Rating
4.5
851 reviews
Categories
5
Founded
2019
Employees
0
Our residential real estate solution brings all of your back office needs into a single cloud-based solution. No more entering data into system after system! Transaction management with eSignature, automatic commission calculations, next-day ACH payouts, accounting, agent onboarding, brokerage reporting, and more. Integrate with CRM, MLS, QuickBooks, and many more. See why BoldTrail BackOffice is trusted by thousands of brokerages nationwide.
Ad spend / mo
$28K
138 paid keywords
Paid visits / mo
2,929
Organic keywords
2,537
Organic visits / mo
13,711
Authority
32
10,040 ref domains
Creatives run
100
as Boomtown ROI, LLC
Active now
50
last 14 days
Advertising since
Jun 2023
2.5+ yrs running
Last seen
today
still active
The shared messaging across Real Estate Brokerage Back-Office & Commission Management Software advertisers - the validated angles to copy. See the niche →
(851 reviews)
I have taken the intro training and have practiced with it but am a LONG way from feeling comfortable.
Pros: The vastness of it. The fact that it has so much to offer agents. It is a very interesting program.
Cons: I need more on-line hands on. While trainers know what they are doing obviously, not everyone learns the same way.
Mari W. · Realtor · Real Estate · January 16, 2026
It has been very user friendly and easy to learn. I trained myself on the system and train everyone in our office.
Pros: The mobile app makes life on the go for a REALTOR so much easier! The system is awesome when it comes to the electronic signatures and being able to see if they have viewed but not signed or partially signed.
Cons: I wish that the unsorted docs and the checklist were not is separate places and was easy to switch back and forth to view docs side by side
felicia K. · REALTOR and Office Manager · Real Estate · December 16, 2025
Mediocre. Worked well for file storage, but there are other platforms out there that do the same thing for less money
| Category | Page | Rank | Placement |
|---|---|---|---|
| Real Estate Transaction Management | 1 | 1 | - |
| Real Estate Agency | 1 | 6 |
Domain confidence 97%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
| kvcore | $18.31 | 1 | 16.5% | boldtrail.com/kvcoreboldtrail/ |
| dot loop | $7.79 | 1 | 10.6% | boldtrail.com/backofficestreamline/ |
| kv core | $18.31 | 1 | 7.3% | boldtrail.com/kvcoreboldtrail/ |
| real estate transaction management software | $19.75 | 1 | 6.3% | boldtrail.com/backofficestreamline/ |
| real estate software | $13.84 | 1 | 5.5% | boldtrail.com/enterprise-success/ |
| rental property accounting software | $21.04 | 1 | 4.6% | boldtrail.com/backoffice-accounting/ |
| boldtrail | $5.73 | 1 | 4.2% | boldtrail.com/platform/ |
| real estate accounting software | $41.40 | 2 | 3.0% | boldtrail.com/backoffice-accounting/ |
| kvcore pricing | $32.29 | 1 | 2.1% | boldtrail.com/kvcoreboldtrail/ |
| bold trail | $6.45 | 1 | 2.0% | boldtrail.com/platform/ |
| skyslope competitors | $569.20 | 1 | 2.0% | boldtrail.com/backofficestreamline/ |
| followup boss | $2.75 | 1 | 1.6% | boldtrail.com/fub-simplelander/ |
| dotloop pricing | $12.90 | 1 | 1.5% | boldtrail.com/backofficestreamline/ |
| real estate transaction management | $13.68 | 1 | 1.1% | boldtrail.com/backoffice-transaction-management/ |
| opentoclose | $13.25 | 1 | 1.0% | boldtrail.com/backofficestreamline/ |
Boldtrail CRM for Real Estate
BoldTrail: For Teams & Brokers — Complete platform: CRM + AI marketing + lead gen. Trusted by Berkshire Hathaway & RE/MAX.
https://www.boldtrail.com › launching › boldtrail
All-in-One Brokerage Platform
Real Estate Broker Software — The First Complete Real Estate Solution For All Your Back Office and Front Office Needs. Get More...
https://www.boldtrail.com › searchus › bookdemo
BoldTrail Front Office
Boldtrail CRM for Real Estate — Powerful platform merging CRM, AI & marketing. BoldTrail makes real estate simple. Empower your team and simplify oversight with BoldTrail’s real estate CRM. Mass Emailing. Power Dialer.
