---
title: "BoldTrail Back Office Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about BoldTrail Back Office Software - reviews, pricing plans, popular comparisons to other Real Estate Transaction Management products and more."
source_url: "https://www.capterra.com/p/171321/BoldTrail-Back-Office/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 BoldTrail Back Office Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Pros and Cons](#pros-cons)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

BoldTrail Back Office

## What is BoldTrail Back Office?

Our residential real estate solution brings all of your back office needs into a single cloud-based solution. No more entering data into system after system! Transaction management with eSignature, automatic commission calculations, next-day ACH payouts, accounting, agent onboarding, brokerage reporting, and more. Integrate with CRM, MLS, QuickBooks, and many more. See why BoldTrail BackOffice is trusted by thousands of brokerages nationwide.

## What is BoldTrail Back Office used for?

[Real Estate Transaction Management](https://www.capterra.com/real-estate-transaction-management-software/)[Real Estate Agency](https://www.capterra.com/real-estate-agency-software/)[Real Estate Accounting](https://www.capterra.com/real-estate-accounting-software/)

Top alternative

Featured

Overall rating

Based on 857 user reviews

Reviews sentiment

Positive

91%

Neutral

7%

Negative

3%

Pros & cons

Customizable and intuitive interface

Comprehensive transaction management tools

Cumbersome forms and contact management

Recurring glitches and slow support

Contact vendor  
for pricing

Free trial  
not available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for BoldTrail Back Office?[Manage this product listing](https://www.g2.com/products/boldtrail-backoffice/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### BoldTrail Back Office

4.5 (857)

VS.

[4.7 (678)](https://www.capterra.com/p/136372/dotloop/reviews/)

Starting Price

Contact vendor

Starting Price

$31.99

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (857)

Ease Of Use

4.5 (77)

Value For Money

4.4 (594)

Value For Money

4.5 (61)

Customer Service

4.5 (654)

Customer Service

4.6 (60)

## BoldTrail Back Office alternatives

Highest Rated

[4.8 (131)](https://www.capterra.com/p/134106/Striven/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[3.9 (77)](https://www.capterra.com/p/172896/SkySlope/reviews/)

Starting price

$1.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

71%

of reviewers

rated it above 4 stars

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.2 (2,086)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[View all alternatives](https://www.capterra.com/p/171321/BoldTrail-Back-Office/alternatives/)

## FAQs about BoldTrail Back Office

Overview

### What problems does BoldTrail Back Office solve?

BoldTrail Back Office solves scattered real estate transaction files, missed paperwork deadlines, and inconsistent compliance reviews by centralizing documents, checklists, tasks, e-signatures, and commission details. Agents, transaction coordinators, office administrators, and managing brokers benefit from clearer file ownership, faster document review, coordinated handoffs, and visibility into active pipelines and closed deals.

Answer based on 500 reviews

Overview

### Which roles and teams benefit most from BoldTrail Back Office?

BoldTrail Back Office is most used by real estate agents, Realtors, and brokers who manage leads, client relationships, listings, and transaction activity. Transaction coordinators and office administrators use it to track paperwork and deadlines, while owners and operations leaders oversee agent activity, office processes, and business performance.

Answer based on 853 reviews

Overview

### What company size and industries is BoldTrail Back Office built for?

BoldTrail Back Office is built for small real estate businesses, which account for 92% of reviewers, and real estate firms, representing 98%. It is intended for real estate brokers, agencies and teams, office managers, and transaction coordinators. Midsize businesses represent 7% of reviewers, while enterprises represent 2%.

Answer based on 853 reviews

Features and Usability

### What are the key features of BoldTrail Back Office?

BoldTrail Back Office includes core transaction management for organizing real estate files, document management and document storage for keeping open and closed records accessible, and electronic signature for placing signatures on documents. Transaction history supports record lookup and accountability, while listing management helps track required paperwork. It also covers compliance management.

Answer based on 29 reviews

Integrations

### Which third-party tools and platforms does BoldTrail Back Office integrate with?

BoldTrail Back Office integrates with over 20 integrations, including reviewer-confirmed DocuSign and Follow Up Boss. Its catalog also lists Dropbox, Google Calendar, Google Drive, QuickBooks Online, Salesforce Sales Cloud, SurveyMonkey, BoomTown, and CINC, supporting document management, scheduling, accounting, CRM, and reporting workflows.

Answer based on 44 reviews

Getting Started and Support

### How easy is it to onboard and train a team on BoldTrail Back Office?

BoldTrail Back Office offers live online sessions, webinars, documentation, and videos for team training. Reviewers report that agents and everyday users often learn navigation and transaction tasks quickly, including nontechnical users. Admins, teams switching platforms, and users configuring e-signatures, commissions, or workflows may need more hands-on training and time to become comfortable.

