BoldTrail Demo Days – 2024-07-16

Meet BoldTrail

Live Demo Happening Soon →
July 16, 2024 at 1 PM ET

BoldTrail is here, and you’ve probably heard the buzz. We’ve combined the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity.

We’re continuing to evolve rapidly. There are exciting updates, innovations, and a powerful community you need to see firsthand. Our newly expanded PRO desk delivers all the support, strategy, and knowledge sharing to help your business operate at the highest level.

Seeing is believing. Join the demo and get a front row seat.

Register for the Webinar!

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BoldTrail Demo Days – 2024-07-11

Meet BoldTrail

Live Demo Happening Soon →
July 11, 2024 at 1 PM ET

You may have heard the exciting announcement recently about BoldTrail! BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity.

We’re doing a quick, short & sweet demo of BoldTrail (the powerful next generation of kvCORE) so you can see the exciting additional curated tech and strategic services that can help your business operate at the highest level.

Join us for a zero-pressure demo to see it in action.

Register for the Webinar!

CSE – Innovation Pathways

Chart Your Course for Success!

→ Seize every opportunity, and maximize your ROI with the latest and greatest available for you

Innovation Pathways: Learn More & Chart Your Course

As your technology partner, we are committed to keeping you informed and supported. With so muc innovation, and so many options available for you, we want to keep you in the know so you can seize every opportunity!

Join us to discuss the exciting developments in our product suite and the various pathways available to you!

See what BoldTrail can do for your business.

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.

Meet BoldTrail, and See Success on Your Terms

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

Agent Retention & Recruiting

Marketing Autopilot

Listing Management & Marketing

Lifetime Home Ownership Solution

BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s the next generation platform, built to fuel your entire business with powerful technology plus the consultative service, support and community you need to thrive.

CSE – Platform Revenue

Make the Most of your System, Maximize your Success

→ Your growth advisors are here to make sure you’re powered by the latest and greatest.

With your platform, a community of support comes standard. That’s why our CSEs are here to help make sure you have the right package for your needs and goals. There’s so much opportunity with new developments and a variety of add-ons, so take advantage of their expertise and seize every opportunity.

Chat with a CSE and see the latest and greatest with our platform and packages!

See what BoldTrail can do for your business.

Meet BoldTrail, and See Success on Your Terms

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

Agent Retention & Recruiting

Marketing Autopilot

Listing Management & Marketing

Lifetime Home Ownership Solution

Influencer Page – The Blueprint

Meet BoldTrail

→ Experience the most robust, next-generation front office real estate tech platform, with an AI-empowered Smart CRM, customizable IDX websites, and 20+ powerful lead gen tools to streamline and power your growth.

Recommended by

Dave Parnes and James Harris, #2 Team in the Nation

Want to generate, convert, close more deals, and bring your whole business together?

BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. It’s all the tools to power next-level growth, with automation,AI-powered technology, proven strategies, and white-glove support the modern agent needs.

→ Learn more about how you can save $3,000 (or more) by using code BLUEPRINT!

Influencer Page – Tom Ferry

Discover BoldTrail, the Next Generation of kvCORE and BoomTown

Propel your business forward → we have a solution for every need.

Partner with a real estate technology solution recommended by Tom and unlock next-level growth for your business. Whether you’re a single agent, a team, a brokerage, or a multi-state enterprise, we have the insights, tools, and innovation you need in one seamless ecosystem.

Request a demo and find the right solution for you!

BackOffice Demo Days – 2024 TEST

BackOffice Demo Days: Introducing BoldTrail

Speaker: Andy Hay
Account Executive with BackOffice

The next generation of Brokermint is here. Meet BoldTrail BackOffice.

Date: Thursday, June 27, 2024
Time: 8:00am PT (11:00am ET)

BoldTrail: A Bold New Brand for the Future

Meet BoldTrail, the next generation of kvCORE, Brokermint Solutions, and AmpStats. Bringing all our capabilities together into one seamless ecosystem, BoldTrail unites our extensive product portfolio under one dynamic brand. This powerful set of products and thriving community, provides all the insights, tools, and innovation you need to personalize your platform, differentiate your business, and scale success.

Register for the Webinar!

Innovation Pathways

Innovation Pathways are designed to facilitate a seamless transition from BoomTown to BoldTrail and BoldTrail Pro

These pathways are unique to you as an existing BoomTown client, with consideration for individual business needs, goals, and structure to ensure that you are set up for success with your new Inside Real Estate platform.

Check out the process overviews, FAQs, and more below!

Your Team of Experts

Implementation Team

These are the representatives who handle setting up your new account, from MLS and IDX feeds to website, CRM, and more! They’ll be your first point of contact throughout this process, here to help ensure your Innovation Pathway is easy and streamlined.

