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Transaction
Management
Commission
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Accounting
Agent Management
& Onboarding
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Analytics

Accelerate Agent Success from Day One

Get Your team Ramp-Up Ready and
Maximize Their Success

From start date to top-producer status, manage, motivate, and simplify your team’s work—all within one intuitive platform. BoldTrail makes it easier to onboard new agents and support your team’s growth as they hit their goals and crush their targets.

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Key Features of BoldTrail BackOffice’s

Agent Management & Onboarding

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Less Paperwork, More Productivity

Onboarding doesn’t have to be a headache. With BoldTrail, new agents can quickly get up to speed with checklists, reminders, and customized templates—so they hit the ground running.

  • Automate onboarding with checklists and tasks
  • Customizable templates for a smooth start
  • Keep track of every agent’s progress with minimal effort
  • Ramp up new agents quickly, so they’re productive sooner
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Track Progress from Anywhere

Each agent gets a profile that tracks their commissions, transactions, calendar, and more—all securely stored and available at your fingertips.

  • View individual agent data at a glance
  • Keep track of commissions, transactions, and performance
  • Have everything your agents need in one personalized profile
  • Effortlessly manage agent activity and progress from anywhere
Leads360 Add On

Crush Goals and Drive Motivation

Set ambitious goals and track every agent’s progress in real-time. With performance tracking and goal-setting tools, you can motivate your team and spark healthy competition to push everyone to succeed.

  • Set and track goals for individual agents
  • Encourage competition with performance reports
  • Monitor progress with real-time analytics
  • Celebrate wins and keep your team focused on achieving more
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Manage Performance and Metrics for Optimal Success

With BoldTrail, managing your team’s performance has never been easier. Track commission plans, compare teams, and create custom rosters to optimize success across the board.

  • Easily compare team performance with customizable reports
  • Track metrics for each agent and team
  • Create and manage rosters for optimal team performance
  • Streamline commission tracking and performance management
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Everything They Need to Close More Deals

One platform to help agents manage everything. Whether on the go or at their desk, BoldTrail ensures agents have everything they need to close deals faster—without the busywork.

  • Simplify their workflow and minimize office tasks
  • Give them access to everything they need—anytime, anywhere
  • Streamline operations to help them focus on closing more deals
  • Empower agents with a powerful, easy-to-use platform

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Looking to Simplify Your BackOffice?

BoldTrail BackOffice has a seamless ecosystem with the support, strategies, and cutting-edge tech for your unique business needs. Choose the system that will skyrocket ROI.

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