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Avaliações do BoldTrail Back Office

Sobre BoldTrail Back Office

Não disponível

Vantagens:

First of all the customer service is one of best you can find. My messages are responded most times less than a minute after sending them.

Desvantagens:

Dislikes are loosing uploaded files when you unassign something in order to keep the file together and not require multiple emails asking for multiple signatures.

Notas do BoldTrail Back Office

Pontuação média

Praticidade
4,3
Atendimento ao cliente
4,5
Recursos
4,2
Relação qualidade/preço
4,4

Probabilidade de recomendação

8,3/ 10

O BoldTrail Back Office tem uma classificação geral de 4,5 em 5 estrelas com base em 833 avaliações de usuários no Capterra.

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Filtrar avaliações (833)

Todd
Todd
Broker / Owner, EUA
Usuário do LinkedIn Verificado
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

BrokerMint Real Estate Back Office Software

4,0 há 6 anos

Comentários: My experience with Brokermint has been very good. Support has been responsive and helpful. There has been upgrades and enhances some of which I have not even taken advantage of yet. Online videos are also very good for many questions. On top of that Brokermint is very cost competitive with many competitors and much less expensive with a lot.

Vantagens:

BrokerMint offers a very comprehensive software to manage your real estate operations. It is very simple to navigate and flexible in many areas to your specific systems. It does offer good tracking of sales associates' production, commissions and allows for multiple commission schedule options. Ability for agents and staff to access transactions from mobile devices is good. Pipeline report of closed and pending transactions is great and the ability to create your own reports is a plus.

Desvantagens:

While the available reports and the option to create your own reports is good the layout or printed option of these reports is less than desirable. Even if you modify column widths or eliminate some data getting the printed layout you want so you can share the data is only fair. Also I wish there was an app for mobile devices to allow ease of access to the site.

Dawn
Broker Owner, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Boldtrail review

4,0 há 7 meses

Vantagens:

keeping a record of all documents and commissions processed

Desvantagens:

It's expensive

Resposta do Inside Real Estate

há 6 meses

Dawn, thank you for your feedback! We're glad to hear that you find the record-keeping features for documents and commissions useful. We understand your concern about the cost, and we're continuously working to ensure our pricing reflects the value and features we provide. Best, Mary Caroline

Avaliador Verificado
Usuário do LinkedIn Verificado
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação
Fonte: GetApp

Alternativas consideradas anteriormente:

Ransomware

1,0 ano passado

Comentários: Horrible customer service, User Interface Is Complicated

Vantagens:

Google Calendar Integration That Is An Extra Charge Using API Nation

Desvantagens:

If you try to leave Brokermint will hold your data hostage. I have been with Brokermint for 7 years and they will not allow me to export my contacts, transaction data, documents, or anything other than a report on closed transactions. I will have to take legal action to retrieve my data since I am required to have a backup. Beware and start backing up your data.

Judy
Office Administrator, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great Product

5,0 há 7 meses

Comentários: My work would be so much more difficult without it.

Vantagens:

Easy form completion, commission management, and integration with accounting software.

Desvantagens:

Not able to make corrections on forms after being saved.

Resposta do Inside Real Estate

há 6 meses

Judy, thank you for your feedback! We’re glad to hear that you find form completion, commission management, and accounting integration helpful. We understand the limitation regarding form corrections and are looking into ways to improve this functionality. We're committed to making your work as efficient as possible, and your insights help us make valuable enhancements. Best, Mary Caroline

Carleshia
Broker Owner, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Great System!

5,0 há 7 meses

Vantagens:

Transaction management, integrated forms, goal tracking/setting, electronic signing

Desvantagens:

Seller's disclosure is the only form that is hard to use because it has so many boxes.

Resposta do Inside Real Estate

há 6 meses

Hi Carleshia! Thank you for your feedback! We’re pleased to hear that you find the transaction management, integrated forms, goal tracking, and electronic signing features beneficial. We understand that the seller's disclosure form can be challenging due to its complexity, and we’re working on ways to improve the user experience. We’re glad you chose BoldTrail Back Office for its all-in-one capabilities and appreciate your input as we continue to enhance the platform. Best, Mary Caroline

Paul
Agent, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Great tool with great potential.

4,0 há 7 meses

Comentários: Love this tool. Want to learn more and get more out of it.

