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Brokermint vs AppFolio Investment Management Comparison
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Overview
Brokermint is an easy-to-use, complete cloud-based solution for the residential real estate back office.
AppFolio Investment Management is a real estate investment management solution which aids users with distribution tracking,...
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Screenshots
Pricing
Starting from
$99.00/mo.month
- Free trial available
- No credit card required
- Free account
- Subscription based
Starting from
/
No info available
/- Free trial available
- No credit card required
- Free account
- Subscription based
User reviews
4.5
5
4
3
2
1
487
229
52
11
3
- Value for money
- Ease of use
- Features
- Customer support
95%
would recommend this appPros
We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated.
It’s not quite as good as what we had before due to third-party integrations and some growing pains, but once those are solved it will be a good value for the money.
Brokermint is very user friendly, it tracks the income earnings which is nice and is a great way to organize files.
Pros
They have been able to adapt IM so it meets our needs. We have a few more outstanding items but with time we know these too will get resolved.
Easy to use, investors love it, and it is a great and efficient way to communicate with investors and distribute tax information.
An amazing software that is transitioning as needed.
Cons
No longer can an agent complain that a document was turned in and the 'lost' be the office. Agents know exactly what is needed to complete their files in order to receive their commission checks.
Inability to drag and drop files across different functions the entire program, onboarding portal has no drag and drop feature.
It's awkward and repetitive in certain areas. Having to set up a Listing file and a selling file and loading the same documents to both files is irritating.
Cons
Even worse, our accounting team managed investor reports via Excel reports which were cumbersome, time consuming to create, had errors, and we weren't always sure which was the latest version.
The only real problem we experienced was our upload that did not work due to comas and periods in the upload. I have worked with [SENSITIVE CONTENT HIDDEN] a lot with getting this process completed.
Key features
- Total features44
- API
- Accounting Integration
- Accounting Management
- Activity Management
- Activity Tracking
- Approval Process Control
- Archiving & Retention
- Asset Management
- Assignment Management
- Audit Trail
- Automatic Notifications
- Built-In Database
- CRM Integration
- Client Management
- Client Portal
- Commenting
- Communication Management
- Compliance Management
- Contact Database
- Customizable Reporting
- Dashboard Creation
- Data Import
- Data Migration
- Data Synchronization
- Data Visualization
- Deadline Management
- Digital Signature
- Distribution Management
- Document Management
- Document Storage
- Document Templates
- Electronic Signature Capture
- Email Integration
- Email Notifications
- Forms Management
- Lead Management
- Multi-Company
- Performance Management
- Performance Metrics
- Performance Reports
- Permission Management
- Personalized Profiles
- Pipeline Management
- Projections
- Real Time Data
- Real Time Updates
- Reminders
- Reporting & Statistics
- Risk Assessment
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Task Tracking
- Template Management
- Third Party Integration
- To-Do List
- User Management
- Vendor Management
- Total features19
- API
- Accounting Integration
- Accounting Management
- Activity Management
- Activity Tracking
- Approval Process Control
- Archiving & Retention
- Asset Management
- Assignment Management
- Audit Trail
- Automatic Notifications
- Built-In Database
- CRM Integration
- Client Management
- Client Portal
- Commenting
- Communication Management
- Compliance Management
- Contact Database
- Customizable Reporting
- Dashboard Creation
- Data Import
- Data Migration
- Data Synchronization
- Data Visualization
- Deadline Management
- Digital Signature
- Distribution Management
- Document Management
- Document Storage
- Document Templates
- Electronic Signature Capture
- Email Integration
- Email Notifications
- Forms Management
- Lead Management
- Multi-Company
- Performance Management
- Performance Metrics
- Performance Reports
- Permission Management
- Personalized Profiles
- Pipeline Management
- Projections
- Real Time Data
- Real Time Updates
- Reminders
- Reporting & Statistics
- Risk Assessment
- Self Service Portal
- Single Sign On
- Status Tracking
- Task Management
- Task Tracking
- Template Management
- Third Party Integration
- To-Do List
- User Management
- Vendor Management
Integrations
- Total integrations15
- BombBomb
- BoomTown
- Contactually
- DocuSign
- Gmail
- Google Analytics
- Google Calendar
- Google Maps
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- Nexus
- QuickBooks Online
- QuickBooks Online Advanced
- Stripe
- Xero
- Zapier
- dotloop
- Total integrationsN/A
- BombBomb
- BoomTown
- Contactually
- DocuSign
- Gmail
- Google Analytics
- Google Calendar
- Google Maps
- Mailchimp
- Microsoft Excel
- Microsoft Outlook
- Nexus
- QuickBooks Online
- QuickBooks Online Advanced
- Stripe
- Xero
- Zapier
- dotloop
Security
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
- Encryption of sensitive data at rest
- HTTPS for all pages (web-based apps)
- Reports/alerts for security breaches
- Multifactor authentication options
- Customer data removed upon service cancellation
Alternatives
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Brokermint vs. AppFolio Investment Management
See how Brokermint and AppFolio Investment Management stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.
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