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Brokerage Marketing Kit

Fortune Favors the BOLD.

Meet BoldTrail: Real Estate’s Growth Engine

We’re so excited you’re part of the Inside Real Estate family! BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity.

Let the fun begin!

Meet BoldTrail
BoldTrail Overview

BoldTrail Branded Materials

Ready to build excitement for your new technology? We’ve put together a collection of materials to help you promote BoldTrail within your brokerage. These materials are BoldTrail-branded. If you prefer to co-brand or customize your materials, look below.

Agent Overview
Broker/Teams Overview

Co-Branded Materials

Want to add your logo to customize the announcement to your brokerage? Easily add your own branding and start promoting BoldTrail today!

Agent Overview
Broker/Teams Overview

More Resources

For creating your own custom marketing to stir up agent excitement and integrate BoldTrail into your culture, we’ve put some materials and guidelines together for you to use in your own creative way.

Brand Guides + Logos
Product Images
Success Stories


Explore the BoldTrail
Tech Ecosystem

Our featured platform add-ons give you streamlined, automated solutions to help your office win more listings and wow home sellers, while also providing you a fully-integrated back office solution.

BoldTrail Marketplace


Empower users to customize BoldTrail with integrated solutions in the Marketplace. From lead generation to marketing and website tools, there are over 50 integrations available to increase productivity and maximize growth.

Marketplace Overview
Leads 360
Property Boost

Support & Training

Step into our vast resources for support and training to ensure your entire organization gets the results they need and expect. We have you covered on everything you need to know, from A to Z.

BoldTrail Support

Front Office Referral – Stephanie Davis

Share The Love! Earn $500

Stephanie Davis

(619) 268-8536
sdavis@insiderealestate.com

    Know someone who could benefit from BoldTrail? Complete this form to get them to the front of the line and earn $500.

    1. Take a minute to complete this form
    2. We’ll call your referral and assess their needs
    3. Get notified if they come on board. Once their account is active for 90 days, you’ll receive a $500 referral reward.*

    HIW Registration – 2024-10-17

    “How I Stay Productive: My 6 Go-To Daily Activities“

    Alicia Holmquist

    REALTOR® / Welcome Home Realty

    Alicia Holmquist

    Staying productive in real estate isn’t easy, but Alicia Holmquist has it down to a daily routine. In this webinar, Alicia will share 6 specific activities that help her keep the deals flowing, from consistent prospecting to staying organized with her CRM and nurturing client relationships.

    Join us on Thursday, October 17 at 12 PM EDT to pick up practical tips you can use to stay on track and hit your goals every day.

    Join us Thursday,
    October 17 at 12 PM EDT

    We use the information you provide us to present to you this webinar and bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

    Lead Generation Promo

    Meet BoldTrail: Real Estate’s Growth Engine

    Skyrocket Your ROI, Boost Productivity, & Fuel Your Growth in One Seamless Ecosystem 💰 This month when you sign up with BoldTrail, you can get at least $3,300 in free lead gen services to help fuel your business growth and empower your agents.

    BoldTrail hero

    Ready to learn how BoldTrail can transform your business?

    Boldtrail’s smart CRM connects you to your leads, your customers, and your sphere. It’s the only real estate CRM with AI-empowered behavioral nurturing that’s proven to drive 10x higher engagement, attracting and converting clients-for-life.

    Modernize your business, optimize your workflows, and get a complete suite of tools to empower agents, admins, teams, and brokers alike. BoldTrail is so much more than a Real Estate CRM too. It’s an entire tech ecosystem with everything you need to bring your entire business together and drive scalable growth.

    See BoldTrail in Action

    Inside Real Estate uses the information you provide us to bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

    Our clients say it best!

    Learn how Colby Lampman, CEO/Broker of Homes of Idaho, is leveraging Leads 360 to generate new business, improve cost per acquisition, and tremendously increase ROI on leads.

    Leads 360 Customer Spotlight!

    Colby Lampman

    CEO/Broker, Homes of Idaho

    Colby Lampman’s results after implementing Leads 360: 

    • Increased lead volume through diversified lead sources (search engines and social media)
    • Enhanced lead quality through Success Assurance following up and engaging with leads until they are ready to have a conversation with agents 
    • Improved ROI through a significant reduction in cost per acquisition compared to other lead sources like Zillow
    • A true ongoing partnership to optimize spend and campaigns with the Leads 360 Growth Services team
    • Higher productivity across his team with less time spent chasing down leads

    One Ecosystem to Scale Your Business

    BoldTrail
    BackOffice
    Recruit
    Marketplace

    Experience the most robust, next-generation real estate tech solution, from an AI-empowered Smart CRM and customizable IDX websites, to lead generation services, recruiting tools, and powerful back office automation. Bring your entire business together and drive scalable growth with BoldTrail.

