April 22, 2025
Improvement: Comments & Communication
We've updated the transaction layout to improve clarity and collaboration:
The main transaction page now has a two-column layout, making it easier to navigate and view details at a glance.
The existing comments section has been relocated to the right-side panel, where you’ll also find contacts. This ensures context-specific communication is always easily accessible.
All "Comment & Activity" sections now include a "Hide activity" checkbox, allowing you to filter and quickly view only comments, so essential messages remain visible.
April 16, 2025
Improvement: Rearranging Checklist Templates
You can now drag and drop to reorder checklist templates in all sections (transactions, buyer offers, agent onboarding). This improves workflow efficiency by displaying your most essential templates first, eliminating the need for creative naming conventions as a workaround.
Improvement: Void Checklists During Transaction Close/Cancel
When closing or canceling a transaction, you can now handle remaining checklist items with three options:
Reject all pending documents
Approve all pending documents
Make no changes to pending documents
This streamlined process reduces manual oversight and prevents unnecessary tasks from affecting calendars or due dates.
April 14, 2025
New feature: Ledger Automation Improvements
We've made posting commissions to your general ledger faster and easier with these new features:
Automatic payer input: Transaction payer now defaults to title officer, seller's attorney, or seller
Itemized agent deductions: Fees and deductions are automatically itemized for accurate P&L and 1099 reporting
One-click "Paid at Table": For transactions handled by title companies, one button creates all necessary clearing account entries
With the ledger automation update, bills can now include negative amounts. These negative line items may only be assigned to income accounts or liability accounts.
March 12, 2025
New Feature: Checklists Automation
This enhancement allows you to apply checklists based on transaction details automatically. It aims to streamline workflow management, reduce manual errors, and provide greater flexibility in how transaction checklists are created, applied, and tracked. Learn more here.
Go to your Checklist > Actions > Automation Settings to configure the rules
Checklists eligible for automation will be automatically suggested to the transaction
We split existing "Can change transaction checklists" permission into two distinct permissions:
Can manage checklist tasks: allows users to edit tasks within a checklist that’s already applied to a transaction (already existed, no changes)
Can add/remove checklists for transactions: controls the ability to add or remove checklists from a transaction (newly added)
Users without the "Can add/remove checklists for transactions" permission cannot manage transaction checklists
Checklist automation works in the mobile app as well—users will be prompted if their transaction triggers an automation rule. However, creating and editing automation settings are currently only available on the web.
Improvement: Enhanced Task Assignment Notifications
We've expanded the "My task changed" notification functionality to provide more comprehensive task assignment updates:
Added notifications for newly created tasks assigned to you
Added notifications when tasks are automatically assigned to you from a new checklist
Enhanced email templates with more informative content tailored to different scenarios
Including relevant context about transactions and checklists
March 3, 2025
New Feature: Earnest Money Deposit (EMD) management
We've introduced a comprehensive Earnest Money Deposit (EMD) management system to streamline the tracking, processing, and reporting of earnest money deposits within BoldTrail BackOffice.
New Transaction Finance Section
A new Finance section has been added to the Transaction page containing Commissions and Ledger (previously located elsewhere) along with the new Earnest money page:
The new Earnest money page provides centralized management of all EMD transactions
Complete EMD Lifecycle Management
Track expected deposits with customizable due dates
Record received deposits with comprehensive payment details
Apply deposits to invoices and closing costs
Process refunds with full audit trail capability
New Related Reports
Earnest money status report provides real-time snapshots of EMD balances across transactions
Earnest money activity report delivers a complete audit trail for compliance and verification
QuickBooks Online Integration
Seamless sync with QuickBooks Online (requires Commissions v2 QBO integration) for automated accounting entries for deposits, commissions, and refunds
Proper account mapping between EMD holding accounts and operating accounts
February 17, 2025
Improvement: Buyer Offer Representation Update
We’ve improved the Buyer Offer creation process to ensure accurate form mapping and compliance.
Key Updates:
New Listing Side Representation Field
A new section has been added to the Contact screen in the Buyer Offer creation wizard, allowing users to select the listing side representation from “No seller yet,” “Your own company,” or “Another contact.” This ensures that listing side representation is properly captured and mapped in forms.
Automatic Buyer Side Representation
The system now automatically assigns the account’s company information as the buying side representation, reducing manual input and ensuring accurate reflection in forms.
Improved Form Mapping
With the new listing side representation field, form mapping now correctly captures both buyer and seller details, improving accuracy in offer documentation and ensuring compliance with industry standards.
In accordance with recent NAR policy changes, you'll see different terminology across transactions. For buyer representation or dual agency, the term "Compensation" is used. For listing representation only, "Commission" remains the standard term.
January 8, 2025
Reporting Updates
We’ve enhanced reporting functionality to ensure accurate tracking of commissions and goals.
