Average Ratings 9 Ratings
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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
Comprehensive accounting solutions designed to enhance workflow efficiency are now at your fingertips. Streamline commission processes by integrating them with accounting, facilitating check writing, and delving into detailed financial management. Oversee office expenses, bills, and revenue with ease, whether dealing with accounts payable, accounts receivable, or general ledger tasks; you can also sync with QuickBooks. Both large enterprises and small brokerages can efficiently handle the entire transaction process. This system offers a straightforward method to store, share, attach, email, sign, and oversee a variety of documents. In addition, it allows for the management of caps, expenses, commission divisions, and team dynamics within a flexible commission framework. You can also monitor and follow all incoming offers on your properties. With electronic signatures that are not only legally valid but also safeguarded with top-tier security, the platform allows you to create custom forms that can be easily filled and signed within RealtyAPX. Say goodbye to cumbersome Excel spreadsheets; the system automatically tracks and oversees agent caps, minimums, maximums, commission expenses, and office fees on a per-use basis. Designed specifically for the real estate sector, AcctFusion encompasses all the essential tools needed for effective back-office accounting management, ensuring that users can operate with confidence and efficiency.
API Access
Has API
Yes
API Access
Has API
No
Integrations
BoldTrail
Yes
BoomTown
Yes
CINC
Yes
Docusign
Yes
Dropbox
Yes
Follow Up Boss
Yes
Google Drive
Yes
HomeBinder
Yes
LionDesk
Yes
Lofty
Yes
Integrations
BoldTrail
No
BoomTown
No
CINC
No
Docusign
No
Dropbox
No
Follow Up Boss
No
Google Drive
No
HomeBinder
No
LionDesk
No
Lofty
No
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
No price information available.
Free Trial
Yes
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
WebAPX
Founded
2006
Country
United States
Website
www.realtyapx.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
Yes
Client / Property Matching
Yes
Client Database
Yes
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
Yes
Lead Management
Yes
Listing Management
Yes
Property Database
Yes
Website Management
Yes
