Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"It's pretty good...could be better."
4/5
What do you like best about BoldTrail BackOffice?

The wide range of toggling options for reports, as well as the freedom to create our own. Not having to use a third-party app to create forms for e-signatures is also greatly appreciated. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

The lack of follow-through on integration requests-- I have been on a thread for over a year about a specific integration request that has an abundant list of responses and "please make this a thing" requests to be able to integrate Brokermint with different CRMs and automation-supporting platforms. Still, there has been no movement from the consumer's perspective. Also, no response from Brokermint as to why or why such integrations are plausible, which seems disrespectful to the long list of clients on this thread. Review collected by and hosted on G2.com.

Sarah B.
SB
Sarah B.
Broker Owner Agent
Small-Business (50 or fewer emp.)
"The platform is so so."
2.5/5
What do you like best about BoldTrail BackOffice?

There's not much that I like best as I feel there needs to be several improvements. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

BM needs to be able to refresh on it's own.

BM needs to allow the original checklist to not be deleted while any new tasks have the option to be deleted only. Also it is extremely difficult and toooooo time consuming getting help to have commission plans set up. A 10 year old with basic math skills should be able to do this on their own. Instead it's extremely confusing.

BM MOST importantly needs to drop the annoying activity sheet. If they'd add a time stamp to signatures this would bake them to do so. No agent on the planet wants to deal with extra paperwork. The box that pops up and stays completely in the way while editing or esigning anything is so not necessary. BM admins would greatly benefit if when they get done reviewing a transaction if it would not just disappear. There needs to be. A pop up that asks if they need to make any other changes to that transaction so admins don't have to go back and find the transaction to close it out. There also needs to be a reset while reviewing docs for just in case an admin approves a doc that should not have been. Review collected by and hosted on G2.com.

CM
Chris M.
Broker Owner
Small-Business (50 or fewer emp.)
"Long Term Client, and Happy Client, great organization of our documents and e-signing tool"
5/5
What do you like best about BoldTrail BackOffice?

We love the ease of the e-signing feature and the flexibility of the commission tool Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

With the e-signing tool we have alot of clients where the email goes into their Gmail Junk or Promotions box. Wish we could use our domain. Review collected by and hosted on G2.com.

Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"There are some areas I wish were easier to manage."
4/5
What do you like best about BoldTrail BackOffice?

Uploading of documents and document signing Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

There are some features missing and it's an expensive system Review collected by and hosted on G2.com.

Kristy W.
KW
Kristy W.
Real Estate Agent
Small-Business (50 or fewer emp.)
"Love the platform for myself and a team"
5/5
What do you like best about BoldTrail BackOffice?

I love that it allows us to checklist our entire transaction and be able to immediately assign to anyone on the team. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

I wish that we were able to change colors on the front. Review collected by and hosted on G2.com.

AN
Abby N.
Office Manager
Small-Business (50 or fewer emp.)
"Time Saving"
5/5
What do you like best about BoldTrail BackOffice?

Brokermint has helped us to eliminate the need for recording information in multiple places. We now just enter into BM and that's it which frees our staff. It is also helping to hold our agents accountable for their paperwork and transactions. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Creating commission plans can be tricky and confusing. If you have certain types of post-split fees you have to calculate those outside of the software so it isn't quite fully auto-generated. Review collected by and hosted on G2.com.

Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"Great Product"
4/5
What do you like best about BoldTrail BackOffice?

I like the ease of use of the program and I like the tracking /accountability features. It is effortless to use and cleaner look to the program. I do like the transaction management feature of it the most. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

There is room for improvement specifically because the program is explicitly targeted to sellers, and we have to work around it to put buyers in. Also, it tends to get laggy at times. I do with they would fix the buyer issue ASAP as about 40% of our business is buyer driven. Review collected by and hosted on G2.com.

GB
George B.
Broker/Owner
Small-Business (50 or fewer emp.)
"Easy to use"
4.5/5
What do you like best about BoldTrail BackOffice?

The pipeline in the program is great I love the quick view on my business. The fact it connects with DotLoop, MLS and Quickbooks all make my life simpler. My customer support person is very responsive as well. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

The reports section has the main reports but, they are a little limited, and I have not seen where you can build custom reports. Review collected by and hosted on G2.com.

Anita A.
AA
Anita A.
Broker/Owner
Small-Business (50 or fewer emp.)
"Best choice for any size Real Estate company"
5/5
What do you like best about BoldTrail BackOffice?

Brokermint has been a phenomenal experience for me. I own several small real estate brokerages, and as I grew, I needed something to keep up with my paperwork. I hired a TC, and she loves the system also. The checklists were invaluable for onboarding and the many steps in the transaction. Brokermint is a cost-efficient product which I will use for years to come. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

It takes a minute to get the account set up but once its done its magic. Review collected by and hosted on G2.com.

Sara H.
SH
Sara H.
Certified Transaction Coordinator/Owner
Small-Business (50 or fewer emp.)
"Easiest and Best Document Management System for Real Estate"
5/5
What do you like best about BoldTrail BackOffice?

I love the fact that you can upload the documents to the checklist. There is an e-signature software already integrated and also an email feature. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

My only wish is that there was an auto split feature similar to what Glide has and also a way to pull documents from the CAR zip forms library. Also it would be nice to have a shareable timeline and contact list. Review collected by and hosted on G2.com.