BoldTrail Back Office Erfahrungen
BoldTrail Back Office
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833 Bewertungen
- Branche: Militär
- Unternehmensgröße: 1 001–5 000 Mitarbeiter
- Wöchentlich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 8.0 /10
Easy to Use and keep files organized
Bewertet am 19.12.2018
Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to...
Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.
Vorteile
I've used Brokermint with two different companies now, and it is incredibly easy to use. I used to keep very detailed files on my hard drive, and backed up on an external drive. Brokermint helps me organize my files much easier with their checklists and backing them up on my hard drive after a transaction is finished is much easier than trying to keep up with multiple versions on my harddrive(s).
Nachteile
There isn't much I don't like, but there are a few design features that took me a while to learn. For example, when you add a new task to a checklist - first time I did this, I needed to add a document, but forgot to check the box, then I didn't have permission to delete that task. Also, when you upload a document, it doesn't become visible until you also select "Submit". I learned this the hard way the first time, when my broker was looking for a document I uploaded, but never submitted.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Fantastic Transaction Management Software
Bewertet am 25.2.2023
We are using Brokermint to build our back office processes around. So right now it is making our...
We are using Brokermint to build our back office processes around. So right now it is making our lives easier by outlining and streamlining our processes.
Vorteile
I love the way it tracks transactions and I can set up multiple commission levels, as well as add in corporate fees, etc. The transaction checklists also make life easier for the office admin to stay on top of coordinating everything.
Nachteile
I can't think of anything right off that it is missing. As we move forward with it, I am sure we will find things that might be needed, but right now we are building our team back office functions around it.
In Betracht gezogene Alternativen
SkySlopeGründe für den Wechsel zu BoldTrail Back Office
I had a better experience with the walk through and support with Brokermint when testing. One of the alternates had a few more integrations with some products I use now, but the service was not as good. Admittedly I am impatient when needing help with a product, so speedy and helpful service is very important to me. Brokermint has been great to help set up and get running.- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
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Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 4.0 /10
Brokermint Pros & Cons
Bewertet am 24.4.2024
Vorteile
It definitely notifies you everytime something happens in the file, which can be nice when waiting on signatures.
Nachteile
It is NOT buyer-side friendly, very difficult to do buyer transactions or get started with just keeping a buyer file.
Antwort von Inside Real Estate
Crystal, thank you for your feedback! We’re glad to hear that you find our notifications helpful. We appreciate your input on buyer-side functionality and will work on making improvements to better support your needs. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Best Features for the Price, Great Customer Service
Bewertet am 3.10.2019
To get a better product, you'd have to spend more money. We found workarounds for any issues we...
To get a better product, you'd have to spend more money. We found workarounds for any issues we were having, and the cost savings is worth it for that. I think this product would work very well for a brokerage with fewer agents, but we had 100+, so the workarounds were a little time consuming. Overall, as an admin, I like it.
Vorteile
Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line. My chats were always answered within a couple minutes. Anything requiring a phone call was easily scheduled within a reasonable time. In an emergency, I could always get help right away. As an admin, I could add an accounting checklist to each transaction, separate from the agent checklist, and I'd use that to upload a copy of the escrow deposit, bank transfer of escrow to commission, and commission payments. The agent could see these and know when they were paid.
Nachteile
It has a few quirks. One problem for agents is that you can't save a draft of an e-sign document, then come back and finish it later. It's all or nothing. The biggest for admin is that, if an agent has multiple active transactions and is going to cap mid-transaction on the next closing, commissions don't automatically update to reduce the company split on this closing, and they don't automatically zero the company split on the other active transactions. You have to re-apply the commission plan to them, which causes them to recalculate and recognize that the agent is capping.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
This Tech leverage helped me spool up my company without hiring staff
Bewertet am 14.6.2019
Exceptional . . .
Exceptional . . .
