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 or send an email to support@brokermint.com 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 support@brokermint.com (or contact 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.