BoldTrail Back Office 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

BoldTrail Back Office

4.5

(851)

Pricing

Pricing available upon request

About BoldTrail Back Office

Cloud-based residential real estate brokerage solution including robust real estate accounting, commission automation, transaction management, and more.

Simplify and automate your office to move at the speed of the market. No more manual commission calculations, repetitive data entry, or spreadsheets. Save time and reduce costly errors.

Use some or all of BackOffice's modules to accelerate your back office.

Integrations include CRMs, MLS, QuickBooks, and Realogy Dash.

Access from anywhere with browser or BackOffice app.

BoldTrail Back Office Screenshots

BoldTrail Back Office Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Simple Start

Pricing available upon request

Plan includes:

Commission Tracking
E-Signature and Templates
Forms
Reports
Transaction Management
Extra Connection at $49/month
One-time Non-refundable Setup Fee

Standard

Pricing available upon request

Plan includes:

Commission Tracking
Dashboard
E-Signature and Templates
Forms
MLS Integration
Quickbooks Integration
Reports
Team Management
Transaction Management
One-time Non-refundable Setup Fee

Enterprise

Pricing available upon request

Plan includes:

Agent Onboarding
API Access
Commission Tracking
CRM
Dashboard
E-Signature and Templates
Forms
MLS Integration
Multiple Office Locations
Quickbooks Integration

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BoldTrail Back Office Features

Popular features found in General Ledger
Accounts Payable
Accounts Receivable
Financial Reporting
Multi-Currency
More features of BoldTrail Back Office
Access Controls/Permissions
Accounting
Accounting Integration
Activity Tracking
Agency Commission
Agent Management
Agent Onboarding
Alerts/Notifications
API
Approval Process Control
Audit Management
Audit Trail
Billing & Invoicing
Calendar Management
Cash Flow Analysis
Checklists
Client Management
Commission Calculations
Commission Calculator
Commission Management
Commission Overrides
Commission Rules/Conditions
Commission Statements
Compliance Management
Contact Management
Contract/License Management
CRM
CRM Integration
Customizable Branding
Customizable Reports
Dashboard
Data Import/Export
Deal Management
Document Management
Document Storage
Electronic Signature
Email Templates
File Sharing
Flat Commissions
For Brokers
Forms Management
For Real Estate
For Real Estate Agencies
Listing Management
Mobile App
Percentage Commissions
Pipeline Management
Real-Time Notifications
Reminders
Reporting/Analytics
Reporting & Statistics
Single Sign On
Sliding Scale Commissions
Split Commissions
Status Tracking
Task Management
Template Management
Third-Party Integrations
Tiered Commissions
Transaction History
Transaction Management
User Management
Workflow Management

BoldTrail Back Office Integrations

Xero

Google Drive

Contactually

SurveyMonkey

QuickBooks Online Advanced

Lofty

See all 23 integrations

BoldTrail Back Office User Reviews

Overall Rating

4.5

Ratings Breakdown

63%

28%

Secondary Ratings

Ease of Use

4.3

Value for money

4.4

Customer support

4.5

Functionality

4.2

Rhondelle B.

Verified reviewer

Real Estate

11-50 employees

Used daily for more than 2 years

Review source

Reviewed April 2024

Real Estate Transactions with Confidence

I believe Brokermint is an easy program to learn and keep track of real estate transactions. I would recommend it to other brokerages.

Ratings Breakdown

Ease of use

Functionality

Pros:

Being a User and not an administrator, I have the benefit of having everything set up so I may go in a do any type of transaction with a pop-up list of everything that needs to be done. I thank Brokermint for giving the administrator the ability to do so. It has made doing transactions of any type easy and understandable. I am able to keep all my documents loaded and backed up on Brokermint and retrieve them at any time. Although, we are taught to back up our documents in our own files. I just like the ease of the program the best.

Cons:

I don't like being able to correct mistakes I make without having to contact an administrator.

Vendor Response

Rhondelle, thank you for your review! We’re thrilled to hear that Brokermint has made real estate transactions easy and understandable for you. We appreciate your feedback on correcting mistakes and will consider ways to improve this process. Best, Mary Caroline

Replied May 2024

Michael M.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

I love the upgrade to this System

Over all it is light years beyond the dotloop system we used to use. I like having the categories to separate my business. It really helps

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It keeps all my accounts organized and I love the pre populated forms. That is a time saver. I do like the way we can add to an already signed document and not lose signatures because some things do need to be added to pass it along.

