The Homeownership Solution allows brokerages and Agents to engage with their clients through the entire homeownership lifecycle - all integrated with BoldTrail.

For your homeowners, the CoreHome mobile application delivers key experiences, branded to YOU, supporting the search for their next home with a portal-grade search experience, and providing them easy access to chat with you, their real estate expert, all inside of a single experience.

Why is this important to me as an agent?

This solution provides relevant value to clients and potential clients and helps Agents and Brokers stay top of mind with their sphere.

It was created to address the rapidly changing and challenging real estate landscape:

How do I use this solution as an Agent?

Simply ensure that your leads and contacts are uploaded and matched to the appropriate campaign within BoldTrail.

To learn more about importing your contacts, click here.

Where do I, as an Agent, go to access and manage the functions?

All agent activities can be managed from directly inside BoldTrail.

Where does my Buyer/Seller go to access the mobile application?

Your brokerage will be available through a personalized mobile application. They are available for download from the Apple and Google Play app stores.

Will there be an SSO link for BoldTrail within the Homeownership Solution or will there be two separate links?

Agents will be able to manage all activities within BoldTrail, no other login is required.

How do I get this into the consumer’s hands (i.e., is there an Agent-specific code or link?)

As an Agent, you can easily invite your consumers within BoldTrail using Search Alerts & Market Reports. You also have your personalized share link you can share.

What is BoldTrail doing to drive awareness and activity to CoreHome?

BoldTrail will encourage click-through to CoreHome for full details and the ability to chat with their Agent when they are assigned to receive:

How do I customize the mobile app?

You are able to make changes within your BoldTrail settings to customize the application.

What if the consumer is in multiple Agent databases?

When the consumer accesses the application, they will be prompted to select which Agent they’d like to work with.

What if a consumer isn’t in BoldTrail and accesses the app?

The consumer will see a shortlist of agents to select from.

How do I have insight into what homes and areas my clients have an interest in?

These favorites are relayed within BoldTrail and tracked within the contact record.

To learn more about the contact record, click here.

What does the client see if we don’t have a “my home” address?

They are prompted to enter a home address.

If there’s no tax record for the property, what will show in place of an estimate?

The client will see a Not Enough Data message. The app will also relay the gaps to InsideRE's third-party provider.

Is there a place to refer friends or family within the Homeownership Solution to an agent?

This feature is included in the Inside Real Estate features roadmap and will be available in the future.

What about first-time homebuyers or Renters?

Additional functionality for first-time homebuyers and Renters will be available in the future version of the application.

What about those buying a second+ home?

This feature is on the roadmap of future capability.

How do I manage application alerts?

Homeowners may make updates to what alerts are sent, as well as change the frequency of the email delivery.

Do I need to create an account?

While homeowners will not need to create an account, they will only receive limited features if they opt not to.

What do I lose by not creating an account?

If a homeowner decides not to create an account, they will not have access to the chat feature, their home details, and market updates.

What do I do if I’m having trouble with the app?

Homeowners may utilize the chat function to speak with their Agent. Agents will then be notified on their BoldTrail Dashboard.

That’s not my home address - how do I change it?

Homeowners may update their home address within the My Profile > Home Information section of the application. It will then update and note the contact record within BoldTrail for the agent.

How do I track my home’s valuation?

The application will provide an estimate on the 'My Home' section.

I want to know my home’s estimate and…

Why don’t I have a home estimate?

Either a homeowner has not entered their home address or there is no record from Inside Real Estate's third-party provider.

How do I update my mortgage and insurance information?

Homeowners will have the option to edit their mortgage and insurance information. Once edited, the calculations will update.

I don’t want my mortgage and insurance insurance information stored here…

Homeowners will be able to remove their mortgage and insurance information. They may always revert back at any point.

I want to track values in my market and in different markets…

Markets are established within BoldTrail from the contact profile.

To learn more about market reports, click here.

Homeowners will have access to CoreHome's intuitive Notifications panel. Notifications can be found by tapping on the bell icon that will appear on the app's main navigation.

The app will notify your homeowner of various events and required items to complete. These include, but are not limited to:

Within the CoreHome app, homeowners can navigate to the three gray dots on the main navigation bar to access their profile settings.

Tapping on the plus sign will allow homeowners to opt into receiving text notifications. Email notifications are enabled by default.

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