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BoldTrail Back Office

BoldTrail Back Office

What Is BoldTrail Back Office?

Our residential real estate solution brings all of your back office needs into a single cloud-based solution.

No more entering data into system after system!

Transaction management with eSignature, automatic commission calculations, next-day ACH payouts, accounting, agent onboarding, brokerage reporting, and more.

Integrate with CRM, MLS, QuickBooks, and many more.

See why BoldTrail BackOffice is trusted by thousands of brokerages nationwide.

Who Uses BoldTrail Back Office?

Real estate brokers, real estate agencies and teams, real estate office managers and transaction coordinators

BoldTrail Back Office Software - Brokermint Pipeline
BoldTrail Back Office Software - Transaction Checklists
BoldTrail Back Office Software - State and Local Forms
BoldTrail Back Office Software - eSignature Templates
BoldTrail Back Office Software - Commission Automation

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Reviews of BoldTrail Back Office

Average score

Overall
4.5
Ease of Use
4.3
Customer Service
4.5
Features
4.2
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001
Rhondelle
Rhondelle
Realtor in US
Verified LinkedIn User
Real Estate, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Real Estate Transactions with Confidence

5.0 3 months ago

Comments: I believe Brokermint is an easy program to learn and keep track of real estate transactions. I would recommend it to other brokerages.

Pros:

Being a User and not an administrator, I have the benefit of having everything set up so I may go in a do any type of transaction with a pop-up list of everything that needs to be done. I thank Brokermint for giving the administrator the ability to do so. It has made doing transactions of any type easy and understandable. I am able to keep all my documents loaded and backed up on Brokermint and retrieve them at any time. Although, we are taught to back up our documents in our own files. I just like the ease of the program the best.

Cons:

I don't like being able to correct mistakes I make without having to contact an administrator.

Inside Real Estate Response

2 months ago

Rhondelle, thank you for your review! We’re thrilled to hear that Brokermint has made real estate transactions easy and understandable for you. We appreciate your feedback on correcting mistakes and will consider ways to improve this process. Best, Mary Caroline

Verified Reviewer
Verified LinkedIn User
Real Estate, 51–200 Employees
Used the Software for: 1+ year
Reviewer Source

Best Features for the Price, Great Customer Service

4.0 5 years ago

Comments: To get a better product, you'd have to spend more money. We found workarounds for any issues we were having, and the cost savings is worth it for that. I think this product would work very well for a brokerage with fewer agents, but we had 100+, so the workarounds were a little time consuming. Overall, as an admin, I like it.

Pros:

Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line. My chats were always answered within a couple minutes. Anything requiring a phone call was easily scheduled within a reasonable time. In an emergency, I could always get help right away. As an admin, I could add an accounting checklist to each transaction, separate from the agent checklist, and I'd use that to upload a copy of the escrow deposit, bank transfer of escrow to commission, and commission payments. The agent could see these and know when they were paid.

Cons:

It has a few quirks. One problem for agents is that you can't save a draft of an e-sign document, then come back and finish it later. It's all or nothing. The biggest for admin is that, if an agent has multiple active transactions and is going to cap mid-transaction on the next closing, commissions don't automatically update to reduce the company split on this closing, and they don't automatically zero the company split on the other active transactions. You have to re-apply the commission plan to them, which causes them to recalculate and recognize that the agent is capping.

Scott
Director of Operations in US
Real Estate, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Large KW team user, not a brokerage

3.0 5 years ago

Comments: Brokermint has served our team well as we have adapted it to our needs but there is still room for improvement on the real estate team side in terms of features. It is very clear this tool is used for Brokerages but there is a large overlap of need between small brokerages and large teams. I think it would help if Brokermint could identify this and help support the needed features of a sales team.
Lastly, the Brokermint support team has been friendly and helpful but somewhat frustrating when most of the calls into them result in them telling us the feature we are asking about is not created or possible and we should simply request the development team to create it through their online community. We have done this and requests have gone unanswered or addressed for years.

Pros:

We really like the checklist feature and the ability to copy and modify them easily. The ability to see everyone's checklist task through the calendar tab is crucial and much appreciated.

Cons:

We dislike the ability to create different transaction types. Brokermint currently restricts use to only two, listing or pending. It would be incredibly helpful if we had a few more categories or the ability to create our own such as a "buyer" with no property address assigned. This would allow for checklists to be assigned to the contact and documents to be saved in the system. It would also allow for our sales funnel to show an accurate representation of our business rather just listings and pending buyer/listings. The second large item we would like to see changed is the integration with Boomtown. Currently, it is only a one-way data feed, a transaction is recorded in Boomtown and then sent to Brokermint. We currently don't use this because it is backward to our workflow. We instead utilize Brokermint for all of our transaction management and simply Boomtown to keep a record of our clients. The ideal data flow would be once a transaction is entered in BrokerMint and either a listing or pending transaction, Boomtown then records it on the client's page as well. Additionally, if we could pull contact information through Boomtown into Brokermint that would save quite a bit of time.

Inside Real Estate Response

5 years ago

Hi Scott, Thanks for your feedback! Your Support rep has sent you a link for training options. Please book at your earliest convenience, or feel free to reach out to us at [email protected]

Serena
Managing Broker in US
Real Estate, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

Makes life easier for managers

5.0 3 months ago

Comments: I love the support, and I love the look and ease on the management side. I do wish that it was more user friendly for the agents.

Pros:

I love that the system works almost like a transaction coordinator, when I lean into all the features. It helps me manage the whole business from transactions, agents and commissions/fees

Cons:

Some of the features are so subtle that agents tend to miss things. I wish that the document review had a back button.

Inside Real Estate Response

2 months ago

Hey Serena! Thank you so much for your review. We’re glad Brokermint helps you manage your business effectively and appreciate your kind words about our support. We value your input on making features more user-friendly for agents and will consider this for future improvements. Best, Mary Caroline

BARRY
Principal Broker/Owner in US
Real Estate, 11–50 Employees
Used the Software for: 2+ years
Reviewer Source

Alternatives Considered:

This Tech leverage helped me spool up my company without hiring staff

5.0 5 years ago

Comments: Exceptional . . .

Pros:

Once I learned it and realized its potential, I decided not to hire an assistant. I can see what my agents are doing and what they aren't doing, and it's awesome not to be chasing missing paperwork and signatures at last minute. When an agent brings me a commission check, I can pay immediately

Cons:

The learning curve was kinda steep . . . and integrating with Quickbooks is still a challenge for me, so I'm still using Google Sheets to track projections and closed data