BoldTrail BackOffice is made with simplicity and user experience in mind. This video guide will help you through the basics of BoldTrail BackOffice for agents.
BoldTrail Back Office is designed to help you move quickly from new client → signed documents → submitted offers → closed transactions, all while keeping your checklist and compliance steps organized in one place.
Step 1: Start with the right transaction type
From Transactions, select Create Transaction, then set:
Type (ex: Traditional Sale)
Status
Opportunity: early stage (buyer agreement needed / offers coming; or seller not yet secured)
Active: listing is live/on market
Pending: under contract, working toward closing
Representing (Buyer, Seller, or Both)
Step 2: Complete the 3-step setup
Transaction details: enter required fields (highlighted in red). Opportunities may only require a name at first.
Agents & commissions: add yourself (and commission details for listings).
Contacts: add buyers/sellers and other key parties. If a contact doesn’t exist yet, create it right there.
Prefer to watch it done step-by-step?
This workflow is much easier to follow visually! Watch the training video above to see each click-through (creating opportunities, sending offers, managing checklists, and submitting for compliance) in real time.
Step 3: Let checklists drive the work (and eSignature)
Add the appropriate checklist immediately to guide the file.
Document tasks (document icon): upload docs or use Forms to send for eSignature.
Action tasks (checkbox): check off once completed.
If a task doesn’t apply, you can request an exemption for compliance review.
Step 4: Fast offer flow for buyers
Inside an opportunity:
Create an offer using MLS property search to auto-fill details
Select the offer checklist, confirm participants, and generate your offer packet
Send for eSign, track signer progress, and use Restart eSign to make corrections fast
Email the executed offer to the listing agent (remember to remove the eSign certificate before sending)
When the offer is Accepted, you can automatically convert it into a Pending transaction (or update the existing opportunity) so you can move straight into closing tasks.
Step 5: Keep documents clean and submission-ready
Use Documents > Unsorted as your working folder to:
drag/drop bulk uploads
pull docs via DocuSign integration
assign docs to checklist tasks
send docs via email, download, or send for eSign
When everything is complete, select Submit for Review to notify compliance. Tasks will update to Approved or Rejected (rejected items can be corrected and resubmitted).