---
title: BoldTrail BackOffice Reviews
meta_title: 'BoldTrail BackOffice Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 175 reviews by the users' company size, role or industry
  to find out how BoldTrail BackOffice works for a business like yours.
aggregate_rating:
  rating_value: 4.3
  review_count: 175
  scale: '5'
date_modified: '2026-07-18'
parent_category:
  name: Real Estate
  url: https://www.g2.com/categories/real-estate
---

# BoldTrail BackOffice Reviews
**Vendor:** Inside Real Estate  
**Category:** [Real Estate Activities Management Software](https://www.g2.com/categories/real-estate-activities-management)  
**Average Rating:** 4.3/5.0  
**Total Reviews:** 175
## About BoldTrail BackOffice
BoldTrail BackOffice is the next generation of Brokermint and brings your entire business together. This powerful set of products and thriving community provides all the insights, tools, and innovations you need to streamline transaction operations, enhance your brand, and drive business growth. Everything you need is all in one place in the most user-friendly, and supportive system. It’s modern, it’s automated, it’s built for the cloud, and it comes in flexible packages to fit your unique business needs. BoldTrail BackOffice has it all: - Forms and e-sign - Transaction management - Commissions - Accounting/Reporting - Retention/Coaching - Recruiting - Analytics



## BoldTrail BackOffice Pros & Cons
**What users like:**

- Users commend the **user-friendly organization** of BoldTrail BackOffice, revolutionizing how they manage transactions effortlessly. (7 reviews)
- Users find BoldTrail BackOffice to be **user-friendly** , significantly enhancing transaction management and organizational efficiency. (6 reviews)
- Users love the **efficiency** of BoldTrail BackOffice, enhancing organization and saving time in document management. (5 reviews)
- Users value the **effective contact management** in BoldTrail BackOffice for its detailed transaction checklists and notifications. (4 reviews)
- Users value the **automation features** of BoldTrail BackOffice for streamlining workflow and enhancing efficiency. (3 reviews)
- Users love the **robust features** of BoldTrail BackOffice, enhancing transactions and streamlining agent management significantly. (3 reviews)
- User Interface (3 reviews)
- Automated Messaging (2 reviews)
- Client Management (2 reviews)
- Customer Support (2 reviews)

**What users dislike:**

- Users find the **poor customer support** frustrating, noting slow responses and limited dashboard customization options. (4 reviews)
- Users experience **email issues** with BoldTrail BackOffice, as important communications often end up in junk mail. (3 reviews)
- Users find the **limited customization options** frustrating, impacting efficiency and overall user satisfaction with BoldTrail BackOffice. (3 reviews)
- Users find the **difficult usability** of BoldTrail BackOffice frustrating, especially during onboarding and form management. (2 reviews)
- Users dislike the **email spamming** that causes important correspondence to end up in junk mail. (2 reviews)
- Learning Curve (2 reviews)
- Limited Templates (2 reviews)
- Attachment Limitations (1 reviews)
- Automated Messaging Issues (1 reviews)
- Complex Setup (1 reviews)

## BoldTrail BackOffice Reviews
  ### 1. The best solution for transaction management, broker supervision, commission disbursement, and more.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

I explored many systems as a new brokerage two years ago. While no system is absolutely perfect, Brokermint checked off most of my must-haves: An integrated system for forms, esign, commission disbursement, multiple users, easy broker doc review and so much more. It is one-stop shopping for agents, and very intuitive to use, while being robust all at the same time.

**What do you dislike about BoldTrail BackOffice?**

The system only allows new transactions to be classified as "listings" or "pendings". Many users have been asking for an "offers" option as well, but we have not yet been able to get that upgrade. Additionally, while there is a mobile app, it is not robust.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Br4oker supervision, agent transaction management, commission disbursement, all Arizona forms included and mapped, and ability to add brokerage forms into the Libraries for use by all agents.

  ### 2. I Like Brokermint

**Rating:** 5.0/5.0 stars

**Reviewed by:** Shawn C. | Real Estate Owner/Agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about BoldTrail BackOffice?**

It's intuitive, lists are easy to create and manage, the commission feature is good, you can initiate signatures within the program and upload speed are quick.  I used to use Skyslope, but Brokermint is superior.

