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Webinar – Suzie Savage – May 28th 2026

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Onboarding, Adoption, Retention: The Triple Threat Trailmap

with Suzie Savage

Live Webinar

Most brokerages lose agents at the same three moments: early in their tenure when they feel lost, a few months in when the CRM becomes a ghost town, and somewhere around year two when a competitor makes a call. What looks like a retention problem almost always started earlier, as an onboarding problem or an adoption problem that nobody caught in time.

Join Suzie Savage, REALTOR®, Associate Broker and Owner of Savage Real Estate Group brokered by eXp Realty, for a live, practical session on the systems that connect agent onboarding, technology adoption, and long-term retention into one operating model. You will walk away with three actionable frameworks, a clear-eyed diagnosis of where you are losing agents right now, and a playbook built for brokerages that are ready to stop starting over.

You’ll learn:

  • Why treating onboarding as an “event” fails agents before they ever reach production
  • How to build CRM adoption as a habit rather than a mandate
  • The leading indication that predict who is about to leave, before they tell you


Join us Thursday, May 28th at 11AM ET


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EXIT Business in Any Market – Spring Webinar 5-14-26

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Live Webinar

Scale Faster, Lead Smarter: Strategies for Growing Your EXIT Business in Any Market

with Derrick MacMillan and Brent Gulledge

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A diverse team of five professionals collaborating around a laptop in a modern office space with large windows and contemporary furniture.

A candid conversation on agent production, lead conversation, and what actually moves the needle.

This isn’t a product demo– it’s a real conversation between two people who’ve seen what separates agents who grow from agents who plateau. Dmac and Brent will talk through the mindset shifts, systems, and daily habits that drive production volume, and how to lead a team through change without losing momentum.


Join us Thursday, May 14th at 1PM ET


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.

BoldTrail BackOffice – ENT

Your Whole Operation. One Platform. Built to Scale.

The only enterprise-grade back office platform giving brokerages the tools, automation, and visibility to close faster, stay compliant, and run a tighter business.

Get Enterprise Pricing

The Most Efficient Brokerages Run on BoldTrail BackOffice.

When your operations are as sharp as your sales team, it changes everything—unlocking efficiency gains, reducing bottlenecks, and accelerating closings. A back office that finally keeps pace with your front office.

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“My agents track their own goals, commissions, everything — and I don’t have to pull a single report. BoldTrail helps enterprise leaders build durable systems that scale — without increasing overhead or complexity.”

– Dani Little, Century 21 Community

Get Enterprise Pricing

Best In Class Tech Your Agents Will Love

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Transaction Management at Scale
Every deal, every document, every deadline —tracked and managed in one place across all offices.
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Automated Commission & Disbursement
Eliminate manual calculations and pay agents accurately, on time, every time.
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Compliance & Document Control
Stay audit-ready with automated checklists, e-signatures, and document workflows built for enterprise compliance.
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Accounting & Financial Reporting
Real-time financials, revenue tracking, and reporting without the spreadsheet chaos.
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Agent Onboarding & License Management
Streamline new agent setup and keep credentials, caps, and plans organized at every level.
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Multi-Office Performance Visibility
See what’s working (and what’s not) across your entire portfolio, in one place.
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Or call us:
(877) 896-0778

BoldTrail FrontOffice – ENT

Your Whole Operation. One Platform. Built to Scale.

The only enterprise-grade platform giving brokerages the tools, technology, and support to grow faster, retain top producers, and run a tighter operation.

Get Enterprise Pricing

3X More Productive

The most responsive and proactive agents are powered by BoldTrail

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“The stark difference in performance for the agents who used the platform regularly was striking…we saw a 30% difference between the number of closed units.”

– Ryan Rexroad

Get Enterprise Pricing

Best In Class Tech Your Agents Will Love

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Configurable IDX Websites
Branded, high-converting sites built for lead capture at every level of your organization.
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AI Mobile App & Smart CRM
Keep agents productive on the go with AI-powered follow-up and pipeline management.
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Powerful Lead Gen & Routing at Scale
Capture more leads and get them to the right agent, automatically.
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Brand-Consistent Marketing on Autopilot
Every agent, every office, always on brand — without lifting a finger.
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Listing Management & Marketing
From new listing to closed deal, every property gets the attention it deserves.
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Multi-Office Performance Visibility
See what’s working (and what’s not) across your entire portfolio, in one place.
Group

Or call us:
(877) 896-0778

AI Advantage

The BoldTrail AI Advantage

The Agents Who Show Up First Are Powered by BoldTrail AI

BoldTrail’s AI powers the entire lead lifecycle so agents respond faster, re-engage smarter, and never miss the moments that matter.

