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ENT BackOffice Referral

Know a large brokerage? Earn $250 simply by connecting us!

Refer an Enterprise brokerage and get rewarded once they complete a product demo with us.
BackOffice dashboard showing goal tracking chart with 90% completion, monthly revenue trend, updates list, and useful links for Charleston Office.

Earn 10% of a new client’s first year with BoldTrail. Refer an Enterprise broker (100 or more agents) and receive 10% of their first year contract value (ARR) when they go live on a BoldTrail Enterprise package.

  • Referrals Made Easy
  • Cash Payouts
  • Unlimited Earnings

Have a broker in mind that could use BoldTrail BackOffice? Make the intro and we’ll take it from there.

It’s never been faster and easier to get rewarded.

To get started just do 3 simple things:
  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 your referral reward.

ENT FrontOffice Referral

Know a large brokerage? Earn $250 simply by connecting us!

Refer an Enterprise brokerage and get rewarded once they complete a product demo with us.
BackOffice dashboard showing goal tracking chart with 90% completion, monthly revenue trend, updates list, and useful links for Charleston Office.

Earn 10% of a new client’s first year with BoldTrail. Refer an Enterprise broker (100 or more agents) and receive 10% of their first year contract value (ARR) when they go live on a BoldTrail Enterprise package.

  • Referrals Made Easy
  • Cash Payouts
  • Unlimited Earnings

Have a broker in mind that could use BoldTrail? Make the intro and we’ll take it from there.

It’s never been faster and easier to get rewarded.

To get started just do 3 simple things:
  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 your referral reward.

ENT Referral Overview

The Most Rewarding Program Yet

Partner with us to earn money and help your fellow real estate professionals

  • Referrals Made Easy
  • Cash Payouts
  • Unlimited Earnings
Refer BoldTrail
Refer BoldTrail BackOffice

Turn Your Network Into Real Rewards

Earn 10% of a new client’s first year with BoldTrail. Refer an Enterprise broker (100 or more agents) and receive 10% of their first year contract value (ARR) when they go live on a BoldTrail Enterprise package.

Have a broker in mind that could use BoldTrail or BoldTrail BackOffice? Make the intro and we’ll take it from there.

It’s never been faster and easier to get rewarded

Refer BoldTrail
Refer BoldTrail BackOffice

Just do 3 simple things:

  1. Make the introduction.
  2. They join BoldTrail.
  3. You earn the reward.

FAQ

Who can refer a new client to Inside Real Estate?

At this time, anyone is eligible for the affiliate program. You do not have to be an Inside Real Estate client or coaching partner to be eligible.

Do current/past affiliates have to sign up again?

Yes, everyone will need to create an account in our system, even if you have been part of past affiliate programs.

How much does it cost to join the program?

Nothing. Our program is completely free and open to everyone.

How much is paid out for each referral?

You can now earn up to 10% of a client’s first-year ARR on every ENT package (125+ seats) you refer. Each real estate professional who signs up with BoldTrail BackOffice through you means a fast payout, and there’s no limit to what you can earn.

When are commissions paid out?

Commissions are paid on a monthly basis via paypal. Alternative methods (Platform credit and gift cards are available when necessary.)

How are rewards paid out?

Rewards can be issued as client account credit or as a PayPal cash payout.

How do they track commissions?

Referrals and rewards are tracked internally by the Inside Real Estate team. No third-party dashboards or tracking platforms are required.

Am I Notified About New Leads Generated?

Yes, you are notified in real time. But keep in mind, if it turns out that the lead is unsellable, you may see that they are no longer logged as eligible for a commission in the system. 

Front Office Referral to Broker

Bring BoldTrail to Your Brokerage. Earn $1,000.

You already know what BoldTrail can do. Now help your broker see it too.

Turn Your Account Into a Reward

You’re already using BoldTrail to run your business. If your brokerage could benefit from the same tools, introduce us to your broker. When they sign up, you earn $1,000.

Young woman with curly hair smiling while holding a smartphone and working at a laptop at a desk

Plus, once your broker comes on board, you’ll have 30 days to cancel your current BoldTrail subscription, since you’ll be covered under your brokerage’s account.

Think your broker could use BoldTrail? Make the intro and we’ll take it from there.

