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About

AgentEasePro is a web-based real estate business platform for individual agents, teams, and brokerages. It combines contact management and lead follow-up with a deal pipeline, transaction documents, forms, e-signatures, deadline tracking, closing checklists, and a document hub. Users can manage calendars and tasks, record commissions and gross commission income, and review pipeline reports. The platform also includes agent websites and property landing pages, listing pages, showing feedback, and lead-capture forms that feed into the CRM. Teams can share a workspace, and agents may invite a transaction coordinator using a free seat. Client data can be imported and exported. Optional IDX and MLS access and domain services are arranged separately.

About

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Real estate agents, small teams, brokerages

Audience

Real estate brokers, owners, office managers, transaction coordinators

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Not Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

$99/month
The Solo plan is $99 per agent per month, or $990 per agent when billed annually. Team plans are $399 per month for up to five agents and $699 per month for up to ten agents. Optional IDX and MLS access and domain services are arranged separately.
Free Version Not Supported
Free Trial Supported

Pricing

$5 to $60/month/user
Total number of seats (agents and users) in your brokerage drives pricing, as does your selection of our three levels of plan: Simple Start, Standard, or Enterprise.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.4 / 5
support 4.3 / 5

Pros & Cons from Real Users

Pros

  • The customization features are great and I like the email templates. I am sure if it was property set up it would be fine, but when you are left to set up on your own......
  • Flexibility, templates, and e-signing capabilities. Looking forward to integrating with their API as well.
  • Nice user interface and easy to use. It has customizable checklists which were very important to us.
  • Customizable checklists. Automatic Backup to Dropbox. Integration with HelloSign. Email through the transaction. Great review/reject/approve system.
  • It's super easy to use and a great way to organize everything in one place! You can store all of your documents, take notes on transaction happenings, have your checklist to ensure everything is being completed that is needed, e-sign, commission management, and so much more! The support is great! It's great not having to train my agents on how to use Brokermint because the support teams helps with the onboarding. The online chat is a quick way to get anything answered.

Cons

  • The implementation process is awful and you are left to build the system on your own.
  • None that come to mind, over the last 5 years we have gave plenty of feedback, and BM has made any changes and upgrades.
  • Bit expensive for small firms, reports could be more robust
  • HelloSign integration can be glitchy. Needs advanced set up. All commission plans need to be set up manually. Commission plans can not when graduated.
  • There are 3 reasons it didn't get 5 stars for me. Occasionally, the e-sign feature gets delayed - but they are working on a solution. Currently, there are only 2 ways to categorize a transaction: listing or pending. I wish that active buyer was another category. Thirdly, the pricing is higher than what I was hoping for. The more agents you have on your team, the more expensive Brokermint is. There is tremendous value to the program.

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

AgentEasePro
United States
www.agenteasepro.com

Company Information

BoldTrail
United States
boldtrail.com/platform/

Alternatives

Leadvio

Leadvio

13Fold Labs

Alternatives

TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Real Estate CRM Supported

Categories

Real Estate Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Commission Management Supported
Contract Management Supported
General Ledger Supported
Mobile Access Supported
Payroll Not Supported
Property Development Management Not Supported
Reporting / Analytics Supported
Work Order Management Not Supported

Real Estate Agency Features

Calendar Management Not Supported
Client / Property Matching Not Supported
Client Database Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Not Supported
Flyer / Catalog Printing Not Supported
Lead Management Not Supported
Listing Management Not Supported
Property Database Not Supported
Website Management Not Supported

Real Estate Transaction Management Features

Accounting Supported
Appointment Scheduling Not Supported
Commission Management Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Not Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Integrations

BoldTrail Not Supported
BoomTown Not Supported
CINC Not Supported
Docusign Not Supported
Dropbox Not Supported
Follow Up Boss Not Supported
Google Drive Not Supported
HomeBinder Not Supported
LionDesk Not Supported
Lofty Not Supported
Propertybase Not Supported
QuickBooks Online Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Not Supported
SurveyMonkey Not Supported
TRIBUS Not Supported
Updater Not Supported
Xero Not Supported
Zapier Not Supported

Integrations

BoldTrail Supported
BoomTown Supported
CINC Supported
Docusign Supported
Dropbox Supported
Follow Up Boss Supported
Google Drive Supported
HomeBinder Supported
LionDesk Supported
Lofty Supported
Propertybase Supported
QuickBooks Online Supported
QuickBooks Online Advanced Supported
Salesforce Supported
SurveyMonkey Supported
TRIBUS Supported
Updater Supported
Xero Supported
Zapier Supported
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