BoldTrail BackOffice Live Training Webinars

All of your questions – answered! Dive into BoldTrail BackOffice tips, tricks, and best practices with these Live Training Webinars.

Introduction to BackOffice

Mondays & Wednesdays @ 12pm EST / 9am PST

By the end of this webinar, you’ll have a solid grasp of how to utilize the BackOffice system to its fullest potential, enhancing your productivity and ensuring smooth operations. Don’t miss this opportunity to elevate your back-office management skills!

Learning Objectives:

  • Understand the functionality of each main tab and its tools
  • Navigate the BackOffice interface with ease
  • Review Essential Elements such as Commission Plans, Checklists and Contacts
Register

BackOffice for Admins: Transactions & Checklists (1 of 3 Part Admin Series)

Tuesdays @ 12pm EST / 9am PST

By the end of this webinar, you’ll have an in-depth knowledge of how to effectively handle transactions in BackOffice, optimize checklists, and leverage MLS integration for maximum efficiency.

Learning Objectives:

  • Gain a comprehensive understanding of creating and managing transactions
  • Learn how to create, attach documents, and manage checklist settings
  • Explore the benefits of the MLS feed and how it integrates with your transactions
Register

BackOffice for Admins: Users & Permissions (2 of 3 Part Admin Series)

Wednesdays @ 12pm EST / 9am PST

By the end of this webinar, Admins will have a thorough understanding of how to create users and manage permissions effectively, ensuring a secure and organized BackOffice environment.

Learning Objectives:

  • Step-by-step guide on adding new users to the BackOffice system
  • Understand the hierarchy and scope of permissions to ensure security and proper access control
  • Delve into the nuances of permission settings
Register

BackOffice for Admins: Commission Plans and Basic Accounting (3 of 3 Part Admin Series)

Thursdays @ 12pm EST / 9am PST

By the end of this webinar, Admins will have a solid understanding of how to integrate accounting functions, manage commissions effectively, and handle agent payments with confidence.

Learning Objectives:

  • Overview of accounting integrations available in BackOffice
  • Learn the fundamentals of managing commissions within BackOffice
  • Explore the process of handling agent payments
Register