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Release Notes

Major release notes, improvements, and feature updates

Updated yesterday

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:

    1. Can manage checklist tasks: allows users to edit tasks within a checklist that’s already applied to a transaction (already existed, no changes)

    2. Can add/remove checklists for transactions: controls the ability to add or remove checklists from a transaction (newly added)

      1. 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

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

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.

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