# Page 3 | BoldTrail Back Office Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 3 - Is BoldTrail Back Office the right Real Estate Transaction Management solution for you? Explore 851 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews --- BoldTrail Back Office 4.5 (851) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 26th, 2026 # Page 3 - Reviews of BoldTrail Back Office ## Showing most helpful reviews Showing 51-75 of 851 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Rhondelle B. Realtor Real Estate Used the software for: 2+ years ### "Real Estate Transactions with Confidence " April 29, 2024 5.0 I believe Brokermint is an easy program to learn and keep track of real estate transactions. I would recommend it to other brokerages. Pros Being a User and not an administrator, I have the benefit of having everything set up so I may go in a do any type of transaction with a pop-up list of everything that needs to be done. I thank Brokermint for giving the administrator the ability to do so. It has made doing transactions of any type easy and understandable. I am able to keep all my documents loaded and backed up on Brokermint and retrieve them at any time. Although, we are taught to back up our documents in our own files. I just like the ease of the program the best. Cons I don't like being able to correct mistakes I make without having to contact an administrator. Review Source Response from Inside Real Estate May 24, 2024 Rhondelle, thank you for your review! We’re thrilled to hear that Brokermint has made real estate transactions easy and understandable for you. We appreciate your feedback on correcting mistakes and will consider ways to improve this process. Best, Mary Caroline SFB Sarah Faye B. Broker Real Estate Used the software for: 2+ years ### "Dotloop is way better" April 22, 2024 2.0 1 star The only good thing is that agents can make their own DA Pros The only thing I like is that agents can make their own CDA that’s it Cons Everything Set up a zoom with me and I’ll show you 20 things that do not make any sense Switched from [dotloop](https://www.capterra.com/p/136372/dotloop/) So agents could make their own CDA and I miss dotloop e eryday bc they get it and know how to design software Review Source Response from Inside Real Estate May 24, 2024 Hey Sarah Faye! Thank you for your feedback. We’re sorry to hear that you’re facing challenges with Brokermint. We value your input and would like to address your concerns. Please feel free email us at support@insiderealestate.com to set up some time so we can understand your needs and improve your experience. Best, Mary Caroline LJH Lori J H. Real Estate Agent Real Estate Used the software for: 2+ years ### "Ease of Use" April 29, 2024 5.0 Pros Brokermint is definitely user friendly and easy to navigate through your transactions, forms management, and esign. Cons 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 Review Source Response from Inside Real Estate May 24, 2024 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 DJ David J. Designated Broker Owner Real Estate Used the software for: 2+ years ### "Brokermint Product Review 2024" April 29, 2024 4.0 Good overall satisfaction and good technical support early on. Pros Easy to use for file and document management. Cons Cost when there were 18-19 brokers using it. Now we just have 8 of us and we anticipate losing more brokers soon. Review Source Response from Inside Real Estate May 24, 2024 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 NS Nyle S. Principal Broker Real Estate Used the software for: 2+ years ### "Small independent office review" April 22, 2024 5.0 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. Pros Transaction management / accounting. We do not use the documents or electronic signatures. Cons Sometimes the data input can feel repetitive - should have different fields for BROKERAGES and USERS Reason for choosing BoldTrail Back Office ease of use - simple layout and configuration. very clean feel and look Review Source Response from Inside Real Estate May 24, 2024 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 PT Paul T. Sales Real Estate Used the software for: 1-2 years ### "Brokermint Review" April 16, 2024 5.0 It's been a learning experience. Started out slowly. Pros Arrangement and detailing of all deals at your fingertips. Cons Learning curve took quite a while and still learning. Switched from [Form Simplicity](https://www.capterra.com/p/172894/Form-Simplicity/) Broker decided after meeting with them. Review Source Response from Inside Real Estate May 24, 2024 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 VR Verified Reviewer Realtor Real Estate Used the software for: Less than 6 months ### "Fantastic Transaction Management Software" February 25, 2023 5.0 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. Pros 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. Cons 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. Alternatives considered [SkySlope](https://www.capterra.com/p/172896/SkySlope/)[Lone Wolf Back Office](https://www.capterra.com/p/40368/Lone-Wolf/) Reason for choosing 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. Review Source IK ISAC K. REALTOR ASSOCIATE Real Estate Used the software for: 1-2 years ### "MY BROKERMINT" April 29, 2024 5.0 USED WHEN NEEDED, HOPEFULLY OFTEN...VERY PRACTICAL AND DIRECT TO THE OFFICE Pros THE PRACTICAL WAY TO GET PAID BY MY OFFICE Cons CONFUSING PART WHEN TO SELECT RENTALS VERSUS SALES Review Source Response from Inside Real Estate May 24, 2024 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 BG Ben G. BrokerOwner Real Estate Used the software for: 2+ years ### "Feedback for Brokermint" April 16, 2024 5.0 Customer service is outstanding. Slow to implement improvements. Better integrations needed. Pros Search feature and ease of finding transactions Cons For brokerages that really try not to have agents doing administrative duties, there isn't a lot in Brokermint for the agent. Review Source Response from Inside Real Estate May 24, 2024 