BoldTrail Integrations

Docusign is a cutting-edge cloud-based electronic signature solution that empowers companies of all sizes to send, sign, and manage agreements anytime, anywhere, and on any device. Trusted by more than 250,000 companies in 188 countries, Docusign enables users to sign various types of documents such as school permission slips, business contracts, agreements, and approvals. Docusign also enables users to send and sign documents in multiple languages and provides a mobile application for Android, iOS, and Windows devices. If your organization executes notarial acts, Docusign eNotary makes the notarization process fully digital for all parties involved: senders, signers, and notaries. It enables a Notary Public to act as an in-person witness to electronic signing of documents.

Open House App for Real Estate Visitor Registration with AI assisted features. Looking for a smarter way to handle open house visitor registration? Our Open House Visitor Text Registration Chatbot makes sign-ins simple — no Wi-Fi or data connection required. Visitors can register directly through their text messaging app. Our focus is with the modern real estate professional in mind. From Text and QR Code visitor registration to instant real estate flyers, every tool is designed to help engage visitors and convert them into clients. Key Real Estate & Open House Features: * Easy text message visitor sign-in at open houses * Visitor management dashboard * Team support and Co-hosted open houses * Professional real estate email templates * Automated drip email campaigns for lead nurturing * Instant real estate flyers, brochures, and sign riders * Digital visitor disclosures and signatures Our Open House App gives you everything you need to stand out in today’s real esta

QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.

Facebook is the world's largest social network. We build technologies that help people connect with friends and family, find communities, and grow businesses. From fundraising to offering life-saving help in a Facebook post or signing up to donate blood, we’re inspired by the ways people show up for each other in times of need. The Facebook app helps you connect with friends, family and communities of people who share your interests. Connecting with your friends and family as well as discovering new ones is easy with features like Groups, Watch and Marketplace.

ChatGPT is an AI-powered conversational assistant developed by OpenAI that helps users with writing, learning, brainstorming, coding, and more. It is free to use with easy access via web and apps on multiple devices. Users can interact through typing or voice to get answers, generate creative content, summarize information, and automate tasks. The platform supports various use cases, from casual questions to complex research and coding help. ChatGPT offers multiple subscription plans, including Free, Plus, and Pro, with increasing access to advanced AI models and features. It is designed to boost productivity and creativity for individuals, students, professionals, and developers alike.

Complete back office solution built for the cloud and mobile friendly. Simplifies and automates back office work, improving speed and accuracy. Data moves seamlessly throughout the process with no need to manually re-enter anything. Integrates with many CRMs and other tools. Structured implementation and responsive customer service. Additional professional services available. • Transaction Management • Commission Automation • Accounting • Agent Management • Reporting and Analytics In addition to providing functionality for all back office needs, BoldTrail invests heavily in client support: • Knowledgeable, Responsive Customer Service • Integration Marketplace and Open API • Structured Implementation • Detailed Product Documentation • Professional Services

On average, every month, over 150 real estate brokerages and teams switch to dotloop's transaction management software. Currently supporting more than 9,000 brokerages and teams across the U.S. and Canada, dotloop touches more than 50% of all U.S. real estate transactions and has earned a near-perfect 98% Retention Rate. Not to mention a top-rated mobile app - 4.8/5 stars with over 42,000 reviews.

As real estate and mortgage brokers you know the drill: Work leads. Build pipeline. Close Deals. Repeat. Let Agent Legend learn your likeness and engage with leads for you. Let's face it. Just keeping up with text messages is hard. Agent Legend proactively reaches out on your behalf the way you would if you had all the time in the world. You spend time responding to only the serious leads. Marketing in real estate and mortgage can get pricey. Agent Legend provides data on what lead sources are actually performing best for you, where you can optimize outreach to get a better return and what lead sources just don't work for you. Knowing when to add more people to your team can be a tough decision. Let Agent Legend maximize the hard work your team is currently doing to know when you need to add the next agent, marketing director, or associate.