BoldTrail Onboarding

Welcome to BoldTrail Onboarding! We’re excited to work together to set up your account, provide access to the platform, and customize your settings for a successful launch. Your journey will consist of 6 steps:


Complete the Setup Wizard. Here is a short video tutorial.

  • Verify your information
  • Select the domain you want to use for your BoldTrail powered website
  • Submit the IDX request to add your MLS feed to the website
  • Select a Smart Number
  • Select your service areas (either all counties served by your MLS or more focused list of specific counties)


Our Implementation team will work on reviewing your website and account setup. Once your MLS(s) confirms that IDX access has been approved we will reach out to you to schedule your Launch Call. On the call we will…

  • Review your account
  • Take care of any edits you may have
  • Set your domain to point to our web servers. To do this we will need to access the registrar where you purchased your website domain (for example GoDaddy). Please have these credentials ready! We can either complete the launch steps for you or walk you through the changes in your registrar.


Now that your account is live you’ll want to send your agents the “Welcome Email” to invite them to your platform.


It’s time to import your contacts, power up automations, and generate new leads!


Our team is here to support you every step of the way for a smooth launch. Contact us via the following methods:

Daily Onboarding Workshop

Join our Implementation team for a live Onboarding Workshop Monday-Friday at 9am PT. Learn about BoldTrail setup topics and get live answers to any account configuration questions.


Get help from our Implementation Team via Chat by clicking on the Chat bubble at the bottom right of your account. We are available on chat from 7:00am–4:00pm PT, Mon–Fri.

Frequently Asked Questions

When does billing begin?

Billing begins on day 14.

Use the chat feature in your BoldTrail account or email

When IDX bas been approved, who can i get in tough with to activate my site?

Schedule into our DNS Launch Call