--- title: BoldTrail BackOffice Reviews meta_title: 'BoldTrail BackOffice Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 166 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: 166 scale: '5' date_modified: '2026-06-22' 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:** 166 ## 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 value the **ease of use** of BoldTrail BackOffice, which streamlines transaction management effortlessly and efficiently. (10 reviews) - Users enjoy the **exceptional organization** offered by BoldTrail BackOffice, making transaction management effortless and efficient. (10 reviews) - Users praise the **efficiency** of BoldTrail BackOffice, enhancing organization and saving valuable time in document management. (6 reviews) - Users appreciate the **robust contact management features** that enhance agent transactions and keep everything organized. (5 reviews) - Users value the **robust features** of BoldTrail BackOffice, enhancing agent management and improving overall business efficiency. (5 reviews) - Customer Support (4 reviews) - Users value the **automation features** of BoldTrail BackOffice, enhancing efficiency with streamlined processes and templates. (3 reviews) - Business Growth (3 reviews) - Users value the **centralization** of BoldTrail BackOffice, enjoying its versatility for managing transactions and documents efficiently. (3 reviews) - Customization (3 reviews) **What users dislike:** - Users find the **customer support lacking** , with slow responses and limited control over dashboard customization. (5 reviews) - Users face **limited customization** options in BoldTrail BackOffice, affecting their ability to tailor the product to their needs. (4 reviews) - Users note the **missing features** in BoldTrail BackOffice, suggesting improved organization and customization for better usability. (4 reviews) - Users face challenges with **email issues** , often finding important communications end up in junk mail. (3 reviews) - Users find **difficult usability** in BoldTrail BackOffice, with clunky forms and frustrating onboarding processes impacting their experience. (2 reviews) - Users are frustrated with the **email spamming** issue, as important correspondence often ends up in junk mail. (2 reviews) - Learning Curve (2 reviews) - Limited Templates (2 reviews) - Navigation Difficulty (2 reviews) - Attachment Limitations (1 reviews) ## BoldTrail BackOffice Reviews ### 1. Organized and Efficient, Yet Needs Customization **Rating:** 5.0/5.0 stars **Reviewed by:** Jaden U. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 04, 2026 **What do you like best about BoldTrail BackOffice?** I like the DocuSign feature in BoldTrail BackOffice because it helps keep everything organized and clean. It's simple to use and effective. The feature also allows me to keep all of my deals organized without having to use a separate application to sign. This integration is particularly helpful since it consolidates everything within one application. **What do you dislike about BoldTrail BackOffice?** The financial section that maps things out isn't very customizable and the pipeline section needs to be more user-friendly. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** BoldTrail BackOffice helps me facilitate deals by keeping them organized, providing the DocuSign feature and laying out each step of the process, making everything clean, simple, and effective. **Official Response from Isabella Durso:** > Thank you for your feedback on the customization of the financial section and user-friendliness of the pipeline section. We'll take this into consideration for future updates. ### 2. Super Intuitive and Easy to Navigate—Our Best Move to BoldTrail **Rating:** 5.0/5.0 stars **Reviewed by:** Todd J. | Broker/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 02, 2026 **What do you like best about BoldTrail BackOffice?** It is super intuitive and very easy to navigate. It was the best decision we have made as a Brokerage by switching to BoldTrail **What do you dislike about BoldTrail BackOffice?** I have yet to find something that I dislike, and we are a few years into using BT **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Thats the beauty of BT, they alert us of any upcoming changes. **Official Response from Isabella Durso:** > We're thrilled to hear that you find BoldTrail BackOffice intuitive and easy to navigate! We're committed to providing a seamless experience for our users. ### 3. Easy-to-Find Forms That Keep the Whole Team Aligned **Rating:** 5.0/5.0 stars **Reviewed by:** Camille B. | Realtor, Mid-Market (51-1000 emp.) **Reviewed Date:** March 31, 2026 **What do you like best about BoldTrail BackOffice?** I appreciate how easy it is to find the forms I need, and how convenient it is to keep everyone on the same team updated and aligned. **What do you dislike about BoldTrail BackOffice?** I don’t like that I have to back out of the file and then go back in just to see the updates. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** not sure **Official Response from Isabella Durso:** > We're glad to hear that you find our forms easy to find and that they help keep your team aligned! ### 4. Awesome features - mostly good implementation - a few frustrations **Rating:** 0.5/5.0 stars **Reviewed by:** Roby D. | CEO and REALTRO and BROKER, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2021 **What do you like best about BoldTrail BackOffice?** 1. ACH payments to agents 2. transaction checklists for agents are very detailed and robust 3. good permissions to help out 4. robust commission calculator to help pay agents 5. built in forms and emails templates (but this is also a frustration too) **What do you dislike about BoldTrail BackOffice?** 0. Customer service with regards to cancellation is horrendous and liars. BEWARE! 1. onboarding is a HEADACHE 2. support response at times is "meh" other times it is stellar 3. forms are DIFFICULT and clunky, but they work. 4. forms are old school and have NO rich text capability and center justifiies everything. 