Getting Started

• Welcome Video
• Admin Overview

Account Management

• Company information
• How to add additional fields
• How to make specific fields mandatory for transactions
• Billing

Agent Management

• Dashboard

Transaction Management

• Transaction owner
• Users & Contacts
• Checklists
• Transactions
• Documents

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Commission Automation

• Commission plans
• Commission tags
• Automated Company Commission Plans
• Transaction Postings to Accounting
• Sales Volume

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Accounting

• Introduction
• Chart of accounts
• Ledgers
• Agent billing

Security & Compliance

• Activity Log

Reporting & Analytics

• Earnest money deposit. Deposit report.
• How to export a report to a CSV file
• Live Webinar: "Brokermint Analytics"
• Custom reports
• Payments report

Marketplace & Integrations

• Dotloop Integration
• Connecting kvCORE to your account
• How Does Brokermint Integrate with Dash
• DASH integration
• Brokermint and Google Sheets

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Other

• Vocabulary
• Share & earn cash!
• Feedback Management
• Webinars & Training