To get started just do 3 simple things:

  1. Take a minute to complete this form
  2. We’ll call your broker and assess their needs
  3. Get notified if they come on board, and receive your $1,000 reward

FrontOffice MCP – Get a Demo

Claude, BoldTrail, and ChatGPT can connect via MCP

Run Your Business with a Conversation

BoldTrail MCP brings your whole business into Claude and ChatGPT. Ask what’s on your plate today, catch up on a contact before the call, or send the follow-up, with every answer drawn from your contacts, tasks, and appointments in BoldTrail.

Get a Demo
Start every day with a plan. Your priorities, tasks, and appointments, lined up from your current BoldTrail activity.
Capture Leads on the Spot
Re-engage quiet contacts

WHAT YOU CAN ASK

Say What You Need, Get It Done

Type a request into Claude or ChatGPT in plain language, and BoldTrail handles it. Here are a few prompts to try.

YOUR AI CONNECTOR

What You Can Do Through the Connection

Daily planning, contacts, notes, tasks, appointments, campaigns, and follow-up are all available. You can plan your day, search your database, log a note, book an appointment, assign a contact to a campaign, and send an email or text from Claude or ChatGPT.

Daily Plan

Priorities, tasks, what’s next

Contacts

Search, catch up, prep for calls

Tasks

Log it, assign it, schedule it

Appointments

View your calendar, book new ones

Follow-Up

Emails, texts, campaigns, cold leads revived

Every action runs in BoldTrail on your data, from Claude or ChatGPT.

Get a Demo

BUILT ON TRUST

Claude and ChatGPT connect to BoldTrail with the same permissions as the person using them, so every agent and team member sees only what they’re already cleared to see. Every note, task, and message is saved in BoldTrail, where your team can see it.

Your BoldTrail Data

Your Permissions

Your Workflows

“We’ve been digging pretty deep into it on our end, and once you really start playing with it, you realize just how powerful this could be. We basically went from receiving a contract to having a populated, organized, and compliance-reviewed transaction with very little manual work.”

Timothy Cain

Transaction Coordinator & Organizational
Development Specialist at Elysian Homes

Get a Personalized Demo of BoldTrail

FrontOffice MCP

Claude, BoldTrail, and ChatGPT can connect via MCP

Run Your Business with a Conversation

BoldTrail MCP brings your whole business into Claude and ChatGPT. Ask what’s on your plate today, catch up on a contact before the call, or send the follow-up, with every answer drawn from your contacts, tasks, and appointments in BoldTrail.

Get Set Up in Minutes
Start every day with a plan. Your priorities, tasks, and appointments, lined up from your current BoldTrail activity.
Capture Leads on the Spot
Re-engage quiet contacts

WHAT YOU CAN ASK

Say What You Need, Get It Done

Type a request into Claude or ChatGPT in plain language, and BoldTrail handles it. Here are a few prompts to try.

YOUR AI CONNECTOR

What You Can Do Through the Connection

Daily planning, contacts, notes, tasks, appointments, campaigns, and follow-up are all available. You can plan your day, search your database, log a note, book an appointment, assign a contact to a campaign, and send an email or text from Claude or ChatGPT.

Daily Plan

Priorities, tasks, what’s next

Contacts

Search, catch up, prep for calls

Tasks

Log it, assign it, schedule it

Appointments

View your calendar, book new ones

Follow-Up

Emails, texts, campaigns, cold leads revived

Every action runs in BoldTrail on your data, from Claude or ChatGPT.

See the Help Article

BUILT ON TRUST

Claude and ChatGPT connect to BoldTrail with the same permissions as the person using them, so every agent and team member sees only what they’re already cleared to see. Every note, task, and message is saved in BoldTrail, where your team can see it.

Your BoldTrail Data

Your Permissions

Your Workflows

“We’ve been digging pretty deep into it on our end, and once you really start playing with it, you realize just how powerful this could be. We basically went from receiving a contract to having a populated, organized, and compliance-reviewed transaction with very little manual work.”

Timothy Cain

Transaction Coordinator & Organizational
Development Specialist at Elysian Homes

Start Talking to BoldTrail

Enterprise – Consolidate and Save – 2027 Plan Your Tech Stack

Built for Multi-Office Brokerages

Plan Your 2027 Tech Stack.
One Platform.
Your Entire Brokerage.

Budgets are being set now. Before you renew another round of contracts, see how BoldTrail brings FrontOffice, BackOffice, and Recruit together, so every office, team, and agent runs on the same data.

Get Enterprise Pricing
Explore the Ecosystem

One ecosystem. One source of truth.

