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Sign into your accountTired of manually managing transactions? (8/31)
August 21 2016
Wednesday, August 31, 2016 at 11:00 AM PDT
Our weekly 15-minute webinar covers all the basic functions of the Brokermint system, starting with document upload, task management to more advanced functions like e-signature, pdf split-merge and Google Calendar.
- How to use Checklists that provide consistency for all users.
- Create Custom Fields – it's your business – make it personal.
- Set automatic Reminders for the items that matter most.
- Tasks – allow the system to prompt you for the necessary items needed to complete a file. No thinking, just doing!