https://www.boldtrail.com › launching › boldtrail
All-in-One Brokerage Platform - BoldTrail for Real Estate Pros
eSignature, Calendars, Checklists, Notifications, Offer Management, Document Storage. BoldTrail: All The Tools, Technology and Software to Handle Your Brokerage's Needs. Real Estate Forms. Agent Recruiting Tools. Transaction Coordinator. Back Office Solutions. Reporting & Analytics.
https://www.boldtrail.com › searchus › bookdemo
kvCORE Is Now BoldTrail | Your Productivity Powerhouse
Experience the Most Robust, Next-Generation Real Estate Tech Solution. BoldTrail:kvCORE. kvCORE is now BoldTrail! See How It's The Next-Generation Platform To Grow Your Business. AI Smart CRM.
https://www.boldtrail.com › kvcore › crm
Pros: Okay, not super well organized. You need to be able to set up your own customized reporting features since the standard ones don't work that well.
Cons: Their customer service is a joke and their reps are not friendly or easy to work with. Minimum 30 days notice to cancel and you have to play phone tag with them to do so, you can't just email them.
Luke P. · Owner · Real Estate · November 20, 2025
Daily notices about pending documents is annoying--especially if the item is not applicable to the transaction. Office-wide, we are getting too many fraud sellers, which wastes our time and which is exposing us to legal and financial risk. Training is time-intensive. Overall, the program, even though it has benefits, distracts us from our most important activity--selling. Training is time-intensive.
Pros: It helps us ensure compliance and gives a standard way of handling paperwork, increasing the accountability for agents.
Cons: Too complex for most of our agents. We have to have a part-time employee enter transactons. Also, when a lead comes in, we don't know if it is from MaxTech of BoldTrail and whether a referral is due. And since the lead is from a DoNotReply address, how do we give feedback when there is a problem?
Paul F. · Broker-in-Charge · Real Estate · November 13, 2025
In general Bold trail is very good but could use more improvements and Training videos with step by step instructions
Pros: Support is excellent and the real estate transactions are very good The value is great for what is there -once you get the hang of it
Cons: I would like to see more options in the drop down menus- ( took awhile to understand there were more) and if you could have the capability of changing the order of the forms
Maryann S. · Realtor · Real Estate · November 10, 2025
I have not liked this software since the day my office was forced into using it. I only use it because my firm requires it. I pay for my own Dicusign and Zipforms subscription to manage my transactions and once my transaction is complete I download all the documents and upload them into this software so the firm has a copy for their records. I will not use this mess as my only option. Terrible design and the electronic signature portion sucks. The inability to upload multiple documents at once is also a very bad feature.
Pros: There isn't anything that I like about this software, it is not user friendly, is very cumbersome and a royal pain in the ass to use.
Cons: This software sucks, I only use it because my firm requires agents use it. ZipForms and DocuSign are 100 times better and more user friendly.
Johnny D. · Broker · Real Estate · November 10, 2025
Overall, my experience with BoldTrail Back Office has been really good! It streamlined my transaction management more than I expected and cut down on back-and-forth emails with my TC. The prefilled forms and automatic commission calculations are game-changers. Yes, the “start over” issue when correcting mistakes is a pain, but the time I save on a daily basis far outweighs that drawback. I’d recommend it to any agent who wants to spend less time on paperwork and more time closing deals.
Pros: I absolutely love how easy BoldTrail Back Office is to use and how everything is prefilled for me. As a real estate agent, I don’t have time to dig through complicated software. The moment I log in, my transactions are organized, commission splits are auto-calculated, and required fields are already populated based on my brokerage settings. It saves me hours every week and reduces errors. The interface is clean, intuitive, and actually feels designed for agents, not just accountants
Cons: The biggest frustration is that if you make a mistake and need to correct something, you often have to start the entire transaction over from scratch. There’s no simple “undo” or edit-in-place feature for certain fields once they’re locked in. It’s especially annoying when a small typo forces you to re-enter dozens of fields. I wish they’d add a more flexible editing mode or at least a warning before locking data.