A proud partner to hundreds of top real estate brands

RLP
Weichert
EXP REALTY
NEXTHOME
BOND ST PARTNERS
Comey and SHepherd
Berksheri Hathaway

BETTER TOGETHER

When Your Tools Work Together,
Your Brokerage Moves Faster.

One ecosystem means every stage of the business builds on the last.

BoldTrail platform consolidation screens in a cloud

FRONTOFFICE

Capture and Convert

A lead registers on your IDX website. AI responds instantly, nurture starts automatically, and the agent gets a mobile alert the moment intent spikes.

BACKOFFICE

Close and Pay

When the deal closes, commissions, billing, and reporting are handled in BackOffice — no re-keying, no spreadsheets.

RECRUIT

Recruit and Retain

Production insights show who’s growing on your roster and which top producers in your market to talk to next.

ONE ECOSYSTEM TO SCALE YOUR BUSINESS

Three Solutions. Every Office. One Connected Brokerage.

BoldTrail replaces point solutions with tools built to work together, so your leads, deals, commissions, and recruiting run on the same data across every office.

BoldTrail Icon

Generate · Promote · Connect

BoldTrail FrontOffice

Generate, nurture, and convert more business.

The AI-powered CRM and productivity engine agents actually use. Websites, lead generation, behavioral nurture, and real-time mobile alerts work together to turn more leads into closings.

  • IDX Websites and Lead Engine
  • Smart CRM with Integrated AI
  • Marketing Autopilot behavioral nurture
  • Business Analytics

Consolidates: Website provider, standalone CRM, lead gen tools, and marketing automation

BoldTrail Icon

Transact · Operate

BoldTrail BackOffice

Automate the business side of every deal.

A simple, modern back office built for brokerages. Automate commissions, onboarding, billing, and reporting so your team can focus on growth, not paperwork.

  • Commission Management
  • Agent Billing and Onboarding
  • Accounting with QuickBooks Integration
  • Reporting and Analytics

Consolidates: Commission spreadsheets, separate billing tools, and manual accounting workflows

BoldTrail Icon

Recruit · Retain · Report

BoldTrail Recruit

Attract, retain, and grow top agents.

Turn market production data into a recruiting and retention strategy. Know which agents to call, what to say, and who on your roster needs attention.

  • Office and Agent Reports
  • Transaction Heat Map
  • Recruiting Dashboard and Net Income Valuation Tool
  • Smart Campaigns

Consolidates: Standalone recruiting data, manual prospect lists, and one-off outreach

THE COST OF DISCONNECTED TECH

Your Tech Stack Shouldn’t Be a Cost Center.

Every extra vendor adds another contract, another login, and another place for leads and dollars to slip through the cracks.

Data Silos

Leads live in one system, transactions in another, and agent production in a spreadsheet no one trusts.

Redundant Spend

Overlapping tools and per-seat fees quietly eat into your margin every month.

Low Adoption

When agents juggle too many apps, they stop using them — and opportunities go cold.

Up to 35%

— savings on brokerage-wide technology expenses by consolidating your tech stack

3-in-1

1 contract. 1 login. 1 source of truth.

70%+

— agent adoption rates for brokers who use BoldTrail

Trusted Voices

James Harris headshot

“It truly helps our entire team… function as one cohesive unit.”

— James Harris, Bond Street Partners

Get a Consolidation Review

See What One Platform Can Do for Your Brokerage in 2027.

We’ll map your current tech stack and show you exactly what BoldTrail can consolidate.

  • Map your stack. Review the tools you use today, what each costs, and when each contract renews.
  • See it working together. Walk through FrontOffice, BackOffice, and Recruit on your own workflow.
  • Get a package built for you. Receive a package and consolidation estimate configured for your brokerage and your 2027 budget.

BackOffice MCP – Get a Demo

Run Your Back
Office by Asking

BoldTrail BackOffice MCP connects to Claude and ChatGPT. Ask which deals are ready to close, what an agent still needs to get paid, or why a statement changed, and get the answer from your own BackOffice data.

Get a Demo

Your BackOffice setup stays the same.

WHAT YOU CAN ASK

One Question Does the Work of Six Screens

Every prompt below is one you can type today. The answers come from your BackOffice data.

RECURRING CHECKS

What You Can Do Through the Connection

Transactions, commissions, compliance, eSignature, and reporting are all available. You can create a transaction, finalize commissions, move a document through review, send a signature package, and pull a report from Claude or ChatGPT. BackOffice calculates every number, as it does today.

