Getting Started

• 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

• Buyer Offers
• Transaction owner
• Checklist templates
• Custom dates and checklists
• Users & Contacts

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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 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

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

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Other

• Why Brokermint trusts Plaid
• Download and Log In to the Brokermint Mobile App
• Security Measures & File Upload at Brokermint
• Brokermint Code of Conduct
• Brokermint Vocabulary

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Release Notes

• Mobile App Updates: Upload Files and Cancel/Close Transactions
• Introducing Timestamps for eSign Documents
• Introducing RateMyAgent Integration
• Agent Billing Updates: Monthly Statements, Invoice Delivery, Recurring Billing Management
• Create Transaction + Assign Checklist on Mobile App

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