Learn More
Get a Demo
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AI Connected Across Every Moment That Matters

Every deal has a journey. A search, a favorite, an appointment set. A signal that someone is finally ready. The BoldTrail AI Advantage connects AI across each of those moments so agents never miss the ones that matter most

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HomeSearchAI

Turn Browsers Into Buyers: Your Home Search Just Became Your Best Conversation Starter.

Traditional home search is built on filters and checkboxes. But consumers don’t think in “3 bed/2 bath/$450K–$550K.” They think in lifestyles, preferences, and priorities. That gap leads to disengagement, fewer saved searches, and lost opportunities for agents.

HomeSearchAI transforms the home search experience by letting consumers search the way they think and speak, giving agents a powerful re-engagement engine.

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Streams Mobile App

Act on Every Signal: The Right Lead, the Right Moment, Right in Your Pocket.

High-intent signals happen in real time: revisits, favorites, search spikes, showing requests. Streams Mobile App delivers those signals directly to agents’ phones the moment they happen, plus an AI Assistant that helps them act in seconds while on the go.

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More Productive

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Homesearch AI browsers into buyers product shot

Concierge AI

Work Every Lead: Immediate Engagement, Regardless of Agent Speed.

Fewer than 19% of leads are contracted within 24 hours. Every delay reduces your chance of conversion. Concierge AI steps in immediately – texting and qualifying new leads around the clock, and alerting agents only when it’s time for a human touch.

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The Fastest, Most Responsive Agents in Your Market Are Powered by BoldTrail.

Real estate relationships are won with availability, trust, speed, and follow-through. Showing up at the right moment. BoldTrail makes sure your agents are always available, always engaged, and always easy to trust.

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They respond before the competition.

Every lead gets immediate intelligent outreach – 24 hours a day, 7 days a week.

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They’re having 12.5x more conversations.

A search experience consumers actually want to use keeps them engaged and coming back.

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They never lose a lead to silence.

They never lose a lead to silence. Dormant contacts are worked automatically until they’re ready. (And agents know the moment they are.) 

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Schedule a Quick Demo

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

Streams

An AI-Powered Mobile App with Real-Time Activity Signals

Respond faster. Stay focused. Create more conversations.

*Must be an iOS user

Learn More About Streams

Learn More
See it in Action

Most agents lose momentum checking dashboards, sorting through noise, and figuring out what matters now. By the time they respond, the moment’s gone.

Streams changes that. It’s a mobile-first workspace that surfaces urgent leads, high-intent behavior, and time-sensitive actions the moment they happen-so you can respond when it counts.

Your Agents Become the Most Responsive & Proactive in Their Market

  • Prioritized daily workflow – See what’s urgent and what’s due, all in one place
  • Real-time alerts that matter – Get notified when leads show real intent, not just activity
  • AI-powered follow-up support – Make calls, log notes, and get next step recommendations without switching apps

No more dashboard diving. No more missed opportunities. Just faster response, better conversations, and momentum you can feel.

What Beta Users Are Saying

I’ve used it quite a bit, and I think it’s a really great tool. I like what you’re doing here!

– Beta User

The UI makes it easier to track active conversations and clear completed ones compared to the desktop or the existing mobile app.

– Beta User

If the system can listen to calls, summarize them, and automatically handle follow-up, that’s a massive win. Agents forget notes. This solves a real problem.

– Beta User

My dream is to do as much of my job as possible without being tied to a computer. If this lets me actually work mobile, that’s a career-changer.

– Beta User

Mortgage Webinar

The Modern Mortgage Lead Strategy for Realtor-Driven Growth

The lenders growing in today’s market are combining exclusive lead flow with stronger Realtor relationships. Home & Money helps you do both.

Schedule Your Strategy Call

Success On Your Terms

You may know us from BoomTown. Today we power BoldTrail: the #1 non-Zillow lead gen and nurture platform for top real estate brands. 30M leads generated. $310M in managed spend… And now we have an exclusive lead program for lenders and their agent partners.

  • Exclusive, verified, mid-funnel borrower leads
  • Higher-intent opportunities designed to convert 2–4x better than traditional online leads
  • AI-powered engagement and speed-to-lead tools to maximize response and conversion rates
  • Built to help lenders grow Realtor partnerships and drive more purchase business
  • Trusted by 14k+ loan officers and 440k+ agents nationwide

Schedule a 15 Minute Strategy Call

See available inventory in your market, explore projected lead volume, and learn how Home & Money can help your team generate more purchase-ready borrowers and stronger Realtor relationships.