Transactions

Create, track, see what blocks a close

eSignature

Assemble, send, chase signatures

Compliance

Checklists, reviews, missing docs

Reporting

Reports, ledger, details, trends

Commissions

Run, finalize, explain any payout

Every action runs in BackOffice on your data, from Claude or ChatGPT.

Get a Demo

BUILT ON TRUST

Transactions, commissions, compliance, eSignature, and reporting are all available. You can create a transaction, finalize commissions, move a document through review, send a signature package, and pull a report from Claude or ChatGPT. BackOffice calculates every number, as it does today.

System of Record

Your Permissions

Never Moves Money

“We’ve been digging pretty deep into it on our end, and once you really start playing with it, you realize just how powerful this could be. We basically went from receiving a contract to having a populated, organized, and compliance-reviewed transaction with very little manual work.”

Timothy Cain

Transaction Coordinator & Organizational
Development Specialist at Elysian Homes

Get a Personalized Demo of BoldTrail BackOffice

Tech Consolidation – Consolidate and Save Quiz

+

Made for Brokers

One Platform.
Your Entire Brokerage.

Say goodbye to disconnected tools and data silos. BoldTrail brings FrontOffice, BackOffice, and Recruit together in one AI-powered ecosystem — so your leads, deals, commissions, and recruiting finally run on the same data.

Get a Demo
Explore the Ecosystem

One ecosystem. One source of truth.

A proud partner to hundreds of top real estate brands

RLP
Weichert
EXP REALTY
NEXTHOME
BOND ST PARTNERS
Comey and SHepherd
Berksheri Hathaway

BETTER TOGETHER

When Your Tools Work Together,
Your Brokerage Moves Faster.

One ecosystem means every stage of the business builds on the last.

BoldTrail platform consolidation screens in a cloud

FRONTOFFICE

Capture and Convert

A lead registers on your IDX website. AI responds instantly, nurture starts automatically, and the agent gets a mobile alert the moment intent spikes.

BACKOFFICE

Close and Pay

When the deal closes, commissions, billing, and reporting are handled in BackOffice — no re-keying, no spreadsheets.

RECRUIT

Recruit and Retain

Production insights show who’s growing on your roster and which top producers in your market to talk to next.

ONE ECOSYSTEM TO SCALE YOUR BUSINESS

Three Solutions. One Connected Brokerage.

BoldTrail combines the Inside Real Estate portfolio into one cohesive ecosystem — replacing point solutions with tools built to work together.

BoldTrail Icon

Generate · Promote · Connect

BoldTrail FrontOffice

Generate, nurture, and convert more business.

The AI-powered CRM and productivity engine agents actually use. Websites, lead generation, behavioral nurture, and real-time mobile alerts work together to turn more leads into closings.

  • IDX Websites and Lead Engine
  • Smart CRM with Integrated AI
  • Marketing Autopilot behavioral nurture
  • Business Analytics

Consolidates: Website provider, standalone CRM, lead gen tools, and marketing automation

BoldTrail Icon

Transact · Operate

BoldTrail BackOffice

Automate the business side of every deal.

A simple, modern back office built for brokerages. Automate commissions, onboarding, billing, and reporting so your team can focus on growth, not paperwork.

  • Commission Management
  • Agent Billing and Onboarding
  • Accounting with QuickBooks Integration
  • Reporting and Analytics

Consolidates: Commission spreadsheets, separate billing tools, and manual accounting workflows

BoldTrail Icon

Recruit · Retain · Report

BoldTrail Recruit

Attract, retain, and grow top agents.

Turn market production data into a recruiting and retention strategy. Know which agents to call, what to say, and who on your roster needs attention.

  • Office and Agent Reports
  • Transaction Heat Map
  • Recruiting Dashboard and Net Income Valuation Tool
  • Smart Campaigns

Consolidates: Standalone recruiting data, manual prospect lists, and one-off outreach

THE COST OF DISCONNECTED TECH

Your Tech Stack Shouldn’t Be a Cost Center.

Every extra vendor adds another contract, another login, and another place for leads and dollars to slip through the cracks.

Data Silos

Leads live in one system, transactions in another, and agent production in a spreadsheet no one trusts.

Redundant Spend

Overlapping tools and per-seat fees quietly eat into your margin every month.

Low Adoption

When agents juggle too many apps, they stop using them — and opportunities go cold.

Up to 35%

— savings on brokerage-wide technology expenses by consolidating your tech stack

70%+

— agent adoption rates for brokers who use BoldTrail

3-in-1

— front office, back office, and recruiting in one seamless ecosystem

Trusted Voices

James Harris headshot

“It truly helps our entire team… function as one cohesive unit.”

