Overview
Changes in Messages
All messaging is triggered directly from BoldTrail. The following messages will have links to the CoreHome Client Portal rather than the BoldTrail websites
Listing Alerts
Market Reports
Home Valuations
Where to Manage Messages
As an Agent, you can manage these communications from the Contact Record in BoldTrail.
To learn more about the Contact Record, click here.
Your leads will manage their communications from CoreHome through any Client portal (e.g. web, mobile, or app).
Listing Alerts
Main Listing Alert Differences
CoreHome Includes Saved Homes, Saved Searches, and Suggested Homes = Alert Results
BoldTrail Listing Alert Results
CoreHome Listing Alert Results
Where to Manage Listing Alerts
Manage directly from the lead Contact Record.
Market Reports
Main Market Report Differences
Trend lines at the bottom of CoreHome and the visual layout.
BoldTrail Market Report
CoreHome Market Report/My Market
Where to Manage Market Reports
Manage Market Reports directly from the lead's Contact Record.
Home Valuations
Main Valuation Differences
The CoreHome valuation is not an AVM (Automated Valuation Model) - it is responsive to the comps the lead selects 'yes/no'.
BoldTrail Valuation
CoreHome Valuation
Where to Manage Valuations
Valuations can be managed directly from the lead's Contact Record.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!