BackOffice and BHHS

The best front office and back office solutions come together to power your entire business

Your business is already powered by the best front office solution, but complete your best-in-class ecosystem with BoldTrail BackOffice, and bring your team, tools, and data together to win.

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Connecting the #1 real estate network with the most powerful tech and expert service teams in the business

The power of partnering with the best

400K+

Agents

1.6M+

Listings

220M

Consumers

We empowered 400k+ licensed agents last year, with the tech and tools they needed to generate and market 1.6M+ listings, and actively engage and nurture 220 million consumers

The Tech Ecosystem to power your whole business

Now it’s easier than ever to work on your business, instead of in it.

It’s time to bring your front office and back office together. Get the best of both worlds, and the powerful combination your whole business will love.

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All your data, including transaction data, contact data, and user information, is automatically aligned (less logins, more insight)

Business processes are efficient, and transaction information is accurate

Front office agents can work their BoldTrail CRM system, day-to-day, and back office administrative staff can leverage BoldTrail BackOffice, with all information automatically aligned

Broker/owners get a birds-eye-view of the entire business process

There’s a better way to back office.
Introducing Boldtrail BackOffice.

Meet the next generation of Brokermint, and the powerful solution to streamline your entire operation

Handle every back office task from accounting to transaction management and reporting, in one complete system, seamlessly integrated with the BoldTrail CRM, so you can bring your team, tools, and data together.

Transaction Management: Get complete visibility into every transaction, manage from one convenient dashboard, and leverage our eSignature or integrations to keep agents and closings on track.

Commission Automation: Free yourself from spreadsheets and manual calculations. Let BackOffice do the math-and the work-for you

Accounting: Track and manage your finances with built-in accounting tools, or connect to platforms like QuickBooks. Directly charge and pay-out agents with next-day ACH too.

Agent Management: Onboard new agents, track goals, and ensure you have all licenses and documents needed for compliance.

Reporting and Analytics: Out of the box reports and dashboards for most of what you’ll need. But you can also easily build custom reports to see exactly what you want.

See what BoldTrail BackOffice can do for your business.

BoldTrail BackOffice Bundle

Recruitment? Check.
Retention? Check.
Brokerage growth? Check Plus.

Take your recruitment, retention, and growth coaching to the next level. Our BackOffice Bundle  leverages rich data to save your team time, and give you insight you can act on: 

  • Visualize and measure key market insights across multiple offices
  • Identify growth opportunities with new business intel
  • Increase agent productivity
  • Drive smarter recruiting practices
  • Source and nurture recruits with an integrated industry-leading CRM
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Check out our Berkshire Hathaway HomeServices Resource Library!

Everything you need to succeed, from tips and tricks to success stories full of strategies! 

Check It Out!

Ready to see more?

Empower your real estate business to function as a
thriving system. No gaps. No glitches.
Remarkable ROI.

Request a Demo

HIW Registration – 2025-07-25

How I Boosted My Productivity 35% by Using AI

Rajeev Sajja

SVP of Digital Marketing & Innovation
Berkshire Hathaway HomeServices Fox & Roach

Rajeev Sajja

Think AI sounds complicated and overwhelming? Or maybe it’s the opposite and you’re only familiar with the basics of ChatGPT or AI notetakers. Well, Rajeev Sajja is here to change that. In a quick one hour, he’s breaking it all down — no tech-lingo, no fluff — just real talk on how AI can make your day-to-day in real estate easier, faster, and way more productive.

Rajeev isn’t just any expert—he’s the SVP of Digital Marketing & Innovation at Berkshire Hathaway HomeServices Fox & Roach, Realtors, and the voice behind the Real Estate AI Flash podcast. He’s tested what works, tossed what doesn’t, and (quite literally) wrote the playbook that actually makes sense for real estate pros.

Join us on Friday, July 25 at 12 PM ET

What you’ll learn:

  • How Rajeev uses AI to save time and get more done (without losing the human touch)
  • The best AI tools for agents—and how to use them without the learning curve
  • How to cut through the hype and focus on what’s actually helpful
  • Key ways to talk to sellers that protect their equity, keep them aligned with the marketing, and get the listing SOLD!

Whether you’re AI-curious or already dabbling, this session will give you clarity, confidence, and simple steps to take right now. Don’t miss it—your future (more productive) self will thank you!

Registration for this webinar has closed.

BackOffice Hidden Money Email Course

The Hidden Money In Your Real Estate Brokerage… (and how to 🔐 unlock it)

FREE 7 Day Email Course


What You’ll Learn

Day 1 – Where most brokerages lose 5–10% of revenue without realizing it Day 2 – How to multiply the value of every agent on your roster Day 3 – Stop overpaying commissions and protect your margins Day 4 – Build a recruiting funnel that pays for itself Day 5 – Slash new‑agent ramp‑up time by 30–60 days Day 6 – Make data‑driven decisions with real‑time dashboards Day 7 – Unlock the $100K hiding in your file cabinet

Affiliate Program

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

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

Plus — refer 6 clients in a year and your 6th unlocks a FREE year on BoldTrail (up to $15,000).

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?

Referral rewards are based on the package selected by the referred client. Bonuses start at $500 and can reach $1,000 or more.

Refer 6 clients within one year and your 6th referral unlocks a FREE year on the BoldTrail platform (up to $15,000 value). The earning potential is unlimited.

