When making any updates to your profile, remember to click 'Save' on the top right!

Name

Your name as you'd like it to appear to your contacts.

Title

Your title as you'd like it to appear to your contacts.

Profile Image

The image you'd like displayed on your website.

Agent MLS ID

Add your Agent MLS ID in order to automatically sync your personal listings to your BoldTrail website. Your Agent MLS ID can sometimes differ from the ID you use to sign in to your MLS. That's because BoldTrail uses the specific Agent MLS IDs in the IDX feed to identify you. If you need assistance finding your Agent MLS ID please reach out to Support.

If you have multiple MLS IDs add them separated with a comma and no spaces.

After your ID is added, your listings and the listings you are a Co-Agent on will be shown on your website within the 'My Listings' tab.

This menu is also where your manually added exclusive, coming soon, or sold listings will populate.

Agent NRDSID

Your NRDS ID is required for some SSO and API connections with BoldTrail. If you use an SSO that requires an NRDS ID insert it into this field.
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Current requirements:

Click Here if you need to find your NRDS ID.

Ext. Vendor ID

If you need an external vendor ID it will be given to you by your brokerage. If you're you're unsure if you need an external vendor ID please reach out to your Broker for assistance.

Cell Phone

Your cell number. This is the number that will be connected to your Smart Number. To learn more about your Personal Smart Number, click here. This number will not be visible to your contacts if the 'Show on Site' is not checked.

Work Phone

Your work number. This number will not be visible to your contacts if the 'Show on Site' is not checked.

Direct Line

Your direct line. This number will not be visible to your contacts if the 'Show on Site' is not checked.

Phone 'Show on Site' Checkbox

When checked, this replaces the shared Smart Number on your website with the selected number. Please Note: Only one number can be checked at a time.

Account Email Address

The email used to log into BoldTrail.

Verified Relay Email Address

If you are using a generic email address for your BoldTrail or btPRO account, Inside Real Estate will automatically assign a verified relay email address to you. To ensure optimal email deliverability, all of your campaigns and listing emails sent from BoldTrail will show as being “From” yourname@realestatealerts.com.

Your new verified relay email will be: agentname@realestatealerts.com.

This can be found in the Contact Info section of your Agent profile, directly under your BoldTrail email address. The new field will be titled Verified Relay Email:

If you’d like to change the name of your verified relay email address, you can simply replace it with a different prefix. This change can be made in your profile at any time.

Vanity Email Address

This is the email address that BoldTrail sends emails from, if a Verified Relay Email address is not being used.

Use "Vanity Email Address" For Email Replies

If this box is checked, you will receive system-generated email replies to your Vanity Email Address. If this box is unchecked, you will receive email replies to your Account Email Address by default.

Website

Your actual website that is created when you're added to the BoldTrail system will auto-populate here. It does not auto-update if you purchase a Vanity Domain or change the subdomain - it will need to be manually updated.

Personal Website

This is ONLY if you are using the Foundation template.

Lender

You can select your preferred Lender from this section.

Lender 'Show on Agent Subdomain' Checkbox

With a preferred Lender chosen in your profile you can trigger the 'Finance' page to show on your site by checking the 'Show on Agent Subdomain' box.

To learn more about the Finance page, click here.

Designations

You can use the Designations section to add any credentials you wish to display on the 'Agent Profile' tab on your website or on your Office/Team/Company Agent Roster.

Social Media Links

You can add a link to your Facebook, Twitter, YouTube, Pinterest, and Instagram here. These will be displayed on your website for your contacts to click and find your social media pages.

License #

Here you can add your license number. This will be displayed on the 'Agent Profile' page of your website.

Position

Add your position which will be visible on the 'Agent Profile' page on your website and Agent Roster. Ex: Licensed Realtor, Broker, or Mortgage Advisor

Spoken Languages

Your spoken languages can be added here for your contacts and those viewing your Office/Team/Company Agent Roster page.

Your position, languages spoken, and designations can be used by potential clients to search on Office and Company websites! By filling in as much information about yourself as possible, people can find you by your specializations easily from the sites you're included on, using the 'Agent Roster'.

About Me

The section beneath your basic profile info is "About Me." This is the spot for your bio and it shows on the 'Agent Profile' page on your website. You can enter any plain text that you want, or you can use HTML.

You can personalize this section with tons of customization options, such as italics, bold, choosing your font, size, adding bullets, and so much more. You can even hyperlink your social media accounts for easy access.

Signature

Here you can set your personalized signature which can be automatically added to all emails you send from BoldTrail.

Include Signature On All Outgoing Email Toggle

You should toggle this on so that all emails sent from BoldTrail automatically include your signature. This includes Smart Campaign emails, Search Alert notifications, Seller Reports, and every other type of email.

Entity to show in text/SMS signature

All outgoing text/SMS messages in BoldTrail include an automated signature. By default, your signature includes the name of your company. This setting allows you to show the name of one of your Offices or Teams instead.

To learn more about text deliverability, click here.

Once you've gotten your basic profile setup, you can access more advanced settings by clicking on the 'Settings' button in your profile. These options allow you to set Lead Routing and Daily Call rules specific to you. 

Here, you can enable Lead Privacy, set yourself to 'away' in Vacation mode, adjust your Daily Call Creation settings, and mark 'off' days for specific Holidays. 

Lead Privacy

If your Company or Team has enabled lead privacy you can use this toggle to hide your contacts from Admins.

To learn more about lead privacy, click here.

Lead Routing

Set your vacation days to stop leads from being routed to you while you're out of the office, or remove yourself from lead rotation.

To learn more about lead rotation, click here.