Cons:

I really do not like that when you log in it asks you to check a box to be remembered and if you close your browser and reopen it a few seconds later, it doesn't remember you. I would like to log in and not have to do it again for a month or so. Also, once in the System, I would like to have a way to organize the documents in a checklist. For example, if we have 6 counter offers, I would like to be able to put the offer first then the counters in order rather than having to search for them.

Reasons for switching to BoldTrail Back Office

The company switched us that I work for but Dotloop was not nearly as user friendly

Vendor Response

Thanks so much for sharing this thoughtful feedback! We're so glad BoldTrail Back Office has helped streamline your workflow. We really appreciate your suggestions around login and document organization, passing that along to our product team! :)

Replied October 2025

Verified

Reviewer

Real Estate

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2019

Best Features for the Price, Great Customer Service

Previously 5

To get a better product, you'd have to spend more money. We found workarounds for any issues we were having, and the cost savings is worth it for that. I think this product would work very well for a brokerage with fewer agents, but we had 100+, so the workarounds were a little time consuming. Overall, as an admin, I like it.

Ratings Breakdown

Ease of use

Previously 5

Value for money

Customer support

Functionality

Previously 4

Pros:

Brokermint mostly works just how you'd expect, which makes it easy for agents to pick up and start using with little training. Customer service is top of the line. My chats were always answered within a couple minutes. Anything requiring a phone call was easily scheduled within a reasonable time. In an emergency, I could always get help right away. As an admin, I could add an accounting checklist to each transaction, separate from the agent checklist, and I'd use that to upload a copy of the escrow deposit, bank transfer of escrow to commission, and commission payments. The agent could see these and know when they were paid.

Cons:

It has a few quirks. One problem for agents is that you can't save a draft of an e-sign document, then come back and finish it later. It's all or nothing. The biggest for admin is that, if an agent has multiple active transactions and is going to cap mid-transaction on the next closing, commissions don't automatically update to reduce the company split on this closing, and they don't automatically zero the company split on the other active transactions. You have to re-apply the commission plan to them, which causes them to recalculate and recognize that the agent is capping.

Reasons for switching to BoldTrail Back Office

We switched because our previous product didn't recognize caps on company splits and the reports weren't what we needed. Our agents didn't like it and were asking for a change.

Jim S.

Verified reviewer

Real Estate

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2025

Can't stand BoldTrail Back Office

Horrible. This is not the first transaction management software I've used but it is by far the worst.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The only thing I like is the ability to email documents and the email body into a transaction. The email body is captured in the activity and can be printed from there.

Cons:

There is nothing else I like about this program. It needs the ability to create additional folders for documents that are not part of the contracts. Copies of advertising in print, social media and other online sources. We need the ability to add more than one document to a checklist placeholder. For example a home inspection has a companion form the inspection response form. The buyer replies to the home inspection and may ask for repairs or additional inspection. Seller then uses the same form to respond to Buyer. Buyer may respond to Seller on the same form again. This could go on for several iterations. All of the forms should be captured. Broker shouldn't have to keep creating new placeholders for each iteration and they shouldn't have to save then merge the iterations. Contacts we should be able to import them from our contact database instead of manually entering them again. Constantly have to go out an come back into a window to get documents to display. Windows need to scale down to half a screen or less and still display all panels so we can work with multiple windows open. When an offer is loaded into the listing transaction you have to change the list price for the correct amount to show in Finance Commission. The field there is mapped to list price not offer price. If you have a new listing that's under contract right away adding the listing checklist and an offer checklist you can't tell which checklist a common form will go to when you split and assign forms. If I were to work on this list while I was working in the system I could keep adding issues. Bottom line, I don't like any part of what I have to use.

Reasons for switching to BoldTrail Back Office

Broker/Owner didn't want to spend the money for a good system for the office when we broke away from RE/MAX. Individual brokers like myself, and the Broker/Owner have purchased DocuSign individually. So we didn't really switch just dropped the transaction management. That was a mistake. BoldTrail Back Office Transaction Management sucks.

Courtney C.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed October 2025

Very Efficient Program

We are very happy with Back Office and the efficiency of the software. Every time we have had a suggestion or needed support, it has been readily available.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Back Offie has been crucial in helping our team keep transaction management efficient and secure. The checklists, visibility, and task lists are used daily and heavily with our team.

Cons:

The form management could be more user friendly. Being able to create your own form packages is an option, but requires a lot of time building.

Reasons for choosing BoldTrail Back Office

back Office provided more all in one usage for our team.

