Overview
Staying on top of your real estate transactions and tasks is crucial, and BoldTrail's notification system is designed to keep you informed without overwhelming you. Our email notifications provide timely updates about critical changes, tasks, and important events across your transactions and workflows.
Our notification system is designed to:
Minimize missed deadlines
Improve team communication
Provide real-time visibility into your transactions
Reduce manual follow-ups
Enhance overall workflow efficiency
By default, all the notifications are enabled for each user. You can customize each notification trigger by switching the toggle or disabling all. The right-side tab will show you a brief description of each notification setting.
Notifications list
Notification name | Frequency | Description | Best for |
Tasks due | Daily summary | Alerts you about checklist tasks that are due today | Keeping track of time-sensitive responsibilities |
Documents to approve | Daily summary | Highlights pending documents or exemption requests requiring your review | Managers and team leads managing document workflows |
Transaction created | Immediate | Notifies you when a new transaction is created that you have access to | Staying immediately informed about new business opportunities |
Transaction closed | Immediate | Alerts you when a transaction is closed | Tracking deal completions and team progress |
Transaction cancelled | Immediate | Informs you about transaction cancellations | Maintaining awareness of deal status changes |
Transaction re opened | Immediate | Notifies you when a previously closed transaction is reopened | Monitoring complex or evolving transactions |
Transaction shared | Immediate | Alerts you when you're added to a transaction | Collaboration and team coordination |
Transaction revoked | Immediate | Informs you when you're removed from a transaction | Maintaining clear team access and permissions |
Transaction is now pending | Immediate | Notifies when a transaction moves from "Listing" to "Pending" | Tracking deal progression |
Listing expired | Daily summary | Alerts you about expired listings you have access to | Maintaining listing management |
Documents submitted | Immediate | Notifies about multiple documents or exemption requests | Streamlining document review processes |
Contact Assigned | Immediate | Keeps you updated on contact management | Sales and relationship tracking |
Contact Unassigned | Immediate | Keeps you updated on contact management | Sales and relationship tracking |
Response Received | Immediate | Alerts you to responses to emailed documents | Tracking communication and follow-ups |
New transactions received | Daily summary | Notifies about incoming new transactions | Business development and opportunity tracking |
Signature request viewed | Immediate | Informs when a signature request is viewed | Tracking document progress and engagement |
Document partially signed | Immediate | Updates on partial or complete document signatures | Monitoring critical document workflows |
Documents reviewed | Immediate | Notifies about document approvals or rejections | Quality control and compliance |
Task changed | Immediate | Alerts about modifications to tasks you can access | Keeping team members synchronized |
My task changed | Immediate | Alerts about modifications to tasks you're involved with, also notifies you when tasks are assigned to you in a transaction checklist | Keeping team members synchronized and staying informed of new responsibilities and managing workload |
CDA generated | Immediate | Sent when someone (not you) generated a CDA. Only users with an Owner role are notified. | Keeping track of generated CDA or Disbursement Authorization documents. |
Agent onboarding task changed | Immediate | Provides updates on agent onboarding task | Agent management |
Agent onboarding document partially signed | Immediate | Provides updates on agent onboarding tasks and documents | Agent management |
Agent onboarding document signed | Immediate | Sent when a agent onboarding document has been electronically signed by all requested parties | Agent management |
Agent onboarding documents reviewed | Immediate | Sent when a bunch of agent onboarding documents have been approved or rejected | Agent management |
Notification frequency is currently fixed and cannot be customized.
How Task Assignment Notifications Work
The "My task changed" notification handles two main task assignment scenarios:
Scenario 1: Checklist Application
When a checklist with multiple tasks is applied to a transaction:
The system identifies all tasks assigned to each user
Each assignee receives ONE consolidated email notification
The email lists only the tasks specifically assigned to them
Each task entry includes the task name and due date
Scenario 2: New Task Creation
When a new individual task is created and assigned:
The assignee receives a notification email
The email includes the task's name and due date
Notifications are only sent when tasks are assigned by someone else. If you create or assign a task to yourself, you won't receive a notification.