Allyse t. · Real estate agents · Real Estate · November 10, 2025
Great experience. User friendly, self explanatory and easy to follow and I can easily view all my transaction history at the click of a key
Pros: It is very easy to use for my real estate transactions. It is very easy to follow and I like that i can easily move between transactions
Cons: There isn’t anything i don’t like about BoldTrail. Super user friendly and there isn’t anything I would want changed
Sally W. · Realtor · Real Estate · November 10, 2025
La experiencia es buena en general. Tiene deficiencias sobre todo para agentes inmobiliarios que trabajamos con inversionistas extranjeros y latinos.
Pros: Es muy buen sistema para nuestro labor como asesores inmobiliarios. En general ns ayuda como sistema integral de gestion.
Cons: 1. No poder tenerlo en español. Muchos agentes latinos sufrimos por el idioma. 2. No Poder cargar numeros de contactos de otros países como Colombia y otros LATAM para poder enviar mensajes de texto y otros mensajes. 3. No Poder enviar mensajes por Whatsapp
Luis M. · Administrador de empresas · Real Estate · November 6, 2025
The customer support has been the best part of Boldtrail/Brokermint. [sensitive content hidden] is amazing and we really appreciate him.
Pros: The overall functionality is great. The signature certification has been a life savor and we primarily use it for truncation management.
Cons: Very expensive system compared to others and a significant Lack of training. I have no idea how to manage agents using this system.
Ashley S. · Owner · Real Estate · November 6, 2025
I enjoy using BoldTrail Back Office. It is a helpful tool for transaction organization. The tabs are user friendly.
Pros: It’s organized and user friendly. It is easy to use and helps with the flow of the all the real estate transactions.
Cons: I don’t have any issues. The tutorials are useful and it allows you to find what that is needed. No issues!!!
Jewanda W. · Real Estate Agent · Real Estate · November 5, 2025
Great overall! I would recommend to anyone that is supervising employees. Keeps up with all my docs!!
Pros: Ease of saving data, communication with front office, great way to get 1099's out. My office paid for it, so not sure on value.
Cons: my CDA never really worked and I had to have a supervisor put in my CDA every time I was about to close a deal.
Tracy N. · Real Estate Agent · Real Estate · November 3, 2025
Using BoldTrail BackOffice over time has confirmed its value in keeping our operations efficient and accountable. It’s become part of my daily workflow — not just a tool, but a quiet system that helps everything stay aligned behind the scenes. The structure it provides gives me peace of mind, knowing our transactions and timelines are being managed consistently. It’s clear that the developers built it with real brokerage needs in mind. While I’ve suggested a few refinements, the platform itself has proven dependable and impactful. It’s one of those systems you don’t fully appreciate until you imagine working without it.
Pros: As the Managing Broker, I really enjoy using BoldTrail BackOffice. It keeps me on top of transactions, tasks, and deadlines, helping everything run smoothly across the office. The system is reliable and efficient, making it easier to manage multiple files at once.
Cons: The only improvement I’d like to see is the ability to search for specific documents rather than scrolling through the full list. Aside from that, I’m a fan — it’s a solid platform that truly supports brokerage operations.
Aaron G. · Managing Broker - Owner · Real Estate · November 3, 2025
Excellent! Every aspect of this system works well for myself and my clients to be as efficient and effective as possible.
Pros: Ease of inputing data/information and how easy it was for clients to use as well with understanding how to sign documents.
Cons: Nothing. Every aspect of this system works well for myself and my clients to be as efficient and effective as possible.
Bryan R. · Realtor · Real Estate · November 3, 2025
To write an offer now takes twice as long. Populating signatures and dates should be much more automated through templates. Also, one of the fields that you should let me drop onto a line would be name of one of the principles. Right now I have to text. Enter names when you do not auto populate the name.
Pros: I like that all of the documentation associated with a file can be managed well. It’s easy to have signed documents end up in the folder.
Cons: The auto population of signatures and dates is really bad. Writing an offer takes twice as long as it did using my old system.
James K. · Realtor · Real Estate · November 3, 2025
Horrible. This is not the first transaction management software I've used but it is by far the worst.
Pros: The only thing I like is the ability to email documents and the email body into a transaction. The email body is captured in the activity and can be printed from there.
Cons: $7c
Jim S. · Broker · Real Estate · November 2, 2025
Over all it is light years beyond the dotloop system we used to use. I like having the categories to separate my business. It really helps
Pros: It keeps all my accounts organized and I love the pre populated forms. That is a time saver. I do like the way we can add to an already signed document and not lose signatures because some things do need to be added to pass it along.
