--- 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. Brokermint Review **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** The best aspects about this product is that you’re able to integrate it with in your CRM so that you’re able to streamline transactions in contacts for all your business needs. You will never have to do manual bookkeeping again because you’re automatically Be able to upload it in a fast and easy way. **What do you dislike about BoldTrail BackOffice?** Being able to view all the worst in one place for your transactions are not seamless, which means you have to select everything one by one which can take up a lot of your time. If it had a CSM within the tool, without having to integrate with another software, which adds more costs to your business, that would be ideal. **Recommendations to others considering BoldTrail BackOffice:** If you’re looking for a cost savings, efficient and fast growing company in this product is 100% for you they keep adding new features which feels like every month, and the update **What problems is BoldTrail BackOffice solving and how is that benefiting you?** When we were a new and small companys, you need to be able to multitask with a lot of different things. Having a bunch of paperwork everywhere can be frustrating and allow for you to easily make mistakes. When you’re dealing with the bottom line dollar of the company, It is imperative to make sure that everything is correct, so if you’re looking for a tool that is efficient and easy to use I would definitely recommend this product. ### 2. Brokermint Review **Rating:** 5.0/5.0 stars **Reviewed by:** Teresa G. | Day-to-day Manager, Music, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Brokermint is the most recognized, widely used real estate transaction management program used. They are extremely user friendly and offer a wide variety of services to streamline efficiency and productivity. **What do you dislike about BoldTrail BackOffice?** There is nothing not to like! Brokermint is a wonderful program to use and has greatly improved our lives. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** I use this program as my Real Estate Back Office Management Software and it streamlines with my existing Quickbooks program which makes my life a breeze! ### 3. Quant associate **Rating:** 4.0/5.0 stars **Reviewed by:** Yiyi J. | Interest Rate Derivatives, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Brokermint consolidates real estate data which gives easy access to analyze and predicts future price trends **What do you dislike about BoldTrail BackOffice?** The cash flow generated is simple and would expect more features such as prepayment assumption, reinvestment, and inflation etc. **Recommendations to others considering BoldTrail BackOffice:** Brokermint is very easy tool to analyze real estate data and predicts trend. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** We used it to do regression analysis on housing price movement using historical data. ### 4. Great program **Rating:** 4.0/5.0 stars **Reviewed by:** Maria Magdalena S. | Cardiovascular Clinical Nurse Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Program is great for data ams keeping track of your work inventory. Easy to use and very dynamic.you can keep track of all listings, pending sales and rent transactions. As well as email documents in and out within the software. **What do you dislike about BoldTrail BackOffice?** Nothing in particular comes to mind as I like the program **Recommendations to others considering BoldTrail BackOffice:** Definitely have an updated computer **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Emailing clients in the software. ### 5. Good company with detailed service. **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Medical Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** The software offered detailed and comprehensive services. User friendly and provides easy access to all services that the software provides. **What do you dislike about BoldTrail BackOffice?** Some things were a little too in-depth that should have been easier. **Recommendations to others considering BoldTrail BackOffice:** Good company and product that is user friendly and fast to use. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Servicing our real estate office and allowing us to have a more efficient company as a whole. ### 6. Great for transaction management **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Medical Practice | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about BoldTrail BackOffice?** You can use their system with others like quickbooks online and google products. By not being fully inclusive I’m able to perform my job duties better with all programs that fit my needs. **What do you dislike about BoldTrail BackOffice?** I currently have no dislikes for this program it has been fitting all my needs **Recommendations to others considering BoldTrail BackOffice:** Quick and easy set up and if you get stuck help is there and free. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** This is our transaction software that integrates with quickbooks for a smoother and faster way of working. The price is reasonable compared to others and it doesn’t charge extra for help. ### 7. Great program for file organization **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 29, 2018 **What do you like best about BoldTrail BackOffice?** We have been using Brokermint for over 3 months. It's great for what we need. It has a file checklist, provides numerous reports and more! **What do you dislike about BoldTrail BackOffice?** Nothing at this time, it still provides everything we need. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** File organization which prompted us to find this program. More report options than we thought. ### 8. Real estate agents dream **Rating:** 4.0/5.0 stars **Reviewed by:** Josh S. | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** It's basically a crm an accountant and an assistant for real estate agents. Beautiful design with the higher end subscription that allows for domain integration which gives you control of your work flow. **What do you dislike about BoldTrail BackOffice?** Slow loading at times however it's probably caused by a full cache. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It keeps clients organized and tidy for a seamless workflow. ### 9. Virtual assistant in my view **Rating:** 4.5/5.0 stars **Reviewed by:** Julie G. | Professional Dog Groomer, Veterinary, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Brokermint real estate back office management software is simple. It can be integrated with the current running system. **What do you dislike about BoldTrail BackOffice?