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
TotalBrokerage integrates seamlessly with every front-end website, enabling the capture of your online leads from various sources such as third-party portals, lead generation sites, Facebook, or custom-built websites, all organized and monitored from a single platform. The Marketing feature empowers users to send out hundreds, or even thousands, of emails daily to both current and potential customers, making outreach efficient. Through the use of drip campaigns and a user-friendly HTML editor, maintaining communication with clients has become incredibly straightforward. The transaction management system allows for the creation, editing, and storage of all essential documents and forms in a centralized manner. Users can also track and report on contacts and vendors, utilizing the activity log for easy access to critical information like inspections. Additionally, commission calculations for all agents are automated and can be configured to suit any structure, whether flat, tiered, or based on fees, allowing for the handling of complex commission scenarios with ease. Furthermore, the platform integrates natively with Quickbooks Online or Quickbooks Desktop, ensuring that your accountant is always satisfied. You can monitor expenses meticulously, down to individual transactions or specific vendors, providing a comprehensive overview of your financial activities. This level of integration and functionality ensures that all aspects of your business are organized and efficient.
API Access
Has API
Yes
API Access
Has API
Yes
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Zapier
Yes
BoomTown
Yes
CINC
Yes
Dropbox
Yes
Facebook
No
Google Drive
Yes
HomeBinder
Yes
IDX Broker
No
Integrations
QuickBooks Online
Yes
QuickBooks Online Advanced
Yes
Zapier
Yes
BoomTown
No
CINC
No
Dropbox
No
Facebook
Yes
Google Drive
No
HomeBinder
No
IDX Broker
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
$399 per month
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
No
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
No
Vendor Details
Company Name
BoldTrail
Country
United States
Website
boldtrail.com/platform/
Vendor Details
Company Name
Brokerage Management Solutions
Founded
2015
Country
United States
Website
www.totalbrokerage.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
Email Marketing
A/B Testing
No
Artificial Intelligence
No
Auto-Responders
No
CAN SPAM Compliance
Yes
Customer Surveys
No
Drip Campaigns
Yes
Dynamic Content
No
Event Triggered Email
No
Image Library
No
Landing Pages/Web Forms
No
Mailing List Management
No
Mobile Optimized Emails
No
Reporting/Analytics
Yes
Subscriber Management
Yes
Template Management
Yes
WYSIWYG Email Editor
No
Lead Management
Activity Tracking
No
Campaign Management
Yes
Lead Capture
Yes
Lead Distribution
Yes
Lead Nurturing
Yes
Lead Scoring
No
Lead Segmentation
Yes
Pipeline Management
No
Prospecting Tools
No
Source Tracking
No
Real Estate Agency
Calendar Management
Yes
Client / Property Matching
Yes
Client Database
No
Commission Management
Yes
Contact Management
Yes
Contract Management
Yes
Email Marketing
Yes
Flyer / Catalog Printing
No
Lead Management
Yes
Listing Management
Yes
Property Database
No
Website Management
No
Real Estate CRM
Campaign Management
Yes
Client / Property Matching
Yes
Contact Management
Yes
Dashboard
No
Email Marketing
Yes
Interaction Tracking
No
Lead Management
Yes
Property Alerts
No
Referral Tracking
No
Segmentation
Yes
Real Estate Transaction Management
Accounting
Yes
Appointment Scheduling
No
CRM
Yes
Commission Management
Yes
Contract Management
Yes
Critical Date Alerts
No
Document Templates
No
Electronic Signature
Yes
File Sharing
Yes
Task Management
Yes
Transaction Review
No
