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BoldTrail BackOffice Training Sessions

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

Internal Referral – Back Office to Front Office

Internal Referral: Back Office to Front Office

Referral should be an owner, broker, team leader, transaction coordinator, or other operations role. Not an agent.

Internal Referral – Front Office to Back Office

Internal Referral: Front Office to Back Office

Referral should be an owner, broker, team leader, transaction coordinator, or other operations role. Not an agent.

Get Started – Back Office

Modern. Automated. Built for the Cloud.

Streamline Your Workflows & Drive Next-Level Growth with BoldTrail BackOffice

Schedule a Quick Demo

Discover why today’s top brokerages trust BoldTrail BackOffice.

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 back office tech solution, from Transaction Management and Commission Automation, to Accounting Tools, Agent Management, and powerful Reporting & Analytics. Bring your entire business together and drive scalable growth with BoldTrail BackOffice.

Get Started

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.

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 configurable IDX websites, to lead generation services, recruiting tools, and powerful back office automation. Bring your entire business together and drive scalable growth with BoldTrail.

Back Office Referral

The Most Rewarding Program Yet

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

Turn Your Network Into Real Rewards

We’re now offering up to $1,000 every time you refer a real estate professional who signs up with BoldTrail BackOffice! Payouts are fast and there is no cap to how much you can earn.

  • Referrals Made Easy
  • Cash Payouts
  • Unlimited Earnings

Plus — refer 5 clients in a year and your 5th unlocks a FREE year on BoldTrail (up to $15,000).

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.

Template – Elevation Insights Brokerage-Specific

Elevation Insights RE/MAX Edition
Teams, tools, and tech integrations for MAX/Tech

Matt Cunningham
Manager of Cross C Realty

Tim Male
Product Marketing Manager

Cami Whiteford
Senior Client Sales Executive

Date: Wednesday, April 3, 2024
Time: 10:00am PT (1:00pm ET)

It’s all here for you, and we want to make sure you’re taking advantage of every opportunity, and maximizing success.

See all of this (and more!) in action, and make sure you’re seizing every opportunity.

  • Want to offload the lead gen and fuel your team with conversation-ready leads? We’ve got you covered.
  • Want us to work your entire database and leave no opportunity behind? We can do that too.
  • Need to bring your front office and back office together, streamlining workflows and automating reporting and transactions? Yep, the Brokermint/MAXTech integration makes that a breeze.

Streamline your workflows, get insights in real time, and put data to work for you.

Template – Innovation Pathways

Innovation Pathways in Action
Matt Cunningham Shares his Experience

Matt Cunningham
Manager of Cross C Realty

Tim Male
Product Marketing Manager

Cami Whiteford
Senior Client Sales Executive

Date: Wednesday, April 10, 2024
Time: 10:00am PT (1:00pm ET)

Opportunity is everywhere. Join our live webinar and learn firsthand how your peers are seizing it and charting their course. With so many new developments in our product suite and new pathways available, we can’t wait for you to see the latest and greatest, and how it’s helping drive success.

Join us on Wednesday, April 10 at 1 PM ET.

Get the inside scoop, get your questions answered, and get ready to seize every opportunity!

Your speakers:

🎙 Matt Cunningham, Manager of Cross C Realty
🎙 Tim Male, Product Marketing Manager at Inside Real Estate
🎙 Cami Whiteford, Senior Client Sales Executive at Inside Real Estate

Template – BackOffice Demo Days

BackOffice Demo Days: Short, Sweet Informative

May 16 at 11 AM ET

Date: Thursday, May 16, 2024
Time: 8:00am PT (11:00am ET)

When your #1 user-rated lead generation and lead management system integrates with the industry-leading back office solution, you can deliver a seamless experience for your clients and your team.

When you bring your front office and back office together, you get:

  • Accurate contact information, always
  • A view of every single lead lifecycle
  • Streamlined reporting to see gaps and opportunities
  • Faster commission payments

Template – Elevation Insights

What to Know About btPLUS

Live Webinar, Plus Q&A

Date: Thursday, March 7, 2024
Time: 10:00am PT (1:00pm ET)

There is no one-size-fits-all tool, right? Especially in real estate. That’s why we’ve been innovating and iterating, creating more flexible package offerings to fit your unique needs. We Beta-released btPRO in 2023 and have since been finessing and fine-tuning it to better serve you.

Here is the 10,000 foot view: btPRO is the best-of-both-worlds solution that brings together kvCORE’s powerhouse technology with BoomTown’s pro-level service, coaching, and community, giving you that next-level strategic advantage.

Curious to learn more about key features, benefits, and package options? Join your friendly Insider, Maddie Batson, as she dives into all-things btPRO in our upcoming webinar!