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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. 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.
Project ID: 40187931
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81 freelancers are bidding on average $473 USD for this job

Hi, Your vision to transform Brokermint into a streamlined transaction powerhouse truly resonates with me. Having directly configured Brokermint for more than five brokerage clients, I’m confident in eliminating redundant data entry and manual spreadsheets while ensuring seamless end-to-end workflows. My experience includes building comprehensive transaction pipelines within Brokermint complete with task checklists and real-time reminders. I’ll also create a tailored dashboard to continuously track closed deals, customer satisfaction, and lead response times, integrating post-closing survey scores flawlessly. Beyond setup, I’ll supply clear documentation or Loom video tutorials for easy team hand-off and ongoing management. I’ve shared an initial estimate based on your description, and once we go over a few technical or functional details, I’ll confirm the exact cost and delivery schedule. Looking forward to your reply so we can finalize the exact plan. Could you specify which integrations or third-party data sources you currently use or plan to include to ensure smooth data flow into Brokermint? Best regards, Asad
$250 USD in 10 days
8.2
8.2

As a seasoned expert in the realm of software implementation and project management, I am confident that my skills align perfectly with your Brokermint Transaction Workflow Setup. I've worked with numerous E-Commerce platforms including, Magento, WordPress and Drupal among others. This extensive experience not only allows me to navigate these systems seamlessly but also to anticipate and mitigate any potential challenges or disruptions that may arise. To foster streamlined data integration and reporting, I possess a strong understanding of Excel, PHP, as well as Software Architecture. These skills will prove invaluable in configuring your desired transaction pipeline within Brokermint, implementing task checklists and reminders, creating real-time performance dashboards, mapping necessary fields and ensuring seamless data flow. Furthermore, one of my key attributes is my commitment to delivering well-documented handovers - through written guides or Loom videos - that facilitate easy maintenance of the setup by your team. It's about empowering you and your team to continue benefiting from the solution even after our engagement comes to a close. Choose me for an efficient, focused engagement that not only meets but exceeds your expectations on all fronts. Let's discuss how we can make Brokermint work for you!
$500 USD in 7 days
8.2
8.2

With my expertise in Brokermint and extensive history of leveraging various backend and frontend technologies like PHP, Node.js, React.js, and more, I am equipped to provide you with the streamlined transaction management system you're seeking. Having developed multiple Brokermint systems for not less than five user accounts, I have a deep understanding of the platform's complexities and can efficiently configure your full transaction pipeline according to your needs. Alongside that, I'll put together a comprehensive reporting dashboard for real-time tracking of agent performance metrics like closed deals, customer satisfaction, and lead response time. My technical prowess extends beyond just Backend and Frontend. From creating clean designs on tools such Thanks.....
$500 USD in 7 days
8.0
8.0

Hi robertr552, Thank you for considering my proposal. With over 8 years of real-world experience and freelance work in Excel, I am confident in my ability to assist you with this project. I have carefully reviewed your project requirements for setting up the Brokermint transaction workflow and am keen to discuss further details with you. I have extensive experience in setting up Brokermint workflows and have worked with multiple user accounts in the past. I would like to connect with you in chat to discuss your project in more detail and see how I can help streamline your transaction processes and agent performance tracking. Regards
$250 USD in 1 day
7.1
7.1

Hello I have good working experience setting up Brokermint by Boldtrail for multiple brokerages (5+ user environments), configuring complete transaction pipelines from listing to closing with zero duplicate entry and clean compliance tracking. I can build your end-to-end workflow with automated checklists, smart field mapping, and a real-time performance dashboard tracking closed deals, CSAT imports, and lead response time—so opening a file takes under a minute and metrics update automatically. I am confident in delivering a lean, scalable setup and can provide past client references upon request Best Regards, Arzoo Farooq
$650 USD in 7 days
7.0
7.0

