Your Dalton Wade-provided BoldTrail account includes a variety of tools at no additional monthly cost to you through Dalton Wade, including several newly added features.
Agents receive access to a customizable IDX-enabled real estate website connected to BoldTrail.
Your website can help you:
The BoldTrail CRM gives you one central place to manage your contacts, leads, prospects, and clients.
You can use the CRM to:
BoldTrail's follow-up tools can help you stay connected with leads without manually remembering every touchpoint.
Agents can use Smart Campaigns to create automated follow-up using tools such as email, text messaging, tasks, and other activities.
Campaigns can be used for new leads, past clients, long-term prospects, buyers, sellers, and other groups within your database.
Important: Agents are responsible for making sure their marketing and communications comply with applicable laws, regulations, and brokerage requirements.
HomeSearch AI gives consumers a more conversational way to search for properties.
Instead of relying only on traditional search filters, consumers can describe what they are looking for in more natural language to help discover properties that fit their needs.
HomeSearch AI can help agents provide a more modern home-search experience while keeping buyers engaged within their BoldTrail ecosystem.
Listing Machine provides tools designed to help agents market listings and create professional listing-related content.
Agents can use Listing Machine to help build polished marketing materials and presentations that can be used when working with prospective and current sellers.
Design Center provides customizable marketing materials and templates directly through BoldTrail.
Depending on the template and campaign, agents can create materials for:
Design Center makes it easier to create professional marketing materials without having to start every design from scratch.
Present helps agents create professional, interactive presentations for conversations with buyers and sellers.
Agents can use Present to help organize information into a polished presentation that can support consultations, listing conversations, buyer meetings, and other client-facing opportunities.
Agents can create saved property searches and alerts for buyers within BoldTrail (and can use HomeSearch AI while doing so!).
This allows buyers to receive property recommendations based on their search criteria while giving the agent additional insight into their interests and activity.
BoldTrail includes communication tools that allow agents to stay in touch with contacts directly through the platform.
Keeping communication within your CRM can also make it easier to maintain a record of your interactions and manage future follow-up.
Certain communication features, limits, registration requirements, or charges may vary depending on the type and volume of communication being used.
BoldTrail can help you understand how leads are interacting with your website and property listings.
Depending on the contact's activity, you may be able to see behaviors such as property views, saved or favorited properties, searches, and other engagement.
These insights can help you determine who may be ready for follow-up and what they may be interested in.
BoldTrail includes additional tools designed to help agents market themselves, promote listings, capture leads, and stay connected with their database.
Remember: having the tools is only the first step! Agents are encouraged to regularly log in, keep their database updated, create follow-up systems, and incorporate BoldTrail into their everyday business.
If you are just getting started, don't feel like you need to learn every feature at once.
A great place to begin is:
Once you are comfortable with the basics, you can begin incorporating more of BoldTrail's marketing, automation, and lead-generation features into your business.