Reasons for switching to BoldTrail Back Office

Trello was incredibly basic and didn’t offer us an all in one program.

Vendor Response

Thanks so much for your review, Courtney! We’re thrilled to hear Back Office has been such a valuable tool for your team’s efficiency and organization. We appreciate your note on form management — great feedback, and we’ll be sure to share it with our product team for continued improvements

Replied November 2025

Katie T.

Verified reviewer

Real Estate

2-10 employees

Used weekly for less than 2 years

Review source

Reviewed October 2025

BoldTrail is a plus!

My overall experience is good. I enjoy using the software and it helps keep me organized. I would recommend the program to other real estate teams and agents.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the transaction management part of BoldTrail. I have the ability to create the transaction from start to finish and keep everything located in an easy spot. The program makes sending for electronic signatures a breeze. I also like the contact section. I can place a contact in the contact section and all their information is ready and available when we start getting into showings and making offers.

Cons:

I really liked that the buyer side paperwork was easier to find when I first started using the software. Now the buyer transaction side of things is buried under a different section and I forget about it.

Reasons for switching to BoldTrail Back Office

I changed from one to team to another and my new team does not use CINC.

Vendor Response

Thanks so much for your detailed feedback, Katie! We’re happy to hear BoldTrail is helping you stay organized and streamline your transactions. Appreciate you mentioning the buyer side navigation — we’ll share that with our team to explore ways to make it easier to access again

Replied November 2025

Allyse t.

Verified reviewer

Real Estate

11-50 employees

Used daily for less than 12 months

Review source

Reviewed November 2025

Super Easy & Mostly Agent-Friendly – Just Wish Fixes Didn’t Require Starting Over

Overall, my experience with BoldTrail Back Office has been really good! It streamlined my transaction management more than I expected and cut down on back-and-forth emails with my TC. The prefilled forms and automatic commission calculations are game-changers. Yes, the “start over” issue when correcting mistakes is a pain, but the time I save on a daily basis far outweighs that drawback. I’d recommend it to any agent who wants to spend less time on paperwork and more time closing deals.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I absolutely love how easy BoldTrail Back Office is to use and how everything is prefilled for me. As a real estate agent, I don’t have time to dig through complicated software. The moment I log in, my transactions are organized, commission splits are auto-calculated, and required fields are already populated based on my brokerage settings. It saves me hours every week and reduces errors. The interface is clean, intuitive, and actually feels designed for agents, not just accountants

Cons:

The biggest frustration is that if you make a mistake and need to correct something, you often have to start the entire transaction over from scratch. There’s no simple “undo” or edit-in-place feature for certain fields once they’re locked in. It’s especially annoying when a small typo forces you to re-enter dozens of fields. I wish they’d add a more flexible editing mode or at least a warning before locking data.

Reasons for switching to BoldTrail Back Office

My team changed to back office because everything is connected

Justine T.

Verified reviewer

Real Estate

2-10 employees

Used daily for more than 2 years

Review source

Reviewed October 2025

love boldtrail back office!

Great overall experience, I find it easy to use and a useful tool in my day to day business. Would recommend!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy to use and track my deals. I like that I can see my goal for the year laid out and how close I am.

Cons:

Reports could be easier to use. I would like the ability to run more reports to really track my deals and commissions.

Reasons for choosing BoldTrail Back Office

Easier to set up and cost effective compared to others.

Vendor Response

Thanks so much for sharing your experience, Justine! We’re thrilled to hear BoldTrail has made it easy to track your deals and goals. We appreciate the feedback on reporting — our team is always working to make insights even more flexible and user-friendly.

Replied November 2025

Johnny D.

Verified reviewer

Real Estate

11-50 employees

Used monthly for less than 2 years

Review source

Reviewed November 2025

Awful - Do NOT Use

I have not liked this software since the day my office was forced into using it. I only use it because my firm requires it. I pay for my own Dicusign and Zipforms subscription to manage my transactions and once my transaction is complete I download all the documents and upload them into this software so the firm has a copy for their records. I will not use this mess as my only option. Terrible design and the electronic signature portion sucks. The inability to upload multiple documents at once is also a very bad feature.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

There isn't anything that I like about this software, it is not user friendly, is very cumbersome and a royal pain in the ass to use.

Cons:

This software sucks, I only use it because my firm requires agents use it. ZipForms and DocuSign are 100 times better and more user friendly.

Reasons for switching to BoldTrail Back Office

My firm made the decision to switch, I refused and I pay for my own DocuSign and ZipForms Accounts.

Mari W.