The initial set up for BoldTrail BackOffice requires 5 steps. You will configure your account under settings:
1. Company information - 00:40
2. Users - 01:05
3. Checklists - 02:16
4. Transaction fields - 04:05
5. Commission plans - 06:00
6. Notifications - 08:15
After this is set up then your agents will be able to access the system and:
create transactions - 09:30
add checklists - 13:40
upload documents - 14:38
split or merge documents - 15:50
submit documents for review - 18:40
approve documents - 19:30
generate commission statements, and CDA forms as well. The system also keeps an activity log within each transaction - 18:10, so you can track all actions done within it.
Please watch the video below on how to configure your BoldTrail BackOffice account.