**What do you dislike about BoldTrail BackOffice?**

Dislikes are more annoyances.  I wish I could upload a document without first having to navigate to the unsorted documents, or I wish I could reorder documents in the checklist.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

It it a good platform for managing transactions, generating commission demands, and being able to easily look at the productivity of the agents and the company.

  ### 3. Helpful comprehensive Transaction management software

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about BoldTrail BackOffice?**

It tracks my agent's Commissions and provides flexibility in payout scenarios.  It allows me to set a goal at the beginning of the year and strive hard to reach that goal.

**What do you dislike about BoldTrail BackOffice?**

It's not designed for Commercial Real Estate. It doesn't allow tracking lease transactions and lease commissions without significant modifications.  Its sort of difficult to manage checklists and some of my older agents haven't really adopted it.  So i have to enter the transactions for them.

**Recommendations to others considering BoldTrail BackOffice:**

Make sure to test drive it any make sure your agents have the capability to enter documents and manage their transactions thru it.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Tracking my agent activity and progress throughout a transaction.  It also enables my team to get e-signatures on the same platform.  It tracks the commission tiers as we

  ### 4. Great software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Peter B. | Principal Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

I like the ease of use and the ability to sync to other services like boomtown and quickbooks.

**What do you dislike about BoldTrail BackOffice?**

I wish there were more navigation options while brokering files. I'd like to be able to pause on a document to review other parts of the file to see if perhaps what I am missing is irrelevant or in a different part of the file.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

It streamlines our paperwork brokering process and makes cutting commission checks and commission tracking a breeze.

  ### 5. Brokermint Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

I like that it organizes all our documents.

**What do you dislike about BoldTrail BackOffice?**

Some of the vocabulary is not the terms we use in Texas.  Also, it makes me put in my name for broker name.

**Recommendations to others considering BoldTrail BackOffice:**

It is a great product.  Don't be afraid to contact tech support if you need help.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

I like that my agents have to organize their documents in an orderly fashion.  It makes it easier to check paperwork.

  ### 6. Great system with a lot of potential

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about BoldTrail BackOffice?**

Very clean and robust system that is mostly easy to navigate.

**What do you dislike about BoldTrail BackOffice?**

Still requires a lot of development in areas such as: transaction management, simple reporting tools, and integrations. It seems like development is not a priority. Customer service is sub-par. It is not easy to navigate for someone who doesn't frequently use the system.

**Recommendations to others considering BoldTrail BackOffice:**

Brokermint is a great system that may meet your purpose. Do some research on Brokermint and its competition. Ask around to see who uses the different systems and what their thoughts are. It is a big investment to start with Brokermint so make sure it is the right choice for your business.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

We use the system for transaction management, compliance.

  ### 7. Its in the Vault

**Rating:** 4.0/5.0 stars

**Reviewed by:** Chris B. | Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about BoldTrail BackOffice?**

All your transaction is safely stored and ready for esign. The pipeline drives motivation and is very organized. I like the lists that force everyone to complete all tasks, whether it's a buyer or seller. Very good transaction management. I switched from Dot Loop. Brokermeint works smoothly and efficiently.

**What do you dislike about BoldTrail BackOffice?**

Price. But we all want things less expensive,

**Recommendations to others considering BoldTrail BackOffice:**

It's worth the investment in your Brokerage.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

I am backing up all my documents, and is so much organization.

  ### 8. All the tools I need

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2021

**What do you like best about BoldTrail BackOffice?**

I've used Brokermint for several years now, and they are constantly improving the program. I am able to do everything for my brokerage, from document storage, earnest money tracking, Quickbooks integration, commission tracking, and the agents even have a tool to show where they are in relation to their goals. It is a wonderful program that I highly recommend.

**What do you dislike about BoldTrail BackOffice?**

There isn't anything currently that I need that Brokermint doesn't offer.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

The biggest benefit for me is to be able to store all of our files electronically, second by commission calculating and tracking, and the checklists for the agents. It really helps them be productive and know what items they need for each deal.

