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.

Introducing the long-awaited Copying Transactions feature! Now, you can easily duplicate transactions, retain selected assets, and mark originals as "Cancelled."

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.

Source of Business Report

Production Trend Report

Agent Ranking Report

Prorating On Sliding Scale Plans

Credits/Increases In Commission Plans

Chained Plans

Exclude Transactions From Incrementing Plan

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.

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.

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).

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.

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.

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.

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.