Brokermint Account Setup & Automation

Замовник: AI | Опубліковано: 18.12.2025
Бюджет: 750 $

I have a fresh Brokermint account that needs to be production-ready quickly. My immediate focus is the core account setup, specifically: • Cleanly importing our historical transaction data (CSV files) so every deal, commission split, document link, and date is mapped to the correct fields and reports. • Building out workflows and automation rules that mirror how our brokerage actually moves a file from listing to close—task lists, status triggers, email notifications, and escrow reminders included. User creation, client data, and property-listing imports may come later, but right now I need the transaction side rock-solid and the automation firing reliably. I will provide sample data exports, our current process chart, and admin access to the account. Once the import is validated and the workflows are live, a quick walk-through video or call so I can replicate your steps in the future will wrap up the engagement.