BoldTrail BackOffice Features

Store and retrieve information associated with customer contacts and properties. Track brokerage communication and information about contacts and properties.

Manage real estate sales opportunities through their lifecycle from lead to closing. Track stages, values, and probabilities of close. Manage pipelines by individual broker, team, region, and company-wide.

Streamline real estate tasks and activities. Coordinate important dates and integrate these to calendars to manage daily schedules and priorities.

Edit and update property listings from within the system, and integrate data across MLS and real estate listing services.

Send email to contacts in bulk. Common features include: pre-built email templates, social media integration, Subscriber list management, sign up forms, success rate reports, A/B testing and auto-responders.

Management of real estate transactions made for customers. Transaction management includes negotiating the terms and conditions of contracts between buyers and sellers, as well as documenting and agreeing on any changes or amendments that may arise during the sale.

Allows users to manage and track leads through a process. The lead process typically involves steps such as lead generation, customer inquiry, inquiry capture, lead filtering, lead grading, lead distribution, and lead qualification.

Prepare comparative market analysis (CMA) documents within the system to print or share digitally with real estate clients.

Project sales revenue based on historical sales data, analysis of market surveys and trends, and salespersons' estimates. Report on data contained within the system through standard and ad-hoc reports.

An easy to read, often single page, real-time user interface, showing a graphical presentation of the current status and historical trends of Key Performance Indicators (KPIs) to enable instantaneous and informed decisions to be made at a glance.

Provides a built-in or facilitates integration with a real estate-specific digital signature capture tool

Store files for easy access and retain copies of documents through either built-in features or integration with document management software.

Stores client information and history in a centralized database with search functionality

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Streamlines and automates any GL/AR/AP or other accounting processes, as well as generates financial reports regarding broker agent activity

For effectiveness, provides or facilitates integration with property management, real estate marketing, real estate CRM, and MLS software

Automates the administrative and operational tasks of real estate brokers

Draws insight from financial and compliance data to facilitate the development of specific and distinct commission plans

Assesses compliance adherance and risks of transactions, listings, commissions, and other services

Builds and maintains inventory of listings, property information, and client contact information

Simplifies the creation, review, and compliance of real estate leases, documents, and contracts

Collaborate with team members and individuals involved in transactions through text, email, or built-in messaging features. Track messages exchanged through these channels.

Supports the entire transaction workflow: Tracks converted listings, generates transaction documents, and automates commission calculations.

Provides a mobile version of the solution that can be accessed by on-the-go real estate agents

Tracks listings, closing rates, and overall pipeline information

Tracks and analyzes the performance of individual real estate agents

Analyzes stored leads and identifies hot, warm, and cold leads

Streamlines the input and management of contacts into the database

Nurtures and generates leads from a variety of lead capture sources

Facilitates the setting up, dispersal, and automation of email marketing strategies

Stores and organizes contracts and other important documents for easy retrieval

Easily integrates with third-party solutions for more comprehensive functionality

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Makes informed choices based on available data and objectives