Hi there, I’ve reviewed your PHP project requirements and would be glad to help. With 5+ years of experience in PHP and backend development, I specialize in creating secure, scalable, and high-performing web applications using modern frameworks like Laravel and CodeIgniter. I’ll begin with a clear development plan, share regular progress updates, and ensure the final product is well-tested and optimized for performance and security. Let’s connect to discuss your project goals — I’m ready to get started! Best, Bhargav PHP Developer | Laravel & Backend Expert
$500 USD in 7 days
6.9
6.9

Having successfully implemented multiple Brokermint setups over the past five years, my expertise will be an immense asset to your project. I have a deep understanding of the tool's capabilities and have configured the full transaction pipeline, created customized task checklists with automated reminders, and built advanced reporting dashboards for tracking key metrics, similar to what you require. Furthermore, I can configure Brokermint's data fields and templates to ensure a seamless flow of information across all stages. In addition to my familiarity with Brokermint, I possess strong proficiency in MEAN/MERN stack, PHP technologies, AWS services, and version control systems like GIT and SVN. This diverse skill set enables me to handle any integration needs efficiently. Moreover, having worked on large-scale projects involving extensive databases and APIs, I appreciate the necessity for clean data management and its impact on operational efficiency. Thanks.....
$500 USD in 7 days
6.5
6.5

As an experienced web and mobile application developer, with a decade of experience under my belt, I am confident that I am well-equipped to handle this Brokermint Transaction Workflow Setup project and meet your stringent requirements. Having successfully implemented and deployed similar ERP, CRM, and Business Systems, including being adept at configuring transaction pipelines like the one you need inside Brokermint will prove an asset in completing your project effectively and efficiently. My strong expertise across frontend, backend, cloud, AI/ML, and ERP systems will ensure a streamlined process for every step of the deal: listing, offers, contract paperwork, compliance and closing—eliminating duplicated data entry or ad-hoc spreadsheets. My proficiency in building reporting dashboards and mapping necessary fields or integrations will also come handy in tracking the key metrics of number of closed deals, customer satisfaction and lead response time for each agent. Let's connect so I can share success stories from previous satisfied clients as well as their contact information for additional assurance on my services. With Regards! Abhi
$750 USD in 7 days
6.6
6.6

Hi, I’ve implemented Brokermint backoffice systems end-to-end, configuring transaction pipelines, compliance workflows, and real-time performance dashboards that eliminate duplicate entry and manual tracking. I’ll streamline your deal flow, build the agent metrics dashboard (deals, satisfaction, response time), and deliver a clear hand-off so your team runs it effortlessly. You can visit my Profile https://www.freelancer.com/u/HiraMahmood4072 Thank you
$350 USD in 2 days
6.3
6.3

Hello, I understand you're looking to transform Brokermint into a streamlined transaction workflow for your brokerage. With my extensive experience in Brokermint setup, having completed over five successful implementations, I am confident in delivering a solution tailored to your needs. In my previous projects, I have implemented similar transaction pipelines, enhancing efficiency and reducing manual entry. My approach has delivered measurable improvements, including faster deal processing and accurate data management. ✅My Plan: - Configure the end-to-end transaction pipeline within Brokermint with robust checklists and reminders. - Create a detailed reporting dashboard to monitor agent performance metrics in real-time. - Ensure smooth data flow by mapping necessary fields, templates, and integrations. - Develop a concise hand-off guide, including a Loom video or written documentation for your team. Best regards, Hongqiang Chen
$675 USD in 3 days
5.4
5.4

Hi robertr552, I am very interested in setting up Brokermint for your brokerage. I will configure the full transaction pipeline with task checklists and reminders, build the dashboard showing closed deals, customer satisfaction, and lead response time in real time, map fields and templates, connect needed integrations, and provide a short written guide or Loom video for hand-off. I have direct Brokermint setup experience across more than five user accounts and can share past client contacts for reference. My aim is that opening a new file takes under one minute and the dashboard updates automatically. Quick question: do you have the post-closing survey data format ready to import? Best regards, Saad J.
$450 USD in 10 days
5.3
5.3

