Embark on a successful journey in managing your brokerage with confidence and efficiency. This comprehensive guide will walk you through the essential features and functionalities of our platform, empowering you to set ambitious goals, stay informed, analyze performance, and streamline your recruiting process.

Whether you're a seasoned user looking to maximize efficiency or a newcomer aiming to harness the platform's potential, this guide is your go-to resource for navigating the intricate tools and achieving optimal results for your brokerage. Let's dive in!

Embark on your journey by heading to "My Account" and selecting "Profile" at the top-right side of the page. This is where you set your sights on success.

Define your annual recruiting objectives – the number of agents, total sales volume, transactions, and Company Dollar. Optionally, you can input a percentage as "company dollar" to measure your progress against retained volume, not just listing prices.

In "My Account," explore the "Email Notifications" section. Activate the "Receive Notification Summary by Email" checkbox.

This feature ensures you're always in the loop, from an agent closing a deal to new activities by potential recruits.

The "Receive Survey Completion Notifications by Email" allows you to be informed each time the survey response has been submitted.

Navigate to the "Dashboard" – your compass for business performance. Here, gather a comprehensive overview of your brokerage's health. Dive into Company Market Stats, Market Share, and other insightful blocks. Use the handy filter option to delve into the performance of specific offices or agents.

Understand and support your team by visiting "Retention" and selecting "Agent Retention." This section offers valuable insights into your agents' performance. Identify those who might benefit from additional guidance or support.

Explore the Prospecting > Recruit Search section. Initiate your recruiting journey by utilizing filters to pinpoint potential recruits. Leverage the "Hot List" option for pre-selected filter choices.

Once you spot a promising candidate, utilize the Lens icon to seamlessly add them to your pipeline. Click "add to BoldTrail" to integrate them into your brokerage account. Consider boosting their performance by adding them to email campaigns or other strategic activities.

By transferring contacts from the pipeline to BoldTrail, you open avenues to leverage the advanced marketing tools within BoldTrail. This functionality enables you to initiate targeted marketing campaigns and strategically engage with recruits, enhancing your brokerage's outreach efforts. Click Add Contact in order to begin syncing.