What admins can do in BoldTrail BackOffice:
Transaction management. Create, manage, and update transactions across opportunity, active, pending, and closed stages. Assign agents and contacts, configure commission splits, and track each transaction through closing. Documents and eSignature. Upload and organize documents in the Unsorted folder, assign documents to checklist tasks, and send documents for eSignature directly from any transaction with a checklist. Compliance reviews. Submit transaction documents for review, track approval status, and handle rejections and resubmissions through the compliance workflow. Commissions and disbursement. Configure commission plans, generate disbursement authorizations (CDAs), and manage commission tiers, deductions, and proration rules. Scheduling. Use the calendar feature to organize tasks, deadlines, and reminders for yourself and your agents. For a video overview of these admin workflows, watch the tutorial below: