144 BoldTrail BackOffice Reviews
Overall Review Sentiment for BoldTrail BackOffice
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It is really great to be anywhere in the world & to be able to grab a quick form, review a scanned document, or update transactions on the fly. I was nervous but have found that I absolutely love it. My favorite feature is to copy & paste the transaction email address to shoot docs right over. Awesome. Review collected by and hosted on G2.com.
I do have to create a few of my own document tasks, but that is to be expected. I don't like it when I need to email a form right from the app but I can only send it to the contacts I Have already added to the transaction. If there was an option to enter a new email, I'd love that. Review collected by and hosted on G2.com.
BoldTrail BackOffice is great for keeping transaction checklists and documents all in one space. I previously used a transaction managment platform and a differnet platform for saving documents. This combines both into one making it the perfect trasaction management hub. It's versitle and customizable for individual needs. Review collected by and hosted on G2.com.
The downside of BoldTail BackOffice is how you will need to get rid of any other platforms to certralize you day to day business here. Review collected by and hosted on G2.com.
Being able to create custom EVERYTHING. Checklists, Commission Plans, Assignable Tasks... Brokermint allows me as the Broker to dictate what needs to be done when, and provides visibility to me and the assigned individuals (TC, Agent, etc) keeping everyone accountable for their deliverables.
Also, the integrations (specifically QBO and Google Sheets) are phenomenal and are highly recommended. Support helped configure the integrations and has even helped me modify one as a new thing popped up on our end.
Implementation was super easy. Coming from a Skyslope/BrokerSumo setup, Brokermint was MUCH easier to administer, both from a Brokerage Management perspective as well as systems administration.
I am in Brokermint nearly every day. It is a core piece of our business and a core part of my daily workflow. Reporting, agent management, and transaction management are all easier when you have the right tools in place. Brokermint brought those tools all under one roof. 10/10 Review collected by and hosted on G2.com.
After the acquisition by IRE, the support changed a bit and was less nimble. It hasn't changed my love for the product though! Review collected by and hosted on G2.com.
Back when I was a franchise, this was not needed. But it didn't take long of tracking our agents productivity via spreadsheets after we went independent to realize that we needed a lot more. I love Brokermint because it handles the transaction, The forms, e-sign as well as the individual agents production and cap. It's a great system and the regular product updates have been very reliable. Review collected by and hosted on G2.com.
I wish it was similar to dotloop and docusign so agents wouldn't have such a learning curve. Review collected by and hosted on G2.com.
I love how user friendly this platform is for my brokers and has everything we need in one spot. Review collected by and hosted on G2.com.
I wish there was a way to bulk send checklists to my brokers. Review collected by and hosted on G2.com.
I appreciate how user friendly Brokermint is and how appealing to the eye the pages are. It is so easy to read and follow, easy to alter checklists and adpat checklists to fit our needs. I use this daily and it helps me stay on track, especially reminding me of anything overdue. It has been very easy to get others on board with using the system as it is so quick to learn. Review collected by and hosted on G2.com.
There is really nothing I dislike about Brokermint. It is a major improvement from any other system we have used. Review collected by and hosted on G2.com.
It's a valuable tool for the agents, operations, and compliance. Any time I can keep everyone on 1 platform it's an efficient decision for my business. Review collected by and hosted on G2.com.
I would like an off boarding option and an easier way to get forms before contract, both for buyers and sellers. Review collected by and hosted on G2.com.
It works great for what we need- custom fields, calculates commissions, library of templates the user can add to. Review collected by and hosted on G2.com.
Customer Support is iffy. Have submitted a few tickets, and they seem to have forgotten about it with no fixes. No follow-up saying it wasn't possible- just ghosted. Doesn't seem like they look at the suggestion section either. By popular demand, a Zapier integration has been wanted for 6+ years now. Review collected by and hosted on G2.com.
Everything is in 1 place. I'm no longer going to google drive, then zip forms, then email, the. Google drive again just for a transaction. Everything is housed in one place. Review collected by and hosted on G2.com.
I would like the app to be a little more transaction friendly. Review collected by and hosted on G2.com.