Answer based on 92 reviews

Getting Started and Support

### What customer support options does BoldTrail Back Office offer, and how do users rate the experience?

BoldTrail Back Office offers email/help desk, FAQ/forum, a knowledge base, phone support, and chat. Users often describe support as friendly, helpful, and quick to respond, especially during setup and routine questions. However, some report slow or inconsistent replies, chat handoffs, and difficulty getting clear answers to complex issues.

Answer based on 123 reviews

Security

### How does BoldTrail Back Office handle data security and access control?

BoldTrail Back Office uses two-step authentication and secure online document storage, keeping documents within individual transactions while allowing team members to access them remotely. Administrators can set user permissions, though incorrect settings can cause access issues. Reviewers find daily two-step authentication cumbersome, and one calls for improved security attention and maintainability.

Answer based on 10 reviews

Transaction management

### How well does BoldTrail Back Office manage real estate transactions?

BoldTrail Back Office centralizes real estate transactions, documents, checklists, deadlines, and commission workflows for brokers and agents. Teams value shared file visibility, task assignments, templates, and e-signature tools that reduce manual follow-up. Some users find correcting locked transaction details, transferring files, and completing work from a phone more difficult.

Answer based on 230 reviews

## Pros and Cons

Customizable and intuitive interface

89% positive reviews out of 296

Most reviewers find the platform easy to navigate, flexible, and simple to tailor for business needs.

Austin B.

Realtor, 51 - 200 employees.

"Keep everything so neat and organized and easy to find plus the notification system is out of this world"

Cumbersome forms and contact management

57% negative reviews out of 47

Some reviewers describe forms as difficult to edit, with confusing fields and inadequate contact privacy controls.

Comprehensive transaction management tools

91% positive reviews out of 54

Most reviewers indicate transaction tracking keeps all documents, commissions, and workflow organized in one place.

Recurring glitches and slow support

52% negative reviews out of 42

Some users comment on persistent software bugs, unreliable performance, and delays in receiving technical assistance.

Visual pipeline and income tracking

90% positive reviews out of 30

Most users report the pipeline feature provides clear visibility into transaction status and projected income.

Limited flexibility for listings

49% negative reviews out of 41

Some users report sales and listings management lacks buyer-side support, editing options, and multi-property linking.

Katie T.

Real Estate Broker Associate, 2 - 10 employees.

"Now the buyer transaction side of things is buried under a different section and I forget about it."

## Features

AI summary

Based on 573 Real Estate Transaction Management reviews

Capterra data shows that buyers of real estate transaction management software rank the following features as their top priorities:

-   **Transaction Management** (**62%** of reviewers rated this feature as critical)
-   **Document Management** (**61%**)
-   **Transaction History** (**55%**)

BoldTrail Back Office supports all three features that reviewers rate most highly: **Transaction Management**, **Document Management**, and **Transaction History**. Together, these capabilities help businesses keep deals organized, maintain access to important files, and track every step of the transaction process, allowing teams to manage closings with better visibility and control.

Transaction Management

4.5 (46)

84.78% of 46 reviewers that rated this feature as important or highly important

It gives you a centralized way to organize, track, and access all transaction files. Users think the checklists and clear layout help them stay compliant and efficient, though some mention it could be more buyer-friendly and faster for basic tasks.

Document Management

4.3 (46)

82.61% of 46 reviewers that rated this feature as important or highly important

Store, manage, and track all electronic documents in a centralized location

Electronic Signature

4.3 (39)

82.05% of 39 reviewers that rated this feature as important or highly important

With this capability, you can quickly and securely obtain signatures on documents, which reviewers say is easy for both agents and clients. Some reviewers find it convenient and user-friendly, though a few mention extra steps for date/time stamps and suggest improvements.

Deal Management

4.0 (28)

71.43% of 28 reviewers that rated this feature as important or highly important

Defines specific deal parameters to negotiate and secure deals

Document Storage

4.5 (40)

82.50% of 40 reviewers that rated this feature as important or highly important

Store and organize documents in a centralized system

Transaction History

4.8 (31)

