Brokermint Transaction Workflow Setup -- 2
Budget: $250 – $750 USD
I’m rolling Brokermint backoffice by Boldtrail out across the brokerage and need an experienced hand to turn the platform into a lean, end-to-end transaction machine. MUST HAVE DIRECT BROKERMINT SETUP EXPERIENCE OVER AT LEAST 5 BROKERMINT USER ACCOUNTS. WE WILL CONTACT THEM FOR REVIEW OF YOUR SERVICES. BE PREPARED TO SUPPLY PAST CLIENT CONTACT INFO. The single, overriding goal is to streamline every step of a deal: listings, offers, contract paperwork, compliance and closing—no more duplicated data entry or ad-hoc spreadsheets. The experienced Brokermint specialist must be 100% proficient in mapping all forms in 2 offices by two different MLS’s, completely ghostwrite every compliance step with the CEO of the Firm bio conference calls, NOT WORKSPACE OF ANY KIND, BY PHONE!
Alongside the workflow, I want to keep a constant pulse on agent performance. The system must surface three specific indicators for every agent:
• Number of closed deals
• Customer satisfaction (we’ll import post-closing survey scores)
• Lead response time
Here’s what I’m expecting from you:
• Configure the full transaction pipeline inside Brokermint, complete with task checklists and reminders.
• Build the reporting dashboard that tracks the three metrics above in real time.
• Map any necessary fields, templates or integrations so data flows cleanly.
• Provide a brief hand-off (written guide or Loom video) so my team can maintain the setup.
When we’re done, opening a new file should take less than a minute, and the performance dashboard should update automatically without extra clicks. If you’ve delivered similar Brokermint implementations before, let’s talk—this should be a quick, focused engagement for the right pro.
Alongside the workflow, I want to keep a constant pulse on agent performance. The system must surface three specific indicators for every agent:
• Number of closed deals
• Customer satisfaction (we’ll import post-closing survey scores)
• Lead response time
Here’s what I’m expecting from you:
• Configure the full transaction pipeline inside Brokermint, complete with task checklists and reminders.
• Build the reporting dashboard that tracks the three metrics above in real time.
• Map any necessary fields, templates or integrations so data flows cleanly.
• Provide a brief hand-off (written guide or Loom video) so my team can maintain the setup.
When we’re done, opening a new file should take less than a minute, and the performance dashboard should update automatically without extra clicks. If you’ve delivered similar Brokermint implementations before, let’s talk—this should be a quick, focused engagement for the right pro.