The initial set up for Brokermint requires 5 steps. You will configure your account under settings:
1. Company information - 01:07
2. Users - 01:33
3. Checklists - 02:58
4. Transaction fields - 04:47
5. Commission plans - 06:19
6. Notifications - 08:02
After this is set up than your agents will be able to access the system and create transactions - 08:45, add checklists - 15:45, upload documents - 16:26, split or merge documents - 17:44, submit documents for review - 18:46. You will be able to monitor their work, approve documents - 19:02, generate commission statements and CDA forms - 23:05 as well. The system also keeps an activity log within each transaction - 22:06, so you can track all actions done within it.
Please watch this video below on how to configure your Brokermint account.