BoldTrail Back Office
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
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Top Producer CRM
The new Top Producer CRM gives today's agents the tools they need to maintain relationships at every stage of the client life cycle. A real estate CRM needs more than just contact management, Top Producer includes features like MLS data, email, websites, text, intelligent insights, and automated marketing to keep you top of mind. Aside from dozens of integrations helping you maximize your day, Top Producer offers a library of expertly written conversion campaigns, transaction workflows, situational templates and more. Stay close to contacts with an impressive 360 view while the CRM uses social media insights to update your contact profiles with the latest photos, interests, jobs and locations. Keep viewings organized MLS Property Insights that track each client’s listings shown, viewed, interested in, or inquired on. Simplify your process with dynamic workflows - action plans for new leads to closed transaction that update as tasks complete, minds change or dates.
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TransActioner
The easiest way to manage your real estate transactions, documents, and signatures. Modern interface.
Updated State Forms with auto-filling to save you time. Create templates. Digital Signatures. Send forms out for digital signatures with auto tracking and reporting.
Forms automatically update using transaction information.
Clients can see all their forms, sign documents, and view a calendar of next steps in their own Client Portal.
Deadlines and a calendar are auto generated from forms. Share documents by simply clicking a button with the other agent, title company, escrow, lender, etc. Support for TCs and Assistants.
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Trackxi
Trackxi is an AI-driven platform designed for real estate agents, teams, transaction coordinators, and brokerages. It simplifies and automates every step of the transaction process, replacing manual checklists and spreadsheets with a centralized, secure, and easy-to-use interface. Features like visual timelines, automated reminders, customizable workflows, and integrated communication ensure accurate tracking, timely updates, and enhanced accountability. Trackxi’s AI Assistant delivers instant answers, while AI-powered Sales Document Data Extraction speeds up transaction creation, reducing errors and saving time. Trusted by real estate professionals, Trackxi streamlines every transaction, ensuring efficiency, accuracy, and client satisfaction.
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