BoldTrail BackOffice Reviews & Product Details

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) Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Your correspondence are going to my junk mail more than I like. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I wish a few features were a bit more intuitive. it just takes a little time to get used to where everything is. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

That the Broker disclosures are now a separate item and not within the sales contract package Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

Mobile app needs improvement, as well with the esign. We are all used to Docusign and this one has a lot of missing features Review collected by and hosted on G2.com.

I love everything is connected or for the most part can be integrated into BackOffice. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would like an off boarding option and an easier way to get forms before contract, both for buyers and sellers. Review collected by and hosted on G2.com.

Managing checklists/to dos for multiple transactions at once. Helps me keep everything organized and on track. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.