Brokermint Integration Follow
Brokermint is a real estate back office software solution that consolidates transaction management, commission calculation, and accounting into a singular software solution for all your real estate back office needs. If you have a Brokermint account, you can integrate it with your CINC platform. The integration allows you to send basic lead info over to Brokermint from CINC, start your Brokermint transaction from the lead profile in CINC and see Brokermint updates on your leads from within CINC.
Setup:
* Note: the setup only works for the site owner and applies to the whole site. After setup, both broker and agent level users will be able to send a lead to Brokermint and start a transaction from CINC
1. First, you must obtain a Brokermint API key and and account ID. To Obtain your Broker Mint API key and Account ID, you will need contact Brokermint first. You can click on the "Contact Brokermint Here" link in the integration section of your profile to take you to the Brokermint site
2. Next, the site owner will need to navigate to their Profile and Settings page by clicking on their name in the top right corner of the platform and choosing the Profile and Settings option. Next, click on the integrations tab on the left of the Profile and Settings page to go to the integrations page. Scroll toward the bottom of the integrations page and you will see the Brokermint Integration section.
3. Insert the API key and account ID you get from Brokermint and click update. Your integration is now setup!
Sending Contact Info & Starting a New Transaction
After you have set up the integration, you can now send a lead over to Brokermint. To do this, navigate to the info section of a lead and scroll down to the Brokermint section. There will be a contact info section and a transaction info section with a "send to Brokermint" button and a "new transaction" button.
First, you must click the "send to Brokermint" button to send the contact info over to your Brokermint system. Once you do this, you will see the contact info that was sent to Brokermint appear in this section. Then, you can click the "new transaction" button to create the transaction for Brokermint.
After you send the contact info and create the transaction, the section will show all the basic information that Brokermint has in its system. Any changes to this basic information made in Brokermint will update nightly in your CINC platform. You also have the option of manually updating the contact info by clicking the sync button below the contact info or updating the transaction info by clicking the sync status button in the transaction info section.
Below is an example of what the transaction will look like in Brokermint after the info has been sent over from you CINC site.
If you do not have a Brokermint account and are interested, you can get more info at brokermint.com or request a demo at brokermint.com/live-demo
Comments
0 comments
Please sign in to leave a comment.