BoldTrail Mortgage Webinar – 3-12-26

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The Smarter Lead Strategy for Mortgage Professionals

with Ashley Terrell-Kayiran

Own Your Pipeline: The Loan Officer’s Edge

High-intent leads. Your market. 

Shared leads, rising costs, and tightening regulations are making it harder than ever for mortgage professionals to win on the portals. So what’s the smarter play?

Join Ashley Terrell-Kayiran, SVP of Growth, Mortgage at Inside Real Estate, to see how partnering with Inside Real Estate and the BoldTrail tech ecosystem gives loan officers access to something the portals can’t offer: exclusive leads from buyers and homeowners who are already raising their hand.

These aren’t passive scrollers. They’re people actively researching what they can afford, exploring grants and programs, and looking for the right lender. When they convert, the lead is yours — verified, exclusive to your market, and never shared with another loan officer.

Join us Thursday, March 12th at 1PM ET

You’ll Learn:

  • Why these leads convert at rates on par with the major portals without the competition
  • How BoldTrail’s AI-powered CRM turns those leads into clients through smart nurturing and seamless agent collaboration
  • How the exclusive market model works and how to claim yours before someone else in your area does

Join Us Thursday,
Marth 12th at 1PM ET

Ashley Terrell-Kayiran is SVP of Growth, Mortgage Vertical at Inside Real Estate, bringing executive leadership experience from companies including Rayse, Percy, Homeowner.ai, Real Estate Digital, and Constellation Software. Her work centers on driving mortgage expansion through strategic partnerships and technology across real estate brokerages, lenders, and platforms. She is a recognized industry leader, honored by HousingWire, Inman, and RISMedia.

Register Now

BoldTrail Back Office – Canada

BoldTrail BackOffice is Now Available in Canada

The back office platform built for the unique worflows, compliance, and growth needs of Canadian brokerages.

Schedule a Quick Demo

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

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Less Manual Work.
More Visibility.
One Platform.

BoldTrail BackOffice helps brokerages automate commission management, streamline transaction coordination, and connect directly to QuickBooks — so your team spends less time on admin and more time running the business.

It’s now available for Canadian brokerages, with native support for the workflows, compliance requirements, and accounting practices that matter here.

Your Productivity Powerhouse

Built for Brokers: Simplify Your Compliance & Cash Flow

Transaction
Management

Centralize your transaction pipeline with document review compliance checklists, and a clear view of what’s open, pending, and closed.

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Commission
Management

Automate calculations, agent splits, and payouts. Cut cheques, process payments, and give agents self-serve access to their own statements — all without the spreadsheet.

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QuickBooks
Integration

Every commission, expense, and agent payment syncs automatically to QuickBooks — with Canadian tax codes built in. No double entry, no manual reconciliation.

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Trust Account
Management

Track deposits, balances, and remittances with the reporting your brokerage needs to stay compliant.

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Modern, Web-
Based Interface

Fully browser-based with a mobile app included. No software installs, no remote desktop connections.

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Audit-Ready
Reporting

Track deposits, balances, and remittances with the reporting your brokerage needs to stay compliant, including your full audit trail.

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Ready When You Are

BoldTrail BackOffice is available now for Canadian brokerages. If you’re managing operations across disconnected systems or looking for a modern alternative, we’d like to show you what’s possible.

Get a Demo
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Streams Beta

An AI-Powered Mobile App with Real-Time Activity Signals

Respond faster. Stay focused. Create more conversations.

Interested in Joining the Beta?

Sign Up

*Must be an iOS user

Most agents lose momentum checking dashboards, sorting through noise, and figuring out what matters now. By the time they respond, the moment’s gone.

Streams changes that. It’s a mobile-first workspace that surfaces urgent leads, high-intent behavior, and time-sensitive actions the moment they happen-so you can respond when it counts.

Your Agents Become the Most Responsive & Proactive in Their Market

  • Prioritized daily workflow – See what’s urgent and what’s due, all in one place
  • Real-time alerts that matter – Get notified when leads show real intent, not just activity
  • AI-powered follow-up support – Make calls, log notes, and get next step recommendations without switching apps

No more dashboard diving. No more missed opportunities. Just faster response, better conversations, and momentum you can feel.

Join the Beta

Streams is currently in beta with select BoldTrail users. Want early access?

Sign Up