Having successfully completed multiple Brokermint transaction workflow setups similar to your project in the past, I'm confident in my ability to streamline your entire deal process. I am extremely familiar with Brokermint and have utilized it across at least 7 user accounts. As a professional, I understand the importance of showcasing my skills through real-life examples and for that reason, I'd be more than willing to provide you with contact info from my past clients who can vouch for the quality and efficiency of my services. Regarding the performance dashboard, with my extensive experience in creating complex reporting systems, tracking your agents' number of closed deals, customer satisfaction scores, and lead response time can be done flawlessly. Using MySQL and PHP as part of my back-end toolkit enables me to build real-time reporting dashboards that update automatically without requiring excessive manual effort. You expect opening a new file to be swift and easy, and that's exactly what I aim to provide - a streamlined transaction machine that saves you time and effort. In addition to expertly setting up Brokermint, understanding other aspects of software utility is essential. My proficiencies in platforms such as Adobe Illustrator, Adobe Photoshop, WordPress, Figma design (UI/UX), HTML Website Development, CSS and JavaScript amongst others make me not just a specialist- but an all-rounder! By working with me on this project
$500 USD in 10 days
5.3
5.3

Hello. I have extensive experience implementing Brokermint across multiple brokerage accounts, streamlining end-to-end transaction workflows. My approach will configure the full transaction pipeline, including listings, offers, contracts, compliance, and closing tasks, minimizing duplicate data entry. I will set up automated task checklists and reminders to ensure agents stay on schedule throughout each transaction. A real-time reporting dashboard will be built to track closed deals, lead response times, and imported customer satisfaction scores. I will map all necessary fields, templates, and integrations to ensure seamless data flow across Brokermint and connected systems. My solution will allow new transaction files to be opened in under a minute while keeping performance metrics automatically updated. At the end of the engagement, I will provide a clear hand-off via a written guide and/or Loom videos so your team can maintain and adjust the setup independently. References from previous Brokermint implementations are available and can be contacted to verify my services. Regards, Justin.
$500 USD in 7 days
5.4
5.4

✋ Hi there. I can fully configure Brokermint to streamline your brokerage’s transaction workflow, turning listings, offers, contracts, compliance, and closings into a seamless, end-to-end process. ✔️ I have hands-on experience setting up Brokermint for multiple brokerage accounts, optimizing pipelines, dashboards, and reporting for efficiency and accuracy. In previous implementations, I configured task checklists, automated reminders, and real-time dashboards that let teams track deals, agent performance, and compliance without duplicating data. ✔️ For your project, I will set up the complete transaction pipeline, map all necessary fields and templates, integrate any additional tools required, and build a dashboard tracking closed deals, customer satisfaction, and lead response times. I will ensure data flows automatically and that opening new files is fast and error-free. ✔️ I will provide a concise hand-off with written guides or Loom videos so your team can maintain and adjust the setup independently. The goal is a fully automated, performance-driven Brokermint environment ready for immediate use. Let’s chat to review your current setup, agent workflows, and timeline. Best regards, Mykhaylo
$500 USD in 7 days
5.4
5.4

With an extensive 9+ years of experience, my team and I have deep-rooted technical knowledge in MySQL, PHP, Mobile development, and web development. We bring this rich expertise to the table to ensure an impeccable delivery for projects like yours. Although I might not possess direct experience with Brokermint Transaction Workflow Setup, my proficiency in configuring CMS based websites and building mobile applications provides me with the necessary skillset to adapt rapidly to new platforms like Brokermint. The organizational proficiency that your project demands closely resonates with our core competencies which include providing clean data flows and streamlining workflows. Apart from this, I understand how important it is for you to keep a track of your agent's performance through well-maintained dashboards. Drawing on my SEO services background, I can engineer an insightful performance dashboard that factors in all the metrics you wish to measure and ensure that it is updated automatically for you without any extra clicks. Moreover, my commitment doesn't fade out post-project completion.I offer free after delivery support including 3 months support for existing developments. This means you can count on me for any queries or troubleshooting even after project handoff. The value addition our company offers is complete security of data in compliance with data protection laws which I believe will be an asset of peace of mind for your operations.
$500 USD in 7 days
5.5
5.5

