BoldTrail BackOffice

Define commission rules based on agent tiers, sales volume, and deal types.

Input transaction details, including sales price and commission percentage.

The system automatically calculates commission splits based on the defined rules.

Approve the commission payout.

Generate reports on commission payouts for accounting purposes.

Create a new transaction in the system.

Assign tasks to relevant parties, such as agents, escrow officers, and attorneys.

Upload and manage all transaction-related documents in one place.

Track the progress of each task and milestone.

Communicate with all parties involved through the platform.

Close the transaction and generate final reports.

Create a new agent profile in the system.

Upload agent credentials and licenses.

Assign training materials and onboarding tasks.

Track the agent's progress through the onboarding process.

Set up commission rules for the new agent.

Grant the agent access to the platform and relevant resources.

Input all financial data, including income, expenses, and commissions.

Generate reports on key financial metrics, such as revenue, profit margins, and cash flow.

Analyze the reports to identify trends and areas for improvement.

Export the reports for tax preparation and compliance purposes.

Track agent sales volume, commission earnings, and transaction activity.

Generate reports on agent performance metrics.

Identify top-performing agents and reward them accordingly.

Provide coaching and support to underperforming agents.

Use the data to make informed decisions about agent recruitment and retention.