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BoldTrail Back Office

Real estate back office consolidation and automation.

Last updated: November 2024

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BoldTrail Back Office - 2025 Pricing, Features, Reviews & Alternatives

Table of Contents

What is BoldTrail Back Office?

BoldTrail BackOffice offers the most complete and easy to use back office platform. BoldTrail BackOffice is a robust cloud-based back office solution that allows brokerages to consolidate several legacy back office single task systems. BackOffice integrates with MLS, CRMs, QuickBooks, and Realogy Dash. BackOffice invests heavily in client support, with responsive and knowledgeable customer service, professional services, structured implementation, and an open API.

Benefits of using BoldTrail Back Office

- Transaction management, commission automation, accounting, reporting, agent management.
- Handle agent onboarding, ensuring that each agent’s file includes all necessary and required documentation and licensing.
- Set custom commissions to reward top performers
- Create and track to-do lists and team projects to boost productivity
- Manage all contracts and documents together with e-sign capabilities

Starting from

No pricing info

view pricing plans

book a demo

BoldTrail Back Office's key features

Most critical features, based on insights from BoldTrail Back Office users:

Transaction Management

4.7

(28)

Electronic Signature

4.6

(25)

Document Management

4.6

(28)

Document Storage

4.7

(24)

Transaction History

4.8

(21)

Deal Management

4.5

(16)

All BoldTrail Back Office features

Features rating:

4.2

(833)

Accounting

4.5

(2)

Accounts Payable

4.0

(2)

For Real Estate Agencies

5.0

(1)

Flat Commissions

4.0

(1)

Pipeline Management

5.0

(1)

Task Management

3.5

(2)

Audit Management

4.0

(1)

Compliance Management

4.0

(1)

Commission Statements

4.7

(3)

Commission Management

3.8

(8)

Forms Management

4.4

(16)

Listing Management

4.8

(5)

Financial Reporting

4.4

(5)

Contact Management

5.0

(3)

General Ledger

3.8

(5)

Commission Calculator

4.7

(3)

Workflow Management

4.7

(3)

For Real Estate

4.0

(2)

Reporting/Analytics

4.3

(7)

Commission Rules/Conditions

4.5

(2)

Billing & Invoicing

4.0

(2)

CRM

4.3

(6)

Accounts Receivable

3.5

(2)

Audit Trail

(0)

Alerts/Notifications

4.0

(2)

Agent Management

4.5

(15)

User Management

(0)

Tiered Commissions

(0)

Third-Party Integrations

(0)

Mobile App

(0)

Percentage Commissions

(0)

Real-Time Notifications

(0)

Reminders

(0)

Reporting & Statistics

(0)

Template Management

5.0

(1)

Status Tracking

(0)

Split Commissions

5.0

(1)

Single Sign On

(0)

Sliding Scale Commissions

(0)

Access Controls/Permissions

(0)

Accounting Integration

(0)

Activity Tracking

5.0

(1)

Agency Commission

(0)

API

5.0

(1)

Approval Process Control

(0)

Calendar Management

(0)

Cash Flow Analysis

(0)

Client Management

(0)

Commission Calculations

(0)

Commission Overrides

(0)

Contract/License Management

(0)

Customizable Branding

(0)

Customizable Reports

(0)

Data Import/Export

5.0

(1)

Email Templates

(0)

File Sharing

5.0

(1)

For Brokers

(0)

BoldTrail Back Office alternatives

BoldTrail Back Office

4.5

(833)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

4.3

Features

4.2

Value for Money

4.4

Customer Support

4.5

NetSuite

4.2

(1.6K)

visit website

Starting from

No pricing info

Free trial

Free version

Ease of Use

3.9

Features

4.2

Value for Money

3.8

Customer Support

3.8

QuickBooks Enterprise

4.5

(20.6K)

visit website

Starting from

1922

Per year

Free trial

Free version

Ease of Use

4.3

Features

4.4

Value for Money

4.3

Customer Support

4.1

TimeSolv Legal Billing

4.7

(651)

visit website

Starting from

47.50

Per month

Free trial

Free version

Ease of Use

4.6

Features

4.6

Value for Money

4.7

Customer Support

4.8

BoldTrail Back Office integrations (26)

BoldTrail Back Office support options

Typical customers

Freelancers

Small businesses

Mid size businesses

Large enterprises

Platforms supported

Web

Android

iPhone/iPad

Support options

Email/Help Desk

Phone Support

Knowledge Base

Chat

FAQs/Forum

Training options

Webinars

Live Online

Videos

Documentation

BoldTrail Back Office reviews

Overall rating

4.5

833

Positive reviews

Rating breakdown

Value for money
Ease of use
Features
Customer support
Likelihood to recommend8.44/10

Rating distribution

522

239

Pros

This is a very user friendly tool to help manage efficiency for real estate agents, I was once interested in becoming an agent and learned that this would be a helpful tool in the process.

Janie H.

Assistant Director of Advancement

MY over all experience has been great, and costumer service has been great in making new transitions easy to do.

Brandy B.

Office Manager

Personally, I do not use it because I am not a broker but I recommend it to all my broker clients. They are all happy with this web platform.

Dimitri P.

Computer technician

Cons

When I delete a task in my checklist on accident, there is no way for me to go back and "undo" - unless I just haven't figured that out yet.

Mercedes R.

Office guru

No app, so using it on your phone was like having a root canal with a rusty drill and no pain killer. Overall a complete waste of time and money.

Gary B B.

Broker/Owner

Inability for side by side transaction checklist view, there are times when the software is slow to load.

Marianne M.

Office Manger/Realtor

Read all reviews

BoldTrail Back Office FAQs

Q. Who are the typical users of BoldTrail Back Office?

BoldTrail Back Office has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business

Q. What languages does BoldTrail Back Office support?

BoldTrail Back Office supports the following languages:
English

Q. Does BoldTrail Back Office support mobile devices?

BoldTrail Back Office supports the following devices:
Android, iPhone

Q. Does BoldTrail Back Office offer an API?

Yes, BoldTrail Back Office has an API available for use.

Q. What other apps does BoldTrail Back Office integrate with?

BoldTrail Back Office integrates with the following applications:
Propertybase Back Office, Dropbox Business, CINC, Zapier, BoldTrail, QuickBooks Online Advanced, Docusign, Propertybase Salesforce Edition, Google Drive, dotloop, Kunversion+, Geckoboard, Contactually, Daylite for Mac, Lofty, Salesforce Sales Cloud, BoomTown, QuickBooks Online, Tribus, SurveyMonkey, Google Calendar, Follow Up Boss, LionDesk, Xero

Q. What level of support does BoldTrail Back Office offer?

BoldTrail Back Office offers the following support options:
Email/Help Desk, Phone Support, Knowledge Base, Chat, FAQs/Forum