Get a Demo
Let's Modernize Your Brokerage
Schedule a demo and see what BoldTrail BackOffice can do for YOUR back office.
When it comes to transactions, and all the paperwork involved, it's easy to
manage all the documents and signatures, from anywhere. Jennifer also recalls
a time when her team was in a tricky situation trying to locate some missing
transaction documents. Dreading the possibility of starting from scratch, they
checked in BoldTrail BackOffice, and sure enough, the missing documents had
been saved and stored, automatically.
My team can simply upload their
documents, and I can see them,
offer feedback in real-time, and
they can make changes on the fly.
Checklists have been another game-changer for the team's day-to-day
operations, with agents having access to the same checklists to guide the
process each time, and Jennifer enjoying the flexibility of implementing
policy changes immediately and universally from one place.
BoldTrail BackOffice has been so
intuitive for my brokers. We can
rest assured all documents are
tracked and stored in one place,
not scattered across multiple
platforms, and with the complete
view of my pipeline, in one click
I can see absolutely everything
happening in my brokerage.