74.19% of 31 reviewers that rated this feature as important or highly important

Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period

BoldTrail Back Office 62 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Accounts Payable: Track money owed to a company's creditors/suppliers
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Agency Commission: Commission that an agency charges for services provided to a customer or associate
- Agent Management: Create and manage agent profiles and activities, such as on-boarding, license details, sales, documents, etc.
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Billing & Invoicing: Create, manage, and send invoices or bills to customers
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Cash Flow Analysis: Calculates a company's working capital which is the amount of money a company has available to run its business
- Client Management: Manage contact details and communication with clients
- Commission Calculator: Tool used to determine the commission amount to be paid out to each employee
- Commission Management: Tracking, calculating, and paying commissions and earnings to employees
- Commission Overrides: Adjust commission payment for special circumstances and override preset commission rules/conditions
- Commission Rules/Conditions: Create and specify rules and conditions for commission calculations and payments
- Commission Statements: Periodic reports with commission payout details
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Contact Management: Manage, organize, and store contact information
- Contract/License Management: Track, store, and access client contracts or licenses
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- CRM Integration: Integration with third-party CRM systems
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Data Import/Export: Import and export data to and from software applications
- Deal Management: Defines specific deal parameters to negotiate and secure deals
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Electronic Signature: With this capability, you can quickly and securely obtain signatures on documents, which reviewers say is easy for both agents and clients. Some reviewers find it convenient and user-friendly, though a few mention extra steps for date/time stamps and suggest improvements.
- Email Templates: Pre-made examples and templates for emails
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Flat Commissions: Set amount of commission paid out for each sale regardless of product/service value
- For Real Estate: For realtors, real estate investors, property managers, and other real estate professionals.
- For Real Estate Agencies: For businesses/agents that manage selling, renting, or management of homes, land, and buildings for the owners.
- Forms Management: Store, manage and track all forms in a centralized location
- Listing Management: Create, edit, and monitor product or property details displayed on listing websites (i.e. agency websites, third party listing sites)
- Mobile App: Access the system via a mobile application
- Percentage Commissions: Commission structure based on a percentage of the total value of product/services sold
- Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Sliding Scale Commissions: Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio
- Split Commissions: Commission structure shared between multiple sales reps involved in a sales transaction
- Status Tracking: Track the status over time for a request, process, asset, or transaction
- Task Management: Create, manage and track all task activities and progression
- Template Management: Create, save, and re-purpose templates for emails, forms, etc.
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Tiered Commissions: Increasing commission rates as employees surpass certain revenue targets
- Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
- Transaction Management: It gives you a centralized way to organize, track, and access all transaction files. Users think the checklists and clear layout help them stay compliant and efficient, though some mention it could be more buyer-friendly and faster for basic tasks.
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.2 (857)

4.2

Based on 857 reviews

## Pricing

Value for money

4.4 (594)

[View pricing plan details](https://www.capterra.com/p/171321/BoldTrail-Back-Office/pricing/)

Simple Start

Contact Vendor for Pricing

It includes:

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

Standard

Contact Vendor for Pricing

It includes:

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

Enterprise

Contact Vendor for Pricing

It includes:

-   Agent Onboarding
-   API Access
-   Commission Tracking
-   CRM
-   Dashboard
-   E-Signature and Templates
-   Forms
-   MLS Integration
-   Multiple Office Locations
-   Quickbooks Integration
-   Reports
-   Single Sign-on (SSO)
-   Team Management
-   Transaction Management
-   White Label
-   One-time Non-refundable Setup Fee
-   Extra Connection at $49/month

Value for money

4.4 (594)

4.4

Based on 594 reviews

## Integrations

[

Dropbox](https://www.capterra.com/p/143068/Dropbox-Business/)[

Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[

SurveyMonkey](https://www.capterra.com/p/253516/SurveyMonkey/)[

Docusign](https://www.capterra.com/p/121506/Docusign/)[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.5 (654)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.5 (654)

4.5

Based on 654 reviews

## User reviews

Overall rating

4.5

Based on 857 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(536)

4(241)

3(57)

2(14)

1(9)

Mentioned topic

Recent reviews first, then most helpful

RE

Realtor

Realtor

Used the software for: Less than 1 year

### "fake leads and the salesperson didn't tell me the way the system works, in case works. Dont believe it "

1.0

Overall Rating

1.0

1.0

Ease of Use

1.0

1.0

Features

1.0

1.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

August 10, 2026

fake leads and the salesperson didn't tell me the way the system works, in case works. Don't believe it

DO

Director of Growth and Development

Director of Growth and Development

Used the software for: Less than 1 year

### "One of the Most Necessary Daily Tools for Real Estate Operations "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 29, 2026

I utilize it daily and it has allowed me to make accurate projections, have candid conversation with our agents about their production, track revenue, outstanding balances for commissions and agent fees. Performance progress and setting goals.

Pros

I utilize this daily for my offices transaction management, e signatures and financial and revenue tracking. It allows a one stop shop for all things needed for back office for a real estate operation.

Cons

The 2 step authentication. It is sometimes cumbersome to have to go through this daily given I use it so often. I know it's necessary for security purposes but it's my least favorite thing. All other functions are top tier.

