BoldTrail Back Office

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?

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

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.

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.

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

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

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.

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!!!

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.

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.

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.

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.

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

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.

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.

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.

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.

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

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.

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.

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.

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.