5. testing is extremely difficult for onbooarding as there is no way to "reset" your test account and send new documents. You have to have their development team do it and that takes a solid 3+ days. Then you redo it and find an issue and now you are waiting another 3 days....becomes VERY frustrating. 6. NO RICH TEXT????? are you kidding me. All they have for onboarding instructions, checklist instructions, email templates is plain text. Which makes it very hard to read. No bullets, no bold, no underline, no indention, no changing the alignment, etc. 7. Many of these are more in the making it look polished, but overall the features are worth it. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** moving transaction tracking from XLS to web based. Easier for agents to submit paperwork. instead of logging in to a bank to pay, my office admins can easily pay from this system and it protects access to my bank account instead of office admin using a calculator to figure out commissions, the process is just done for you ### 5. Effective Tool for CRM and Time Management **Rating:** 4.0/5.0 stars **Reviewed by:** Catherine J. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 31, 2026 **What do you like best about BoldTrail BackOffice?** I like the prefilling MLS addresses feature when using forms in BoldTrail BackOffice. It helps with time management and keeps everything in the right place. The initial setup was easy. **What do you dislike about BoldTrail BackOffice?** I don't like that the Fill Now button is below the signers list; it should be at the top. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** BoldTrail BackOffice helps with time management and keeping everything organized. I appreciate the prefilling of MLS addresses when using forms. **Official Response from Isabella Durso:** > We're glad to hear that you find the prefilling MLS addresses feature helpful for time management and organization. We'll take note of your feedback about the Fill Now button placement for future improvements. ### 6. Could use some improvement, but does it's job **Rating:** 4.0/5.0 stars **Reviewed by:** Aly . | Real Estate Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about BoldTrail BackOffice?** I like the efficiency and speed of the program itself. I really like being able to email documents directly from the file. I like the ease of use. I like the pipeline information. Overall it's a decent program. **What do you dislike about BoldTrail BackOffice?** I wish it was more organized. I wish I could edit my commission as an agent to accurately reflect my amounts in pipeline (I know permissions are set by brokerage but my brokerage won't let me edit it after inputting it initially). I also wish I could input specific dates to generate income statements. I wish splitting files was easier and more organized. One thing I really wish is that when you go to assign a document, it doesn't bring up items for a cancelled transaction. I wish you could create forms like skyslope. All in all could use some minor improvements throughout just with organization and enhancement of features. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** File organization with storage and broker review. Benefits me because I am able to keep my files in order. **Official Response from Isabella Durso:** > We appreciate your feedback and are glad to hear that you find BoldTrail BackOffice efficient and speedy. We will take your suggestions for improvement into consideration for future updates. ### 7. Seamless, Reliable and Supportive **Rating:** 5.0/5.0 stars **Reviewed by:** Laura M. | Real Estate Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** Boldtrail Back Office has been a game changer in the way I manage my transactions. The platform is clean, easy to navigate, and user-friendly. Their team is always quick to respond, and the attention to detail is top-notch, giving me full confidence that nothing will slip through the cracks. From start to finish the entire system makes staying organized effortless. Partnering with BoldTrail has made my business run smoother, and more efficiently than ever. **What do you dislike about BoldTrail BackOffice?** Your correspondence are going to my junk mail more than I like. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** The problems it solves is it frees up more time for me by having tools immediately available for me, allowing me to interact more freely with clients. **Official Response from Isabella Durso:** > We're thrilled to hear that BoldTrail BackOffice has been a game changer for you! We apologize for the inconvenience of our correspondence going to your junk mail and will work to resolve this issue promptly. ### 8. It is really easy to use the system **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about BoldTrail BackOffice?** I really like how easy it is to keep everything organized in one place. It saves me a ton of time and makes it simple to track what’s going on without having to jump between different systems. **What do you dislike about BoldTrail BackOffice?** I wish a few features were a bit more intuitive. it just takes a little time to get used to where everything is. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Help me keep all my transactions, documents, and tasks organized in one place. As a realtor, there are a lot of moving parts, and this system keeps me on track and saves me time. **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail BackOffice easy to use and that it helps you keep everything organized in one place. We understand that some features may take time to get used to, and we're continuously working to improve the intuitiveness of the system. ### 9. Streamlined Transaction Management Made Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Amber C. | Realtor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 02, 2024 **What do you like best about BoldTrail BackOffice?** When dealing with a lot of paperwork for transactions, finding BackOffice has revolutionized the way I manage transactions. Its organization system coupled with exceptional customer support makes it a standout choice for anyone seeking efficiency and peace of mind in their paperwork management. **What do you dislike about BoldTrail BackOffice?