### Contents

- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

# Brokerage Management Software Resources

##### Discussions and Reports to expand your knowledge on Brokerage Management Software

Resource pages are designed to give you a cross-section of information we have on specific categories. You'll find [discussions](#resources-discussions) from users like you and [reports](#resources-reports) from industry data.

[ContentsExpand/Collapse Contents](#)
- [**Discussions**](#resources-discussions)
- [**Reports**](#resources-reports)

## Brokerage Management Software Discussions

0

Question on: BoldTrail
[Best strategies to work around the opt out language being sent out?](/discussions/best-strategies-to-work-around-the-opt-out-language-being-sent-out)

Opt Out

its trash 

Answered: Jermain Reed on October 9, 2022

[Your answer](/discussions/best-strategies-to-work-around-the-opt-out-language-being-sent-out/comments/new?remote=true)

0

Question on: BoldTrail
[I would like to get set up with a BT coach to see if it would be beneficial](/discussions/i-would-like-to-get-set-up-with-a-bt-coach-to-see-if-it-would-be-beneficial)

Paul Bauer is my Success coach with boomtown. He is with elite realestate systems (ERS) Huge factor in my success! Look him up on linked in or Facebook or directly thru the business. 

Answered: Randi Castillo REALTOR on January 10, 2023

[Your answer](/discussions/i-would-like-to-get-set-up-with-a-bt-coach-to-see-if-it-would-be-beneficial/comments/new?remote=true)

0

Question on: BoldTrail
[Is there a way you can send individual listings to clients? I know you can set people up to receive automatic emails or text, but I haven't figured out how to send one listing at a time.](/discussions/is-there-a-way-you-can-send-individual-listings-to-clients-i-know-you-can-set-people-up-to-receive-automatic-emails-or-text-but-i-haven-t-figured-out-how-to-send-one-listing-at-a-time)

client communication

Yes, from inside a lead's profile, click on email, then click insert listing. Using the MLS ID#, once you insert and press send, the lead will receive the listing. 

Answered: Teal Clise on February 10, 2022

[Your answer](/discussions/is-there-a-way-you-can-send-individual-listings-to-clients-i-know-you-can-set-people-up-to-receive-automatic-emails-or-text-but-i-haven-t-figured-out-how-to-send-one-listing-at-a-time/comments/new?remote=true)

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## Brokerage Management Software Reports

Grid® Report for Brokerage Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Summer 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Brokerage Management

Summer 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Spring 2026

G2 Report: Momentum Grid® Report

Small-Business Grid® Report for Brokerage Management

Spring 2026

G2 Report: Grid® Report

Grid® Report for Brokerage Management

Spring 2026

G2 Report: Grid® Report

Momentum Grid® Report for Brokerage Management

Winter 2026

G2 Report: Momentum Grid® Report

Grid® Report for Brokerage Management

Winter 2026

G2 Report: Grid® Report

Small-Business Grid® Report for Brokerage Management

Winter 2026

G2 Report: Grid® Report