Additional custom fields

Overview

In Brokermint you can customize specific fields and eliminate the transaction management routine.

How do I add additional fields?

On the Fields page, you will find a list of custom transaction lists, templates, and tags that can be edited. Here's an instruction for each one:

Transaction fields

These appear when creating a new transaction; some of them can be required.

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Transaction roles

They allow you to customize roles for each contact within a transaction. You can select the role of each contact you added to a transaction. You can also set the roles to be required if necessary.

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Transaction types

Here you can customize the type of sale when creating a transaction. 

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User fields

You can add specific fields to the user profile when creating or editing one.

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Contact fields

They allow you to add additional fields when adding contact information.

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Contact types

Here you can customize the contact type when creating a new contact.

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Contact lead source

You have the ability to customize the lead source. 

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Document rejection reasons

These give you the ability to customize rejection reasons when approving documents.

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E-mail templates

You can upload as many office e-mail templates into Brokermint as you need.

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Teams

It gives you the ability to link users to specific teams.

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Commission tags

You can work with commission tags and use them in the commission structure tracked by the payments report.

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