Vorteile
Once I learned it and realized its potential, I decided not to hire an assistant. I can see what my agents are doing and what they aren't doing, and it's awesome not to be chasing missing paperwork and signatures at last minute. When an agent brings me a commission check, I can pay immediately
Nachteile
The learning curve was kinda steep . . . and integrating with Quickbooks is still a challenge for me, so I'm still using Google Sheets to track projections and closed data
Warum BoldTrail Back Office gewählt wurde
Skyslope seemed "buggy" to me . . . Then they wouldn't let me out of my contract - Nasty peopleZuvor genutzte Software
SkySlopeGründe für den Wechsel zu BoldTrail Back Office
Brokermint has fairer pricing, and I had the perception that Brokermint is more innovative (continual improvement) than the others- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 1.0 /10
Work in Progress
Bewertet am 5.6.2019
Overall, I give this system 2 stars. Again, I would never use this platform for a high volume...
Overall, I give this system 2 stars. Again, I would never use this platform for a high volume coordination. It has the potential to be great however. I have worked out of various platforms, and this is as low as dot loop and paperless pipline.
Vorteile
I love how easy it is to set up a file. And how quickly it splits and assigns documents.
Nachteile
I don't like that it doesn't split over 300 pages. Doesn't show the transaction "id/email" to forward documents into the file on header when in the file (you have to go to docs, then select unsorted). I do not like how poorly made the it is to set up a checklist. Very insidious process. Be great if the following items were in the header : Year built, purchase price, transaction id/email, commission amount).
I also don't like how you have go back and forth from checklist to unsorted docs, to add new document name and make it applicable/required in order to file the doc. very time consuming. As a TC, I could never use this platform for a high volume.
Antwort von Inside Real Estate
Hi, Shelly
Thanks for the feedback. Your Account Rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at [email protected]
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Brokermint is great for transaction management but could be better
Bewertet am 12.6.2019
Overall I would say that Brokermint is definitely worth the cost. There is a lot of value and it's...
Overall I would say that Brokermint is definitely worth the cost. There is a lot of value and it's relativity easy for even a new user to understand and use. There is some room for improvement and their customer service is very responsive.
Vorteile
I like the ease in setting up Brokermint. Adding fields and drop-down menus on transactions makes it very easy to customize the layout.
Nachteile
The reporting feature is not as user friendly or robust. You are limited on the number of columns to display and the layout of the reports make them difficult to look at. You can export them to CSV files which is helpful though.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Small independent office review
Bewertet am 22.4.2024
Very good. use it daily for out office of 25 agents. I am the main user - our agents only use it...
Very good. use it daily for out office of 25 agents. I am the main user - our agents only use it for accounting and goal tracking.
Vorteile
Transaction management / accounting. We do not use the documents or electronic signatures.
Nachteile
Sometimes the data input can feel repetitive - should have different fields for BROKERAGES and USERS
Antwort von Inside Real Estate
Nyle, thank you so much for your feedback! We’re pleased to hear that Brokermint serves your office well for transaction management and accounting. We value your feedback on data input and will consider your suggestion for future improvements. We’re glad to support you and your team in achieving your goals efficiently. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Ease of Use
Bewertet am 29.4.2024
Vorteile
Brokermint is definitely user friendly and easy to navigate through your transactions, forms management, and esign.
Nachteile
I have the app but in order to use the all the functions, I need to sign in on the web to use the different features. I assumed if I had the app I should be able to use the features there
Antwort von Inside Real Estate
Hey Lori! Thank you so much for your review. We’re pleased to hear that you find Brokermint user-friendly and easy to navigate. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 5.0 /10
Great for transactions, average on reporting
Bewertet am 19.12.2018
Brokermint has been great for our transaction processes, and storing documents for reference later....
Brokermint has been great for our transaction processes, and storing documents for reference later. They have customer support which is pretty responsive, and it seems like they are constantly looking for ways to improve. Some of the data is clunky, but it does the trick!
Vorteile
Brokermint is wonderful and extremely flexible when it comes to commissions in transactions. If there are credits to our clients, referral fees, or costs that need to be taken out pre- or post-split, it can all be done.
