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

Ability to have everything in one place. Reports are helpful to admins, broker, and coaches. Creates CDAS Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Admin and Broker cannot see goals and tracking for whole brokerage in dashboard Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail BackOffice
Edit edit

Thank you for sharing what you like best about BoldTrail BackOffice! We're glad to hear that the ability to have everything in one place and the helpful reports are benefiting you and your team.

SL
Shawna L.
Agent
Mid-Market (51-1000 emp.)
"Boldtrail Backoffice keeps me organized and efficient!"
5/5
What do you like best about BoldTrail BackOffice?

It automatically populates forms from my contact and MLS. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Have to start over if document was executed but your need to modify it. Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail BackOffice
Edit edit

It's great to hear that BoldTrail Backoffice is solving the problem of keeping client files organized and reminding you about important dates and milestones. We're committed to continuously improving our platform to better serve your needs.

AC
Ashley C.
Office Manager/Transaction Coordinator
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Great new product!"
5/5
What do you like best about BoldTrail BackOffice?

All of the Great features and marketplace to connect with other programs! Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Still new to it, looking forward to seeing what all it offers! Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail BackOffice
Edit edit

We're glad to hear that you are enjoying the features and marketplace of BoldTrail BackOffice! We hope you continue to discover more benefits as you explore the platform further.

Verified User in Accounting
AA
Verified User in Accounting
Small-Business (50 or fewer emp.)
"Improvements are exciting to see!"
5/5
What do you like best about BoldTrail BackOffice?

The UI has improved significantly since the last time we viewed the product. The agent dashboard and pipeline are phenomenal! And the accounting integration with QuickBooks is a game changer! Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Teams transactions needs improvements for team leader sharing Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail BackOffice
Edit edit

We're thrilled to hear that you're enjoying the improvements to our UI and the features like the agent dashboard and accounting integration with QuickBooks. We appreciate your feedback on the team transactions and will definitely take that into consideration for future updates.

Kevin H.
KH
Kevin H.
Caseworker - Project Assistant, Case Management (Prescreening) OIM
Small-Business (50 or fewer emp.)
Guest users or non-business users of the software, not included in G2 scores.
"Employee success intern"
4.5/5
What do you like best about BoldTrail BackOffice?

It is clear, user friendly and very up to date with new technologies Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

Nothing honestly, it looks pretty awesome Review collected by and hosted on G2.com.

Response from Jess Cave of BoldTrail BackOffice
Edit edit

Hi Kevin, Thanks for taking the time to leave us some feedback on BoldTrail BackOffice. We really appreciate the kind words.

Allie N.
AN
Allie N.
Administrative Assistant
Small-Business (50 or fewer emp.)
"Great Transaction Management Platform"
5/5
What do you like best about BoldTrail BackOffice?

BoldTrail BackOffice is great for keeping transaction checklists and documents all in one space. I previously used a transaction managment platform and a differnet platform for saving documents. This combines both into one making it the perfect trasaction management hub. It's versitle and customizable for individual needs. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

The downside of BoldTail BackOffice is how you will need to get rid of any other platforms to certralize you day to day business here. Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail BackOffice
Edit edit

Hi Allie! We're glad to hear that you find BoldTrail BackOffice great for keeping transaction checklists and documents all in one space. Our goal is to provide a versatile and customizable platform to meet individual needs. Best, Mary Caroline

Verified User in Real Estate
AR
Verified User in Real Estate
Small-Business (50 or fewer emp.)
"New Broker"
3.5/5
What do you like best about BoldTrail BackOffice?

Not sure yet. First day active in Boldtrail Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

More than most agents can handle. Most agents will not use back office. I hope I'm suprised Review collected by and hosted on G2.com.

Response from Isabella Durso of BoldTrail BackOffice
Edit edit

We're glad to hear that you find our checklist feature helpful for managing multiple transactions. We understand your frustration with certain options requiring support, and we're continuously working to improve user control within the dashboard. Thank you for your feedback!

Kenneth J.
KJ
Kenneth J.
REALTOR & Managing Broker
Small-Business (50 or fewer emp.)
"Superior Product - Excellent Support"
5/5
What do you like best about BoldTrail BackOffice?

Being able to create custom EVERYTHING. Checklists, Commission Plans, Assignable Tasks... Brokermint allows me as the Broker to dictate what needs to be done when, and provides visibility to me and the assigned individuals (TC, Agent, etc) keeping everyone accountable for their deliverables.

Also, the integrations (specifically QBO and Google Sheets) are phenomenal and are highly recommended. Support helped configure the integrations and has even helped me modify one as a new thing popped up on our end.

Implementation was super easy. Coming from a Skyslope/BrokerSumo setup, Brokermint was MUCH easier to administer, both from a Brokerage Management perspective as well as systems administration.

I am in Brokermint nearly every day. It is a core piece of our business and a core part of my daily workflow. Reporting, agent management, and transaction management are all easier when you have the right tools in place. Brokermint brought those tools all under one roof. 10/10 Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

After the acquisition by IRE, the support changed a bit and was less nimble. It hasn't changed my love for the product though! Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail BackOffice
Edit edit

We're thrilled to hear that Brokermint has been such a valuable tool for your brokerage management and daily workflow. It's great to know that our customizable features and integrations have made such a positive impact on your business. We appreciate your feedback and are committed to providing excellent support to meet your needs. Best, Mary Caroline

Jason J.
JJ
Jason J.
O
Small-Business (50 or fewer emp.)
"Everything the Independent Broker needs!"
5/5
What do you like best about BoldTrail BackOffice?

Back when I was a franchise, this was not needed. But it didn't take long of tracking our agents productivity via spreadsheets after we went independent to realize that we needed a lot more. I love Brokermint because it handles the transaction, The forms, e-sign as well as the individual agents production and cap. It's a great system and the regular product updates have been very reliable. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

I wish it was similar to dotloop and docusign so agents wouldn't have such a learning curve. Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail BackOffice
Edit edit

Hi Jason! We're glad to hear that BoldTrail BackOffice has been a valuable tool for your independent brokerage, handling transactions, forms, e-signatures, and agent production. We appreciate your feedback on the learning curve and will take it into consideration for future improvements. Best, Mary Caroline

Heidi S.
HS
Heidi S.
Broker and Director of Operations
Small-Business (50 or fewer emp.)
"BEST BACK OFFICE SOFTWARE!"
5/5
What do you like best about BoldTrail BackOffice?

I love how user friendly this platform is for my brokers and has everything we need in one spot. Review collected by and hosted on G2.com.

What do you dislike about BoldTrail BackOffice?

I wish there was a way to bulk send checklists to my brokers. Review collected by and hosted on G2.com.

Response from Mary Owen of BoldTrail BackOffice
Edit edit

Hi Heidi! We're thrilled to hear that you find BoldTrail BackOffice user-friendly and comprehensive for your brokers. We appreciate your feedback about the bulk sending of checklists and will definitely consider it for future updates. Best, Mary Caroline