Import a Brokermint Property to OTC

Step 1:

There are 3 ways to import your transaction from Brokermint to your OTC account.

From your dashboard in the upper right corner, click the + Add button and choose Import Brokermint.
From your dashboard widgets, click the Property button and choose Import Brokermint.
From your properties menu on the left sidebar, click the Property button and choose Import Brokermint.

Note: If you haven’t connected your Brokermint yet to your OTC account, go to the Apps & APIs, click Manage API Profiles. You will be asked to log in to your Brokermint account and approve to authorize OTC to access all profiles within your Brokermint account.

Step 2:

Choose one of the Brokermint Profiles.

Step 3:

Select the property transaction that you would like to import. You can also apply your saved API Field Map Template and click the arrow icon.

Step 4:

Fill out the following information:

Details - These are the required fields that you need to complete.
- Team
- Team User
- Property Title - please ensure to remove all special characters to avoid any error messages and lag issues.
- Choose the Client Type and Status

Contacts - Please choose contacts you'd like to import and this is optional.
Documents - Brokermint documents can be imported and mapped to your property folders and/or file placeholders after you have imported this transaction.
Property Template - This template can be applied to your transaction.
Settings - You can set the Details and Communication tab.

Step 5:

Click the Import Property button. This could take a few minutes if you are importing documents.

Pro tip: We recommend creating an API Field Map Template to save time, standardize your process and increase productivity.