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About

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

About

Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Real estate brokers, owners, office managers, transaction coordinators

Audience

Investment managers seeking an integrated cloud-based solution to research providers

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 to $60/month/user
Total number of seats (agents and users) in your brokerage drives pricing, as does your selection of our three levels of plan: Simple Start, Standard, or Enterprise.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.4 / 5
design 4.4 / 5
support 4.3 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • The customization features are great and I like the email templates. I am sure if it was property set up it would be fine, but when you are left to set up on your own......
  • Flexibility, templates, and e-signing capabilities. Looking forward to integrating with their API as well.
  • Nice user interface and easy to use. It has customizable checklists which were very important to us.
  • Customizable checklists. Automatic Backup to Dropbox. Integration with HelloSign. Email through the transaction. Great review/reject/approve system.
  • It's super easy to use and a great way to organize everything in one place! You can store all of your documents, take notes on transaction happenings, have your checklist to ensure everything is being completed that is needed, e-sign, commission management, and so much more! The support is great! It's great not having to train my agents on how to use Brokermint because the support teams helps with the onboarding. The online chat is a quick way to get anything answered.

Cons

  • The implementation process is awful and you are left to build the system on your own.
  • None that come to mind, over the last 5 years we have gave plenty of feedback, and BM has made any changes and upgrades.
  • Bit expensive for small firms, reports could be more robust
  • HelloSign integration can be glitchy. Needs advanced set up. All commission plans need to be set up manually. Commission plans can not when graduated.
  • There are 3 reasons it didn't get 5 stars for me. Occasionally, the e-sign feature gets delayed - but they are working on a solution. Currently, there are only 2 ways to categorize a transaction: listing or pending. I wish that active buyer was another category. Thirdly, the pricing is higher than what I was hoping for. The more agents you have on your team, the more expensive Brokermint is. There is tremendous value to the program.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BoldTrail
United States
boldtrail.com/platform/

Company Information

Commcise
Founded: 2013
United Kingdom
commcise.com

Alternatives

Alternatives

Axia Suite

Axia Suite

Profile Software
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
SOLIAM

SOLIAM

VERMEG
Lone Wolf

Lone Wolf

Lone Wolf Technologies

Categories

Categories

Real Estate Accounting Features

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency Features

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate Transaction Management Features

Accounting
Appointment Scheduling
Commission Management
Contract Management
Critical Date Alerts
CRM
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Integrations

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier

Integrations

BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Lofty
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
SurveyMonkey
TRIBUS
Updater
Xero
Zapier
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Claim BoldTrail Back Office and update features and information
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