  ### 9. Super happy with Brokermint

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

I like that the agents are able to upload their documents on their own, then I review, then approve.

**What do you dislike about BoldTrail BackOffice?**

I think the signing/signature function doesn't work for this area unless it connects to dotloop.

**Recommendations to others considering BoldTrail BackOffice:**

.Chrome is a better platform for this than safari.  Learn tricks of dragging and dropping from email.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Time saving and efficiency.  Less time to review docs and ensure a complete file.

  ### 10. Excellent system

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jarrett A. | Principal Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

I found it easy to navigate and readily upload documents and also track transactions for the year.

**What do you dislike about BoldTrail BackOffice?**

Cost when it was only me using it.  I was never able to utilize the contact management part of the program fully.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

I find Brokermint easy to set goals and track transactions for myself as well as other agents.  It also keeps me on track with paperwork.

  ### 11. Very user friendly

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

**What do you like best about BoldTrail BackOffice?**

Listings are uploaded from MLS which makes it very handy.

**What do you dislike about BoldTrail BackOffice?**

I wish we had more control over the reports.  Would like to be able to add more items and get rid of others.  Absolutely do not like the "ASSETS" portion of adding documents - it's very cumbersome.  That part is not user friendly.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Have not had any "business problems".

  ### 12. Everything + more

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hilary L. | President, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

The fact that I can put several programs into one.  No need for so many logins with different programs.

**What do you dislike about BoldTrail BackOffice?**

If it had a built-in CRM for attracting new agents, that would make it PERFECT

**Recommendations to others considering BoldTrail BackOffice:**

Just do it.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Having transaction management in one, with goals and tracking of commissions for licensees.  Onboarding was non-existent before broker mint.

  ### 13. Solid Application, but User Interface could improve

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

All of the tooling we need to track acquisitions processes and documentation of such.

**What do you dislike about BoldTrail BackOffice?**

It has all of the tooling that our team needs, but the user interface is confusing and not easy to follow in some areas.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

We have been able to ensure proper documentation of proeprty transfers and acquisitions.

  ### 14. Great backend real estate software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2021

**What do you like best about BoldTrail BackOffice?**

I like the ability to track daily deadlines and get automatic emails based on the deadlines. Nothing falls through the cracks. Overall it is better than competitors.

**What do you dislike about BoldTrail BackOffice?**

I feel that it could be a little more intuitive and automate between steps a little better. You could also add a feature that notifies clients when an action is taken.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

We are making sure that each agent and each transaction are completed with the needed paperwork and step by step processes to ensure that nothing is missed in each transactino. sowe can scale to a large volume each month.

  ### 15. Starting with Brokermint

**Rating:** 3.0/5.0 stars

**Reviewed by:** Garon R. | Managing Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

It is purported to be comprehensive for brokerage operation  - covers most all areas

**What do you dislike about BoldTrail BackOffice?**

Difficult to understand.  Set up is a nightmare..  So difficult to self teach all aspects.  Support is sparse and long wait time.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

No benefit so far.  problems are not knowing if it is set up correctly and not knowing what to do  not productive so far

  ### 16. Brokermint Saved the Day

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

Brokermint is very user friendly and they have thought of almost everything.  The reporting is VERY helpful.

**What do you dislike about BoldTrail BackOffice?**

We would like for there to be more customization options on the main transaction page and users/contacts.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Reporting!  Consolidating different programs we are using into Brokermint.

  ### 17. We streamlined our business with Brokermint!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Linda N. | Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 14, 2022

**What do you like best about BoldTrail BackOffice?**

We love the flexibility of the report options.

**What do you dislike about BoldTrail BackOffice?**

I would like to be able to toggle between reports and individual transactions without running the report option again.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Brokermint was able to create a custom Closing Disbursement Agreement form that better fit our needs.

