Connecting your MLS allows you to eliminate double-entries, automatically see all active listings and their updates in your account. A full-feed MLS integration also allows you to search for any listing on the MLS using the MLS # or property address.
Important: This article covers MLS integration for BoldTrail BackOffice only. BoldTrail BackOffice uses RETS feed technology. If you also use BoldTrail, note that BoldTrail's MLS integration is separate and uses IDX technology. Each product requires its own MLS setup process and they do not carry over between systems.
How Does MLS Integration Work?
BoldTrail BackOffice integrates with MLS following a one-way data flow structure. This means data is scanned and imported from the MLS into BoldTrail, and any changes to active MLS listings are also reflected in BoldTrail BackOffice. However, it's important to understand that BoldTrail BackOffice cannot create or modify MLS listings through the application.
What are the core features of the MLS integration?
Automatic import of your listings from your MLS
Email notifications regarding imported listings
Automatic updates for your listings, both imported and created manually, from your MLS
Listings are synced every 5 minutes
Supports different RETS standards
What types of MLS integrations are available?
BoldTrail BackOffice offers two different versions of RETS integrations with MLS. The first is a listings-only feed, which would provide you any listing that falls under your office’s Office ID # with that MLS. A second full-feed option allows you to search through the entire MLS. Not every MLS offers a full feed. And, many that do, charge you for this type of service.
Learn how to search MLS and bring deals into BoldTrail BackOffice with a full-feed MLS integration here.
How do I connect the MLS integration?
You can connect the MLS integration from the Add-ons > MLS page.
How do I set up an MLS integration?
Setting up your MLS integration requires coordination between you and our team:
Your step: Complete the MLS integration request form that our team sends you. This form collects necessary information like your MLS credentials and office details.
Our step: Once we receive your completed form, our support team will configure the connection with your MLS provider.
Final step: You'll receive an email confirmation when the integration is active and ready to use.
If you haven't received the MLS integration form yet, contact your Implementation Specialist or reach out to support.
How do I access the imported listings?
You can access them as incoming transactions from the Transactions page.
How do I accept or discard an incoming transaction?
To accept or discard an incoming transaction from the MLS, navigate to Transactions under OVERVIEW and expand the Incoming transactions option.
Here you can either accept a transaction or discard it. If you accept the transaction, it will auto-populate the address and any other information pulled from MLS into fields. Discarding it deletes the incoming transaction from BoldTrail BackOffice.
How often are MLS listings synced to BoldTrail BackOffice?
MLS listings are synced to BoldTrail BackOffice every 5 minutes.
Who can see incoming updates for a transaction?
All transaction participants can see incoming updates for a transaction.
How do I know if a transaction has updates in MLS?
Transactions that have updates in MLS are marked as having CHANGES in Incoming transactions in BoldTrail BackOffice.
How do I accept updates from MLS?
To accept an update for a transaction from the MLS, navigate to Transactions under OVERVIEW and expand the Incoming transactions option. Click Accept next to a transaction marked as having CHANGES to be able to view and accept the changes.
You can also accept or discard changes from a Transaction page by clicking the Update now button in the main menu. To get to the page, navigate to Transactions under OVERVIEW and select a transaction by clicking it.
How do I search MLS and bring deals into BoldTrail BackOffice?
Within a full-feed MLS integration, you can search for any listing on the MLS using the MLS # or property address. Note that only active listings can be imported into BoldTrail BackOffice. Old MLS listings cannot be used to create a transaction.
How do I accept updates from MLS?
To accept updates from MLS, locate the 'Incoming updates' dropdown section on the Transactions page. Within this section, you'll notice the 'CHANGES' badge adjacent to the transaction line item. Click 'Accept' near the transaction to trigger a modal window showcasing all the changes. Select the "I have this transaction" option to proceed. To apply specific changes, tick the checkboxes next to them and click 'Update.' After selecting the desired changes, they will be applied to the transaction.
Can agents accept their own transactions?
Agents can accept transactions in two cases:
If an agent is directly assigned to a transaction, it automatically becomes its owner. The agent still needs to add other contacts manually.
Agents with the 'Can manage transactions' permission can oversee transactions throughout the brokerage and accept them.
How does the assignment of incoming MLS transactions work?
When you assign an agent to an incoming MLS transaction, that agent will now access the transaction update and can accept or decline it. Assignment can be done manually by clicking the assign to dropdown near the related transaction in the 'Incoming updates' list.
Alternatively, you can enable automatic assignments through the add-on page configurations, ensuring smooth and efficient distribution.
How do I manage my MLS add-on settings?
Navigate to Add-ons > MLS > Configuration. In this section, you'll find two toggles and a list of agents associated with your brokerage.
When enabled:
Search active listings on demand allows you to search MLS by address or #
Load my listing as incoming transactions display the Incoming updates section on the Transactions page
How do I adjust assigned agents on the add-on configuration page?
Navigate to Add-ons > MLS > Configuration. In the list of agents, each agent's details include the connected MLS sites reflected by columns on the right side of the screen. To ensure correct visibility of agent listings, map each agent's MLS ID. If "Not set" appears in the MLS ID field, click it, enter the agent’s correct MLS ID, and then click "Save."
By clicking on 'not set,' you can establish the Agent ID for each MLS connection. This action automatically assigns these agents to relevant transactions on the 'Incoming updates' list. After entering and saving the MLS IDs, refresh the BoldTrail BackOffice page to ensure changes take effect. The updated listings will appear in the 'Incoming updates' section.
Troubleshooting Missing Listings
If only one agent’s listings appear or some listings are missing:
Double-check the MLS IDs entered for accuracy and consistency with MLS records.
Verify that each agent's MLS ID is correctly mapped on the
Add-ons > MLS > Configurationpage.Ensure the "Save" action was clicked after updates.
For persistent problems, contact BoldTrail BackOffice support for assistance, providing detailed information about the issue.
Need to edit, disconnect, or add an MLS?
These changes are handled by our Support team. Customers can’t update MLS connections in the app. Please contact Support with:
Brokerage/office name
MLS name
Office MLS ID(s)
What you need done (edit, disconnect, add)
Best contact person & email
Note: We may request MLS approval/verification before making changes.