** The Offers Section needs a bit more tweeking. Would be nice to be able to email the offer to sellers from that section so they can view it. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Organization of documents made easy! **Official Response from Isabella Durso:** > We're thrilled to hear that BoldTrail BackOffice has revolutionized the way you manage transactions and provided exceptional customer support. Thank you for sharing your positive experience! ### 10. Work smarter not harder **Rating:** 5.0/5.0 stars **Reviewed by:** Robyn R. | Realtor, Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about BoldTrail BackOffice?** Boldtrail is user friendly and a game changer I will never lose or misplace a document. It's like a virtual assistant saves me time and effort and when a client or vendor needs something, it's readily available **What do you dislike about BoldTrail BackOffice?** That the Broker disclosures are now a separate item and not within the sales contract package **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Keeping all my documents and forms easily available and keeps me up to date on all my contracts **Official Response from Isabella Durso:** > We're thrilled to hear that BoldTrail BackOffice has been a game changer for you, making document management easier and more efficient. ### 11. Great for small brokerages too! **Rating:** 5.0/5.0 stars **Reviewed by:** Brittany L. | Broker/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about BoldTrail BackOffice?** As a small brokerage owner with three branches, this has been amazing! Helps so much. Very user friendly and all of the Agents love it! **What do you dislike about BoldTrail BackOffice?** Mobile app needs improvement, as well with the esign. We are all used to Docusign and this one has a lot of missing features **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Having a three office locations, this makes it easier for everyone to submit their docs to me for review and keep it all in one place **Official Response from Isabella Durso:** > Thank you for sharing your positive experience with BoldTrail BackOffice! We understand the importance of a user-friendly platform for multiple branches, and we'll take note of your feedback on the mobile app and esign for future enhancements. ### 12. Best all in one background support **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about BoldTrail BackOffice?** I love everything is connected or for the most part can be integrated into BackOffice. **What do you dislike about BoldTrail BackOffice?** The mobile app needs some work. There are more limitations on what the app can do which I normally have to log in on my phones browser to complete. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Supporting our agents. I love having one login for everything we need so I don’t have to send my team to 5 different locations. **Official Response from Isabella Durso:** > We're glad to hear that you love the integration and connectivity of BoldTrail BackOffice! We appreciate your feedback about the mobile app and are continuously working to improve its functionality. ### 13. Brokermint is an all in one back office solution **Rating:** 4.5/5.0 stars **Reviewed by:** Billie Ann F. | Broker/Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about BoldTrail BackOffice?** It's a valuable tool for the agents, operations, and compliance. Any time I can keep everyone on 1 platform it's an efficient decision for my business. **What do you dislike about BoldTrail BackOffice?** I would like an off boarding option and an easier way to get forms before contract, both for buyers and sellers. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Paying agents virtually so I can grow the footprint of my agency. Also important to see what they are doing for compliance needs. **Official Response from Mary Owen:** > Billie Ann, it's great to hear that Brokermint is helping you pay agents virtually and expand your agency's footprint. We appreciate your business and look forward to continuing to support your success. Best, Mary Caroline ### 14. The best to do list! **Rating:** 4.0/5.0 stars **Reviewed by:** Laura S. | Listings Manager/Admin, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** Managing checklists/to dos for multiple transactions at once. Helps me keep everything organized and on track. **What do you dislike about BoldTrail BackOffice?** Some options/requests that we should have control of within the dashboard have to go through support. Seems like a waste of support resources. Things like color changes, widgets, personalization, etc. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Compliance **Official Response from Isabella Durso:** > 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! ### 15. Great Workflow **Rating:** 4.0/5.0 stars **Reviewed by:** Sandra B. | Administrator, Small-Business (50 or fewer emp.) **Reviewed Date:** May 13, 2025 **What do you like best about BoldTrail BackOffice?** Very user friendly and makes workflow smooth **What do you dislike about BoldTrail BackOffice?** not everything is customizable to our small office and support is not always helpful **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Great for agents of the brokerage to manage their contacts and listings. Many features to market towards clients. **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail BackOffice user-friendly and helpful for managing workflow. We understand the importance of customization and are continually working to improve in that area. We apologize for any inconvenience you've experienced with support and will strive to provide better assistance in the future. ### 16. Love the time management **Rating:** 5.0/5.0 stars **Reviewed by:** Carly M. | Real estate agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** Love how it keeps all my dates and check-in sends me notifications of when things are due. **What do you dislike about BoldTrail BackOffice?