Transaction Management Integration

Seamless integration to industry leading transaction management systems.

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Key Features

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Seamless Transaction Integrations

Simplify your agents’ sales cycle with a central Transactions dashboard. Seamless automation and BackOffice integration makes managing business easier than ever.

Robust Integrations with the Industry’s Best

BoldTrail integrates with BackOffice and other leading transaction platforms, passing client transaction details directly to eliminate duplicate entry and boost productivity.

Drive Referrals with Post-Close Automation

Deep, two-way integrations with Transaction Management tools seamlessly drive automation like BoldTrail’s post-close nurture campaigns. Nothing is better than driving repeat & referral business!

Business Analytics Integration

Seamlessly integrate your transaction management tool into BoldTrail to gain further insight into lead to close performance, growth and overall profitability.

Trusted Voices. Real Results.

“It’s not just a CRM but a lead generating machine that drives leads to my website. Not only can I create ads/links with multiple properties or even a single property, I can easily do neighborhood market reports, send automatic monthly valuations and that’s just to start. It is invaluable to my business!”

Suzie Savage

Associate Broker & Team Leader | eXp Realty LLC

“It’s a solid CRM, it has a lot of tools you can expand on. There’s a lot of things that can fall short with tech; good service can cover up most of those things. And if you don’t have good service and all you have is good tech, you’re gonna fall short every time. BoldTrail has both, which to me, goes a long way from a client-facing role.”

Kristi Wiles

Manager of Agent Success | Radius

“BoldTrail represents a new era, merging the best of technology with a bold vision for the future. As a beta user, I find the new UI nothing short of revolutionary. With enhanced AI integrations, vital statistics/coaching tools, automation, and website customization tools, BoldTrail is transforming how our agents work and succeed.”

Kevin Johnson

CEO and Managing Broker | Century 21 Edge

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(877) 896-0778