Nachteile
The reporting feature is a bit complex to use. Our team has run multiple reports with the same criteria (from different launch points) and we get different answers/totals. So it just seems a bit unreliable. Might need some streamlining or a better tagging system.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Brokermint Product Review 2024
Bewertet am 29.4.2024
Good overall satisfaction and good technical support early on.
Good overall satisfaction and good technical support early on.
Vorteile
Easy to use for file and document management.
Nachteile
Cost when there were 18-19 brokers using it. Now we just have 8 of us and we anticipate losing more brokers soon.
Antwort von Inside Real Estate
David, we’re pleased to hear that you find Brokermint easy to use for file and document management. Thank you for your input on cost considerations and will take this into account for future evaluations. We’re committed to providing excellent technical support and ensuring your overall satisfaction. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 201–500 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Brokermint use
Bewertet am 29.4.2024
Vorteile
You have all you need in one place. I like it very much.
Nachteile
For me everything was great and easy to use.
Antwort von Inside Real Estate
Yeline, thank you for your review! We’re thrilled to hear that Brokermint meets your needs and that you find it easy to use. Your satisfaction is our priority, and we’re glad to provide a comprehensive solution for your real estate management needs. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Wöchentlich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
MY BROKERMINT
Bewertet am 29.4.2024
USED WHEN NEEDED, HOPEFULLY OFTEN...VERY PRACTICAL AND DIRECT TO THE OFFICE
USED WHEN NEEDED, HOPEFULLY OFTEN...VERY PRACTICAL AND DIRECT TO THE OFFICE
Vorteile
THE PRACTICAL WAY TO GET PAID BY MY OFFICE
Nachteile
CONFUSING PART WHEN TO SELECT RENTALS VERSUS SALES
Antwort von Inside Real Estate
Isac, we’re glad to hear that Brokermint helps streamline your payment process. We appreciate your feedback on the rental versus sales selection and will work on improving clarity in this aspect. We’re committed to providing a practical and efficient solution for your office needs. Best, Mary Caroline
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Best CRM Ever
Bewertet am 29.4.2024
Vorteile
Keep everything so neat and organized and easy to find plus the notification system is out of this world
Nachteile
I can’t think of anything I dislike about Brokermint
Antwort von Inside Real Estate
Austin, thank you so much for your review! We're so happy Brokermint is helping you stay organized and on top of it. Best, Mary Caroline
- Branche: Telekommunikation
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Weiterempfehlungsquote 10.0 /10
Brokermint review
Bewertet am 22.2.2023
Vorteile
An easy to use and very efficient software for accounting and business with a perfect customer service always present to help in case of need
Nachteile
The disadvantage is the level of customization which is a bit very limited. And also the problem of saving the stock to use it afterwards which is also complex
- Branche: Immobilien
- Unternehmensgröße: Selbstständig
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Powerful Tool for Transaction/Real Estate Business Management with Flaws
Bewertet am 12.4.2022
This program technically has many wide and deep applications, and the idea of all of the services...
This program technically has many wide and deep applications, and the idea of all of the services it provides as a one-stop-shop is lovely. However, the execution of that idea is very non-user friendly, even after almost a year of use and trainings.
Vorteile
This program works great on laptop or PC computers to organize documents and transactions, capture digital signatures, and track income and transaction volume.
Nachteile
This is extremely hard to use on the go. The phone app does not allow you to do even half of what the website does, and the website does not work well on phones. For our current hotter-than-hot real estate climate, the ability to use transaction software on the go is vital. Brokermint is not very intuitive to use for regular (non-admin) users, and a lot of time is wasted uploading and downloading and uploading forms between transactions. For example, if a client loses out on an offer and then decides to put in a new one on a different property, you have to download all of the forms you already have in the program and then upload them into a new transaction -- you can't seamlessly transfer files. But if you try to just overwrite the information that was already in that transaction, the auto-fill doesn't capture everything, so you have to go back manually and correct each document.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 0.0 /10
Needs much improvement
Bewertet am 26.7.2019
Overall the system has great potential, however there are quite a few things that need to be fixed....