** Sometimes the documents will rename themselves to the task at hand **What problems is BoldTrail BackOffice solving and how is that benefiting you?** I don’t have that many issues with back office. **Official Response from Isabella Durso:** > We're glad to hear that you love the time management features and notifications in BoldTrail BackOffice! ### 17. Great Program Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2025 **What do you like best about BoldTrail BackOffice?** This product helps me stay on track with my transactions. **What do you dislike about BoldTrail BackOffice?** I wish I would get email notifications faster. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Staying in contact with my clients **Official Response from Isabella Durso:** > It's great to hear that BoldTrail BackOffice is helping you stay in contact with your clients. Thank you for sharing your experience! ### 18. Gen Xer accessing files with no paper trail? Hesitant, but now Love it! **Rating:** 5.0/5.0 stars **Reviewed by:** Stephanie M. | Real Estate Managing Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **What do you like best about BoldTrail BackOffice?** It is really great to be anywhere in the world & to be able to grab a quick form, review a scanned document, or update transactions on the fly. I was nervous but have found that I absolutely love it. My favorite feature is to copy & paste the transaction email address to shoot docs right over. Awesome. **What do you dislike about BoldTrail BackOffice?** I do have to create a few of my own document tasks, but that is to be expected. I don't like it when I need to email a form right from the app but I can only send it to the contacts I Have already added to the transaction. If there was an option to enter a new email, I'd love that. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Trying to convert me to a paperless system was scary as a 25 year real estate vet, but I have found it very efficient. **Official Response from Mary Owen:** > Stephanie, thank you for sharing your positive experience with BoldTrail BackOffice. We understand your concern about sending forms to new email contacts and will take that into account for future improvements. We're thrilled to hear that you have found the system efficient and beneficial. Best, Mary Caroline ### 19. I am new to it **Rating:** 4.0/5.0 stars **Reviewed by:** Lydia B. | Office manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **What do you like best about BoldTrail BackOffice?** I like the transaction options. I like how you can manage all agents **What do you dislike about BoldTrail BackOffice?** Can not see the office as a whole goals for admin and the offer process. Also I do not like how it emails clients **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Fonancing **Official Response from Isabella Durso:** > We're glad to hear you like the transaction options and agent management features! We understand your concerns about not being able to see the office goals and the email process. We'll take this feedback into consideration for future improvements. ### 20. Use tech work for you!! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** It gives a lot of room and features to work the system automatically **What do you dislike about BoldTrail BackOffice?** The support so far, it needs to be quicker with responses and solutions **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It is helping me with agent retention making the onboarding more efficient **Official Response from Isabella Durso:** > Thank you for your feedback! We're glad to hear that you find BoldTrail BackOffice helpful for automating your system. We apologize for any delays in our support and are working to improve our response times. ### 21. Save Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **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 **What do you dislike about BoldTrail BackOffice?** Admin and Broker cannot see goals and tracking for whole brokerage in dashboard **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Creating CDAs brojersge reports for compliance **Official Response from Isabella Durso:** > 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. ### 22. Boldtrail Backoffice keeps me organized and efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Shawna L. | Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about BoldTrail BackOffice?** It automatically populates forms from my contact and MLS. **What do you dislike about BoldTrail BackOffice?** Have to start over if document was executed but your need to modify it. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Keeps client files organized and remind me about dates and milestone deadlines **Official Response from Isabella Durso:** > 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. ### 23. Great new product! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashley C. | Office Manager/Transaction Coordinator, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** All of the Great features and marketplace to connect with other programs! **What do you dislike about BoldTrail BackOffice?** Still new to it, looking forward to seeing what all it offers! **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Looking into new option for back office management. **Official Response from Isabella Durso:** > 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. ### 24. Improvements are exciting to see! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2025 **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! **What do you dislike about BoldTrail BackOffice?** Teams transactions needs improvements for team leader sharing **What problems is BoldTrail BackOffice solving and how is that benefiting you?** We are demoing the product currently and hope it will solve accounting issues. **Official Response from Isabella Durso:** > 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. ### 25. Employee success intern **Rating:** 4.5/5.0 stars **Reviewed by:** Kevin H. | Caseworker - Project Assistant, Case Management (Prescreening) OIM, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2025 **What do you like best about BoldTrail BackOffice?