How to Get a Direct Link to a Listing Without Logging in as a Guest
If you want to share a listing directly from your BoldTrail (formally known as kvCORE) platform without having to log in as a guest on the public site, follow these simple steps:
Log into BoldTrail
Start by logging into your BoldTrail account at crm.daltonwade.com.
Access Listings
Once logged in, navigate to the left-side menu and select Listings.
Depending on the type of listing you're looking for, choose one of the following options:
- My Listings (your personal listings)
- Manual Listings (ones you manually add to the crm)
- Company Listings (listings under Dalton Wade)
For this example, we are using Company Listings.
Search for the Listing
Use the Search bar to enter the address of the listing you’re interested in.
Select the Listing
Once the listing appears in the search results, click on the blue address link to open the listing.
Find the Direct Link
On the right-hand side of the listing page, you will see a section labeled Direct Link. This is the unique URL that links directly to this listing on your agent website, making it easy to share with clients and prospects.
Related Articles
Listing for Lease & Property Management Loop Set Up
Setting up the Listing for Lease loop: Choose – “Rental List Side” - you are listing the property for lease – choose “Stellar MLS" or "Non Stellar MLS” (depending on which board you belong to) *“Listing for Lease” template will load the folders & ...
kvCORE Training & Helpful Links
Here's the link to watch the recording: https://us02web.zoom.us/rec/share/3VGPWMI8fdA_NjTI_yV176OgvW5wQGMKQJR6efncQhTQkz7vFPG5YogEFtHbycEz.i1f86uPYt38t9rWx Passcode: G*.0$5sZ Slide Deck Used During Presentation: ...
Printing a Blank Contract or Form from Dotloop
How to print a Listing Agreement, Contract, Addendum, or form such as the DW W-9 or the DW E&O Insurance from Dotloop without creating a loop. From your Dotloop login screen Click on Templates: In this example, I am showing you how to print the DW ...
Stellar MLS Owner Authorization Explained
Why do I need this form? STELLAR MLS requires the Owner authorize their property data prior to making it “Active” in the MLS. Stellar provides an Owners Authorization form in the printing section. This report only works when the property is in ...
Archiving/Unarchiving documents and folders
FYI you can not archive required documents without help from admin 1. Log into Dotloop 2. Open loop which you wish to work in 3. To archive documents or folders, locate the file or folder you wish to archive 4. Click on the three dots to the right of ...