Daily Call Creation

Daily 'calls to make' are displayed on your dashboard and in your mobile app dialer. These calls are triggered by events that are set in Smart Campaigns, or from events that your contacts will trigger as they use your website (like if they saved a listing).

Locale

Select either the USA or Canada based on your locale.

Holidays

To make it easier to mark yourself 'Away' for holidays instead of using the Vacation toggle, select the Holidays on which you would not like to receive leads from your Company or Team.

Each day, you will receive an email from BoldTrail summarizing your task items and calls. Daily 'calls to make' are also displayed on your dashboard and in your mobile app dialer! These calls are triggered by events that are set in Smart Campaigns, or from events that your contacts will trigger as they use your website (like if they saved a listing!).

For more information on the mobile app, click here.

To set up your daily call parameters, access your agent profile settings from the dropdown menu. Then click 'Settings'.

Using these settings you can alter the number of calls the system wants you to make to contacts in your database. There will always be a reason for the phone call that you will see on your screen before you call them that the system is watching out for 24/7 on your behalf. The more calls you can handle, the better your conversion rate from leads into clients will be! Although the settings below can be adjusted, it's recommended that new Agents use the default settings.

Which contacts are daily calls created for?

By default contacts must fall into the following criteria:

What conditions must be true for a call to be created?

What conditions (regarding the contact) trigger calls?

The system will iterate through the following rules until your daily call limit has been reached.

Your contact will also need to meet one of two additional conditions:

Email signatures are the best way to represent yourself in each and every email you send out, in BoldTrail or otherwise. Think of it almost as a business card that sends with every communication to your contacts. If you do not already have a signature they are pretty quick to create and only need to follow a few guidelines:

You can also add links to your social media and legal disclaimers, but remember to keep the signature easy to read; too many icons, colors, or text can overwhelm the receiver or even get caught in a spam filter! Simple and elegant is what you want to aim for.

This is a great example that incorporates all the suggested features while staying succinct and visually easy on the eyes.

Once you have your desired signature created, you can copy/paste it into your BoldTrail profile or save time by creating the signature in BoldTrail at the beginning.

You have the ability to build your signature using HTML if that is something you prefer or if your signature was created by a third party who gave you a block of code to add to your email settings.

Simply click the caret icon along the top of the signature's toolbox to access the source code for that area.

For more information on HTML, click here.

If you create a unique signature please make sure it follows the exact format that CASL demands to remain in compliance.

Now that you have your signature created and saved in BoldTrail , there is a second step you will want to take so that this signature is now sent out at the bottom of each and every email message that is sent from BoldTrail.

When looking at your profile out of Edit mode you will see a toggle just under your signature. You should toggle this on so that all emails sent from BoldTrail automatically include your signature.

This includes Smart Campaign emails, Search Alert notifications, Seller Reports, and every other type of email.

TIP: This profile toggle overrides any other signature toggles that exist in BoldTrail. If you have not already toggled on the "Include Signature" option in your Smart Campaign templates, your signature will still send as long as you have the profile toggle enabled.

From your Profile, the Offices and Teams sections will be visible on the righthand side.

Click on an Office or Team name to see who else is a part of the entity as well! You can also see other important details such as the logo, address, and other contact information your Office or Team is using. This information 'trickles down' to your personal Agent website. Some settings may be changed, but not all of them (such as logo or address.)

To update the Primary Office click the 'Edit' button, and select the desired Office from the dropdown that populates.

What will be impacted by a user's Primary Office setting?

How are Smart Numbers impacted?

There is no change to Smart Number functionality. However, the primary Office will determine the shared Smart Number assigned to the Agent.

What are the implications to Text Codes?

Text Codes will have a new Primary Number based on the Primary Office. If you want to retain an old code, you'll want to create a Text Code with the same code but for the previous Smart Number.

Your basic profile information integrates with the 'Agent Profile' page on your BoldTrail website.

To see your Agent page, navigate to your BoldTrail website. Hover over 'Your Agent' and select 'Agent Profile' from the dropdown.

The Agent Profile page will display various information from your profile in kvCORE.

Some profile information that may be set on your Agent profile will not show on the front end of your website.

The following fields are for informational purposes only and will not show on your BoldTrail website.

Connecting your preferred Lender to your profile is easy and can bring all aspects of your business together, using the BoldTrail platform. Once your Lender is added to your profile their information will display on the 'Finance' page and automatically connect them to your new contacts.

For more information on the 'Finance' page, click here.

From the Profile, you'll see the 'Lender' and 'Show on Agent Subdomain' sections.

If you work with a specific lender, you can choose them from the dropdown. If they are not available please reach out to your Admin for assistance! Brokers or Admins must enter new Lenders into the system where they can log in to manage leads.

Any new leads you generate after adding them to your profile will be assigned to this Lender in their dashboard.

The vacation mode in BoldTrail prevents new leads from being assigned to you that you would be expected to work/reply to.

To go on vacation, access your Agent profile settings.

Open your menu from the upper right corner of the dashboard. Then select 'My Profile. Click the 'Settings' button on the top right and toggle 'On Vacation' on. You can then set your dates and save them!
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The Appointments feature lets you set and schedule appointments for your leads, and keep track of those scheduled calls directly within your BoldTrail database. You can also set your appointment availability within your Agent profile, which will sync with any Google and Outlook calendars connected to BoldTrail.

The Appointment Availability section can be found at the lower right section of your Agent profile:

Click on "Edit" to select your available dates and times. These settings can be changed at any time and will update immediately.

When setting up a new appointment, the calendar will reflect your available dates and times. Any time intervals or specific days marked as unavailable will be greyed out. Additionally, as long as you have synced your Google or Outlook accounts to BoldTrail, the system will update your availability based on those calendars as well.

Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!

(Keywords: about me, my profile, profile settings)