** It is clear, user friendly and very up to date with new technologies **What do you dislike about BoldTrail BackOffice?** Nothing honestly, it looks pretty awesome **What problems is BoldTrail BackOffice solving and how is that benefiting you?** More efficient in time management, organization gets a lot better and clean **Official Response from Jess Cave:** > Hi Kevin, Thanks for taking the time to leave us some feedback on BoldTrail BackOffice. We really appreciate the kind words. ### 26. Great Transaction Management Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Allie N. | Administrative Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **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. **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. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** The main problem it's solving is creating a one and done hub for trasaction checklists, documents, reports etc. **Official Response from Mary Owen:** > 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 ### 27. New Broker **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2025 **What do you like best about BoldTrail BackOffice?** Not sure yet. First day active in Boldtrail **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 **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Not sure yet **Official Response from Isabella Durso:** > 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! ### 28. Superior Product - Excellent Support **Rating:** 5.0/5.0 stars **Reviewed by:** Kenneth J. | REALTOR & Managing Broker, Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **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 **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! **What problems is BoldTrail BackOffice solving and how is that benefiting you?** 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 **Official Response from Mary Owen:** > 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 ### 29. Everything the Independent Broker needs! **Rating:** 5.0/5.0 stars **Reviewed by:** Jason J. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2021 **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. **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. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Agent payout amounts and contract to close as well as all the Real Estate forms and e-signatures. **Official Response from Mary Owen:** > 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 ### 30. BEST BACK OFFICE SOFTWARE! **Rating:** 5.0/5.0 stars **Reviewed by:** Heidi S. | Broker and Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** August 13, 2024 **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. **What do you dislike about BoldTrail BackOffice?** I wish there was a way to bulk send checklists to my brokers. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Everything in one spot **Official Response from Mary Owen:** > 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 ### 31. Easy to Use and Perfect to Keep Organized **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** March 19, 2024 **What do you like best about BoldTrail BackOffice?** I appreciate how user friendly Brokermint is and how appealing to the eye the pages are. It is so easy to read and follow, easy to alter checklists and adpat checklists to fit our needs. I use this daily and it helps me stay on track, especially reminding me of anything overdue. It has been very easy to get others on board with using the system as it is so quick to learn. **What do you dislike about BoldTrail BackOffice?** There is really nothing I dislike about Brokermint. It is a major improvement from any other system we have used. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Brokermint is keeping me very organized and alert to the daily changes that occur with our listings. I am always getting alerts and updates which is trememdously helpful. **Official Response from Mary Owen:** > We're thrilled to hear that Brokermint has been such a valuable tool for keeping you organized and on track. Thank you for sharing your positive experience with us! Best, Mary Caroline ### 32. While you might not have many issues, if you do, you won't get much help. **Rating:** 3.0/5.0 stars **Reviewed by:** Megan K. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about BoldTrail BackOffice?** It works great for what we need- custom fields, calculates commissions, library of templates the user can add to. **What do you dislike about BoldTrail BackOffice?** Customer Support is iffy. Have submitted a few tickets, and they seem to have forgotten about it with no fixes. No follow-up saying it wasn't possible- just ghosted. Doesn't seem like they look at the suggestion section either. By popular demand, a Zapier integration has been wanted for 6+ years now. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Lease writing is our most prominent use of Brokermint. What keeps us there is the ability to create custom fields to templates we add and then come back to it upon renewal time with all of the information that had been saved from the previous time. It saves a great amount of time from having to type in all of the information in again and again and again. **Official Response from Mary Owen:** > Megan, thank you for sharing your experience. We understand the importance of reliable customer support and are committed to enhancing our service. Your feedback will be used to make necessary improvements. Best, Mary Caroline ### 33. Brokermint is a life changing back office system **Rating:** 4.5/5.0 stars **Reviewed by:** Holly A. | Agent and Mentor, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about BoldTrail BackOffice?** Everything is in 1 place. I'm no longer going to google drive, then zip forms, then email, the. Google drive again just for a transaction. Everything is housed in one place. **What do you dislike about BoldTrail BackOffice?** I would like the app to be a little more transaction friendly. