BoldTrail Back Office vs SkySlope Comparison

You get what you pay for I guess........

It is not intuitive. It is hard to find documents, files, transactions, etc. once closed, you have to hunt for items in strange places. The software requires "training." Most items need to "download" rather than just being viewable. Just pay for Skyslope.

Hi Matthew, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at Support@brokermint.com

The fact that I can customize it for my own view and the layout

It could be easier to get around reports and back end

It’s standard overall nothing to get Excited about.

It is cumbersome and clunky to use. Adding new docs to a checklist item that already has docs is time consuming and clunky

Hi Sean, Sorry it didn't work out for you! Glad you found a solution that works for your brokerage.

Pipeline and the feature where it shows the net commission

Nothing but this software is not for new agents, if they didn't know what to upload, they will not know what to pick out of those choices

Broker chose this platform for us, so really no choice but use it. I would guess the ability to use and get offers.

I was used to Skyslope, it was easier to use, especially to upload a new version of a form. I have not used it that much because it is harder to use and I hired a TC to do the paperwork.

Hi Phillip, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at support@brokermint.com

I like the pipeline of this program. I used a similar program called SkySlope. They are almost identical.

The program should not allow anyone to create the same listing. Some of the functions are hard to find.

The combining of transaction management and back office.

I would prefer a total integration with Docusign instead of Hello Sign. Support could be open for 6 hours on Saturday.

Price was the main thing. Customer service is the best

Very complicated. Not easy to use. Also it takes a lot of training. Please look how skyslope did their system

Add custom fields, dynamic checklists, UI, pipeline view

No ability to share disclosure packages with a link and no form automation. Skyslope has both of these features. Also no mobile app.

Hi Bob, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at Support@brokermint.com

This software is incredibly user friendly. The ease of transition from one page to the next is superb. And the ability to customize the interface to be exactly what we need is great.

Sometimes there are what feel like a few extra steps or some of the labels of sections aren't entirely intuitive but once you've gone through them for a while, it starts to make sense. I would also like the ability to make changes/ add commission plans from within a transaction instead of having to leave, address this in the agent profile, and then return.

Easy to upload documents and manage contacts.

Repetitiveness in inputting transaction information and manually assigning transaction checklists.

It is efficient and very user friendly. I have used other tools for coordinating my real estate transaction such as Dotloop and SkySlope but this has been by far the best!

I used to not like that the forms were not included but now they are! No complaints here.

The Quickbooks integrations are phenomenal. No other system compares to this. It is awesome. Also, the document uploaded and management is quite easy. I do not have full access to the program, but the custom built checklists are great tools to train on required docs potentially good business practices for new agents.

Lots of duplicate entry specifically with contacts. It could be more streamlined.

It's usability- it requires almost no training because the software is user-friendly. It's easy to navigate, use the features, and know that things have been uploaded/reviewed etc. by admins.

I'm sure the broker doesn't like spending $$ but I don't pay for this software so there's no cons to me :)

It's user friendly, it allows you to keep files and do commissions all in one.

When a deal is cancel you have to either start a new file completely or delete all old docs and add new to the file. Skyslope use to archive the cancelled deals and keep the deal still open to input new transaction.

The layout it simple and inviting but simple doesn’t mean easy to navigate

There are more things that you have to do when setting up your files... like you have request for a document to be n/a... and then you have to select folders to add to your file... rather than just having a box for “accepted an offer” and he system will automatically add the documents needed for the purchase side. I used skyslope and dotloop before... both are a lot easier to navigate

This is a great product overall. Easy to upload, easy to assign, easy to see pipeline and deals visually.

The Hello Sign is lacking some features of Esign/Docusign that would help it be a better product like adding people to a signing you are in draft mode on/revising, etc. The biggest issues with Brokermint are the where and how you upload and how a file doesn't convert to a sale, it should be a listing file, then convert to a sale file (really just adding a second file that's attached that has the sale...

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Hi Heather, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at Support@brokermint.com

So easy to use! It provides everything a real estate office needs for basic contract, generation, disclosure, generation, file review, and integration with back office accounting systems

Document management was a little difficult. It would be nice if it were created in an alphabetical order.

Others recommended it in the industry; was sold to us as a very premium product.

The customer Success Manager failed to deliver a good experience so we could be set up for success. If anything, it's been a bad experience.

I love how easy it is to keep track of the closings we have coming and all the contact information! Looking back at old files is super easy as well!

Not really anything that I don't like about Skyslope, maybe if its transaction/tasks were a little easier to use!

What's not to like? This is our entire company paperless! All of our transactions stored in there, no more filing cabinets!

There is just 1 feature...you cannot access certain areas from other areas, you have to go back out to the main screen again.

As the title of my review states, SkySlope allows me to categorize my transactions with ease. As it is set up within my brokerage, I know exactly which documents i need to coordinate my transactions and limit my liability at the end of the day. Linking up with a transaction auditor in my company, there are always multiple sets of eyes reviewing every document which ensures that nothing is missed. Gone are the days of giant stacks and binders full of paper. Everything is now digital.

The learning curve can be steep, and I've noticed that older agents in my office have trouble. But that could be true for most software. I haven't had much trouble and recent changes to the site have made things much easier when creating new property files.

Clean Look and Feel but NOTHING else. I thought this was better than what I had and now I regret it.

MLS Integration, Forms and SkySlope Suite - their apps don't sync properly. In addition, no access to real estate records, e signature - makes you download the forms, they charge you a fee to change the required in forms. This company does not care or value smaller brokerages.

I love that it literally guides me through all the information that is needed for me to have a complete file. I can check back and make sure all docs were approved but if something has gone sideways, I always have communication from my brokerage to go in address what needs attention.

If the feature is there, I haven't figured it out but I would LOVE to be able just add contacts to the file and it pull the information through the steps of building it out. For example, in real estate which is what I use it for, we have the lender, the title company, the other agent, the buyers and the sellers. While the clients and agents are always different, a lot of times we work with the same lender or title company so it would just be great to be able to have their info autopopulate into the file if selected.

I'm a Real Estate Agent and my real estate brokerage uses skyslope for document management and to keep track of deals and contact info of clients. I like how it eliminates the back and forth emails I used to have to send to my conveyancer at the brokerage. Now I just upload the documents directly to Skyslope and my conveyancer gets it right away.

I don't know what the cost is because my brokerage is paying for it but it probably isn't cheap. Also, having all the document management on a platform is good but I often have to call my conveyancer on the phone to specifically clarify on the notes she wrote on the skyslope documents checklist. So it doesn't fully eliminate the communication that I need to have with my conveyancer.

Our company implemented SkySlope in our office about 6 months ago. It has been a dream to learn and to use. The customer support is outstanding and response time is super quick. This software is super user friendly. When I have a new listing or a contract on someone else's listing, the procedure is quick and efficient. I can get it all entered and sent to our admin with just a few clicks on my keyboard. I love that it knows what the form is that I am trying to send. I just have to click on the right one and attach it.

There is nothing that I don't like about this software.