Tech that fights for you

One platform. Front to back.

Taylor agents run their business on BoldTrail - a fully unified front-end and back office platform. Two best-in-class systems that recently merged into one.

Front End

BoldTrail

CRM · Marketing · Websites

Capture leads, nurture clients, market listings, and run your IDX site - all from one branded dashboard. AI-powered, mobile-first, and built for the way modern agents actually work.

Smart CRM with AI lead scoring & automated follow-up
Custom IDX website with real-time MLS search
Listing Machine + Design Center for marketing materials
Built-in lead generation (organic + paid)
Branded mobile app for you and your clients
Single-property websites for every listing
Social media autopilot
CMA + presentation builder

Back Office

BoldTrail Back Office

Transactions · Compliance · Commissions

Formerly Brokermint - now part of BoldTrail. Handles every transaction from contract to commission disbursement, with full e-sign, document compliance, and accounting built in.

End-to-end transaction management
E-signature included
Document compliance & broker review
Automated commission disbursement
Direct accounting integration
Detailed pipeline & production reporting
Mobile transaction tracking
Audit-ready file storage

Front End Platform

BoldTrail

CRM · Marketing · Websites

BoldTrail is the front-end command center for your business. Every lead, every conversation, every listing, every campaign - one branded dashboard, on web and mobile.

What you get

Smart CRM

AI lead scoring, automated email/text/voice follow-up, contact timelines, and pipeline views.

Branded IDX Website

Custom-designed agent site with real-time MLS search, neighborhood pages, and home valuations.

Lead Generation Engine

Organic & paid lead pipelines route directly to your CRM - never the front desk.

Listing Machine

Auto-generated single-property websites, social posts, and email blasts for every new listing.

Design Center

On-brand templates for flyers, postcards, social graphics - edit in your browser, no Photoshop required.

Branded Client App

Your own mobile app for clients - searches, neighborhood reports, push alerts, direct chat.

Social Autopilot

Auto-publish market updates, new listings, and just-sold posts to Facebook, Instagram & LinkedIn.

CMA Builder

Polished, comparative market analysis presentations clients actually read - in minutes.

Bottom line

If you tried to buy this stack a la carte - CRM, IDX site, lead gen, marketing automation, branded app - you'd pay $300+/month. At Taylor it's included in your $99.

Back Office Platform

BoldTrail Back Office

Transactions · Compliance · Commissions

Formerly Brokermint, now unified with BoldTrail. The back office that runs every contract from ratified to disbursed - so you spend zero time chasing paperwork.

What you get

End-to-End Transactions

Track every deal from contract to closing - milestones, deadlines, and tasks auto-managed.

E-Signature Included

Built-in e-sign at no extra cost. Send, sign, and store - no DocuSign bill.

Compliance Made Easy

Required-document checklists, broker review queues, and audit-ready file storage.

All Association Forms Provided

Every state and local association form pre-loaded - fillable and ready for e-signatures.

Accounting Integration

Direct sync to QuickBooks and Xero - so your books are never behind your business.

Production Reporting

Personal dashboards for GCI, units, conversion - know exactly where your business stands.

Mobile Tracking

Approve documents, check status, and sign from your phone - the deal doesn't wait.

Secure File Vault

Every document, every transaction, archived securely and instantly retrievable.

Bottom line

Less time hunting for documents and waiting on commission checks. More time selling. The back office runs itself - you stay focused on clients.

Stack value

If you bought this stack a la carte...

$300+/mo

Front-end CRM, IDX site, lead-gen, marketing automation, branded app, plus back-office transaction management and accounting.

At Taylor

$99/mo

Everything included.

Want to see the platform live?

Schedule a 15-minute walkthrough - we'll demo BoldTrail front-end and back office side by side.

Get Started Talk to Us