Learn BoldTrail

Fortune Favors the Bold

You’ve chosen BoldTrail because it gives agents a smarter, simpler, and more connected way to run their entire real estate business. From generating leads to nurturing relationships to managing every step of a transaction, BoldTrail brings your essential tools into one powerful platform so you can work faster and stay focused on what matters most.

Start your journey with the Getting Started Guide, built to help you quickly understand the core features that will support your day-to-day success.

Once you’ve completed the guide, continue learning by exploring the full webinar library listed below. These sessions dive deeper into strategies, tools, and best practices designed to help you get the most out of BoldTrail from day one.
Your learning path begins here! Let’s get you confidently up and running with BoldTrail.
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Get Started in 10 Steps

BoldTrail Quick Start Webinars

BoldTrail
Orientation
Get an introductory tour of the BoldTrail platform. Learn what’s included, how to navigate key tools, access training resources, and use the mobile app. Perfect for new or returning Agents, Admins, and Lenders.

BoldTrail Agent Quick Start Pt 1: Setting Up Your BoldTrail Platform
A focused session to help new users set up BoldTrail quickly. Discover essential setup steps, learning tools, profile best practices, and how to work your business from the dashboard and mobile apps.

BoldTrail Agent Quick Start Pt 2: Managing Your Contacts & Automation
Learn how to organize your contacts and activate BoldTrail’s powerful automations. Explore statuses, deal types, hashtags, sources, search alerts, market reports, and behavioral automations that put your outreach on autopilot.

BoldTrail Agent Quick Start Pt 3: Managing Your  Website & Leveraging Listings
Learn how to personalize your BoldTrail website and turn your listings into powerful marketing tools. Discover how your IDX-powered site attracts leads, provides consumer insights, and boosts your online presence.

BoldTrail Agent Quick Start Pt 4: Boldly Generate Leads using the Lead Engine Tools
Learn how to power up your lead generation using BoldTrail’s Lead Engine. Create landing pages, squeeze pages, and text codes, explore Marketplace tools, and add contacts with bulk import to grow your database fast.

TEAM Admin Quick Start
For Team Leaders and Team Admins ready to take control of their TEAM platform. Learn to manage user roles, route leads, set accountability expectations, and organize team contacts with ponds.

Adding & Connecting Contacts in BoldTrail
Learn all the ways to add or sync contacts into BoldTrail so you can keep your sphere in one place and automate your follow-up. Explore manual entry, mobile tools, playbooks, bulk import, and lead syncing.

PRESENT Quick Start
Learn how to use BoldTrail Present, the next-gen CMA and presentation builder that helps you win listings and wow clients. Build CMAs, create listing and buyer presentations, and set up your branding in minutes.

Listing Machine & Design Center Quick Start
Discover how to automate your listing marketing with BoldTrail’s Listing Machine, Design Center, and Social tools. Learn to create marketing kits, save time, and elevate your listings with professional designs.

Learn More about the BoldTrail Team Add On Webinar
Discover how the BoldTrail Team Add-on transforms your platform into a full team environment. Explore team websites, Smart Numbers, custom lead routing, accountability settings, lead ponds, and insights designed to boost team success.

Vitals, the Metrics to Measure Webinar
Learn how to leverage Vitals to monitor performance and growth. Gain expert insights and advanced strategies that help BoldTrail users turn data into actionable results.

PREMIUM VIDEO Quick Start
Learn the essentials of Premium Video. Record or upload videos, manage your video library, send videos to contacts, and use them in Smart Campaigns or with the Chrome extension.