Average Ratings 9 Ratings

Total
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features
design
support

Average Ratings 0 Ratings

Total
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support

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Description

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

Description

Loft47 serves as an advanced commission management platform designed to streamline tedious tasks while delivering comprehensive financial capabilities for brokerages and their agents. Our innovative fee structures encourage flexibility in commission planning, and our precise automated accounting records ensure compliance and satisfaction for accountants. We seamlessly connect with top-tier tools to optimize your data's functionality. By entering information just once, you receive straightforward, insightful metrics. With Loft47, you can efficiently manage commission payments, monitor cash flow and expenditures, project revenue, and assess performance and profitability. Envision operating a fully integrated, cooperative, and unified brokerage where you have visibility over all ongoing deals, can accurately predict revenue, and understand the sources of profitability. You will feel assured about your financial data, enabling you to provide real-time, valuable insights to your agents, fostering transparency and collaboration throughout your organization. This level of clarity not only enhances decision-making but also cultivates a more empowered team.

API Access

Has API Yes 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Docusign Yes 
Xero Yes 
BoldTrail Yes 
BoomTown Yes 
CINC Yes 
Follow Up Boss Yes 
HomeBinder Yes 
LionDesk Yes 
Lofty Yes 
Propertybase Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Rechat No 
Salesforce Yes 
SkySlope No 
SurveyMonkey Yes 
TRIBUS Yes 
Updater Yes 
Zapier Yes 
dotloop No 

Integrations

Docusign Yes 
Xero Yes 
BoldTrail No 
BoomTown No 
CINC No 
Follow Up Boss No 
HomeBinder No 
LionDesk No 
Lofty No 
Propertybase No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Rechat Yes 
Salesforce No 
SkySlope Yes 
SurveyMonkey No 
TRIBUS No 
Updater No 
Zapier No 
dotloop Yes 

Pricing Details

$5 to $60/month/user
Total number of seats (agents and users) in your brokerage drives pricing, as does your selection of our three levels of plan: Simple Start, Standard, or Enterprise.
Free Trial No 
Free Version No 

Pricing Details

600.00
Monthly licensing starts at $600/month (USD) based on active agent count. Includes all features, unlimited admin seats, unlimited offices, and all integrations. No per-user fees beyond agents.

Optional $47/deal managed service available — Loft47's expert team handles deal processing with AI-powered workflow.

One-time setup fee covers data migration, integration configuration, onboarding, and training.

No contracts. Month-to-month. Annual discounts available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

BoldTrail

Country

United States

Website

boldtrail.com/platform/

Vendor Details

Company Name

Loft47

Founded

2015

Country

Canada

Website

www.loft47.com

Product Features

Commission

Affiliate Management No 
Agency Commission No 
Commission Calculations No 
Commission Scheduling No 
Commission Tracking No 
Compliance Management No 
Flat Commissions No 
Incentive Programs No 
Multi-Tiered Commissions No 
Percentage Commissions No 
Sliding Scale Commissions No 
Split Commissions No 

Real Estate Accounting

Accounts Payable Yes 
Accounts Receivable Yes 
Bank Reconciliation No 
Commission Management Yes 
Contract Management Yes 
General Ledger Yes 
Mobile Access Yes 
Payroll No 
Property Development Management No 
Reporting / Analytics Yes 
Work Order Management No 

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database No 
Commission Management Yes 
Contact Management Yes 
Contract Management Yes 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management No 
Property Database No 
Website Management No 

Real Estate CRM

Campaign Management No 
Client / Property Matching No 
Contact Management No 
Dashboard No 
Email Marketing No 
Interaction Tracking No 
Lead Management No 
Property Alerts No 
Referral Tracking No 
Segmentation No 

Real Estate Transaction Management

Accounting Yes 
Appointment Scheduling No 
CRM No 
Commission Management Yes 
Contract Management Yes 
Critical Date Alerts Yes 
Document Templates Yes 
Electronic Signature Yes 
File Sharing Yes 
Task Management Yes 
Transaction Review Yes 

Product Features

Real Estate Agency

Calendar Management No 
Client / Property Matching No 
Client Database Yes 
Commission Management Yes 
Contact Management Yes 
Contract Management No 
Email Marketing No 
Flyer / Catalog Printing No 
Lead Management No 
Listing Management Yes 
Property Database Yes 
Website Management No 

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