  ### 18. HMA Review

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cathy B. | Bookkeeper, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

Tasks and reminters that keep agents on track

**What do you dislike about BoldTrail BackOffice?**

Exporting reports to Excel - wish they exported in a formatted doc.  I don't like having to reformat each excel sheet I print for agents.  PLEASE address this, then you will have a perfect back office program.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Keeping agents prepared and documents available from anywhere

  ### 19. Good value

**Rating:** 4.5/5.0 stars

**Reviewed by:** Nat F. | B, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

The visual display of our pipeline. It's the one feature no other broker back office systems offer.

**What do you dislike about BoldTrail BackOffice?**

The lack of usual functionality of the mobile app. An example would be the inability to access commissions on transactions.

**Recommendations to others considering BoldTrail BackOffice:**

N/A

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

We haven't solved any problems, but we do have clarity into our financials.

  ### 20. It makes running our office a lot smoother.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

The different integrations it offers and it is very user friendly.

**What do you dislike about BoldTrail BackOffice?**

So far, we don't have found any dislikes.

**Recommendations to others considering BoldTrail BackOffice:**

If you are looking for an all-in-one system, this is it.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Our agents can start and close a file.

  ### 21. Broker/Owner

**Rating:** 5.0/5.0 stars

**Reviewed by:** Emily T. | Real Estate Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

The simplicity and yet still has the features that we are looking for

**What do you dislike about BoldTrail BackOffice?**

Seats based. However, the management team was willing to work with me when I signed up. I've been using BM before the current account.

**Recommendations to others considering BoldTrail BackOffice:**

Highly recommended!

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Transaction Management - where we can approve/disapprove agents' documents

  ### 22. Incredibly poor customer service

**Rating:** 0.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 16, 2022

**What do you like best about BoldTrail BackOffice?**

Functionality.   It's great technology.   But great technology without customer service is useless.

**What do you dislike about BoldTrail BackOffice?**

Lack of customer service.  Takes multiple requests for a response.  It's atrocious, some of the worst I've see.

**Recommendations to others considering BoldTrail BackOffice:**

Great technology, terrible customer service.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

NOne

  ### 23. HomePros review

**Rating:** 4.5/5.0 stars

**Reviewed by:** Josh M. | Owner / Designate Broker , Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about BoldTrail BackOffice?**

Ease of use in transaction the ability to easy modify checklist

**What do you dislike about BoldTrail BackOffice?**

Loading times in mobile ipad etc lags, the comission part can be confusing

**Recommendations to others considering BoldTrail BackOffice:**

Great platforms that will make any brokers life easier !

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Less paper , faster organization and  review of files for  compliance

  ### 24. Does the job

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lindsay B. | Designated Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 10, 2021

**What do you like best about BoldTrail BackOffice?**

It's fairly user friendly and easy to navigate.

**What do you dislike about BoldTrail BackOffice?**

It is missing key components such as the ability to convert a buyer to a transaction.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Department of real estate compliance.  I can easily track transactions in Brokermint and comply with Arizona Department of Real Estate requirements.

  ### 25. Brokerage Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

Having detailed checklists for myself and my agents to track documents and the progress of transactions allows us to provide consistent service to all clients.

**What do you dislike about BoldTrail BackOffice?**

The agent commission splits have a lot of errors, and we have to add and remove the agent before finalizing a commission due to the numbers not updating.

**Recommendations to others considering BoldTrail BackOffice:**

Create Detailed Checklists For Specific Types Of Transactions

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Document Compliance, Transaction Systems & Consistency, Ability To Manage A Larger Number Of Transactions At A Time, Goal Tracking & Reporting

  ### 26. Just what I needed

**Rating:** 3.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 01, 2022

**What do you like best about BoldTrail BackOffice?**

Ability to track commissions and incoming deals. Sync with MLS data.

**What do you dislike about BoldTrail BackOffice?**

I wished it synced with things like Dotloop without an API.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Commission tracking

  ### 27. BM is an all-inclusive transaction mgmt system.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Kathy M. | Broker / agent, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 15, 2022

**What do you like best about BoldTrail BackOffice?**

All docs housed in one place.  Checks & balances is great!