Vantagens:

Has everything we need for TM. Love the phone app. Use it everyday!!!

Desvantagens:

Need a lot of training and support to unlock the potential.

Resposta do Inside Real Estate

há 6 meses

Paul, thank you for your positive feedback! We’re thrilled that you love the phone app and find it essential for your daily tasks. We understand that getting the most out of the tool can require some training and support, and we’re here to help you unlock its full potential. Best, Mary Caroline

Jessica
REALTOR and Office Admin, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Efficient & Easy to Use!!

5,0 há 10 meses

Vantagens:

Brokermint is very easy to use. I love that its a one-stop shop; e-sign, file storage, commissions, accounting, etc. There is also a Brokermint Support Facebook Group!

Desvantagens:

I honestly don't think I have found anything I don't like yet.

Resposta do Inside Real Estate

há 8 meses

Here’s a concise response for the review: Thank you for your review! We’re thrilled to hear you find Brokermint easy to use and appreciate its comprehensive features. We're glad you’re enjoying the support from our Facebook group as well. Best, Mary Caroline

Paul
Sales, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Brokermint Review

5,0 há 10 meses

Comentários: It's been a learning experience. Started out slowly.

Vantagens:

Arrangement and detailing of all deals at your fingertips.

Desvantagens:

Learning curve took quite a while and still learning.

Resposta do Inside Real Estate

há 8 meses

Paul, thank you for your review! We’re pleased you find the deal management features helpful. We understand the learning curve and are here to support you. Feel free to reach out if you need any assistance. Thank you for choosing Brokermint! Best, Mary Caroline

Ben
BrokerOwner, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Feedback for Brokermint

5,0 há 10 meses

Comentários: Customer service is outstanding. Slow to implement improvements. Better integrations needed.

Vantagens:

Search feature and ease of finding transactions

Desvantagens:

For brokerages that really try not to have agents doing administrative duties, there isn't a lot in Brokermint for the agent.

Resposta do Inside Real Estate

há 8 meses

Ben, thank you for your feedback! We’re pleased you find our search feature helpful and appreciate your kind words about our customer service. We value your input on agent functionality and integrations, and we’re working on improvements. Best, Mary Caroline

Kevin
Kevin
CEO + Managing Broker, EUA
Usuário do LinkedIn Verificado
Imobiliárias, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Clunky User Interface with a Tremendous Learning Curve

2,0 há 6 anos

Comentários: The team is open to feedback as long as it is positive. If you appear less than 100% positive in the support forums or share your frustrations in a constructive manner, the admins will disable your ability to post or comment on threads. This demonstrates a company with a dysfunctional culture and one that does not align with the values of our organization. If they would listen to the constructive feedback, BrokerMint could truly be something special (I truly believe that). Unfortunately, they are slow to respond to simple things and their actions are alienating customers.

Vantagens:

It has the potential to be an amazing platform as it has all the right elements.

Desvantagens:

While it has all the right elements, the user interface is clunky, not intuitive and the result is a tremendous learning curve even for the most tech-savvy real estate professional. A great example of their unusual UI is that all transactions have to either be "pending" or a "listing." If you are preparing an offer to submit to a listing agent, it has to go into the system as a "pending" file, even though it is not. This skews your analytics since you will show a closed/lost rate that is artificially inflated. But wait, there is more. Need to prepare a referral agreement!? Yup, you guessed it -- pending transaction! That is just one of the issues I have with BrokerMint that has lead me to pull the plug at the end of our first contract.

Denise
Admin, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Keeps us organized

5,0 há 10 meses

Vantagens:

It is a great tool to keep our agents transactions organized

Desvantagens:

nothing is bad about it that i can think of offhand

Resposta do Inside Real Estate

há 8 meses

Hey Denise! Thank you so much for your review! We’re glad to hear that Brokermint helps keep your agents organized. We appreciate your feedback and are here to support you in any way we can. Best, Mary Caroline

Jay
Broker, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

I am a user of Boldtrail

5,0 há 6 meses

Comentários: I am a user and I don't pay for it. My company provides it for us

Vantagens:

I like it offers flexibility for my Broker to add and delete tasks I need to complete. Electronic signatures work well.

