Streamline your real estate business with our cutting-edge solution: the seamless convergence of BoldTrail Pro and BoldTrail BackOffice. Say goodbye to the hassle of managing multiple systems that don't communicate with each other. With our native integration, brokers, teams, and agents can now enjoy an integrated platform to effortlessly track all their contacts and related activity all the way from lead to client to contract to close and repeat business.
Our recent integration is aimed to:
Help brokers avoid double-entering transaction info, stop chasing agents for providing updated transaction details in multiple platforms, and better see conversion rates from lead to contract.
Let agents see all the client activity in one place without spreading their attention on multiple platforms.
Allows agents to keep track of their contacts on multiple platforms and get the true picture of their pipeline while having a single source of truth for all the data they need.
First time connecting BoldTrail BackOffice to BoldTrail Pro
Within your BoldTrail Pro interface, go to Marketplace > BoldTrail BackOffice > Sign in
Enter your BoldTrail BackOffice credentials, then click Add to BoldTrail Pro.
When all set, click Continue. You can either close the window or proceed with matching up your agents (next section).
Match BoldTrail Pro agents and BoldTrail BackOffice users
Open your company admin dropdown at the top right corner and select Agents.
At the right corner, click the blue BoldTrail BackOffice Matching button.
In an opened window, you can select agents in the BoldTrail BackOffice Match column to be matched with the corresponding BoldTrail Pro agent.
Please note that if you select to match the agent that is already in use, the previous match will become empty.
You can also filter agents by their role or leverage the Suggest Match button, which will auto-suggest matching for the agents with the same name and email.
Create and kick-off a transaction from BoldTrail Pro to BoldTrail BackOffice
Within BoldTrail Pro, go to Transactions > + Create transaction at the top right of the page.
Start with selecting the BoldTrail BackOffice Account (connect more subaccounts in Marketplace > BoldTrail BackOffice > Edit).
Fill out all the required fields marked with asterisk (*).
When all set, click Create. You will see the Transactions page with your recently created transaction at the top of the list.
Open this transaction and click the View Transaction navigation link to proceed with adjusting it in BoldTrail BackOffice.
Please note that for BoldTrail Pro transactions pushed to BoldTrail BackOffice, any further changes can only be done through BoldTrail BackOffice.
When integration is enabled, either the buyer role will be mandatory for your transaction if your company represents the buyer side, or the seller role will be mandatory if your company represents the seller side.
Link BoldTrail Pro contacts with BoldTrail BackOffice contacts
Open the transaction and navigate the People section on the right side.
Contacts that are not yet linked will be marked with a broken chain icon near their full name.
Click this icon and, in the opened window, select the related contact you want to link. If needed, you can + Create Contact right there.
When all set, click Link with selected.
Here's how linked contacts will be displayed in BoldTrail BackOffice interface:
Seamlessly navigate between platforms without entering credentials every single time
To provide smooth experience navigating between BoldTrail Pro and BoldTrail BackOffice, we leverage the power of SSO (Single sign-on) links across the interface. SSO is a secure authentication method that enables users to securely authenticate with multiple applications and websites by using just one set of credentials.
They work as a 'magical key' allowing you to enter any platform's 'door' without entering the credentials each time. There are several places where you can seamlessly navigate between needed BoldTrail Pro and BoldTrail BackOffice accounts.
Navigation links in BoldTrail Pro
On the Transactions list page, the TXN column will direct you right to the transaction's page in BoldTrail BackOffice:
On the transaction's page, which directs you right to the transaction's page in BoldTrail BackOffice:
On the Agents page, which directs you right to the Users > Agents tab in BoldTrail BackOffice:
Navigation links in BoldTrail BackOffice
On the Transactions page, which will direct you to BoldTrail Pro Transactions page.
On the Users page, which will direct you to BoldTrail Pro Agents page.
On the Contacts page, which will direct you to BoldTrail Pro Smart CRM page:
How do I see all BoldTrail BackOffice transactions in BoldTrail Pro?
Within the Transactions page of your BoldTrail Pro account, locate the Source column at the right side of the table. BoldTrail BackOffice transactions will have the "BoldTrail BackOffice" label as the Source.
Note that company admins will see transactions in BoldTrail based on their BoldTrail permissions, not BoldTrail BackOffice ones.
How do I pull listings from BoldTrail Pro to BoldTrail BackOffice?
Within your BoldTrail BackOffice Transaction page, click Create transaction > Search MLS. In an opened modal window, enter the BoldTrail Pro transaction name you want to pull to BoldTrail BackOffice. Click Select and complete all the needed steps through the regular transaction creation process.
How do I re-match agents to BoldTrail BackOffice?
Open your company admin dropdown at the top right corner and select Agents.
At the middle of the page, click the More Actions dropdown and select Re-match Agents to BoldTrail BackOffice.
Confirm whether you want to un-match the agents first before matching them again.
Proceed with selecting the needed match for related BoldTrail BackOffice agents.
When all set, click Save.
How do I invite agents to BoldTrail BackOffice from BoldTrail Pro?
To invite the unmatched user to BoldTrail BackOffice:
Go to Company Admin dropdown on the top-right corner of the page and click Agents.
Select the needed agent(s)
In an opened page, click the More Actions dropdown and select Invite to BoldTrail BackOffice.
Then, you'll be prompted to select the BoldTrail BackOffice account you want this user to be invited to.
Select the commission plan, onboarding checklist, and account owner. When all set, click Save.
Next, in your BoldTrail BackOffice Users tab, you'll see the new user, which will have the default set of permissions enabled. You'll also get an email about inviting selected users.
How do I invite BoldTrail contacts to BoldTrail BackOffice?
The flow is the same as with the agent:
Go to Smart CRM, select the needed contacts, click More Actions and select Invite to BoldTrail BackOffice.
Follow the same steps to select the BM account, assign a commission plan and onboarding checklist along with the account owner. When all set, click Save.
You will see the invited BoldTrail contacts appear in your BoldTrail BackOffice company Users tab.
How do I invite a BoldTrail BackOffice user to BoldTrail Pro?
When your BoldTrail BackOffice <> BoldTrail Pro integration is activated, admins can invite current BoldTrail BackOffice users to become agents in BoldTrail Pro. This allows them to exist in both platforms and establishes a connection between them.
Navigate to Users > selected user > three dots icon > Invite to BoldTrail
In an open modal window, complete all the required fields, which mirror the ones you fill out when adding a new agent through BoldTrail Pro.
When everything is set, click Invite to BoldTrail button at the bottom of the window.
Now, the agent will appear in your BoldTrail Pro workspace and will be matched with the corresponding BoldTrail BackOffice agent.
How do I enable multi-account access from BoldTrail BackOffice to BoldTrail Pro?
To integrate your BoldTrail Pro account with your BoldTrail BackOffice master account and subaccount, follow these steps:
Navigate to the Marketplace > BoldTrail BackOffice > Edit
From here, the integration will vary based on your brokerage configuration:
If you have access to only one BoldTrail BackOffice account, the integration process remains unchanged.
If you have access to multiple BoldTrail BackOffice accounts, a new modal window will be displayed, listing each accessible BoldTrail BackOffice account, including master and sub-accounts.
All set! Either proceed with the agent matching process or close the window.
After a successful connection, you will see all the available subaccounts when creating a BoldTrail Pro transaction:
Please be aware that when attempting to match agents, you'll receive a warning tooltip if the agents are in subaccounts you cannot access.
