Your transactions are your business and it is a best practices to maintain complete copies of every transaction. Having a single place where all transactions are getting collected automatically is a no-brainer. Especially when you consider the costs of failing your state’s Department of Real Estate audit. Brokermint allows you manually download neatly archived versions of individual transactions, as long as you remember to ask for the download every transaction. Brokers with larger offices know that the more tasks you can automate, the better, which is why more and more brokers are setting up an automated Sync of their Brokermint Transaction Files to Google Drive.
Peace of mind is the primary reason agents and brokers set up an automated import. In addition, it can also be highly useful in ways that you may not have considered.
Who needs an automated Sync from Brokermint to Google Drive?
An agent using a Transaction Management System provided by your broker and wants to easily maintain their own separate copy of all your transactions for your personal business files.
A broker who needs a way to easily access, add documents to and share their stored transaction files with past clients and agents. Especially when the agent has moved on from the brokerage.
A broker, who needs a backup copy of their transactions, separate from their Transaction Manager app, to ensure total compliance and also see some operational benefits.
A clever broker or an agent who wants to use that data from their transactions, analyze it, find the trends and put themselves in a position to take their business to the next level!
How Do I Get An “Automated Sync?”:
At API Nation you can automate the process of transferring, updating, saving and storing your real estate transaction files from Brokermint to Google Drive. This automatic import works 24/7, listening for any changes or updates to your transactions and electronically transfers all related documents and updates to your digital drive. It is your digital organization assistant.
Imagine the time and mental energy you can save knowing your business is being automatically saved and organized for you. And it will only take you two minutes.
- Increased control and accessibility of all your business/transaction content
- Simplified transaction document sharing with client and agents
- Enhanced compliance benefits for brokers
- Easy-to-use forecast, operational and agent activity reports
Check out two of our most frequently used integrations, Google Drive and Dropbox. We currently offer connections for these digital drives to both dotloop and DocuSign Rooms.