Getting Started

• Brokermint Mobile App Quickstart
• Welcome Video
• Admin Overview

Account Management

• Company information
• Additional custom fields
• How to make specific fields mandatory for transactions
• Billing

Agent Management

• Dashboard

Transaction Management

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

Show all

Commission Automation

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

Show all

Accounting

• Introduction to Accounting Module
• 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

Integrations & Add-ons

• Brokermint Add-on Integrations
• Dotloop Integration
• Connecting kvCORE to your account
• How Does Brokermint Integrate with Dash
• DASH integration

Show all

Other

• Why Brokermint trusts Plaid
• What file types I can upload to Brokermint?
• Brokermint Code of Conduct
• Brokermint Vocabulary
• Share & earn cash!

Show all

Release Notes

• New Reporting Metric: Split: Agent's Portion
• eSign for Mobile Update (Forms Library)
• ACH Improvements
• Add-ons disconnection
• User Security Improvements

Show all