In order to create a new transaction, please click on the transactions link on the navigation panel and then press the Create Transaction button...

There are three options for how you can upload documents: Select, Drag-n-drop & Email...

Access your transaction, click on documents, and then select unsorted. Once there, select the file you want to manage, click on edit, and select either split or merge...

Once you uploaded a document and assigned it to your checklist, navigate to the Documents section...

To update a rejected document, navigate to the documents section, select the document, and click on Delete, then select Document only...

Keep in mind that account administrator controls who can close transactions and under what conditions they can be closed. If your account administrator granted access to this function you will see Closed on the list of available statuses. Right after you marked any transaction as Closed the system will send an email notifications to all transaction participants...

This is a short video for agents explaining how to add, update, make default and delete payment method in Brokermint.

Short video tutorial explaining how to make changes to fully executed documents and send them for e-signatures

Short video tutorial explaining how to change a signer's email address in Brokermint

Short video tutorial explaining how to send a reminder to a signer in Brokermint

Short video explaining how to eSign documents in Brokermint

Short video tutorial explaining how to create an eSignature package and send one or more documents for eSignature

Short video tutorial explaining how to restart eSignature in Brokermint