    G2 Comparison – LP

    BoldTrail is the #1 Rated Real Estate CRM on G2

    BoldTrail Vs. Other Real Estate Technology Companies

    Download the Report

    The Real Estate CRM Comparison Report

    How other Real Estate CRMs Staked up against
    BoldTrail in the G2 2024 Summer Reports

    Trusted by

    400,000+

    agents

    Trusted by

    5,000+

    teams & brokerages

    Ryan Rexroad

    Director of Digital Innovation for
    The Preferred Realty

    “The Agents who are digging in and adopting BoldTrail are noticing how the platform is augmenting their lives.”

    Join the Top Agents and Brokerages that Trust BoldTrail

    Success Snapshot

    Ryan Rexroad, Director of Digital Innovation for The Preferred Realty, trusts BoldTrail to power his 2,500+ agents. But before diving in– he did a test run with a select group of agents. Those agents using BoldTrail saw a 30% increase in transaction volume vs. the agents not using BoldTrail.

    AGENTS | TEAMS | BROKERS | ENTERPRISE

    One Ecosystem to Scale Your Business

    Experience the most robust, next-generation real estate tech solution, from an AI-empowered Smart CRM and customizable IDX websites, to lead generation services, recruiting tools, and powerful back office automation. Bring your entire business together and drive scalable growth with BoldTrail.

    BoldTrail – Real Estate’s Growth Engine

    Let’s Schedule Your Demo

    Spotlight Series Registration – 2024-10-08

    Crafting Your Real Estate Business Plan in 2025

    Finish Strong, Start Even Stronger: Crafting Your 2025 Real Estate Business Plan!

    Meet Your Speakers:
    🎙 Jack Markham, EVP Strategic Growth, Inside Real Estate
    🎙 Ryan Hartman, VP Product Engagement, Inside Real Estate

    Ready to finish 2024 strong and lay the groundwork for an even more successful 2025? This is your chance to gain a competitive edge and develop a robust plan for real growth, profitability, and success.

    Join us for an engaging live session designed specifically for real estate professionals looking to grow. We’ll help you craft a solid business plan that encompasses all essential areas, from branding and finance to marketing and operations.

    You’ll learn how to:

    • Assess your current position and define your goals
    • Create a strategic path to achieve success in branding, finance, marketing, and operations
    • Monitor your progress and make informed adjustments
    • Formulate a scalable plan to boost your business and income in 2025

    Join us on Tuesday, October 8, at 11:00 AM EDT, and get the tools and insights you need to finish 2024 on a high note and crush your objectives in the upcoming year!

    speaker headshots

    Register for the webinar!

    We use the information you provide us to present to you this webinar and bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

    Get Started – Event Promo

    Drive Next-Level Growth with BoldTrail

    Skyrocket your ROI, Boost Productivity, & Fuel Your Growth in One Seamless Ecosystem

    Schedule a Quick Demo

    Discover why top agents, brokerages, and teams are using BoldTrail as their productivity powerhouse.

    Don’t Forget to Mention Your Promo Code to Claim Your Special Incentive!

    Inside Real Estate uses the information you provide us to bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy

    Success On Your Terms

    Experience the most robust, next-generation real estate tech solution, from an AI-empowered Smart CRM and customizable IDX websites, to lead generation services, recruiting tools, and powerful back office automation. Bring your entire business together and drive scalable growth with BoldTrail.

    HIW Registration – 2024-09-19

    “How I Talk to Buyers in a Post Settlement World“

    Andrew Undem

    REALTOR® / Owner at SURE GROUP

    Andrew Undem

    Join us for an exclusive webinar with Andrew Undem, REALTOR® Owner & Team Leader at SURE GROUP, as he delves into the impacts of the recent NAR lawsuit ruling on buyer conversations. In this candid, conversational-style session, Andrew will share his insights on what has changed, what hasn’t, and how to navigate this new landscape to keep your productivity and value high.

    Stay ahead in your market by mastering the art of buyer conversations in a post-settlement world. Don’t miss this opportunity to gain actionable strategies from a seasoned real estate leader.

    Join us Thursday, September 19 at 12 PM EDT!

    Join us Thursday,
    September 19 at 12 PM EDT

    We use the information you provide us to present to you this webinar and bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

    HIW Registration – 2024-08-28

    “How I Boost Retention by Empowering Agents“

    Kristi Hayley

    Manager of Agent Success, Radius

    Kristi Hayley

    There is an actual expert on driving agent success and boosting retention, and she’s here to share her strategies. Kristi Hayley is the Manager of Agent Success at Radius. She’s laser-focused on ensuring her team is equipped with the tools they need to be successful, and providing the tech that not only drives results, but that her agents will actually use.

    Hear her unique perspective based on years of experience honing in on what works (and what doesn’t) to empower agents, and take this shortcut to ensuring agent success.