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. 

EXP – Teams

Built for Teams. Supercharged for eXp.

Unlock exclusive tools and access to future innovations—only available with the BoldTrail Team Add-On.

BoldTrail’s Team Add-on empowers the industry’s top performing real estate teams with the tools they need to skyrocket success.

With your platform, a community of support comes standard. That’s why our team is 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.

Schedule a Quick Call With Us

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.

Technology Finally Built for Teams

Lead Engine

The most robust lead gen tools available unlimited landing pages and squeeze pages, plus Smart text codes for easy lead capture

Web & IDX

Fully configurable IDX websites with a portal-like search experience + a personalized mobile app for you and all your agents

Smart CRM

A serious follow-up machine with AI-driven behavioral automation to engage 5-10X more leads + SOI contacts

Marketing Autopilot

Real-time property alerts, smart campaigns, video messaging + a fully-automated digital & print marketing suite to promote your listings and your brand the easy way

Business Analytics

BoldTrail’s built-in business intelligence gives you real-time insights into lead response times, conversion rates, marketing performance, and agent productivity.

Listing Tools

Everything you need to promote your listings including social media marketing, mass texting and a fully-automated listing marketing suite.

Transactions

Seamless integration and insights into transaction management with BoldTrail BackOffice

Marketplace

One-click access to powerful add-ons for Marketing, Social Media, Video and more.

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james harris headshot

Karrie Hill

Co-Founder, Smart Agent Alliance | Brokered by eXp Realty

Team Size: 3,300+ agents across the U.S.

“BoldTrail lets us support agents with structure and strategy. They feel connected, they feel empowered, and they get results.”

Ready to empower your team and drive more success?

See BoldTrail’s Team features in action.

Thank you – Figma Demo

Thank you for reaching out!

Our team will be contacting you soon.


While we prepare your demo, explore the BoldTrail platform at your own pace.

For the best viewing experience, please take a look at this page on a desktop or tablet!

Sunset Demo

It’s Time to Go Bold

BoldTrail is the next evolution of the industry’s top solutions, delivering smarter tools better automation and more power to you

Meet BoldTrail, real estate’s growth engine. BoldTrail combines the Inside Real Estate portfolio of solutions into one cohesive ecosystem, powering and streamlining your workflow to drive maximum productivity. Everything you love about K+ and Circlepix is here, and better. See it in action and discover how to skyrocket ROI, boost productivity, and fuel your growth. 

Schedule a Quick Demo

BoldTrail – Pricing

Tools You’ll Use, Plans that Make Sense

Find the perfect fit to power your business

4.5 stars 1,400+ reviews

Your Business Isn’t One-Size-Fits-All.
Neither Are We.

Our expert team is ready to find the perfect package to align with your business needs and your future goals.

Trusted by top agents and brokerages

BoldTrail’s entire purpose is to bring your whole business together and drive scalable growth. With the AI-powered Smart CRM to generate and nurture leads, the recruiting tools and back office automation, it truly helps our entire team be as productive as possible each day and function as one cohesive unit. We couldn’t speak more highly of it!

James Harris

Bond Street Partners

Even if you don’t think you need BoldTrail, let me just tell you, it works. I’ve heard pushbacks before, but seeing is believing, and one of our agents who was hesitant at first saw firsthand the impacts it can have. He thought he could do everything from his phone, but as soon as I updated his webpage, he got 2 hot leads from that alone.

Tracey Wieland

Comey & Sheperd

BoldTrail increases efficiency through proven systems and analytics, creating duplicatable processes which makes onboarding and training new agents on our software a breeze!

Jessica Souza

Paradise Exclusive

The Latest Innovations to Drive You Forward

See the cutting-edge features to help you move faster, stay organized, and close more deals.

BoldTrail BASE

An all-in-one real estate platform with powerful tools

  • Configurable IDX Websites
  • AI-powered Smart CRM
  • Listing Management and Marketing
  • Business Intelligence and Analytics
  • Transaction Management Integration
Talk to Sales

BoldTrail PLUS

All the capabilities from
BoldTrail BASE and…

  • Present
  • ListingMachine
  • DesignCenter
Talk to Sales

BoldTrail PRO

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
Talk to Sales
Curious to see BoldTrail in action? Complete the form to explore what’s possible.

Spotlight Series Registration – 2025-06-17

Join us on Tuesday, June 17 at 2 PM ET for a behind-the-scenes look at how these two platforms work together to transform your lead engagement, marketing automation, and productivity. You’ll walk away with practical takeaways on how to get more from your database, drive better conversations, and empower your agents with tools that do the heavy lifting.

What we’ll cover:

  • How to connect BoldTrail + Fello and unlock real-time lead insights
  • How to turn your existing database into a marketing machine
  • How to empower agents with smarter follow-up tools
  • Real-world examples from teams using the integration to grow

Meet your speakers:

🎙 Ryan Hartman, VP Demand Generation, Inside Real Estate
🎙 Kerry Kleckner, VP Sales, Fello
🎙 Steve Hartman, Product Marketing Manager, Fello

Get ready for smarter tech that actually works together.

Register for the webinar!

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BackOffice – User Seat Add On

Need More Seats? Power Up Your Team in Seconds

Keep your team running at full speed with tools and technology that grow with your business

Connect with our Client Sales Team to explore options!

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.