**What do you dislike about BoldTrail BackOffice?**

Assistant unable to upload RE forms / docs

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

E-sign is built in, along with reminders of due dates.

  ### 28. President

**Rating:** 4.0/5.0 stars

**Reviewed by:** Bob S. | Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

That the information and MY checklists are in one place for my agents to use.

**What do you dislike about BoldTrail BackOffice?**

The fact that "pending" is used for all buyer transactions

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

I am keeping all agents on the same page, looking professional.

  ### 29. Excellent Back Office

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ashley O. | Broker-Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 12, 2021

**What do you like best about BoldTrail BackOffice?**

I like how intuitive Brokermint and how easy it is to use.

**What do you dislike about BoldTrail BackOffice?**

I wish there were more board related contracts and checklists for compliance.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Brokermint allows me to keep a completely paperless filing system.

  ### 30. Game Changer

**Rating:** 5.0/5.0 stars

**Reviewed by:** Anthony D. | Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

The checklist and ease of creating custom templates are terrific.

**What do you dislike about BoldTrail BackOffice?**

Commission plans are a little difficult to udnerstand and create.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Transaction management.  We manage everything from sales to rentals all through Brokermint.

  ### 31. Does exactly what I want

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** February 17, 2022

**What do you like best about BoldTrail BackOffice?**

Simple, intuitive and has customizable task lists, which was a big reason we went with them

**What do you dislike about BoldTrail BackOffice?**

I wish I could set the email template for specific documents. It is a pain having to type in the same thing each time

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

We stay organized and make sure nothing is missed for compliance

  ### 32. Brokermint has make our Brokerage more successful

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

I like the organization that brokermint provides to our agents.
It helps create full/correct files.

**What do you dislike about BoldTrail BackOffice?**

I dislike that there is only 2 options of pending/listing

**Recommendations to others considering BoldTrail BackOffice:**

Brokermint is a great transaction software.   We have found success with becoming paperless and our agents are more organized.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

This has made our office more efficent.
It has helped with commission tracking as well.

  ### 33. Brokermint is our Back Office Software for our Boutique Brokerage

**Rating:** 2.5/5.0 stars

**Reviewed by:** Jena  B. | Proprietress & Broker, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 16, 2021

**What do you like best about BoldTrail BackOffice?**

They offered gift card to place this review then,, said we weren't eligible..  scam review.. 
 Easy to use, fully functional for all aspects of our business

**What do you dislike about BoldTrail BackOffice?**

Sometimes support is hard to reach and get responses from.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Keeping our agents organized and in compliance

**Official Response from Kirkwood Duke:**

> Hi Jenna, we are indeed offering gift cards as we value your time! Not sure what message you got back from G2 but we'll check into it and make sure you get your gift card! Sorry for the bad experience here. Will follow up with you directly via email. 

  ### 34. Great platform but lacking in options &customer service

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 11, 2021

**What do you like best about BoldTrail BackOffice?**

The capability to sync to Quickbooks Online for processing income and payments and the reports functions.

**What do you dislike about BoldTrail BackOffice?**

The customer service is VERY slow.   Also, would like to see more subscription options.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Saving time entering transaction in Quickbooks Online.

  ### 35. Has worked great For Us!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

I love the ease of the application and the forms.

**What do you dislike about BoldTrail BackOffice?**

Sometimes the sales volume has to be configured as it gives double amount if both sides have one agent.

**Recommendations to others considering BoldTrail BackOffice:**

None

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Commission Statements

  ### 36. Great back office

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

Very user friendly with great customer service

**What do you dislike about BoldTrail BackOffice?**

Not a fan of the accounting portion of brokermint

**Recommendations to others considering BoldTrail BackOffice:**

It's easy to use

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Great ensign capabilities and document storage

  ### 37. Great platform for Interoffice Transaction Management

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Commercial Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

I like the ease of use and adoption, plus access to mobile tool and E signature tool.

**What do you dislike about BoldTrail BackOffice?**

Lack of ability to customize the system.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Document management.