— James Harris, Bond Street Partners

Get A Demo

See What One Platform Can Do for Your Brokerage.

We’ll map your current tech stack and show you exactly what BoldTrail can consolidate.

  • Review the tools you use today and where they overlap
  • See FrontOffice, BackOffice, and Recruit working together
  • Find a package configured for your brokerage

Tech Consolidation – Consolidate and Save Overview

Made for Brokers

One Platform.
Your Entire Brokerage.

Say goodbye to disconnected tools and data silos. BoldTrail brings FrontOffice, BackOffice, and Recruit together in one AI-powered ecosystem — so your leads, deals, commissions, and recruiting finally run on the same data.

Get a Demo
Explore the Ecosystem

One ecosystem. One source of truth.

A proud partner to hundreds of top real estate brands

RLP
Weichert
EXP REALTY
NEXTHOME
BOND ST PARTNERS
Comey and SHepherd
Berksheri Hathaway

BETTER TOGETHER

When Your Tools Work Together,
Your Brokerage Moves Faster.

One ecosystem means every stage of the business builds on the last.

BoldTrail platform consolidation screens in a cloud

FRONTOFFICE

Capture and Convert

A lead registers on your IDX website. AI responds instantly, nurture starts automatically, and the agent gets a mobile alert the moment intent spikes.

BACKOFFICE

Close and Pay

When the deal closes, commissions, billing, and reporting are handled in BackOffice — no re-keying, no spreadsheets.

RECRUIT

Recruit and Retain

Production insights show who’s growing on your roster and which top producers in your market to talk to next.

ONE ECOSYSTEM TO SCALE YOUR BUSINESS

Three Solutions. One Connected Brokerage.

BoldTrail combines the Inside Real Estate portfolio into one cohesive ecosystem — replacing point solutions with tools built to work together.

BoldTrail Icon

Generate · Promote · Connect

BoldTrail FrontOffice

Generate, nurture, and convert more business.

The AI-powered CRM and productivity engine agents actually use. Websites, lead generation, behavioral nurture, and real-time mobile alerts work together to turn more leads into closings.

  • IDX Websites and Lead Engine
  • Smart CRM with Integrated AI
  • Marketing Autopilot behavioral nurture
  • Business Analytics

Consolidates: Website provider, standalone CRM, lead gen tools, and marketing automation

BoldTrail Icon

Transact · Operate

BoldTrail BackOffice

Automate the business side of every deal.

A simple, modern back office built for brokerages. Automate commissions, onboarding, billing, and reporting so your team can focus on growth, not paperwork.

  • Commission Management
  • Agent Billing and Onboarding
  • Accounting with QuickBooks Integration
  • Reporting and Analytics

Consolidates: Commission spreadsheets, separate billing tools, and manual accounting workflows

BoldTrail Icon

Recruit · Retain · Report

BoldTrail Recruit

Attract, retain, and grow top agents.

Turn market production data into a recruiting and retention strategy. Know which agents to call, what to say, and who on your roster needs attention.

  • Office and Agent Reports
  • Transaction Heat Map
  • Recruiting Dashboard and Net Income Valuation Tool
  • Smart Campaigns

Consolidates: Standalone recruiting data, manual prospect lists, and one-off outreach

THE COST OF DISCONNECTED TECH

Your Tech Stack Shouldn’t Be a Cost Center.

Every extra vendor adds another contract, another login, and another place for leads and dollars to slip through the cracks.

Data Silos

Leads live in one system, transactions in another, and agent production in a spreadsheet no one trusts.

Redundant Spend

Overlapping tools and per-seat fees quietly eat into your margin every month.

Low Adoption

When agents juggle too many apps, they stop using them — and opportunities go cold.

Up to 35%

— savings on brokerage-wide technology expenses by consolidating your tech stack

70%+

— agent adoption rates for brokers who use BoldTrail

3-in-1

— front office, back office, and recruiting in one seamless ecosystem

Trusted Voices

James Harris headshot

“It truly helps our entire team… function as one cohesive unit.”

— James Harris, Bond Street Partners

Get A Demo

See What One Platform Can Do for Your Brokerage.

We’ll map your current tech stack and show you exactly what BoldTrail can consolidate.

  • Review the tools you use today and where they overlap
  • See FrontOffice, BackOffice, and Recruit working together
  • Find a package configured for your brokerage