BoldTrail Overview: Features & Tools for Dalton Wade Agents

BoldTrail Overview: Features & Tools for Dalton Wade Agents

BoldTrail (formerly kvCORE) is a real estate CRM and marketing platform provided to Dalton Wade agents as part of their brokerage membership.

Developed by Inside Real Estate, BoldTrail helps agents manage contacts, generate leads, market listings, communicate with clients, and grow their businesses.

Dalton Wade also provides access to additional BoldTrail tools designed to support marketing, presentations, AI-powered property searches, and mobile productivity.

Core BoldTrail Features

Smart CRM & Lead Management

Keep your contacts, leads, and client communications organized in one place.

  • Capture and manage leads from multiple sources.

  • Track conversations and client activity.

  • Set follow-up reminders and tasks.

  • Organize contacts and monitor opportunities.

Marketing & Automation

Stay connected with clients and prospects through automated marketing tools.

  • Create email and text campaigns.

  • Set up automated follow-up sequences.

  • Send listing alerts and market updates.

  • Manage ongoing communication with your database.

BoldTrail provides agents with a customizable real estate website featuring IDX property searches, where supported by the applicable MLS.

Agents can use their websites to showcase listings, capture leads, and help buyers search for properties.

Additional BoldTrail Tools

Dalton Wade agents also have access to an expanded selection of BoldTrail products and features.

Design Center

Create professional real estate marketing materials, including social media graphics, flyers, and other branded promotional content.

Present (CMA Presentations)

Create professional presentations for buyers and sellers, including comparative market analyses (CMAs), listing presentations, and other client-facing materials.

HomeSearch AI

An AI-powered property search experience that allows buyers to describe the homes they're looking for using natural language rather than relying only on traditional search filters.

Listing Machine

A listing marketing tool that helps agents create promotional materials and marketing campaigns for their property listings.

BoldTrail Social

Tools designed to help agents create, organize, and manage social media marketing content.

Streams Mobile App

Streams is BoldTrail's AI-powered mobile app, designed to help agents manage their business while on the go.

Features include:

  • Real-time lead activity notifications.

  • Prioritized follow-up opportunities.

  • CRM access and contact updates.

  • AI-assisted productivity and follow-up support.

Streams is available for compatible iOS and Android devices.

Is BoldTrail Free for Dalton Wade Agents?

Dalton Wade provides access to the core BoldTrail platform at no additional cost as part of agent membership.

Dalton Wade also offers access to additional BoldTrail products and features.

Some optional upgrades, third-party integrations, Marketplace services, or premium features may require separate payment.

Availability and pricing may vary by product and brokerage configuration.

Why Did kvCORE Become BoldTrail?

Inside Real Estate introduced BoldTrail as the next generation of kvCORE.

The platform retains its core CRM capabilities while introducing an updated interface, expanded marketing tools, and additional AI-powered features.

Agents familiar with kvCORE will recognize many of the same CRM functions under the BoldTrail branding.

Getting Started

Agents new to BoldTrail should begin by:

  1. Logging in to their BoldTrail account.

  2. Reviewing and updating their contact information and agent profile.

  3. Exploring their Smart CRM and contact database.

  4. Reviewing their agent website and available marketing tools.

  5. Downloading the Streams app for mobile access.

  6. Exploring the additional products available through their Dalton Wade account.

BoldTrail brings together CRM, marketing, lead generation, and AI-powered tools to help Dalton Wade agents manage and grow their real estate businesses.