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. Please see the timestamps below:
Pipeline – 0:17
Create new transaction – 1:09
Create and manage checklists – 4:05
Merge documents – 5:30
Split documents – 6:04
Assign documents – 7:07
Close the transaction – 9:52
Calendar – 10:46
Notifications – 11:20