Brokermint is plenty robust as a transaction manager that doesn't break the budget
March 13, 2020
Brokermint is plenty robust as a transaction manager that doesn't break the budget
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Brokermint
Brokermint is the "Transaction Management" platform for Pareto Realty. Everyone in my organization uses it to generate forms, ESign Documents, track transactions, capture, and store all documents. As CEO and Principal Broker, I use it for on-boarding new agents, tracking sales and pipeline transactions, and for compliance reviews (Audit EVERY transaction as it progresses). I can monitor Agent productivity and am comforted that it also captures all communications (Emails and documents). Problems addressed - Compliance for Agents, Ease of finding closed deals and tracking the flow of commission income.
Pros
- Very Simple 4 step process when creating a new transaction
- Easy capture of documents and communications (email and text)
- Smooth audit flow - Love auditing as the transaction progresses so I can coach agents
- Commission Income calculation and tracking
- Multiple ways of backing up closed transactions
Cons
- During the creation of a transaction - The assigning Checklist is clunky and often difficult for new users - not intuitive. It seems the type of transaction at first entry could automatically assign the appropriate checklist (one less thing for the user to do).
- On the checklist - Sometimes not easy to add a document that isn't on the checklist - It's easy when "Splitting multiple documents" but no place to add documents to the checklist.
- This could be user error, but I cannot figure out how to get it to know when an agent has capped - so I often have to calculate commissions manually.
- I think Brokermint should offer the Creation of documents with auto-fill capability at no additional charge. BM currently charges per document . . . Very frustrating because I don't have time to create all those fields - so we are creating our forms in the State (TN) "Transaction Desk" and then moving them to BM. I would rather do it all in the same place.
- HIGH ROI for me - Solves lots of important issues at a reasonable cost
- Love that it doesn't increase cost as I add agents.
- Over-all, I feel like I'm getting what I pay for
Do you think Brokermint delivers good value for the price?
Yes
Are you happy with Brokermint's feature set?
Yes
Did Brokermint live up to sales and marketing promises?
Yes
Did implementation of Brokermint go as expected?
Yes
Would you buy Brokermint again?
Yes
Comments
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