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 SR Scott R. Director of Operations Real Estate Used the software for: 2+ years ### "Large KW team user, not a brokerage" June 5, 2019 3.0 Brokermint has served our team well as we have adapted it to our needs but there is still room for improvement on the real estate team side in terms of features. It is very clear this tool is used for Brokerages but there is a large overlap of need between small brokerages and large teams. I think it would help if Brokermint could identify this and help support the needed features of a sales team. Lastly, the Brokermint support team has been friendly and helpful but somewhat frustrating when most of the calls into them result in them telling us the feature we are asking about is not created or possible and we should simply request the development team to create it through their online community. We have done this and requests have gone unanswered or addressed for years. Pros We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated. Cons We dislike the ability to create different transaction types. Brokermint currently restricts use to only two, listing or pending. It would be incredibly helpful if we had a few more categories or the ability to create our own such as a "buyer" with no property address assigned. This would allow for checklists to be assigned to the contact and documents to be saved in the system. It would also allow for our sales funnel to show an accurate representation of our business rather just listings and pending buyer/listings. The second large item we would like to see changed is the integration with Boomtown. Currently, it is only a one-way data feed, a transaction is recorded in Boomtown and then sent to Brokermint. We currently don't use this because it is backward to our workflow. We instead utilize Brokermint for all of our transaction management and simply Boomtown to keep a record of our clients. The ideal data flow would be once a transaction is entered in BrokerMint and either a listing or pending transaction, Boomtown then records it on the client's page as well. Additionally, if we could pull contact information through Boomtown into Brokermint that would save quite a bit of time. Review Source Response from Inside Real Estate July 1, 2019 Hi Scott, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at Support@brokermint.com MW Maria W. Office Administrator Real Estate Used the software for: 2+ years ### "Brokermint Review II" June 5, 2019 4.0 The website itself is fairly easy to troubleshoot and also an easy sell with the agents. It is an integral part of our daily operations and in the beginning (first 2-3 years) felt very familial and we were helped instantly by the owner and the original crew. As time went on, we were assigned account specialists more times than I can count and now all we are is a number. Luckily, they have a great product - that we need. Pros It is unlike any other Transaction management program in this field. It is web based, so an agent can use it from anywhere at anytime. They keep adding little changes/improvements that are often helpful and make the site easier and easier to use. Cons Customer Service and turn-around time on tech tickets or answered questions is unfortunately extremely poor. Their growth rate has been massive (great) but their ability to keep up is lacking (not great). The live chat feature often outsources their CS & they have no idea how to answer or what we're talking about - very frustrating. Suggestions/requests get swept under the rug for months/years even though we know other clients are asking for the same updates/changes, etc. Review Source DL Denise L. Admin Real Estate Used the software for: 2+ years ### "Keeps us organized" April 22, 2024 5.0 Pros It is a great tool to keep our agents transactions organized Cons nothing is bad about it that i can think of offhand Review Source Response from Inside Real Estate May 24, 2024 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 AB Austin B. Realtor Real Estate Used the software for: 1-2 years ### "Best CRM Ever " April 29, 2024 5.0 Pros Keep everything so neat and organized and easy to find plus the notification system is out of this world Cons I can’t think of anything I dislike about Brokermint Review Source Response from Inside Real Estate May 24, 2024 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 VR Verified Reviewer Broker Real Estate Used the software for: 2+ years ### "Ransomware " November 8, 2023 1.0 Horrible customer service, User Interface Is Complicated Pros Google Calendar Integration That Is An Extra Charge Using API Nation Cons 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. Alternatives considered [dotloop](https://www.capterra.com/p/136372/dotloop/) Review Source KH Kristi H. Transaction coordinator Real Estate Used the software for: 1-2 years ### "changes to Brokermint " April 16, 2024 4.0 Pros There is a little more ease with the DocuSign being added. Cons I don't like that all transactions are listings- there are buyers and sellers - and there is not a way to have it say buyer. All transactions are qualified as listings which makes no sense. Review Source Response from Inside Real Estate May 24, 2024 Thank you for your feedback Kristi! We’re glad you find the DocuSign integration useful. We appreciate your input on transaction labeling and will consider this for future improvements. Best, Mary Caroline CB Chasen B. Agent Real Estate Used the software for: 6-12 months ### "The BEST transaction management!" April 16, 2024 5.0 Pros Easy to use, organized, and self explanatory. Cons I wish you were able to rotate documents just in case you were to accidentally scan them incorrectly. Review Source Response from Inside Real Estate May 2, 2024 Hi Chasen! Thank you for your glowing review of Brokermint! We're thrilled to hear that you find our transaction management system easy to use, organized, and self-explanatory. We'll definitely consider your suggestion about rotating documents for future enhancements. We're glad you made the switch