BoldTrail Back Office

BoldTrail Back Office

BoldTrail
4.2 out of 5 stars
DeedSpring

DeedSpring

Stacker
BoldTrail Back Office DeedSpring

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BoldTrail Back Office:

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
DeedSpring:

About

DeedSpring is a web-based transaction coordination platform for U.S. real estate agents, transaction coordinators, and teams. It organizes each closing around its contract, parties, documents, tasks, messages, and deadlines. The software reads executed agreements to identify dates and contingencies, tracks follow-ups with lenders, title and escrow contacts, and signers, and associates incoming communications with the relevant transaction. An AI assistant can draft reminders and client updates for review, while deadline risks and outstanding items are surfaced to the team. Buyers and sellers can use a branded portal to view milestones, documents, and next steps. DeedSpring also provides shared team visibility, workflow checklists, document handling, and signing features for managing a transaction from contract through closing.
BoldTrail Back Office:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported
DeedSpring:

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported
BoldTrail Back Office:

Audience

Real estate brokers, owners, office managers, transaction coordinators
DeedSpring:

Audience

U.S. real estate agents, teams, transaction coordinators, and brokerages.
BoldTrail Back Office:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
DeedSpring:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
BoldTrail Back Office:

API

Offers API Supported
DeedSpring:

API

Offers API Not Supported
BoldTrail Back Office:

Screenshots and Videos

DeedSpring:

Screenshots and Videos

No images available
BoldTrail Back Office:

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 Not Supported
Free Trial Not Supported
DeedSpring:

Pricing

$15/month
Free Version Not Supported
Free Trial Supported
BoldTrail Back Office:

Reviews/Ratings

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

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
BoldTrail Back Office:

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.
BoldTrail Back Office:

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported
DeedSpring:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
BoldTrail Back Office:

Company Information

BoldTrail
United States
boldtrail.com/platform/
DeedSpring:

Company Information

Stacker
Founded: 2017
United Kingdom
deedspring.com
BoldTrail Back Office:

Alternatives

DeedSpring:

Alternatives

CloudCoord

CloudCoord

Cloud Coordinator, LLC
BoldTrail Back Office:
TotalBrokerage

TotalBrokerage

Brokerage Management Solutions
DeedSpring:
ClosedEasy

ClosedEasy

Laejri
BoldTrail Back Office:
BoldTrail

BoldTrail

4.5 out of 5 stars
DeedSpring:
BoldTrail Back Office:
Lone Wolf

Lone Wolf

Lone Wolf Technologies
1.0 out of 5 stars
DeedSpring:
Prolegis | Convey

Prolegis | Convey

Prolegis Solutions
BoldTrail Back Office:
DoorLoop

DoorLoop

5.0 out of 5 stars
DeedSpring:
BoldTrail Back Office:

Categories

DeedSpring:

Categories

BoldTrail Back Office:

Real Estate Transaction Management Features

Accounting Supported
Appointment Scheduling Not Supported
Commission Management Supported
Contract Management Supported
Critical Date Alerts Supported
CRM Not Supported
Document Templates Supported
Electronic Signature Supported
File Sharing Supported
Task Management Supported
Transaction Review Supported

Real Estate Accounting Features

Accounts Payable Supported
Accounts Receivable Supported
Bank Reconciliation Not Supported
Commission Management Supported
Contract Management Supported
General Ledger Supported
Mobile Access Supported
Payroll Not Supported
Property Development Management Not Supported
Reporting / Analytics Supported
Work Order Management Not Supported

Real Estate Agency Features

Calendar Management Not Supported
Client / Property Matching Not Supported
Client Database Not Supported
Commission Management Supported
Contact Management Supported
Contract Management Supported
Email Marketing Not Supported
Flyer / Catalog Printing Not Supported
Lead Management Not Supported
Listing Management Not Supported
Property Database Not Supported
Website Management Not Supported
BoldTrail Back Office:

Integrations

CINC Supported
Docusign Supported
Dropbox Supported
Follow Up Boss Supported
Gmail Not Supported
Google Drive Supported
HomeBinder Supported
LionDesk Supported
Lofty Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Propertybase Supported
QuickBooks Online Advanced Supported
Salesforce Supported
Slack Not Supported
SurveyMonkey Supported
TRIBUS Supported
Updater Supported
WhatsApp Not Supported
Xero Supported
DeedSpring:

Integrations

CINC Not Supported
Docusign Not Supported
Dropbox Not Supported
Follow Up Boss Not Supported
Gmail Supported
Google Drive Not Supported
HomeBinder Not Supported
LionDesk Not Supported
Lofty Not Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Propertybase Not Supported
QuickBooks Online Advanced Not Supported
Salesforce Not Supported
Slack Supported
SurveyMonkey Not Supported
TRIBUS Not Supported
Updater Not Supported
WhatsApp Supported
Xero Not Supported
BoldTrail Back Office:
Claim BoldTrail Back Office and update features and information
Claim BoldTrail Back Office and update features and information
DeedSpring:
Claim DeedSpring and update features and information
Claim DeedSpring and update features and information