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Immediately eliminated multiple platforms needed for 1 transaction **Official Response from Mary Owen:** > Holly, we're thrilled to hear that Brokermint has made such a positive impact on your workflow by consolidating all your transaction needs in one place! Best, Mary Caroline ### 34. Easy to use **Rating:** 5.0/5.0 stars **Reviewed by:** Bobbi Sue T. | Mid-Market (51-1000 emp.) **Reviewed Date:** April 23, 2024 **What do you like best about BoldTrail BackOffice?** Easy to navigate, easy to find forms. Love it **What do you dislike about BoldTrail BackOffice?** Wish it would keep transaction in an order you choose **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Quick and easy to have all the forms you need right at your finger tips. I like how they give you the forms you need without searching for hours. **Official Response from Mary Owen:** > Bobbie Sue, We're thrilled to hear that Brokermint has made it quick and easy for you to access the forms you need. Your feedback about the order of transactions is valuable, and we will use it to enhance the user experience. Best, Mary Caroline ### 35. Great system, always improving! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** August 13, 2024 **What do you like best about BoldTrail BackOffice?** Reporting for larger teams, customer service is always available to help when in need. **What do you dislike about BoldTrail BackOffice?** The search bar is inconsistent when displaying results, which is problematic for larger teams. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Reporting, deal tracking. **Official Response from Mary Owen:** > Thank you for your positive feedback! We're glad to hear that you find our reporting helpful and that our customer service has been there for you. We understand the importance of a reliable search bar for larger teams and will work on improving its consistency. We appreciate your input and are committed to making BoldTrail BackOffice even better for you. Best, Mary Caroline ### 36. I love Brokermint! Best app as RE agent **Rating:** 5.0/5.0 stars **Reviewed by:** Camryn M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about BoldTrail BackOffice?** How helpful it is and how easy it is with a deal. **What do you dislike about BoldTrail BackOffice?** Not much to dislike on Brokermint. Great for real estate transaction **What problems is BoldTrail BackOffice solving and how is that benefiting you?** The library of contracts and addendums and disclosures help so much. **Official Response from Mary Owen:** > We're thrilled to hear that you love using Brokermint as a real estate agent! We're glad to hear that you find it helpful and easy to use for your deals. Thank you for your positive feedback! Best, Mary Caroline ### 37. Brokermint is the best! **Rating:** 5.0/5.0 stars **Reviewed by:** Ashlee M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about BoldTrail BackOffice?** I love how easy it is to edit and send docs to all my clients **What do you dislike about BoldTrail BackOffice?** I wish it was easier to split and merge docs **What problems is BoldTrail BackOffice solving and how is that benefiting you?** It helps me sort docs and stay organized electronically **Official Response from Mary Owen:** > Ashlee, thank you for your positive feedback! We're thrilled to hear that you find Brokermint easy to use for editing and sending documents to your clients. We appreciate your feedback about splitting and merging documents, and we'll definitely take that into consideration for future improvements. We're glad that Brokermint is helping you stay organized electronically. If you have any more suggestions or need assistance with anything else, please feel free to reach out. We're here to help! Best, Mary Caroline ### 38. Best Transaction Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Richard K. | Enterprise (> 1000 emp.) **Reviewed Date:** March 19, 2024 **What do you like best about BoldTrail BackOffice?** Easy and common sense use, it is a very robust and complete application **What do you dislike about BoldTrail BackOffice?** Somewhat confusing when adding a document **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Keep all my documents on one place and communicates with me as toa ctivity. **Official Response from Mary Owen:** > We're glad to hear that you find Brokermint easy to use and robust. We appreciate your feedback about adding documents and will work on making that process clearer for you. Best, Mary Caroline ### 39. This platform is a great "all in one" experience however is lacks some features of other programs. **Rating:** 3.5/5.0 stars **Reviewed by:** Dianne T. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** February 17, 2022 **What do you like best about BoldTrail BackOffice?** One place for all of your real estate needs. **What do you dislike about BoldTrail BackOffice?** It lacks some basic features found on other real estate platforms. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** I love not having to go to several different platforms. Brokermint is great from start to finish. I love that it syncs with the MLS and Boomtown. ### 40. BrokerMint **Rating:** 5.0/5.0 stars **Reviewed by:** Megan S. | Real estate agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2024 **What do you like best about BoldTrail BackOffice?** Able to upload office training videos and ease of access. Extremely user friendly and love the ease of uploading and downloading documents and keeping track of deals. Very user friendly **What do you dislike about BoldTrail BackOffice?** Downfall is BM is not very user friendly on cellular devices **What problems is BoldTrail BackOffice solving and how is that benefiting you?** The ability to send offers and ratify contract **Official Response from Mary Owen:** > Megan, we're thrilled to hear that Brokermint has been beneficial for sending offers and ratifying contracts. We'll take note of your feedback about the user-friendliness on cellular devices and strive to improve the mobile experience. Best, Mary Caroline ### 41. Brokermint makes my life as a Broker-in-Charge very easy! **Rating:** 5.0/5.0 stars **Reviewed by:** Sharon M. | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2023 **What do you like best about BoldTrail BackOffice?