** There isn't much that I ran into that I disliked. **Recommendations to others considering BoldTrail BackOffice:** Definately worth the time and effort put into setup. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It has increased cash flow. Allowed me to become paperless. Closing times seem to habe shortened and simplified!!! ### 10. Functional and easy software **Rating:** 4.0/5.0 stars **Reviewed by:** Nadia C. | Project Manager, Management Consulting, Enterprise (> 1000 emp.) **Reviewed Date:** January 14, 2018 **What do you like best about BoldTrail BackOffice?** Customer service. They have been excellent in responding in time within a few hours to resolve issues request or enhancement. **What do you dislike about BoldTrail BackOffice?** The transaction checklists are not viewed next to eachother. To see the list, you have to select it individually. This can be tedious. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** No more paper building up on my work area ### 11. Great Product **Rating:** 5.0/5.0 stars **Reviewed by:** Cory S. | Pastor, Environmental Services, Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Great product! I love the price it is well way within our range of our budget. **What do you dislike about BoldTrail BackOffice?** I did not like the ease-of-use. And it was not very user-friendly. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It solves our budget problems as well as our accounting issues with different software’s. ### 12. Good management system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2018 **What do you like best about BoldTrail BackOffice?** We just started using this for trial purposes, we are currently working on integrating our software with brokermint and it is pretty straight forward. **What do you dislike about BoldTrail BackOffice?** As of now, we haven't started using this full fledge **Recommendations to others considering BoldTrail BackOffice:** I would definitely recommend brokermint, even though we havent started using it on a full scale, the software is really user friendly and helps a company go paperless. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** We have completely gone online with brokermint. Backing up all of the data on this software. ### 13. Kind of glitchy **Rating:** 2.5/5.0 stars **Reviewed by:** Jared F. | Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** It keeps track of my organizations organization efficient workplace environment **What do you dislike about BoldTrail BackOffice?** It doesnt efficienty broker my companys portfolio of high profile clients **Recommendations to others considering BoldTrail BackOffice:** Expands the user capabilities of the business things **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Keeping track of market orders for various customers ### 14. Great integration **Rating:** 5.0/5.0 stars **Reviewed by:** Sean M. | Complaint Analyst, Medical Devices, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about BoldTrail BackOffice?** I love that the software will integrate with other services that I already use. **What do you dislike about BoldTrail BackOffice?** The user interface could be smoothed out. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It is convenient and saves time to have everything linked together as one interface. ### 15. Streamlined System That Integrates **Rating:** 3.0/5.0 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?** I like how I can upload my records to QuickBooks. It is a fantastic feature and extremely useful. **What do you dislike about BoldTrail BackOffice?** There were a few issues with the instant messages/notifications and I missed an important invoice. **Recommendations to others considering BoldTrail BackOffice:** Good software to consider if you want to combine/streamline all the systems. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Tracking the process of home purchasing/selling efficiently. Administrators/users can all see the transactions and where exactly we are in the process. No more guessing or miscommunication. ### 16. Awesome for real estste office **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2018 **What do you like best about BoldTrail BackOffice?** Handles all "back office" work saving me hours! Love the automatic email feature **What do you dislike about BoldTrail BackOffice?** In all honesty, I have no grievances with it. It works seamlessly integrating mls and QuickBooks **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Its so easy to kerp in touch with clients using the auto email function. Saves me so much data entry time. ### 17. Average Product **Rating:** 3.5/5.0 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?** It works well for transaction management and commission/expenses, easy to use and intuitive. **What do you dislike about BoldTrail BackOffice?** I wish it was more integrated with my phone so I could track things.s **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Trying to use one product for as many things as possible. ### 18. Good but needs little tweaks to be great **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** Nice and useful features. Good work by the design team. **What do you dislike about BoldTrail BackOffice?** Data visualization could have been better, giving more insights about the data. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Tried to check for the real estate and invoice management. ### 19. happy customer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2018 **What do you like best about BoldTrail BackOffice?** I like the integration between real estate platforms and CRM. **What do you dislike about BoldTrail BackOffice?** I would like it to better integrate with other platforms. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Real estate prices, commisions, CRM integration ### 20. Love the features of Brokermint! **Rating:** 5.0/5.0 stars **Reviewed by:** Vicki E. | Real Estate Broker, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** January 04, 2017 **What do you like best about BoldTrail BackOffice?** It's very user friendly and keeps all of our transactions compliant and secure. The customer service is very valuable. **What do you dislike about BoldTrail BackOffice?** There is nothing that I dislike about Brokermint. **Recommendations to others considering BoldTrail BackOffice:** I would highly recommend Brokermint, it's actually saved me money because what I was paying for just to house our transactions and get electronic signatures, I have this and more for less money. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** We are becoming more productive because of the integration with the MLS. ### 21. Excellent Transaction Management Software **Rating:** 5.0/5.0 stars **Reviewed by:** Leanne G. | Director, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2016 **What do you like best about BoldTrail BackOffice?