The Agent Billing module allows owners and admins to automate one-time and recurring agent fees and helps owners to collect money by charging agent credit cards - read more...
Where can I see all my payment methods?
Payment methods are listed on the Billing page under the USER menu section.
What does a default payment method mean?
You, as an agent, can have multiple credit cards added to BoldTrail BackOffice. One of those credit cards can be marked as your default. That way, admins know what card to use next time they process a one-time or set up a recurring fee.
How do I manage my payment methods?
To update your payment methods, you need to contact the Billing Team by sending an email to billing@insiderealestate.com. They will send you a secure link to update your payment details. For basic management and viewing your payment methods, you can visit the Billing page under the USER menu section. If you're a BrokerMint user, you also have the option to reach out via phone for billing inquiries at (760) 228-4296. However, remember that payment updates must still be completed using the secure link provided.
Here is a short video explaining how to add, update, make default, or delete a payment method:
Security Best Practices
No Phone Updates: For security, the Billing Team cannot accept credit card or payment information over the phone.
No Email Submissions of Card Details: Card information should not be sent via email; only the secure link provided by the Billing Team should be used. To update your payment method for BoldTrail BackOffice, follow these steps:
Contact the Billing Team: Send an email to billing@insiderealestate.com.
Secure Link Process: Upon receiving your request, the Billing Team will send you a secure link. Use the link to update your payment details securely.
Can I update or cancel a recurring charge?
You need to contact your admin if you would like to cancel or update a recurring charge.
Payment deletion will not automatically initiate a reversal. To void or reverse a payment processed in error, please contact our support team.
Does BoldTrail BackOffice notify me of any updates or charges?
BoldTrail BackOffice will notify you about any updates to your payment methods via email notifications. We will let you know:
when a new credit card is added to your BoldTrail BackOffice account
when a credit card is updated
when a credit card is marked as default
every time a credit card is charged
in case of a failed charge and
when a credit card is removed
Whatever happens to your payment methods, you’ll be the first to know!
Is it secure?
Yes. BoldTrail BackOffice uses payment gateways that meet the highest industry standards and are Level 1 PCI compliant - read more... For secure updates, all sensitive payment information should only be shared using the secure link provided by the Billing Team. It is crucial to avoid sharing such details over phone or email.
Where can I get my billing statement?
You can get your billing statement from the Billing page under the USER menu section.