Desvantagens:

On Mobile I have a hard time seeing if an email signature was requested and if completed or mot completed

Resposta do Inside Real Estate

há 3 dias

Hi Jay! Thank you for your positive feedback! We're so happy that BackOffice has been helping streamline your tasks for you and your Broker. Best, Mary

ISAC
REALTOR ASSOCIATE, EUA
Imobiliárias, 51 - 200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

MY BROKERMINT

5,0 há 9 meses

Comentários: USED WHEN NEEDED, HOPEFULLY OFTEN...VERY PRACTICAL AND DIRECT TO THE OFFICE

Vantagens:

THE PRACTICAL WAY TO GET PAID BY MY OFFICE

Desvantagens:

CONFUSING PART WHEN TO SELECT RENTALS VERSUS SALES

Resposta do Inside Real Estate

há 8 meses

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

Austin
Realtor, EUA
Imobiliárias, 51 - 200 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Best CRM Ever

5,0 há 9 meses

Vantagens:

Keep everything so neat and organized and easy to find plus the notification system is out of this world

Desvantagens:

I can’t think of anything I dislike about Brokermint

Resposta do Inside Real Estate

há 8 meses

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

Wilfried
Financial Director and Comptable, Burquina Faso
Telecomunicações, 51 - 200 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Brokermint review

5,0 há 2 anos

Vantagens:

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

Desvantagens:

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

Avaliador Verificado
Usuário do LinkedIn Verificado
Imobiliárias, Profissional autônomo
Usou o software para: 6 a 12 meses
Fonte da avaliação

Powerful Tool for Transaction/Real Estate Business Management with Flaws

4,0 há 3 anos

Comentários: 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.

Vantagens:

This program works great on laptop or PC computers to organize documents and transactions, capture digital signatures, and track income and transaction volume.

Desvantagens:

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.

John
COO, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Needs much improvement

2,0 há 6 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Ann
Broker, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Brokermint Review

4,0 há 6 anos

Vantagens:

Brokermint has a nice and simple look to it. I use the commission plans alot and I like that. Customer Service is top notch.

Desvantagens:

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..

Avaliador Verificado
Usuário do LinkedIn Verificado
Imobiliárias, 11 - 50 funcionários
Usou o software para: 6 a 12 meses
Fonte da avaliação

Excellent features, a very good option for many real estate teams or brokerages, but not perfect.

5,0 há 7 anos

Comentários: 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.

Vantagens:

I love the ability to easily create checklists and assign them to various people. It's easy to upload documents and run reports, too.

Desvantagens:

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!

Christian
Christian
Owner, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: Mais de um ano
Fonte da avaliação

Best Brokerage Firm Back Office Solution

5,0 há 6 anos

Comentários: 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.

Vantagens:

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.

Desvantagens:

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.

Justin
Justin
Office Manager, EUA
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

BrokerMint is great for transaction management

5,0 há 6 anos

Comentários: BrokerMint has been an awesome experience. Their features makes transaction management a breeze.

Vantagens:

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.

Desvantagens:

Navigating the documents within the transaction can be a little convoluted. I wish the "checklists" and "documents" sections were combined within transactions.

Charles
Owner/Broker, EUA
Imobiliárias, 2 - 10 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Does some things great but needs upgrades

4,0 há 6 anos

Comentários: 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.

Vantagens:

Fills a void for us on tracking agent commissions, transaction management, and some reporting for brokerage as a whole.

Desvantagens:

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.

Candye
Candye
Owner, EUA
Usou o software para: Mais de dois anos
Fonte da avaliação

Love the concept of the product

5,0 há 7 anos

Comentários: was done quickly

Vantagens:

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

Desvantagens:

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.

Lenda
Broker, EUA
Imobiliárias, 51 - 200 funcionários
Usou o software para: 1 a 5 meses
Fonte da avaliação

Alternativas consideradas anteriormente:

Review

4,0 há 6 anos

Comentários: I think this is a good program and with just a couple of adjustments, it could be a great program.

Vantagens:

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.

Desvantagens:

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.

Chris
Chris
Licensed Real Estate Broker, EUA
Usuário do LinkedIn Verificado
Imobiliárias, 11 - 50 funcionários
Usou o software para: Mais de dois anos
Fonte da avaliação

Been a Buidlium Client for 8+ years

5,0 há 6 anos

Comentários: 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.

Vantagens:

The constant innovations and new functionality, ePay, Cash at Retail, Reports, etc

Desvantagens:

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