BoldTrail BackOffice has hundreds of pre-mapped easily accessible and ready-to-use forms. On top of that, if we don't have the forms you need, we can map them for you. Or, you can map them yourself.
How do I get access to my forms?
Contact your designated support representative to get access to forms.
How do I modify pre-mapped forms?
If you need to make changes to pre-mapped forms, fill them out with all the necessary information and email them to your designated support representative, and we'll modify them for you.
How do I access my forms?
You can access your forms through any transaction that has a checklist.
Here's a short video tutorial explaining how to do that.
How do I assign forms to checklists to create packages?
If you’d like to assign forms to a task on a checklist to create packages, navigate to the checklist, open the task, and select the forms from the Forms Library.
Here's a short video tutorial explaining how to assign forms to checklists:
You can find more information on forms and e-signature in the Forms & E-signature section for agents.
Troubleshooting Forms
For issues locating or accessing forms, ensure you search in the task's "Use Forms" option under the checklist. If problems persist, contact a support representative or your admin for assistance.
Managing Missing Forms
If a required form is missing, contact your admin or broker to ensure it is uploaded to the system. Verify if the form is an external document and follow up for its creation and upload if necessary.