  ### 38. Brokermint is Awesome!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chantel  R. | CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** November 10, 2021

**What do you like best about BoldTrail BackOffice?**

How easy it is to use
How much our agents love it

**What do you dislike about BoldTrail BackOffice?**

Sometimes can mix up transaction owners and can get confusing

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

None

  ### 39. Broker/Owner

**Rating:** 4.5/5.0 stars

**Reviewed by:** Maben J. | R, Small-Business (50 or fewer emp.)

**Reviewed Date:** November 08, 2021

**What do you like best about BoldTrail BackOffice?**

Brokermint and Quick Books working together

**What do you dislike about BoldTrail BackOffice?**

Sometimes it takes a while for Brokermint to push to Quickbooks.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Streamlining the transaction management and accounting

  ### 40. Great to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** November 09, 2021

**What do you like best about BoldTrail BackOffice?**

All transactions in one place , with dates sync to calender

**What do you dislike about BoldTrail BackOffice?**

needs more tools to sync with CRM for clients

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

reports

  ### 41. Brokermint Just Generally Sucks

**Rating:** 0.0/5.0 stars

**Reviewed by:** John C. | Realtor and Brokerage Owner, Small-Business (50 or fewer emp.)

**Reviewed Date:** July 09, 2021

**What do you like best about BoldTrail BackOffice?**

Nothing! It is not user friendlt at all!

**What do you dislike about BoldTrail BackOffice?**

Everything. This system is cumbersome and difficult to use and learn. Their customer service is non-existent, and their MLS integration is crap.

**Recommendations to others considering BoldTrail BackOffice:**

Change everything

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Solving! They have created problems. Basically they suck.

  ### 42. Easy File Sharing

**Rating:** 4.5/5.0 stars

**Reviewed by:** Jessica R. | Teacher, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 23, 2020

**What do you like best about BoldTrail BackOffice?**

Brokermint is easy to share with our entire support staff when opening files and working through transactions.

**What do you dislike about BoldTrail BackOffice?**

Brokermint is a little fickle when opening up documents. Sometimes there are issues saving pre existing forms and you must refill things you previously filled.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

File sharing, e-signatures are much easier with Brokermint.

  ### 43. Your real estate companion

**Rating:** 5.0/5.0 stars

**Reviewed by:** Hannah K. | Real Estate Buyers Agent, Enterprise (> 1000 emp.)

**Reviewed Date:** May 24, 2019

**What do you like best about BoldTrail BackOffice?**

I adore the usefulness that enables me to consolidation and break separated PDF records. I truly love the delightful way much the application enables me to tweak it to my business. Their online help is astonishing, we have a great deal of more established non well informed specialists and with the online help they had the option to ace Broker Mint inside minutes. On another note Broker Mint has really made changes to their configuration to oblige our requirements, which would have been unthinkable with some other organization. Andrew is astounding, in the event that I need something he is exceptionally open in obliging my solicitations.

**What do you dislike about BoldTrail BackOffice?**

The income produced is basic and would expect more highlights, for example, prepayment supposition, reinvestment, and expansion and so on.

**Recommendations to others considering BoldTrail BackOffice:**

Definately worth the time and exertion put into setup, the product is truly easy to use and enables an organization to go paperless. I would suggest brokermint. 

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Overhauling our land office and enabling us to have a progressively productive organization in general. This is our exchange programming that incorporates with quickbooks for a smoother and quicker method for working. The cost is sensible contrasted with others and it doesn't charge additional for assistance. It keeps customers composed and clean for a consistent work process. It has expanded income. Enabled me to wind up paperless.

  ### 44. Brokermint General Experience

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** October 21, 2019

**What do you like best about BoldTrail BackOffice?**

Brokermint you can customize a lot of feature by contacting their support team in California. Also report are customization as well

**What do you dislike about BoldTrail BackOffice?**

It is down at least once a month, and usually it is during business hours

**Recommendations to others considering BoldTrail BackOffice:**

Report Customization has to be better. Report only shows 10 columns max on the screen and when download in excel it does not have any format

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Brokermint help improving the flow of broker closing a deal and collecting paperwork till commission payout. It has a platform for broker user and office user, also one place to save all the transaction details and paperwork.

