Brokermint is an automated back-office system with transaction management, commission automation, accounting, agent management, and reporting & analytics. This integration allows Wise Agent users to log in to their Brokermint account from within their CRM.
How to Activate the Integration:
- To obtain your Brokermint API Key email support@brokermint.com.
- Once you have obtained your API Key log into your Wise Agent Dashboard
- From the side navigation bar in Wise Agent go to Integrations ➜ Settings.
- On the main Integrations page click on the arrow next to the Brokermint header
- Copy and paste your Brokermint API key in the provided field.
How does this integration work?
Now that you've activated the integration you can conveniently switch between Brokermint and Wise Agent! Tasks like updating contact information or managing transactions can be done more efficiently, saving time and minimizing errors. You can access the SSO feature from any contact record or transaction checklist within Wise Agent.
From the Contact Summary page, you can click on the "Integration Actions" menu to "Login to Brokermint." You can also access this same functionality on the Transaction Checklists by clicking on the "gear" icon and then selecting "Brokermint" from the action menu.
Whether you’re an established brokerage or a small agency, Brokermint will help you seamlessly manage all aspects of your back-office tasks from one centralized dashboard.
Find out today how Brokermint can help automate your business all from the comfort of your CRM.
Our team is always standing by to help you! Get immediate help by using the Contact Us button in your account or sending an email to help@wiseagent.com.