** I like that BrokerMint doesn't require you to abandon your entire working platform and take on their systems. BrokerMint integrates with our CRM (Nimble), accounting software (Quickbooks online) as well as the MLS and all of our Google products. Other transaction management and accounting softwares require you to walk away from everything you have built and 'marry' their new platform. That was not an acceptable after all the time I had put in. Plus, those fully inclusive platforms can be expensive and Brokermint has a fair price. Its not inexpensive, but a fair investment for what it does. I like it a lot! **What do you dislike about BoldTrail BackOffice?** I wish that the transaction checklists were able to be viewed one next to another. Currently you need to click into each file to see the checklist individually. **Recommendations to others considering BoldTrail BackOffice:** Its very easy to setup and get running. Plus, the assistance is free - no additional charge like some of the other platforms. The service is also very responsive and helpful. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** My time is being saved because of the reports available at the click of a button! I'm also ensured that all the agents in our office have compliant files that are safely backedup and recorded for the future. ### 22. Brokermint - Best Real Estate Broker Management Application **Rating:** 5.0/5.0 stars **Reviewed by:** Roberta C. | Designated Broker, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2016 **What do you like best about BoldTrail BackOffice?** Brokermint is the most robust, user friendly real estate transaction management tool I've come across. I've tested and tried many solutions, Brokermint is the best. And, the team is constantly working on enhancements to the product. Many other applications have too many click throughs to accomplish a task. Brokermint is very robust and super easy to use. I love the functionality that allows me to merge and break apart PDF files. I really love how much the application allows me to customize it to my business. The support is unlike any other I've come across - they are fast and reliable. **What do you dislike about BoldTrail BackOffice?** There isn't anything I dislike! The application is perfect. **Recommendations to others considering BoldTrail BackOffice:** This is the best real estate transaction and broker management software out there. I've evaluated and tested many and there are no others like Brokermint! **What problems is BoldTrail BackOffice solving and how is that benefiting you?** real estate and brokerage transaction management ### 23. Excellent Transaction Management Brokerage Compliance System **Rating:** 5.0/5.0 stars **Reviewed by:** Josephine (Josie) C. | Branch Manager, Realtor Associate, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2016 **What do you like best about BoldTrail BackOffice?** Their customer service has been excellent. If we request a change it is either completed within a few hours or a few days, depending on the request. Their online support is amazing, we have a lot of older non tech savvy agents and with the online support they were able to master Broker Mint within minutes. On another note Broker Mint has actually made changes to their format to accommodate our needs, which would have been impossible with any other company. Andrew is amazing, if I need something he is very receptive in accommodating my requests. **What do you dislike about BoldTrail BackOffice?** Nothing! Broker Mint is constantly making improvements to their paperless system. **Recommendations to others considering BoldTrail BackOffice:** Their customer service has been excellent. If we request a change it is either completed within a few hours or a few days, depending on the request. Their online support is amazing, we have a lot of older non tech savvy agents and with the online support they were able to master Broker Mint. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** No more paper files cluttering my desk!!!! ### 24. Best Ever Transaction Management Software Tested **Rating:** 5.0/5.0 stars **Reviewed by:** Tony G. | Broker/Realtor, Commercial Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2016 **What do you like best about BoldTrail BackOffice?** I have tried few transaction management software for my office in the past. The interface that BrokerMint offers is very simple and was easy to learn for the agents. I found this to be the most effective way to manage my office and documents from the web regardless where I am. This is the best fit that I found for my Real Estate office. **What do you dislike about BoldTrail BackOffice?** When I signed up for BrokerMint, e-signature was something that wasn't available at that time, but but now it's in the system. **Recommendations to others considering BoldTrail BackOffice:** Before you sign up for another transaction Management software, give BrokerMint a try, I assure you won't be dis-pointed. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** I no longer have paper or clutter files in the office or handed down to me from the agents for review, all files are in the internet cloud and I no longer have to worry about losing any documents by any of the agents. It keeps everyone in compliance. The agent like it, because it assures them commission check lot quicker. The BrokerMint Transaction Management Software has solved my document office management problem. ### 25. Outstanding Product **Rating:** 5.0/5.0 stars **Reviewed by:** Cathy L. | Broker/Owner, Real Estate, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2016 **What do you like best about BoldTrail BackOffice?** It is easy to use and allows us to keep all documents digitally and saves a ton on paper costs and printing costs. **What do you dislike about BoldTrail BackOffice?** I wish it had a contact management system incorporated into it. **Recommendations to others considering BoldTrail BackOffice:** If you want an easy to customize system for keeping all documents digitally it works very well. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** New company and didn't want to keep paper copies of everything plus needed to track commissions within the company and companies bottom line. It does a great job of all of that. ## 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=4§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+03%3A18%3A52+-0500&secure%5Bsession_id%5D=8196d82f-b6ee-463a-8440-2f3a9d61ae0c&secure%5Btoken%5D=0df8f3e921d1beffc352b5ecd38fb58e51da383ecd2dd9583d7f390f0aa9e6d9&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)