  ### 45. Great for group work

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.)

**Reviewed Date:** November 23, 2018

**What do you like best about BoldTrail BackOffice?**

I love how easy it is to upload files and organize them so other people can also work on them.

**What do you dislike about BoldTrail BackOffice?**

I don't like that all the fields have to be filled out for the contractors used, etc. 

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Paper work doesn't get lost this way since its uploaded for the shared party to see and use. 

  ### 46. All in one solution for real estate management

**Rating:** 3.5/5.0 stars

**Reviewed by:** Badr A. | Group Accountant, Real Estate, Mid-Market (51-1000 emp.)

**Reviewed Date:** January 17, 2018

**What do you like best about BoldTrail BackOffice?**

There are a lot of good features in brokermint. The most important thing in brokermint for me is the Quickbooks integration option, it is surprisingly good and smooth overall. Secondly the calendar meeting management and sync is very good.

**What do you dislike about BoldTrail BackOffice?**

There should be integration option with more popular accounting software. Also more this tool has alot of potential. It is currently a one stop solution to managing most of the things in brokerage and real estate. But with some more add-ons and features it can become a full solution if more of the accounting side is incorporated into it.

**Recommendations to others considering BoldTrail BackOffice:**

Use the trial version and test it out. Also you can find good demo of the software on the website. How effective this is for any user depends on the problems they are trying to address. But regardless it is a very good tool and recommended to try. Also with the good support and updates, I believe it can become a complete solution.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Managing the overall brokerage side of our business has become alot easier and efficient. Easy to use for agents and administrator both.

  ### 47. Perfect Software for any Broker

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kody C. | Loan Assistant, Financial Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about BoldTrail BackOffice?**

Keeps me organized. I've reduced a couple of close times because of this system. The design is sleek and easy to use. I love that everything is paperless so it's easier for everyone involved in the home buying process. I recommend this software to anyone in a Real Estate or Broker position. Anyone can use the software with ease. Brokermint helps with keeping track of real estate transaction management, reports, and commission.

**What do you dislike about BoldTrail BackOffice?**

There are a lot of updates. But that also means that the software is adapting and becoming more and more useful. I've experienced 2 crashes but using Task Manager to stop it and reboot the software took care of that problem.

**Recommendations to others considering BoldTrail BackOffice:**

Be patient with the updates but ultimately it may be worth the money needed to use it. Make sure to devote a couple hours to get used to the software and see how it can help you keep track of your clients. You should make a decision soon whether you're going to use the software or not so that you don't lose any client information. 

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

Closings are happening faster and my productivity has greatly improved since the everyday pain of time management was fixed with the use of this program. 

  ### 48. Excellent Real Estate Management Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nahid H. | Operations Manager, Marketing and Advertising, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 14, 2018

**What do you like best about BoldTrail BackOffice?**

Brokermint is the most known, user friendly real estate transaction management tool I have ever seen. I've tested and tried many softwares, Brokermint is the best. And, the team is constantly working on enhancements to the product.Its amazing to use this software

**What do you dislike about BoldTrail BackOffice?**

The software is perfect in all ways. It's amazing experience to use this software!

**Recommendations to others considering BoldTrail BackOffice:**

Recommended!

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

I have used this software as my Real Estate Back Office Management Software to integrates with the MLS and Quickbooks. 

  ### 49. Brokermint software review 

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 16, 2018

**What do you like best about BoldTrail BackOffice?**

The best part about the software is the integrated system having both MLS and CRM system and that helps in streamlining the listings, which ultimately helps in building your buisness and that too everything in one system. The other thing that I really love is the ease to see the transaction because everything is virtually available and within reach by just an email. Its not just that, but you can also track your commission and that helps to keep track of your finances. Its also has quickbooks integrated right into the systems so it is so much easy to use. 

**What do you dislike about BoldTrail BackOffice?**

Nothing at this time. Sometimes slows down but thats ok. 

**Recommendations to others considering BoldTrail BackOffice:**

-use it if you would like to keep track of your listings
-also stay in the touch with your contacts. 