Overall the system has great potential, however there are quite a few things that need to be fixed. Their development team is constantly working on updates and changes to make it more user friendly but they have a ways to go. Their customer service team is a bit of a challenge as some times it takes a while to get a response or answer to a question. Sometimes I only have to wait a few minutes, others have taken as long as a week. At the end of our contract we absolutely have no intention of renewing.
Vorteile
The system allows you and agents to see pipline, as well as allows you to create customer views of transaction, assign multiple compensation plans, and has an integrated esign platform.
Nachteile
The system was designed with only 2 status options which are either listing or pending. The challenge is with real estate, not all transactions are going to be Pending right away, if you want to add stages, you have to create a custom field creating more work. Additionally when it comes to the financial reporting if you charge additional fees to the customer such as transaction fees if you don't want them to count toward any cap plans, then you wont be able to track these are part of the office net. The system is not very user friendly especially for those who are less tech savy then your average person. The biggest negative is that they lock you into a 1 year contract and there is absolutely no way to cancel if you are not happy. Any software company that locks you into an agreement with no way to get out is not worth the energy or effort.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Brokermint Review
Bewertet am 12.6.2019
Vorteile
Brokermint has a nice and simple look to it. I use the commission plans alot and I like that. Customer Service is top notch.
Nachteile
I wish it were just a little more intuitive and had more graphics. Agents like graphics and need it to be super intuitive or they don't use it and from a broker standpoint it becomes a chore to always be forcing them to use it. It is one of the better ones out there. I want to integrate QBooks but have heard that the integration isn't great. I wish they integrated with Docusign..
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für 6-12 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Excellent features, a very good option for many real estate teams or brokerages, but not...
Bewertet am 25.1.2018
The ability to store and organize files, to easily access data and run reports, and the ability to...
The ability to store and organize files, to easily access data and run reports, and the ability to create checklists to stay on top of files.
Vorteile
I love the ability to easily create checklists and assign them to various people. It's easy to upload documents and run reports, too.
Nachteile
It is not easily integrated with other major software companies, such as dotloop. This makes it difficult to communicate with other teams or offices, especially to share documents. We are a team within a real estate office. Our office uses dotloop, but our team prefers Brokermint. The problem we face is that it is impossible to share data between the platforms, so I have to duplicate the work in order to use our team preference and also send files via dotloop with the office staff. I wish Brokermint allowed actual documents (not just links) to be emailed out. If they could enable that feature, then I would be able to email documents directly into dotloop, which would make Brokermint a much better product overall!
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für Mehr als 1 Jahr genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 8.0 /10
Best Brokerage Firm Back Office Solution
Bewertet am 5.6.2019
Good though it can take a while to get a response back when I have a question or issue about the...
Good though it can take a while to get a response back when I have a question or issue about the system or my account configuration. Solid platform that works well for us though I'm looking forward to them implementing some of the streamlining / automation recommendations that I've proved to make it an even better user experience.
Vorteile
Relatively easy to use and does all the basic stuff a back office system should (Document storage for compliance, commission calculation, tracking and CD generation).
We also use the Library resource feature as our go-to resource library for our agents.
Nachteile
Not as easy to use or intuitive as it could be. There is a fair amount of reduntant/unnecissary button pushing to accomplish simple tasks. Needs more automation options like auto adding document checklists or automatically submitting uploaded documents for review.
- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
BrokerMint is great for transaction management
Bewertet am 5.6.2019
BrokerMint has been an awesome experience. Their features makes transaction management a breeze.
BrokerMint has been an awesome experience. Their features makes transaction management a breeze.
Vorteile
I like the overall ease of use for many of its features. The ability the combine and split documents in BrokerMint has come in handy countless times. It's also really easy to add and rename checklist items to fit each transaction and handle documents in a time efficient manner.
Nachteile
Navigating the documents within the transaction can be a little convoluted. I wish the "checklists" and "documents" sections were combined within transactions.
- Branche: Immobilien
- Unternehmensgröße: 2–10 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 6.0 /10
Does some things great but needs upgrades
Bewertet am 5.6.2019
The transaction management piece is solid. Not over the top with unnecessary bells and whistles but...