Hello, Hope you're doing great! I am a PHP Developer who builds secure, fast, and business-focused web applications. I work with both custom PHP and frameworks, and always ensure that every project is optimized, scalable, and easy to maintain. What I Do 1. Custom web applications & business automation tools 2. API development and integration 3. Secure login, admin panels, and dashboard systems 4. High-speed, mobile-friendly websites 5. Migration, bug fixing, and performance upgrades Why Clients Prefer My Work 1. Clean folder structure & scalable architecture 2. Fully optimized and secure coding practices 3. Excellent communication & professional approac 4. Quick turnaround time with regular updates Ready to Start Share your requirements or preferred reference — I’ll analyze it and provide: 1. Best technical plan 2. Exact timeline 3. Budget estimate Looking forward to building something amazing for you!
$250 USD in 7 days
5.5
5.5

Hi, I understand you're looking for an expert to optimize your Brokermint setup, ensuring a smooth and efficient transaction workflow. With over 7 years of experience in software development and a focused background on CRM systems, including direct Brokermint setup for multiple user accounts, I am equipped to streamline the end-to-end transaction process effectively. I will configure the full transaction pipeline, create a real-time reporting dashboard, and ensure seamless data integration tailored to your needs. I can provide documentation and a brief hand-off video for your team's maintenance ease. Let's aim for a timeline that meets your operational goals and ensures a quick engagement.
$500 USD in 2 days
4.5
4.5

Hi, I am confident I can help streamline your Brokermint setup into a highly efficient transaction workflow. With over 10 years of experience and proven expertise in configuring comprehensive systems, I have directly set up Brokermint for more than five user accounts, ensuring all features work seamlessly together. I will create a fully configured transaction pipeline, develop the reporting dashboard to track agent performance, and ensure all necessary fields and integrations are mapped for clean data flow. My focus will be on making the opening of new files incredibly efficient, and I will provide a detailed hand-off guide. I’m looking forward to discussing how we can achieve your goals efficiently together.
$500 USD in 2 days
4.7
4.7

With a comprehensive background in full-stack development and project management, I am uniquely qualified to optimize your Brokermint system. My experience includes numerous client engagements where I transformed businesses' technical workflows to maximize efficiency and minimize redundant data entry. Not only have I set up multiple sets of Brokermint accounts- all of which you are welcome to contact for a review of my services- but I've also designed task checklists, automatic reminders, and reporting dashboards that provide real-time insights on key performance indicators. In addition, my data integration skills will be crucial to ensuring a seamless flow of vital information within the Brokermint platform, eliminating any need for manual input or ad-hoc spreadsheets. My ability to utilize tools such as Python, Excel, MySQL, and PHP will enable me to configure a fully optimized transaction pipeline while mapping necessary fields, templates, and integrations with ease. I'll also provide a detailed hand-off guide or Loom video so your team can easily maintain the setup post project completion.
$250 USD in 7 days
4.9
4.9

Hi! I understand you’re looking to streamline your Brokermint setup to create an efficient transaction workflow. My experience with multiple Brokermint accounts has equipped me to effectively configure the entire transaction pipeline, including task checklists and reminders to eliminate duplicated data entry. I will ensure the reporting dashboard tracks closed deals, customer satisfaction, and lead response time, providing your team with real-time insights. Additionally, I can integrate necessary fields and templates for smooth data flow. To facilitate a seamless transition, I will provide a user-friendly hand-off guide. Regards, Davide
$400 USD in 7 days
4.6
4.6

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