Brokermint is made with simplicity and user experience in mind. This video guide will help you through the basics of Brokermint for Agents. Please see the timestamps below:
- Pipeline – 0:17
- Create new transaction – 1:09
- Create and manage checklists – 4:05
- Merge documents – 5:30
- Split documents – 6:04
- Assign documents – 7:07
- Delete, unassign, or restore the document – 7:44
- Submit a document for approval – 8:46
- Switch transaction status to pending – 9:20
- Close the transaction – 9:52
- Calendar – 10:46
- Notifications – 11:20