BoldTrail BackOffice

BoldTrail BackOffice Mobile App Quickstart

Managing Buyer Offers on the Mobile App

Managing Commissions on Mobile App

Creating & Managing Transactions and Checklists on Mobile App

eSignature on Mobile App

Uploading Files and Documents to the Mobile App

Working with checklist tasks & docs from mobile app

Approve/Reject Documents in the Mobile App

Share documents via the BackOffice Mobile App

Buy Side Workflow Enhancement On The Mobile App: What's Changed

Discover how to leverage our app's powerful features, from managing listings and buyer offers to staying connected with your team and clients, all at your fingertips

Mobile App

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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