** I think the best feature of Brokermint is that it is able to house the transactions, the accounting and the reporting that the office needs! Also, as the Broker-in-Charge for my real estate firm, one of my duties is to review files, in Brokermint, and ensure they are compliant, etc. Brokermint makes organizing files for agents, very simple! And, therefore, agents are able to upload missing/incorrect documents quickly and all of this enables me to approve documents/files with ease and speed! **What do you dislike about BoldTrail BackOffice?** I wish there was a dropdown menu for REFERRALS on the dashboard. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** n/a **Official Response from Mary Owen:** > Sharon, we're thrilled to hear that Brokermint is making your job as a Broker-in-Charge easier! Our goal is to provide comprehensive solutions for real estate professionals, and we're glad to hear that our platform is helping you with transactions, accounting, reporting, and file organization. Best, Mary Caroline ### 42. BrokerMint makes me money $ **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2024 **What do you like best about BoldTrail BackOffice?** Smooth interaction, easy learning curve, checklists keep me on task, pipeline and goal tracking **What do you dislike about BoldTrail BackOffice?** No negative comments to share, I've had a positive experience **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Streamlining paperwork and tracking production **Official Response from Mary Owen:** > Thank you for sharing your positive experience with BrokerMint! We're glad to hear that our platform's smooth interaction, easy learning curve, and helpful checklists have been beneficial for you. Best, Mary Caroline ### 43. Super useful tool for beginners and veterans alike! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** October 31, 2023 **What do you like best about BoldTrail BackOffice?** Super clear and easy to find what you are looking for, everyhting has its place. Super easy for me as an Admin to onboard and teach new agents our system and show established agents how our company uses Brokermint when they decide to join us. Also love the app for on the go! **What do you dislike about BoldTrail BackOffice?** I would love to be able to tag users in the comment section of a transaction item. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Showing agents the process for deal flow, tracking commission and payments **Official Response from Mary Owen:** > We're thrilled to hear that Brokermint has been a valuable tool for both beginners and experienced agents. The ability to easily onboard new agents and manage transactions is a key benefit of our platform. We have noted your feedback about tagging users in the comment section and will take it into consideration for future improvements. Best, Mary Caroline ### 44. Very powerful software **Rating:** 5.0/5.0 stars **Reviewed by:** James B. | B, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2021 **What do you like best about BoldTrail BackOffice?** We have used Brokermint for about 6 months now. The setup takes some time but if you truly spend the time and effort there are systems in place to make sure everything runs smoothly. As the broker and owner, I enjoy that I can run any type of report and see pretty much any brokerage stat instantly and then export those to an excel spreadsheet. **What do you dislike about BoldTrail BackOffice?** Some of the forms are not mapped correctly to Texas forms but the help desk is working to correct these issues. I have to say that with any issue we have faced they have done everything to make sure that we are happy and it is working correctly. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Transaction management, Back office management, Commission reporting & tracking, CDA's. I have used many programs for all of this before and I have to say that it is very nice to have all of this in one system that just works! This software is amazing for running end of year reports for agents to see where they can improve throughout the next year. ### 45. Love Brokermint! **Rating:** 5.0/5.0 stars **Reviewed by:** Benjamin H. | Broker Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** December 15, 2022 **What do you like best about BoldTrail BackOffice?** My favorite parts about using Brokermint are the ease of merging, splitting, and renaming documents right there. And the organization features are top notch! Switching to Brokermint has been great for my business. **What do you dislike about BoldTrail BackOffice?** There aren't many issues I've had with Brokermint. It is fabulous as-is. If there was one thing I had to change about it, I would add a bit more customization to the checklists. You can add custom fields, but I would love to be able to put those custom fields on the home page of the transaction menu and the buyer offers menu, so I could sort by Client names or otherwise. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Brokermint has helped me keep everything organized with the custom checklists. I love that I can upload documents and have clients sign in the software. It helps me stay on track while managing multiple transactions. **Official Response from Mary Owen:** > Benjamin, we're delighted to hear that Brokermint has been a great asset for your business! Our goal is to provide a seamless and organized experience for our users. We appreciate your feedback about adding more customization to the checklists, and we'll take that into account as we work on enhancing our platform. Best, Mary Caroline ### 46. We are really loving BM! **Rating:** 4.0/5.0 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?