank account and I am still dealing with Braintree problems, so I cannot shut down the old account.

“Team depends on it daily

Pros

Our team depends on Back Office to keep transaction management efficient and secure. We rely on the checklists, visibility features and task lists every single day and they get heavily used across the whole team.

Cons

The form management is not as user friendly as it could be. While there is an option to build custom form packages, putting them together takes a significant amount of time and effort.

“Terrible cancellation process, headache onboarding

Pros

I like that the system supports ACH payments to agents. The transaction checklists for agents are thorough and reliable too. I also like the detailed permissions, the powerful commission calculator for paying agents and the included forms and email templates though those can sometimes be frustrating.

Cons

From my experience, customer service around cancellations is absolutely terrible and feels dishonest at times, so I would warn others to be careful. Also onboarding was a real headache for me. Support responses can be inconsistent too as sometimes they're just meh, while other times they deliver outstanding help. The forms are also messed up although they do function but they feel old-school and lack any rich text options, plus everything defaults to center justification which looks odd. Testing for onboarding is especially painful because there's no way to reset a test account and resend documents yourself. I had to rely on their development team to clear things which regularly took a solid three-plus days. After fixing one issue, I'd redo the process, hit another snag and then wait yet another few days that loop became very frustrating. And seriously, no rich text? Their onboarding instructions, checklist notes and email templates are all plain text, so it's hard to scan or format anything because no bullets, bold, underline, indentation or alignment controls are available. These are mostly cosmetics but they make things look unpolished. Despite these headaches, I do think the core features are worth it.

“Keeps me organized and on top

Pros

This tool keeps me organized and on top of my transaction records.

Cons

It would be nicer if I received email alerts more quickly.

“Easy to keep everything in one place

Pros

It is pretty easy to keep all my items organized in a single place. Overall this saves me a huge amount of time and makes it easy to follow what's happening without switching back and forth between multiple platforms.

Cons

Sometimes a few of the features don't feel very easy to use and it takes me a bit of time to learn where everything is tucked away.

“Very user-friendly for smooth workflow

Pros

The tool is very user-friendly and it keeps my workflow running smoothly.

Cons

While I like many features, not everything can be customized for our small office and support is not always as helpful as we'd hoped.

“Total game changer like a personal assistant

Pros

Using Boldtrail has been not a problem and honestly a total game changer. As I don't have to worry about losing or misplacing any documents anymore. It acts like a personal assistant, cutting down on time and effort and whenever a client or vendor asks for something, I can pull it up instantly.

Cons

What bothers me is that broker disclosures have been pulled out as a separate item instead of being included inside the sales contract package.

“Likes that everything is linked

Pros

I really like that almost everything is linked and most features can be tied into BackOffice without much hassle.

Cons

On my phone I find the mobile app needs improvement because it is more limited in functionality, so I usually have to sign in through my phone's web browser to finish tasks.

“Impressed by speed and simplicity

Pros

To be honest, I am impressed by how fast and well the program runs. I also really like being able to send documents straight from a file. The interface is also simple to navigate and I value the pipeline details it provides.

Cons

For starters, I'd like the layout to be tidier and more structured. Also it would be great if I could update my commission as an agent so the pipeline amounts match reality. Also I want to be able to enter exact date ranges when creating income statements. Splitting files should be simpler and better organized too. Another frustration is that assigning a document sometimes displays entries from cancelled transactions. I would love a feature that lets me build forms similar to what Skyslope offers. Overall it needs a few small organizational tweaks and feature upgrades across the board.

“Interface and integration outstanding

Pros

The interface has gotten a lot better since we last checked out the product. The agent dashboard and pipeline are outstanding too and the QuickBooks accounting integration totally transforms how we handle finances.

Cons

In my experience, the team transactions feature still needs improvement to let team leaders share things more effectively. In short I'd like to see better sharing controls.

“Centralized with useful reports

Pros

I really like that everything is centralized in one spot. Plus the reports are genuinely useful to admins, brokers and coaches and it also creates CDAS.

Cons

As an admin and broker, I cannot view company-wide goals and tracking for the whole brokerage from the dashboard.

“Amazing features, simple agent management

Pros

The variety of transaction features are amazing and I also value how simple it is to oversee and manage every agent from one place.

Cons

One issue I have is that administrators cannot view the office-wide goals or get a clear view of the offer workflow and on top of that, the automated emails sent to clients don't sit well with me.

“Fantastic for on the move access

Pros

Being able to be anywhere in the world and quickly pull up a form, glance through a scanned document, or update transactions while I am on the move is fantastic. I admit I felt nervous at first but I have discovered I genuinely love using it. What I like best is copying and pasting the transaction's email address to send documents straight over it's such a handy time-saver. Truly awesome.

Cons

I do end up setting up a few document tasks myself which isn't really a surprise and I expected that part. What frustrates me is when I want to email a form directly from the app but I am limited to sending only to contacts I already added to the transaction. If there were a way to type in a new email address on the spot, I'd be much happier that flexibility would make a big difference to my workflow.