from Docusign and we're here to support you every step of the way! Best, Mary Caroline CK Charles K. Realtor® Real Estate Used the software for: 1-2 years ### "Job well done, thank you Brokermint." April 22, 2024 5.0 Excellent overall — I highly recommend it for transaction management. Pros I depend on it to keep me organized, so I can confidently move forward. Cons Sometimes I find special needs to be less than intuitive. Review Source Response from Inside Real Estate May 24, 2024 Charles, we’re delighted to hear that Brokermint helps keep you organized and supports your confidence in moving forward. We appreciate your feedback on special needs and will strive to make improvements. Best, Mary Caroline TG Tammy G. Escrow Officer Real Estate Used the software for: 2+ years ### "Using Brokermint for Title Insurance" April 22, 2024 4.0 Brokermint is easy to learn and navigate. Pros I use Brokermint as a research tool to confirm information with my real estate agents. It is easy to access and navigate. Cons I really don't DISlike anything about Brokermint. It is a valuable tool for my job. Review Source Response from Inside Real Estate May 24, 2024 Tammy, thank you so much for leaving us a review! We’re delighted to hear that Brokermint serves as a valuable research tool for you and that you find it easy to navigate. We appreciate your feedback and are glad to support you in your work. Best, Mary Caroline VR Verified Reviewer Controller Real Estate Used the software for: 1-2 years ### "Best Features for the Price, Great Customer Service" October 3, 2019 4.0 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. Pros 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. Cons 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. Review Source MG Margie G. Transaction Manager/Coordinator Real Estate Used the software for: 1-2 years ### "Work in Progress" June 5, 2019 2.0 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. Pros I love how easy it is to set up a file. And how quickly it splits and assigns documents. Cons 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. Alternatives considered [Paperless Pipeline](https://www.capterra.com/p/172897/Paperless-Pipeline/) Reason for choosing BoldTrail Back Office The company did not have the knowledge when I joined, so made a poor judgment on their part. Review Source Response from Inside Real Estate June 20, 2019 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 Support@brokermint.com JC John C. COO Real Estate Used the software for: 6-12 months ### "Needs much improvement" July 26, 2019 2.0 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. Pros 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. Cons 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. Reason for choosing BoldTrail Back Office Their integration with BoomTown & Reporting that we thought at the time would work for our needs. Review Source VR Verified Reviewer Director Of Operations Real Estate Used the software for: 6-12 months ### "Brokermint" December 27, 2018 4.0 For the most part, I have enjoyed Brokermint. What we have utilized so far is easy to use and my agents seem to enjoy it. I unfortunately have not had the time/ability to utilize all of the features of Brokermint just because some setup is too time consuming. For example, setting up e-forms. We are still using Ziplogix because the amount of time it takes to setup forms to be filled out through Brokermint is enormous. Pros I do appreciate the user friendliness of this software. I switched from Backagent to Brokermint because of it's ease of use and how much easier it would be on my agents to submit things. Cons There are several simple features that I figured they would have added by this point. It seems like when people submit requests to add things, they are not acknowledged by Brokermint. I've seen simple feature requests sit there for over a year with lots of support from users but no acknowledgement from Brokermint. Why is there not a mobile app at this point? We also cannot duplicate transactions when a transaction falls through like a listing so we have to spend time reentering all of the listing information again. Backagent lets you duplicate a transaction so you do not have to start from scratch. Review Source AG Alison G. Agent Real Estate Used the software for: 6-12 months ### "Love working with Brokermint!" April 22, 2024 5.0 Pros Easy to use, very intuitive. So easy to work out my commissions for upcoming deals Cons I have nothing bad to say about the platform, honestly. I really like working with the tool. Review Source Response from Inside Real Estate May 24, 2024 Hey Alison! Thank you so much for your feedback! We’re thrilled to hear you find Brokermint easy to use and intuitive. Your satisfaction is our priority, and we’re glad to support you in managing your commissions smoothly. Best, Mary Caroline BO BARRY O. Principal Broker/Owner Real Estate Used the software for: 2+ years ### "This Tech leverage helped me spool up my company without hiring staff" June 14, 2019 5.0 Exceptional . . . Pros 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 Cons 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 Alternatives considered [dotloop](https://www.capterra.com/p/136372/dotloop/)[SkySlope](https://www.capterra.com/p/172896/SkySlope/) Reason for choosing BoldTrail Back Office Brokermint has fairer pricing, and I had the perception that Brokermint is more innovative (continual improvement) than the others Switched from [SkySlope](https://www.capterra.com/p/172896/SkySlope/) Skyslope seemed "buggy" to me . . . Then they wouldn't let me out of my contract - Nasty people Review Source Kyle R. Transaction Coordinator Real Estate Used the software for: 2+ years ### "Great for transactions, average on reporting" December 19, 2018 4.0 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! Pros 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. Cons 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. Review Source Talk to a Capterra advisor for free and get results within 15 minutes.