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Contact support@brokermint.com to set up your account and connect these forms.
(If you already have a BoldTrail BackOffice account, continue reading below)
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After signing in to your BoldTrail BackOffice account, go to any checklist task, select Use forms and click Select first form.
BoldTrail BackOffice Brokermint
- Transaction Management
- Commission Automation
- Accounting
- Agent Management
- Reporting and Analytics
- Brokermint Mobile App
- Plans To Fit Your Brokerage or Team
3. Select the needed tab. You will be asked to provide your OR real estate license number to verify your subscription.
4. When all is set, you can access the OREF library.
Do I need to use third-party software to update the forms?
No. The forms are automatically updated by BoldTrail BackOffice and ready to use right away.
Do I need to fill out the forms?
No. Once you add all the pertinent information to transactions, BoldTrail BackOffice will automatically populate the relevant forms.
Do I need any additional paperwork?
No. Everything is handled and stored directly in BoldTrail BackOffice. There’s no need to hound agents for their paperwork.
How do I access, fill out, and e-sign my state or association forms?
You can access, fill out, e-sign, and send out your forms from any transaction that has a checklist.