Cons: I really do not like that when you log in it asks you to check a box to be remembered and if you close your browser and reopen it a few seconds later, it doesn't remember you. I would like to log in and not have to do it again for a month or so. Also, once in the System, I would like to have a way to organize the documents in a checklist. For example, if we have 6 counter offers, I would like to be able to put the offer first then the counters in order rather than having to search for them.
Michael M. · Realtor · Real Estate · October 29, 2025
It has been great to work with, as I am always on the go it is easy to use the app. I have enjoyed using it and wish to continue using it.
Pros: The accessibility. It has been easy for me to access from my cell phone when I am not around my computer
Cons: Not being able to open PNG uploads. Sometimes I will get a picture format that I can upload but not view. So, I will have to convert from PNG to PDF.
Jordan J. · Realtor · Real Estate · October 28, 2025
Great. I use it to keep the office transactions managed. We can create a document checklist to keep the documents ordered by name and timelines.
Pros: It is very easy to use, and it offers various options for organizing your transactions. They offer excellent customer support and are always ready to assist. It is safe to use and keep your documents.
Cons: To have the commissions directly calculated once you enter the purchase price and commission percentage. It will be nice to have that part calculated automatically. There could also be the option to calculate splits.
Elizabeth D. · Closing Coordinator · Real Estate · October 28, 2025
Great overall experience, I find it easy to use and a useful tool in my day to day business. Would recommend!
Pros: Easy to use and track my deals. I like that I can see my goal for the year laid out and how close I am.
Cons: Reports could be easier to use. I would like the ability to run more reports to really track my deals and commissions.
Justine T. · Broker Owner · Real Estate · October 28, 2025
It helps me keep track of my transactions, keep up with deadlines and required documents for various transactions
Pros: checklists, libraries, wealth of information stored on all clients and transactions; like how it keeps up with deadlines
Cons: its a little clunky in how to insert data and sometimes how to find the data needed; organizing multiple files for the same client can be difficult
ShaLynna M. · Residential Agent · Real Estate · October 28, 2025
My overall experience is good. I enjoy using the software and it helps keep me organized. I would recommend the program to other real estate teams and agents.
Pros: I like the transaction management part of BoldTrail. I have the ability to create the transaction from start to finish and keep everything located in an easy spot. The program makes sending for electronic signatures a breeze. I also like the contact section. I can place a contact in the contact section and all their information is ready and available when we start getting into showings and making offers.
Cons: I really liked that the buyer side paperwork was easier to find when I first started using the software. Now the buyer transaction side of things is buried under a different section and I forget about it.
Katie T. · Real Estate Broker Associate · Real Estate · October 28, 2025
Very positive. I like the interface and ease of the program itself. I love the tracking feature and how it keeps things organized.
Pros: It’s so user friendly. I love the income tracking and potential earning tracking for budgeting purposes.
Cons: Difficulty adding new documents. I wish there was a single tab to just add a new document rather than having to add an entire group of docs I don’t need.
Sheri W. · Realtor · Real Estate · October 28, 2025
It’s been great so far minimal problems and what issues we have the support has been prompt to take care of it. The support is what really Carrie’s your system. You can never replace great customer service regardless of how great your product is so keep the team going. They are amazing.
Pros: I like that it’s a one in all system. There just needs to be a few things tweaked that we could personalize I would like but overall it’s great.
Cons: Its lack of merchant services. I hate only having two options because then we are stuck with those two. It’s been two months since I had switch a business bank account and I’m still having Braintree issues so I can close the old account.
Joshua S. · Broker Owner · Real Estate · October 28, 2025
We are very happy with Back Office and the efficiency of the software. Every time we have had a suggestion or needed support, it has been readily available.
Pros: Back Offie has been crucial in helping our team keep transaction management efficient and secure. The checklists, visibility, and task lists are used daily and heavily with our team.
Cons: The form management could be more user friendly. Being able to create your own form packages is an option, but requires a lot of time building.
Courtney C. · Operations Manager · Real Estate · October 28, 2025
Shortlist |
| Commission | 1 | 9 | - |
| General Ledger | 1 | 9 | - |
| Real Estate Accounting | 1 | 9 | - |