WAV Group was invited to get a full platform overview of BoldTrail. A lot has changed during this past year, including the new brand. Inside Real Estate has combined their portfolio of solutions into one; a new brand called BoldTrail. Today, Inside Real Estate reports that they have more than 400,000 broker, team, and agent users successfully leveraging the system. Many of these users hail from leading brands in the industry, like RE/MAX, BHHS, HSoA, eXP, NextHome, Weichert, and more. 

What is BoldTrail? 

It’s a combination of the best of the best technology that Inside Real Estate has either built or acquired over the last ten years – including kvCORE, BoomTown!, Brokermint, Circlepix, Brokersumo, dashCMA, AmpStats (recruiting and retention) and Folio (AI & email).

Marketplace (Acquiring New Business)

Success Assurance

Concierge Lead Management with under 3 minute response, 365 days a year, producing 3X the lead conversion. Agent configurations, education on converting on lead passes, monitoring dashboard, proactive behavioral outreach.

Bold Academy  

A foundational coaching program on business planning, accountability, and top producer masterminds–live and recorded. Most importantly, there is a live community of peers. 

Leads 360  

Agents spend less and generate more leads through online advertising. The secret ingredient is the growth strategist who works with you to make adjustments to your digital marketing to maximize the impact. Leads 360 includes Bold Academy and Success Assurance. 

PropertyBoost 

Most popular product that boosts listing marketing on Facebook. Buy 3, 7, or 21 day ads with an average cost per lead between $7 and $9. The more you advertise, the lower the cost per lead. 

Productivity Within the CRM

Omnisearch Bar

It’s like a google search bar to quickly find everything you need, but for everything in BoldTrail. Quickly access listings, contacts, transactions, tasks, products, features, links and more. No more wasted time drilling into areas of the platform. This is a huge time saver. 

Vitals

This is your daily sidekick dashboard that highlights the most important activities in an agent’s day, coupled with detailed insights on performance each month. For team and brokerage leaders, this report also includes the vitals of every member of the company. Have you ever wanted to know what is working best? Calls, texts, emails, or social, well with Vitals, your live results are instantly available. 

Financial Management and Transactions

BoldTrail BackOffice (aka BrokerMint) is one of the fastest growing segments of BoldTrail, growing nearly 40% in 2024–taking an enormous share from LoneWolf. 

Folio allows agents to detect and manage Transaction Management tasks right from inside the agent’s email. 

Perhaps the most desirable feature is that the BackOffice system is 100% mobile. Brokers love sending out closing instructions on mobile. Every broker, agent, and team has 100% access to their production reports, year end planning, tax documents on the fly. 

BoldTrail Recruit is a popular feature to monitor existing agent production; but the power of the product is a full contact management, production reporting, marketing and onboarding system for recruiting agents. 

New World Features

Buyer Agent Agreement and Concession Publishing

The most significant change in real estate since the evolution of IDX is removal of the offer of compensation for buyer’s agents. BoldTrail has responded to the change and enabled legislative compliance with features that enable the broker to display buyer’s agent compensation on company listings and track buyer agent agreements. 

SMS Compliance and Do Not Call 

Compliance is also important for TCPA; not only with managing do not call lists, but also SMS consent.  Also, it’s nice to see that they are taking on 10DLC registration and 10-digit local numbers vs short codes on their roadmap for increasing deliverability.

Support

As mentioned above, BoldTrail has impressive in-app support, peer groups, and online training. Firms or agents can even buy time with a live coach as needed, and particularly – an adoption specialist. On top of that, they offer customer support that answers 95% of questions within one minute. 

Up Next

2025 will be a year of continuing to build on an already impressive end-to-end solution, and I expect to see an AI explosion at BoldTrail. We look forward to seeing how this tech firm continues to introduce AI to expedite workflows and user experience across the product set in the months ahead. 

I’m sure they will cover all of this and more at their popular annual user conference, Unite, April 27-29 in Charleston, SC.