    Join us Wednesday, August 28 at 1 PM EDT!

    We’ll Cover:

    • What tools agents actually need to be successful
    • How to make sure tools are and tech are adopted
    • Software and strategies that drive productivity and revenue
    • How it all comes together to boost retention

    Join us on Wednesday,
    August 28 at 1 PM EDT

    We use the information you provide us to present to you this webinar and bring you relevant real estate content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

    MAX/Tech Back Office Suite

    Announcing the new back office suite

    Modernize your back office operations, powered by BoldTrail.

    Browse FAQs

    If you have any questions, you can contact RE/MAX Customer Support by text/phone at 888.398.7171, chat within MAX/Tech powered by BoldTrail or email customersupport@remax.com

    We are excited to bring you the new back office suite, an innovative addition to the MAX/Tech℠ powered by BoldTrail portfolio that will transform your workflows and help you grow at scale.

    From a sleek new UI and advanced AI-driven insights to centralized transaction workflows, this suite offers cutting-edge tools and powerful new capabilities designed to help you streamline, elevate client experiences, and drive more business growth.

    BackOffice provides a single, streamlined solution to manage agent onboarding, billing and commission tracking and disbursements, reporting, and accounting– so your brokerage can run smoothly and profitably.

    Recruit is your brokerage’s solution to recruitment, retention, and growth coaching. Visualize and measure key business metrics across multiple offices, identify growth opportunities leveraging competitive intel, and drive smarter recruiting practices.

    The first-of-its-kind, homeownership mobile app to put real estate brokerages and their agents at the center of the coveted lifetime consumer relationship. Deliver value to customers at every stage of their home ownership journey while maximizing repeat and referral business.

    An AI-powered email productivity tool that turns your unstructured firehose of emails into a powerful and secure business organizer. Folio automatically detects real estate transactions, to help boost productivity, streamline offers, and improve client experience.

    Training

    A Sneak Peak At What You’ll Get

    MAXTECH dashboard

    Transaction & Agent Management: 

    Checklists, notifications, forms, eSignature, and more. Onboard new agents and keep all agents on track for their goals with ease.

    Commission Automation & Accounting

    Splits, fees, sliding scales, and as many commission plans as you need. Agent billing and next-day ACH payments, plus chart of accounts, agent and transaction ledgers, and more.

    MAXTECH dashboard

    Reporting & Analytics

    Real-time data with filters and the ability to drill down to explore more. Get started with built-in reports and use the report builder to go farther.

    Streamlined Communication

    Create and automate personalized recruiting campaigns to help you stay connected and top-of-mind with potential recruits.

    The Full Homeownership Journey

    Give your customers one central place to engage throughout the homeownership journey and establish yourself as the local expert. Provide a modern experience that rivals the portals while reinforcing your local brand.

    MAXTECH dashboard

    Repeat & Referral Business

    Keep your agents top of mind well beyond the transaction with a personalized experience that is designed to help generate more repeat and referral business.

    AI-Powered Email Productivity

    Streamline your unstructured inbox into a powerful and secure business organizer, designed to boost agent productivity and help create a better client experience.

    Frequently Asked Questions

    What does the RE/MAX® + Inside Real Estate partnership include?

    RE/MAX, LLC has partnered with Inside Real Estate to provide our full suite of front office & back office products to all RE/MAX, LLC Affiliates in Company-Owned Regions across the U.S. and Canada.

    As a RE/MAX Affiliate, what products are being provided?

    RE/MAX Affliates across the U.S. & Canada already have access to our front office suite, including:

    • kvCORE Platform (soon to be Boldtrail)
    • CORE Present
    • CORE Listing Machine & Design Center

    RE/MAX has recently expanded its offering, and will now also be providing our back office suite to all Company-Owned Regions in the U.S. & Canada (where available), including:

    • BoldTrail BackOffice
    • BoldTrail Recruit
    • Folio
    • CoreHome

    The solutions will be customized and tailored to RE/MAX including brand specific content and integrations.

    I’m currently an Inside Real Estate Back Office customer. How does this impact me?

    As an existing Back Office customer* you’ll have an opportunity to transition to the RE/MAX enterprise platform. You will continue with your existing subscription agreement & billing until you are officially transitioned into the new RE/MAX enterprise platform, currently slated for Q1 2025. Additional details will be coming soon about the transition process and specific launch timing for current customers.

    *Current Back Office customers include those subscribing to: BoldTrail BackOffice (formerly known as Brokermint); BrokerSumo; BoldTrail Recruit (formerly known as AmpStats); CORE Home; and Folio.

    When will the RE/MAX back office suite launch?

    We will begin rolling out the back office suite to RE/MAX Affiliates in Q4 2024.

    More information about the MAX/Tech powered by BoldTrail back office suite will be coming soon! Stay tuned for additional details including a series of introduction webinars.