RE

Realtor

Realtor

Used the software for: Less than 1 year

### "Learning styles are different"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

3/10

January 19, 2026

I have taken the intro training and have practiced with it but am a LONG way from feeling comfortable.

Pros

The vastness of it. The fact that it has so much to offer agents. It is a very interesting program.

Cons

I need more on-line hands on. While trainers know what they are doing obviously, not everyone learns the same way.

RA

REALTOR and Office Manager

REALTOR and Office Manager

Used the software for: Less than 1 year

### "Best system"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

10/10

December 18, 2025

It has been very user friendly and easy to learn. I trained myself on the system and train everyone in our office.

Pros

The mobile app makes life on the go for a REALTOR so much easier! The system is awesome when it comes to the electronic signatures and being able to see if they have viewed but not signed or partially signed.

Cons

I wish that the unsorted docs and the checklist were not is separate places and was easy to switch back and forth to view docs side by side

OW

Owner

Owner

Used the software for: 3-5 years

### "Brokermint is okay."

2.0

Overall Rating

2.0

2.0

Ease of Use

2.0

2.0

Features

2.0

2.0

Customer Service

1.0

1.0

Likelihood to Recommend

3/10

December 2, 2025

Mediocre. Worked well for file storage, but there are other platforms out there that do the same thing for less money

Pros

Okay, not super well organized. You need to be able to set up your own customized reporting features since the standard ones don't work that well.

Cons

Their customer service is a joke and their reps are not friendly or easy to work with. Minimum 30 days notice to cancel and you have to play phone tag with them to do so, you can't just email them.

RE

Real estate agents

Real estate agents

Used the software for: Less than 1 year

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

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

2.0

2.0

Likelihood to Recommend

3/10

November 19, 2025

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.

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.

MB

Managing Broker - Owner

Managing Broker - Owner

Used the software for: 3-5 years

### "I am a fan of the platform"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

November 18, 2025

Using BoldTrail BackOffice over time has confirmed its value in keeping our operations efficient and accountable. It’s become part of my daily workflow — not just a tool, but a quiet system that helps everything stay aligned behind the scenes. The structure it provides gives me peace of mind, knowing our transactions and timelines are being managed consistently. It’s clear that the developers built it with real brokerage needs in mind. While I’ve suggested a few refinements, the platform itself has proven dependable and impactful. It’s one of those systems you don’t fully appreciate until you imagine working without it.

Pros

As the Managing Broker, I really enjoy using BoldTrail BackOffice. It keeps me on top of transactions, tasks, and deadlines, helping everything run smoothly across the office. The system is reliable and efficient, making it easier to manage multiple files at once.

Cons

The only improvement I’d like to see is the ability to search for specific documents rather than scrolling through the full list. Aside from that, I’m a fan — it’s a solid platform that truly supports brokerage operations.

Todd P.

Broker / Owner

Used the software for: 3-5 years

### "BrokerMint Real Estate Back Office Software"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

8/10

January 7, 2019

My experience with Brokermint has been very good. Support has been responsive and helpful. There has been upgrades and enhances some of which I have not even taken advantage of yet. Online videos are also very good for many questions. On top of that Brokermint is very cost competitive with many competitors and much less expensive with a lot.

Pros

BrokerMint offers a very comprehensive software to manage your real estate operations. It is very simple to navigate and flexible in many areas to your specific systems. It does offer good tracking of sales associates' production, commissions and allows for multiple commission schedule options. Ability for agents and staff to access transactions from mobile devices is good. Pipeline report of closed and pending transactions is great and the ability to create your own reports is a plus.

Cons

While the available reports and the option to create your own reports is good the layout or printed option of these reports is less than desirable. Even if you modify column widths or eliminate some data getting the printed layout you want so you can share the data is only fair. Also I wish there was an app for mobile devices to allow ease of access to the site.

RE

Reviewer

### "Ease of Use"

5.0

May 17, 2017

Prior to using Brokersumo I constantly was having to manually keep track of everyone's sales using excel spreadsheets which was very inconvieant. Brokersumo put all the information in a much easier format to read and input.

RE

Realtor

Realtor

Used the software for: Less than 1 year

### "Bold trail learning curve is worth it "

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

7/10

November 12, 2025

In general Bold trail is very good but could use more improvements and Training videos with step by step instructions

Pros

Support is excellent and the real estate transactions are very good The value is great for what is there -once you get the hang of it

Cons

I would like to see more options in the drop down menus- ( took awhile to understand there were more) and if you could have the capability of changing the order of the forms

[View all Reviews](https://www.capterra.com/p/171321/BoldTrail-Back-Office/reviews/)

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