Key Updates:
Starting Values in Reports
The following reports now include Starting Values from user profiles:
Custom reports
Agent Reports
Standard reports
Company Performance > Production summary
Company Performance > Production trend
Agent Performance > Agent Ranking
Impact: More accurate commission calculations and goal tracking by
combining transactions with Starting Values.
Excluded Transactions Filtered from Reports
Transactions marked as “Excluded” will no longer appear in reports.
Impact: Ensures reports reflect only non-excluded transactions for better data accuracy.
New "Excluded Transactions" Report
A new report tracks all excluded transactions for easy auditing and review.
Impact: Prevents data loss and enables quick identification of any errors.
October 30, 2024
Improvement: Buy Side Workflow Enhancements
We’ve streamlined buy-side transaction management! Changes apply to both web and mobile platforms. Learn more here.
Key Updates:
Statuses: Pre-Listing is now Opportunity, Listing is now Active.
Transaction Creation: Flexible entry with new fields (Transaction Name, Buyer Agreement Date, Buyer Expiration Date).
Pipeline View: Now includes Opportunity and Active statuses.
Buyer Offers: Now nested within relevant transactions and can be moved elsewhere if needed. Accepted offers can update existing transactions or create new ones.
Reports: Updated status labels (Opportunity, Active) and added Active Transactions and Opportunities reports.
May 1, 2024
Improvement: Copying Transactions
Introducing the long-awaited Copying Transactions feature! Now, you can easily duplicate transactions, retain selected assets, and mark originals as "Cancelled."
Accessible under Transaction > Edit dropdown.
March 7, 2024
Improvement: Commissions Updates: Starting Values
This commissions update allows brokerages to input the current amount of commissions an agent has already earned when transitioning to a new back office system. This ensures that agents' commission splits and progress towards annual caps are accurately reflected, regardless of system implementation timing or wherever the agent came from.
February 15, 2024
Improvement: Reports Update
Rolled out three innovative reporting updates to help you unlock deeper, more granular insights:
Source of Business Report
Production Trend Report
Agent Ranking Report
January 24, 2024
Improvement: Commissions Updates
Our latest update to the Commission Plans feature introduces groundbreaking tools designed for brokerages and administrators. Now, with advanced prorate options, customizable credit/increase items, intelligent plan transitions, and transaction exclusion capabilities, you have the power to streamline operations, minimize manual effort, and tailor commission strategies to fit unique business needs.
January 23, 2024
Improvement: BoldTrail + BoldTrail BackOffice Integration: User Onboarding Update
This front-office and back-office platform integration update give brokerages/admins the ability to easily add agents that already exist in one system to the other without having to switch between systems. Previously, agents were independently created on both sides, and then linked within BoldTrail under BoldTrail BackOffice Matching.
January 22, 2024
Improvement: Personal & Company Reports Update
These enhancements include the introduction of reporting categories, the renaming of existing standard or “company” reports, and most significantly, the brand new functionality of Personal Reports. Personal Reports are templated reports that only display data related to the user viewing them, allowing Agents access to real-time metrics and client information without intervention of an Admin. This will provide the user with insight into their own volume and commission metrics on both an individual transaction level as well as their totals for a given date period.
January 8, 2024
Improvement: Accounting Journal Entries Update
Ability to create and manage Journal Entries; Which are especially helpful for managing referrals after closing, adjusting commission payouts and expenses, and so on. Now, you can see the journal entry in the General ledger as well as the Transaction's Ledger if you've selected a transaction during the journal entry creation, and Agent's ledger (for the agents selected as Party).
December 20, 2023
Improvement: Mobile Buyer Offers Update
Seamless integration of the full web experience for managing buyer offers directly into our mobile platform. Now, agents can effortlessly create, manage, and handle buyer offers right from their mobile devices. With a few taps, you can create new buyer offers or use MLS transactions to start.
September 20, 2023
New Feature: BoldTrail + BoldTrail BackOffice Integration
Integration of BoldTrail with BoldTrail BackOffice, offering a seamless bidirectional transfer of CRM data, transaction information, user/agent details, and contact information creating a single source of data and a more seamless workflow across the lead to contract to close lifecycle. This integration spans across BoomTown, btPro (front office), and BoldTrail BackOffice (back office) products, ensuring a consistent experience from the start.
September 7, 2023
Improvement: Accounting: General Ledger UI/UX Update
Minor update to the usability and experience of the BoldTrail BackOffice General Ledger. We added a new report view allowing you to see, track, and manage your P&L.
Improvement: BoldTrail BackOffice Lite Design/UI Refresh
The purpose of the light redesign was to improve usability on multiple platforms/devices, bring some cohesion with kvCORE and Inside Real Estate, and to help modernize the look and feel.