BoldTrail BackOffice Reviews & Product Details

I like the DocuSign feature in BoldTrail BackOffice because it helps keep everything organized and clean. It's simple to use and effective. The feature also allows me to keep all of my deals organized without having to use a separate application to sign. This integration is particularly helpful since it consolidates everything within one application. Review collected by and hosted on G2.com.

The financial section that maps things out isn't very customizable and the pipeline section needs to be more user-friendly. Review collected by and hosted on G2.com.

It is super intuitive and very easy to navigate. It was the best decision we have made as a Brokerage by switching to BoldTrail Review collected by and hosted on G2.com.

I have yet to find something that I dislike, and we are a few years into using BT Review collected by and hosted on G2.com.

I appreciate how easy it is to find the forms I need, and how convenient it is to keep everyone on the same team updated and aligned. Review collected by and hosted on G2.com.

I don’t like that I have to back out of the file and then go back in just to see the updates. Review collected by and hosted on G2.com.

1. ACH payments to agents

2. transaction checklists for agents are very detailed and robust

3. good permissions to help out

4. robust commission calculator to help pay agents

5. built in forms and emails templates (but this is also a frustration too) Review collected by and hosted on G2.com.

0. Customer service with regards to cancellation is horrendous and liars. BEWARE!

1. onboarding is a HEADACHE

2. support response at times is "meh" other times it is stellar

3. forms are DIFFICULT and clunky, but they work.

4. forms are old school and have NO rich text capability and center justifiies everything.

5. testing is extremely difficult for onbooarding as there is no way to "reset" your test account and send new documents. You have to have their development team do it and that takes a solid 3+ days. Then you redo it and find an issue and now you are waiting another 3 days....becomes VERY frustrating.

6. NO RICH TEXT????? are you kidding me. All they have for onboarding instructions, checklist instructions, email templates is plain text. Which makes it very hard to read. No bullets, no bold, no underline, no indention, no changing the alignment, etc.

7. Many of these are more in the making it look polished, but overall the features are worth it. Review collected by and hosted on G2.com.

I like the prefilling MLS addresses feature when using forms in BoldTrail BackOffice. It helps with time management and keeps everything in the right place. The initial setup was easy. Review collected by and hosted on G2.com.

I don't like that the Fill Now button is below the signers list; it should be at the top. Review collected by and hosted on G2.com.

I like the efficiency and speed of the program itself. I really like being able to email documents directly from the file. I like the ease of use. I like the pipeline information. Overall it's a decent program. Review collected by and hosted on G2.com.

I wish it was more organized. I wish I could edit my commission as an agent to accurately reflect my amounts in pipeline (I know permissions are set by brokerage but my brokerage won't let me edit it after inputting it initially). I also wish I could input specific dates to generate income statements. I wish splitting files was easier and more organized. One thing I really wish is that when you go to assign a document, it doesn't bring up items for a cancelled transaction. I wish you could create forms like skyslope. All in all could use some minor improvements throughout just with organization and enhancement of features. Review collected by and hosted on G2.com.

Boldtrail Back Office has been a game changer in the way I manage my transactions. The platform is clean, easy to navigate, and user-friendly. Their team is always quick to respond, and the attention to detail is top-notch, giving me full confidence that nothing will slip through the cracks. From start to finish the entire system makes staying organized effortless. Partnering with BoldTrail has made my business run smoother, and more efficiently than ever. Review collected by and hosted on G2.com.

Your correspondence are going to my junk mail more than I like. Review collected by and hosted on G2.com.

I really like how easy it is to keep everything organized in one place. It saves me a ton of time and makes it simple to track what’s going on without having to jump between different systems. Review collected by and hosted on G2.com.

I wish a few features were a bit more intuitive. it just takes a little time to get used to where everything is. Review collected by and hosted on G2.com.

When dealing with a lot of paperwork for transactions, finding BackOffice has revolutionized the way I manage transactions. Its organization system coupled with exceptional customer support makes it a standout choice for anyone seeking efficiency and peace of mind in their paperwork management. Review collected by and hosted on G2.com.

The Offers Section needs a bit more tweeking. Would be nice to be able to email the offer to sellers from that section so they can view it. Review collected by and hosted on G2.com.

Boldtrail is user friendly and a game changer I will never lose or misplace a document. It's like a virtual assistant saves me time and effort and when a client or vendor needs something, it's readily available Review collected by and hosted on G2.com.

That the Broker disclosures are now a separate item and not within the sales contract package Review collected by and hosted on G2.com.