Customer Adoption Specialist

Your Customer Adoption Specialist is your designated go-to person for all things onboarding and adoption to ensure you and your platform are set up for success, from feature overviews to best practices to engaging your team and beyond!

Billing

We know transitioning to a new platform can have its quirks, so the Billing team is here to help answer any bill-related questions you have as you navigate through your Innovation Pathway. You can reach them at billing@insiderealestate.com.

Implementation Timeline Overview

Let’s quickly review the implementation timeline for your Innovation Pathway:

Within 2-3 business days of signing your contract, we will send over an email to explain next steps. You’ll find a link to schedule your kick-off call with our implementation team in this email!

IDX access will be established

You will need to confirm your MLSs with us as part of the post-contract follow-up. From there, we will initiate the IDX process.

User accounts and logins will be set up

User accounts will be created on your new platform automatically. We will share your admin login and password shortly after.

We’ll connect

We’ll discuss getting your new account set up for success, from your MLSes to your website to your users and more! We can’t wait to speak with you.

Your new website will be created

Your new website will reuse most of the information that was gathered to initially set up your BoomTown website. We will discuss options for any additional content you may want to recreate on the kickoff call.
‍
Because we love you! We will provide access to your BoomTown website and custom pages that were created, behind a login so you can access information to recreate it on your new site.

Your MLS(s) are ready to connect to your site

There is nothing for you to do at this point! MLS approval is a required step to launch so this will just mean we are almost ready to take your new site live 🙂

Let’s get you launched!

We will schedule a call with you to connect the last pieces to take your new site live as well as answer any outstanding questions. Don’t worry though – we won’t go live without your approval first!

All systems go!

When your platform is ready, all you will need to do is send your agents an automated welcome email.

Note that because lender accounts can change at any moment we will let you recreate these accounts if you wish to invite your lender partners to your new platform

You’ll keep working your leads

You and your team will continue working in your BoomTown CRM while we set up your new platform. When the new platform launches, we will migrate your leads over to your new platform! We’re happy to clarify any questions you have here.

Data Transfer

What moves over?

Contact Data

Search Alerts (e-Alerts)

Calls

Texts

Emails

Property Views

Customer Adoption

Adoption Journey

Step One

You will connect with your Customer Adoption Specialist within one week of launching your new platform.

Step Two

During these calls, we’ll take the time to translate practices from BoomTown to your new platform while also showcasing the enhanced functionality and tools you’re receiving!

NOTE: This will last up to 60 days (depending on your needs).

Step Three

What will be covered in your adoption journey?

Introductions, account navigation, training your team, and goals
Automation tools, campaigns, and insights
Database management, prospecting, and bolding your agents accountable
Your website, landing pages, and content
Overview of tools and services available within the IRE Marketplace and anything additional that you want to cover.
What are your training options? We have a Learning Portal with eLearning courses for anything you’ll want to learn about the platform. We suggest you start with the Admin Quick Start and the Agent Quick Start. You’ll find the link to your Learning Portal in your CRM by going to the training tab in the left hand navigation.

A day in the life

BoldTrail + BoldTrail Plus + BoldTrail Pro

BoldTrail Capabilities

Customizable IDX Websites
AI-powered Smart CRM
Listing Management & Marketing
Business Intelligence & Analytics
Transaction Management Integration
Marketplace & Integrations

BoldTrail Plus Capabilities

All the capabilities from BoldTrail and…

Present
ListingMachine
DesignCenter

BoldTrail Pro Capabilities

All the capabilities from BoldTrail Plus and…

CoreHome
PRO Website Templates
Access to the PRO Desk team, a team of best practice experts that assist you within your platform

BoomTown → BoldTrail Pro

How do I access and complete my daily activities?

Where: Messages and NOW Panel → Dashboard

How: You can utilize the dropdown menu or the clickable tabs to the right of the dropdown menu on your dashboard to access Newly registered leads and reach out accordingly.You will need to confirm your MLS(s) with us as part of the post-contract follow-up. From there, we will initiate the IDX process.

If you have these leads on Smart Campaigns (aka Smart Drips), you’ll likely have a to-do to call the lead on your Daily Call List and they should have already been texted and/or emailed via your Smart Campaign.
Please note that Migrated contacts will not automatically be put on a Smart Campaign.
Should you choose to Bulk Import leads after your BoomTown database has been migrated, you will have the option to apply a Smart Campaign to your leads during import.

Where: To-Dos Tab (checkmark) → Dashboard

How: Call + Tasks tabs via the dashboard

To complete a call via your Calls Tab, click on the blue call button to the right.
Your tasks will include instructions. Once completed, click “done” to the right.

