Average Ratings 9 Ratings

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

BoldTrail offers a comprehensive back office solution designed for both cloud environments and mobile accessibility, streamlining and automating various back office operations to enhance efficiency and precision. The system ensures that data flows effortlessly throughout each stage, eliminating the necessity for manual data entry. It boasts compatibility with numerous CRM platforms and additional tools, all while providing a structured implementation process and attentive customer support. Furthermore, clients can access a range of professional services to complement their experience. Key features of BoldTrail include: - Transaction Management - Commission Automation - Accounting - Agent Management - Reporting and Analytics Beyond its robust functionalities that cater to all back office requirements, BoldTrail places a significant emphasis on client support, which includes: - Expert and Responsive Customer Service - Integration Marketplace along with an Open API - Organized Implementation Strategy - Comprehensive Product Documentation - Availability of Professional Services This commitment to customer satisfaction ensures that users receive the assistance they need to maximize the potential of their back office operations.

Description

Quick, straightforward, secure, and designed for mobile use. Favored by countless agents, brokers, and transaction coordinators throughout California. Create listing agreements, disclosures, amendments, and more while on the move using your mobile device. Utilize Glide's clause manager to insert default values into both individual and brokerage forms. Simplify disclosures with an intuitive TurboTax-style interface, targeted assistance content, and comprehensive compliance checks. Oversee signatures across various transactions from a single, user-friendly interface. Our solution supports upwards of 60,000 real estate professionals handling over $100 billion in home sale transactions annually. Agents appreciate Glide for its commitment to simplifying their workflows, enabling them to provide exceptional customer service, maintain compliance, and expand their businesses effectively. With our platform, they can enhance their efficiency and focus on what matters most: their clients.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Google Drive
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Gmail
HomeBinder
Microsoft Outlook
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Summit
SurveyMonkey
TRIBUS
Updater
Xero

Integrations

Google Drive
BoldTrail
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Gmail
HomeBinder
Microsoft Outlook
Propertybase
QuickBooks Online
QuickBooks Online Advanced
Salesforce
Slack
Summit
SurveyMonkey
TRIBUS
Updater
Xero

Pricing Details

$5 to $60/month/user
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BoldTrail

Country

United States

Website

boldtrail.com/platform/

Vendor Details

Company Name

Glide

Founded

2017

Country

United States

Website

www.glide.com

Product Features

Commission

Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions

Real Estate Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

Real Estate CRM

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Real Estate Transaction Management

Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Real Estate Agency

Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management

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