** The checklists are super handy and they are customizable. I have been with them for over 3 years, and I still learn new things every day that it can do for me. It has taken a while to get some things set up, but overall, it's been helpful in keeping us all organized. The Broker can see everyone's files all in one place and check off on them. The price and support of BM has been great. We usually chat with support and 9 times out of 10 our question is answered in 3-5 min. The CDA functions is very robust and we really dont even use all of the functions it can handle; splits, caps etc. Checklists sync to your calendar on your phone, closed files backup to google drive. **What do you dislike about BoldTrail BackOffice?** The Esign doesnt allow for a mandatory checkbox of one or the other to be checked. It allows either all mandatory or none. It would be awesome if there were checklists inside of checklists and due dates for those items. More reports would be great as well. Would love detailed templates of all sorts of things so Brokers dont have to start from scratch. I would also like to be able to do more leasing things in BM. Right now its sort of cumbersome to use the Esign and checklists for Leases. It would be nice to be able to hide a checklist within a folder, for example a closed buyer on your listing. We create only one file for this... WHen checking files, there is no back button, really dislike that. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Having paper files lying all over the office and having to drive them all over the place to get checked is NO more a problem! Everything is perfectly organized online. It has saved us time and I'm sure, liabilities along the way. Still really learning how to check our files and "turn them in". As well as, learning how to properly used the CDA and accounting functions. IT also backsup closed files, mine go to google drive, so we have a saved copy. ### 47. User Friendliness **Rating:** 4.5/5.0 stars **Reviewed by:** Amber T. | Director of Operations, Small-Business (50 or fewer emp.) **Reviewed Date:** February 15, 2022 **What do you like best about BoldTrail BackOffice?** I love that everything is right in one spot. The signing, the submitting the DA creation, the reports. As someone who uses it front and back of the house. I would highly recommend this program. **What do you dislike about BoldTrail BackOffice?** The ONLY complaint I have is that I would like to have some libraries accessible to individuals or teams. Even as an individual agent, if I could create my own templated document for my own personal use, that would satiate my needs. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** With Brokermint, transactions are filed away. It removed the need to keep paper files and also makes sure that you are compliant with the recording of documents that never made it to the closing table. **Official Response from Mary Owen:** > Amber, we're thrilled to hear that BoldTrail BackOffice has been beneficial for you in managing transactions and ensuring compliance. We value your input about creating templated documents and will look into ways to incorporate this feature in the future. Best, Mary Caroline ### 48. Working thru some kinks **Rating:** 4.0/5.0 stars **Reviewed by:** Kelly F. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 17, 2023 **What do you like best about BoldTrail BackOffice?** Keeping everything in one place as far as documents and contract dates and budgeting. **What do you dislike about BoldTrail BackOffice?** We had difficulties onboarding and mapping documents **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Solving transaction management. **Official Response from Mary Owen:** > Kelly, we're glad to hear that you find Brokermint helpful for keeping all your documents and contract dates in one place. We apologize for the difficulties you experienced during onboarding and mapping documents. Our team is constantly working to improve the onboarding process to make it smoother for our users. We appreciate your feedback and will use it to enhance our services. Best, Mary Caroline ### 49. A easy friendly and usefull tool to keep track of your transactions **Rating:** 5.0/5.0 stars **Reviewed by:** Edith S. | Sales assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** December 07, 2022 **What do you like best about BoldTrail BackOffice?** It has several features that we like, such as the option to arrange pdfs and electronic signature **What do you dislike about BoldTrail BackOffice?** We have not been able to complete the option for the clients (sellers or buyers) to follow up the transactions, and when an e-mail is sent from the system, it usually takes some time to arrive to the recipient's email. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** The accessibility and digitalization of our files, is reliable so you can access to your files anywhere and at any time **Official Response from Isabella Durso:** > We're glad to hear that you find BoldTrail BackOffice easy, friendly, and useful for keeping track of your transactions. We appreciate your feedback about the features you like and the areas where you see room for improvement. ### 50. Broker/Owner **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** November 15, 2021 **What do you like best about BoldTrail BackOffice?** The online chat help! I find myself with small issues and the quick replies are SO helpful for a busy day. I love that I can get answers promptly to move forward with my day. **What do you dislike about BoldTrail BackOffice?** I think the DA is hard to use... I used to use another system that was way more straight forward on all the breakdowns. The CDA is too complicated if you ask me. **What problems is BoldTrail BackOffice solving and how is that benefiting you?** Trying to figure out best way to teach agents has been a hurdle for me.... benefits, its pretty easy overall to learn (outside of the way DAs are set). Yes Business performance has increased. ## 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?section=pricing&secure%5Bexpires_at%5D=2026-06-24+00%3A34%3A40+-0500&secure%5Bsession_id%5D=6ec2c73b-baea-4063-8245-49c8972f4c02&secure%5Btoken%5D=dd64783b091eef73734ea129e4386cc7aa3a935f4f2e4c29250fa7428003249f&format=llm_user) ## BoldTrail BackOffice Integrations - [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)