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

The ability to automatically create bills, keep track of the transactions, seamlessly sync your contacts and keep track of the deposits. 

  ### 50. Brokermint Review

**Rating:** 3.5/5.0 stars

**Reviewed by:** Verified User in Marketing and Advertising | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 17, 2018

**What do you like best about BoldTrail BackOffice?**

 One of the cool features about this product is that you’re able to integrate your CRM so that you can have all your contacts in transactions within one place you’ll never have to do manual bookkeeping again because it’s really easy to upload data to other software, which allows it to be error-free in Seamless. 

**What do you dislike about BoldTrail BackOffice?**

 One piece that takes a little bit of time is the transaction view. You can’t really see one business next to another which makes it difficult to do your checklists. Since you have to sync other software, there could be a lot of problems on the backend APIs, which could eventually cause air for the product team to have to review.

**Recommendations to others considering BoldTrail BackOffice:**

 I have used many software simliar to Brokermint,  this has been hands-down one of the easiest products to set up and get your team going. You really don’t need to much of an expertise in the field to start using the product, because of their user interface being able to provide a lot of tasks you’re looking to implement right there in front of you. You could start off with a trial which is nice, so it’s worth to give a shot.

**What problems is BoldTrail BackOffice solving and how is that benefiting you?**

 Time saving is always the biggest part of any business, but when you’re running a small business it’s imperative to be able to have an efficient software up and running very quick and smooth. If there any problems that you have, customer service is something that’s very important and they do a very good job With solving the issue at hand.


## BoldTrail BackOffice Discussions
  - [How much is Brokermint monthly?](https://www.g2.com/discussions/how-much-is-brokermint-monthly) - 1 comment
  - [Does Brokermint have an app?](https://www.g2.com/discussions/does-brokermint-have-an-app) - 6 comments

- [View BoldTrail BackOffice pricing details and edition comparison](https://www.g2.com/products/boldtrail-backoffice/reviews?page=3&section=pricing&secure%5Bexpires_at%5D=2026-07-25+06%3A25%3A46+-0500&secure%5Bsession_id%5D=12a7d562-f59a-4b77-a73a-244d2fe7320e&secure%5Btoken%5D=9d042387f5d24be3810a5a2f5676f5ff804bc17aaed2b254e3b274fad3a34f14&format=llm_user)
## BoldTrail BackOffice Integrations
  - [BoldTrail](https://www.g2.com/products/boldtrail/reviews)
  - [Lofty](https://www.g2.com/products/lofty-lofty/reviews)

## BoldTrail BackOffice Features
**Administrative**
- E-Signature Capabilities
- Document Management
- Contact Management

**Agent Effectiveness**
- Pipeline Management

**Client Management**
- Lead Scoring
- Contact Management
- Lead Generation

**Operations**
- Transaction Management
- Financial Management
- Real Estate Software Integration
- Back Office Automation
- Commissions Management
- Compliance Checks

**Operational**
- Contract Management
- Communication Tools
- Transaction Management
- Mobile App
- Opportunity Tracking
- Agent Monitoring

**Task Management**
- Marketing Automation
- Document Management
- Third-Party Integration

**Platform Features**
- Contact & Account Management
- Opportunity & Pipeline Management
- Task / Activity Management
- Listing Management
- Email Marketing
- Transaction Management
- Lead Management
- CMA Management
- Forecasting & Reporting
- Dashboards

**Agentic AI - Brokerage Management**
- Multi-step Planning
- Cross-system Integration
- Decision Making

**Agentic AI - Real Estate CRM**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Proactive Assistance
- Natural Language Interaction
- Decision Making

## Top BoldTrail BackOffice Alternatives
  - [dotloop](https://www.g2.com/products/dotloop/reviews) - 4.3/5.0 (172 reviews)
  - [Skyslope](https://www.g2.com/products/skyslope/reviews) - 4.4/5.0 (78 reviews)
  - [BackAgent](https://www.g2.com/products/backagent/reviews) - 4.5/5.0 (15 reviews)