“Ideal transaction management hub

Pros

BoldTrail BackOffice makes it easy to keep transaction checklists and supporting documents together in a single place. Before switching, I relied on one platform for transaction management and a separate tool for document storage. Now both functions are combined into one, turning it into my ideal transaction management hub. It's flexible and can be tailored to my specific needs.

Cons

What I find frustrating about it is that adopting it means I must abandon other platforms to centralize my day to day operations here which makes migrating and consolidating everything feel like a big commitment.

“User-friendly and centralized

Pros

My brokers and I really like how user friendly this platform is. Overall it is easy to use and keeps every tool and resource we require centralized in a single place.

Cons

I'd really like an option that lets me dispatch checklists in batches to all of my brokers at once, rather than sending them one by one.

“Reporting capabilities and ready support

Pros

For bigger teams, the reporting capabilities work well and customer support is always ready to help whenever I need assistance.

Cons

The search bar is unreliable when it fills results and that inconsistency really causes problems for larger teams.

“Brokermint from a Transaction Coordinator's view

Pros

I like how the checklist keeps me accountable to my clients, ensuring their transactions are completed promptly. I can handle most of my tasks within Brokermint, which also stores all communications.

Cons

I dislike that my frequently used contract forms are not auto-filled. Overall, I am happy with the system.

“Great for tracking agent productivity

Pros

Back when I was running a franchise, I honestly didn't feel like something like this was necessary. Once we left that model and I started tracking our agents productivity with spreadsheets, it became obvious very quickly that we needed a much more capable solution. I really appreciate Brokermint because it takes care of the whole transaction process such as forms, e-signatures as well as tracking each agent's production and cap. Overall it's a great system and I have found the ongoing product updates to be consistently dependable.

Cons

Well I wish the interface and workflow were more like dotloop or DocuSign so my agents wouldn't have to struggle as much with a steep learning curve.

“Invaluable for consolidating teams

Pros

For agents, operations teams and compliance, this is an invaluable tool. As whenever I can consolidate everyone onto a single platform, it makes running my business more efficient and easy.

Cons

An addition of offboarding feature would be great and a simpler process for obtaining forms prior to signing contracts, available to both buyers and sellers.

“Easy interface with minimal learning

Pros

The interface is really easy to use and the learning curve is also very minimal. Plus the checklists help me stay on top of tasks and the pipeline and goal tracking keep everything organized.

Cons

No complaints to share my experience has been genuinely positive overall.

“Game-changer for file consolidation

Pros

Having every file in one spot has been a game-changer for me I don't have to jump between Google Drive, compress forms, email them, then go back into Drive just to complete a single transaction. It's all stored together now which saves me a lot of time and hassle.

Cons

This app become the best if it will handle transactions a bit better at the moment it's not quite as transaction-friendly as I'd hoped, so smoother processing and clearer steps would make my workflow easier.

“Super simple navigation

Pros

Navigating the app is super simple and finding forms is effortless I love it.

Cons

I'd like it to let me keep transactions in whatever order I pick.

“Extremely user-friendly for deals

Pros

I am able to upload office training videos easily and access them without hassle. And I find the platform extremely user friendly and I really like how simple it is to upload and download documents while keeping close tabs on deals.

Cons

Using BM on my phone has been the biggest drawback because the app isn't very easy to use on mobile or other cellular devices.

“Brokermint for Real Estate Management

Pros

I liked that Brokermint integrates seamlessly with other programs.

Cons

Brokermint was very restrictive. We often couldn't track finances correctly, causing our numbers to be inaccurate. When creating commission disbursement documents, it only allows a few categories. For teams with different individual splits, we had to calculate figures manually and input them as overrides, which was very time-consuming for our brokerage. Despite multiple attempts to resolve these issues with customer service, we were dissatisfied with the results while paying over $800 a month. We switched to a new system costing $300 a month that is much easier to use, with accurate and up-to-date financial records. Creating CDA's is direct with many options for breakdowns, and the new system allows us to view all transaction-related items on one page.

“Brokermint has been great!

Pros

Simple to use and highly intuitive. I call it the foolproof guide to real estate transactions.

Cons

The cost. Although it's a fantastic tool, I think the price is too high for many users.

“Real Estate Transactions with Confidence

Pros

As a user, not an administrator, I benefit from everything being set up so I can manage any transaction with a checklist of tasks. Brokermint has made this easy and clear. I can keep all my documents stored and backed up on Brokermint, and retrieve them whenever needed. Although we are taught to back up our documents, I find the program's simplicity the best.

Cons

I don't like that I can't correct my own mistakes without contacting an administrator.

“Brokermint Product Review 2024

Pros

Convenient for managing files and documents.

Cons

The cost was manageable when we had 18-19 brokers using it, but now that we're down to 8 and expecting to lose more, it's becoming a concern.

“Brokermint use

Pros

Everything you need is in one place. I really enjoy that.

Cons

Everything worked well for me and was easy to navigate.