Where: Messages Tab → Dashboard

How: You can utilize the dropdown menu or the clickable tabs to the right of the dropdown menu on your dashboard to access New Texts and New Emails

Where: NOW Panel → Dashboard

How: Your Dashboard will highlight lead activities such as property favorites, multiple property views, questions, showing requests, and more.

HOT leads signify a lead that has triggered 4 or more Behavioral Alerts: Learn More HERE

Behavioral Alerts are set up to trigger automation in your btPRO system. When leads perform some of these key actions, there are email and text responses set up to go out to ensure that the action does not go unacknowledged. The above article provides an overview of Behavioral automation, including how to turn this off and how to preview/edit the communication being sent out.

Where: Access your Smart CRM (the equivalent of Lead Central)

Use Smart Filter to find:

New, Prospect, and Active leads without running a Smart Campaign.

Smart Filters = Filters (Smart CRM Filters Overview)

Smart Campaign = Smart Drip (Smart Campaign Overview)

Verify that all New, Prospect, and Active leads are on a Search Alert.

Search Alert = e-Alert/listing alert (Search Alerts Overview)

Sort your leads by last visit and reach out to leads that have been on your site recently, but received no communication.

Check all of your Saved Smart Filters and utilize Mass actions as necessary.

Saved or Pinned Smart Filters = Smart Segments

Mass Actions = Bulk Actions (How to Apply Mass Actions)

Review your Business Analytics periodically throughout the week to check for leads that may have slipped through the cracks.

Identify Unengaged leads via BoldTrail Activity tab

Review percentage of calls and tasks completed

When it comes to learning the ins and outs of your new account be sure to check out:

Lead Generation Options

Lead Generation

Please note: If you are using BoomTown to manage your paid advertising campaigns, those will be paused the day before your BoomTown site is no longer available to the general public. You will be billed in arrears for the spend incurred prior to pause.

Experience the advantages of deploying a comprehensive strategy including top and mid-funnel marketing activities. A successful marketing package that includes Google and Facebook lead generation PLUS live concierge support to engage and qualify new leads in your pipeline.

Instantly boost listings on Facebook and Instagram to build your buyer pool, showcase your local expertise, and impress your buyers with digital marketing that drives real leads.

Keep your database growing with fresh leads each month by leveraging visually engaging, branded carousel ads, featuring multiple listings on Facebook and Instagram ads.

Billing

Your new platform and any lead generation services will be billed in advance, whereas your BoomTown platform fees were billed in advanced, with lead gen billed in arrears. Not to worry though! Once your Innovation Pathway has been initiated, Billing will be reconciled between your BoomTown platform and your new account. Please view the matrix below to see how this works.

Note that this is an example, and your situation may look different based on your unique setup.

Resources

Click to Download

Feature List

Categories & Statuses

Laws of the Pipeline

BackOffice Demo Days – 2024 Jun

BackOffice Demo Days: Introducing BoldTrail

Speaker: Andy Hay
Account Executive with BackOffice

The next generation of Brokermint is here. Meet BoldTrail BackOffice.

Date: Thursday, June 27, 2024
Time: 8:00am PT (11:00am ET)

BoldTrail: A Bold New Brand for the Future

BoldTrail – Daily Onboarding Workshop

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.

BoldTrail Onboarding Workshop

Every Monday–Friday 9:00–10:00am PT (12:00–1:00pm ET)

Join our Implementation team every morning, Monday–Friday at 9am Pacific Time for a one-hour, live Onboarding Workshop. In this workshop headed by one of our Implementation Specialists:

We’ll review your account setup and readiness for launch
We will show you how to navigate through your dashboard and update settings
You will have the opportunity to ask any and all account configuration questions

Join in

Support

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

start@insiderealestate.com

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.

Chat

Engage with our team from the blue chat bubble from BoldTrail (bottom right corner) from 7:00am–4:00pm PT, Mon–Fri.

Frequently Asked Questions

When does billing begin?

Billing begins 14 days after your contract is signed

Use the chat feature in your BoldTrail account or email start@insiderealestate.com

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

Schedule into our DNS Launch Call

Register for the Webinar!

Register for the Webinar!

Chart Your Course for Success!

Innovation Pathways: Learn More & Chart Your Course

See what BoldTrail can do for your business.

Meet BoldTrail, and See Success on Your Terms

Make the Most of your System, Maximize your Success

See what BoldTrail can do for your business.

Meet BoldTrail, and See Success on Your Terms

Meet BoldTrail

Recommended by

→ Learn more about how you can save $3,000 (or more) by using code BLUEPRINT!

Request a demo and find the right solution for you!

Register for the Webinar!

All the capabilities from BoldTrail and…

All the capabilities from BoldTrail Plus and…

When does billing begin?

Who can I contact for any BoldTrail platform related questions?

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