BoldTrail Back Office

RATING:

4.5

(827)

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 Pricing

Pricing is based on number of seats (typically number of agents + office staff) and which plan is utilized. Accounting comes with the Enterprise plan.

Free trial: 

Not Available

Free version: 

Not Available

Transaction Management
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BoldTrail Back Office Reviews

Overall Rating

4.5

Ratings Breakdown

Secondary Ratings

Ease-of-use

4.5

Customer Support

4.5

Value for money

4.5

Functionality

4

Most Helpful Reviews for BoldTrail Back Office

1 - 5 of 827 Reviews

User Profile

Brian

Verified reviewer

Military, 1,001-5,000 employees

Used weekly for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

FUNCTIONALITY

5

Reviewed December 2018

Easy to Use and keep files organized

Overall, I really like using Brokermint. The learning curve is not steep, and it's a great way to share and organize contract files.

PROS

I've used Brokermint with two different companies now, and it is incredibly easy to use. I used to keep very detailed files on my hard drive, and backed up on an external drive. Brokermint helps me organize my files much easier with their checklists and backing them up on my hard drive after a transaction is finished is much easier than trying to keep up with multiple versions on my harddrive(s).

CONS

There isn't much I don't like, but there are a few design features that took me a while to learn. For example, when you add a new task to a checklist - first time I did this, I needed to add a document, but forgot to check the box, then I didn't have permission to delete that task. Also, when you upload a document, it doesn't become visible until you also select "Submit". I learned this the hard way the first time, when my broker was looking for a document I uploaded, but never submitted.

Jennifer

Real Estate, 2-10 employees

Used weekly for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed August 2019

Brokermint Review

My overall experience has been great. When I reach out for help, someone is always there to assist me with whatever I'm working on. They are very responsive which is hard to find.

PROS

I like the ability of being able to send a document to a client within the software without having to open up another program to send the document for signatures. I also like that on the dashboard you can see how much your have sold for a given year. It keep me motivated to hitting my goal.

CONS

It was a little confusing at first but every time I go into Brokermint I learn something new.

Reasons for switching to BoldTrail Back Office

Admin did because it wasn't compatible anymore with a lot of there systems.

Ashley

Real Estate, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

2

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2024

Brokermint for Real Estate Management

It was a terrible experience. Locked into an extremely overpriced system, limited support, and bottom line Brokermint was incapable of doing some of the bare minimum requirements. We found it to be very limiting in what it does while also being very complicated in each step and high priced on top of it all.

PROS

I liked that Brokermint integrated with other programs well

CONS

Brokermint was extremely limiting. We encountered several instances where the software would not allow us to track finances correctly resulting in our numbers always being off. When creating commission disbursement documents you can only break it down into a few categories. If you run teams with different individual splits you will be required to complete the figures on your own and then input them in an override. This proved to be extremely time consuming for our brokerage. I attempted to work through these issues several times with customer service. We paid over $800 a month to be left dissatisfied with the results. We have since switched to a new transaction system that costs $300 a month and has been extremely easy to use, records/financial numbers are completely up to date and accurate. CDA’s are made in a breeze with several categories and options for breakdowns for different cap levels and splits. When creating a CDA you would need to toggle between two different areas and the system did not allow for this easily. Our new system allows us to view all items connected to the transaction from one page.

Vendor Response

Ashley, we’re sorry to hear that Brokermint did not meet your expectations and caused frustration. Your feedback is valuable to us, and we’re continually working to improve our platform and support services. We understand the importance of a seamless transaction system and will use your comments to inform our future developments. We'd love to hear more about your experience if you're willing to set up a time to talk, feel free to email us at support@insiderealestate.com! Thank you for giving Brokermint a try, and we wish you success with your new system. Best, Mary Caroline

Replied May 2024

Samantha

Real Estate, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2024

very efficient online database

This has been a very efficient online database for our office. We have been happy with it since using this program.

PROS

Customer service online chat is great. Unlimited space is amazing. Love the lists we can assign docs to. Easy to look up past files. Easy to download anything scanned to a file. Easy to assign agents and enter data.

CONS

It would be nice, as the office admin, if I created a new "private" contact (seller/buyer) for an agent, who I appointed "Transaction owner" on their transaction, if the program would also let the agent edit this contact person later on. Instead it greys it out and they are unable to edit the contact on their end unless the contact is set to "public" I think the office admins and the agent named the "transaction owner" should be able to edit all contacts added if set to "private" Many of our agents have been upset about this. I feel like even if the office admin adds a contact for an agent, states the contact belongs that agent, the agent as the transaction owner should be able to edit the contact at any time instead of being blocked from it. Other than that, we love this program. I think both the office admins and the transaction owner should be able to edit a private contact that is assigned to them. Thank you.

Vendor Response

Samantha, thank you for your detailed feedback! We’re delighted to hear that you find Brokermint efficient and have had positive experiences with our customer service. We appreciate your suggestion regarding private contacts and will consider it for future improvements. We’re glad to support your office and are committed to enhancing your experience with our platform. Best, Mary Caroline

Replied May 2024

Justin

Real Estate, 11-50 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed June 2019

Brokermint is great for transaction management but could be better

Overall I would say that Brokermint is definitely worth the cost. There is a lot of value and it's relativity easy for even a new user to understand and use. There is some room for improvement and their customer service is very responsive.

PROS

I like the ease in setting up Brokermint. Adding fields and drop-down menus on transactions makes it very easy to customize the layout.

CONS

The reporting feature is not as user friendly or robust. You are limited on the number of columns to display and the layout of the reports make them difficult to look at. You can export them to CSV files which is helpful though.

Reasons for switching to BoldTrail Back Office

Wise Agent was not very user friendly. It was very cumbersome and it made it difficult for use to properly manage our transactions efficiently.