The transaction management piece is solid. Not over the top with unnecessary bells and whistles but it works.
The forms are useless to us. We will not be dropping dotloop even though we had hoped we may be able to. It’s just not even close to being ready for prime time for all forms and usage a full broker needs.
I wish the reporting was a little bit more ‘display’ friendly and could be broadcast on tvs in our office for our agents. The custom reports are nice to configure but different display formats, colors, visuals/graphics like we had with a CTE or Sisu would be phenomenal because the data is here just primed for it.
I love the broker review portion of the software for our BIC. Even if dotloop is still necessary, this portion is good.
Overall the experience is positive but I feel like trying to be everything is really hurting what BrokerMint could be. I need more from BrokerMint in regards to broker reporting tools, and commission tracking, and transaction management for our team, not doc signing now that I’m really seeing and using it.
Vorteile
Fills a void for us on tracking agent commissions, transaction management, and some reporting for brokerage as a whole.
Nachteile
Forms should just be abandoned. Not even close to a dotloop on features and usability, and the time spent working on them could be best used on other areas BrokerMint already does well.
Reporting could be more pleasant to view and use.
Not mobile friendly. Whether an app is needed or not, the current site is not mobile responsive and is well behind where I expect a system to be in 2019. It does a few things but it’s not a pleasant experience and it’s not formatted to fit a phone well, which is where I do 70% of my work as an agent and possibly more as a brokerage owner.
- Täglich für Mehr als 2 Jahre genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 9.0 /10
Love the concept of the product
Bewertet am 23.1.2018
was done quickly
was done quickly
Vorteile
Some of it keeps us very organized and helps me to keep the agents organized and in compliance.
Some is very user friendly and if set up correctly is a no- brainer
Nachteile
It will not sync with Top Producer- I have double input.
It is much more geared to listing agents and not Buyer agents.
Simple fixes like being able to email from Library and getting a P&L from each transaction could be done and has never been completed.
- Branche: Immobilien
- Unternehmensgröße: 51–200 Mitarbeiter
- Täglich für 1-5 Monate genutzt
-
Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 7.0 /10
Review
Bewertet am 12.6.2019
I think this is a good program and with just a couple of adjustments, it could be a great program.
I think this is a good program and with just a couple of adjustments, it could be a great program.
Vorteile
I like the e signature component. I also like the approval process but I would like to be able to fine an agent for insufficient or missing paperwork on the fly. I also like the checklist system because it keeps agents from naming files crazy things.
Nachteile
Does not track emails to agents regarding their docs. I cannot assess fines or adjust commissions on the fly when approving docs. There is no search engine on the approval screen. Also, incomplete transactions should be red on the approval screen like they are on the transaction screen.
I cannot see the date a document was uploaded.
Timing out is a huge issue.
There should be an additional step in the closing process whereby an agent alerts the staff that a closing has happened but we can get a final check before the integration with Quickbooks.
The admin training is insufficient as far as the work flow is concerned. The setup training is great.
In Betracht gezogene Alternativen
SkySlopeWarum BoldTrail Back Office gewählt wurde
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seamless integration with Quickbooks- Branche: Immobilien
- Unternehmensgröße: 11–50 Mitarbeiter
- Täglich für Mehr als 2 Jahre genutzt
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Quelle der Bewertung
Gesamtbewertung
- Preis-Leistungs-Verhältnis
- Bedienkomfort
- Kundenbetreuung
- Weiterempfehlungsquote 10.0 /10
Been a Buidlium Client for 8+ years
Bewertet am 19.12.2018
Has been a fabulous experience and loved watching this software grow and expand over the last 8...
Has been a fabulous experience and loved watching this software grow and expand over the last 8 years. The original product was great, but it is soooooo much better now.
Vorteile
The constant innovations and new functionality, ePay, Cash at Retail, Reports, etc
Nachteile
The lack of Flex fields so that we can add fields within the software to assign special characteristics, like assign a property to a certain "Property Manager", etc