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Real Estate Case Studies and Success Stories with BoldTrail
CASE STUDY Royal LePage
rlpSPHERE, powered by kvCORE, helped Royal LePage transform its digital operations. The platform integrates lead generation, CRM, and marketing automation for over 18,000 agents. Royal LePage wanted ...a future-focused, Canadianized solution to automate tasks and boost agent productivity. The system supports agents and brokers with AI-driven tools and seamless integration. This digital shift aims to increase productivity, revenue, and brand value.
kvCORE platform helped RE/MAX Advantage Plus improve business flow. The software was more intuitive and easier to use than other CRMs. It offered a mobile platform and new market opportunities. The t...eam found it functional and user-friendly. The platform supported their expansion into new markets.
KvCORE and Brokermint helped Paradise Exclusive cut out duplicate data entry. Agents used to enter contacts in many places, which led to mistakes. Now, they keep all contacts in one CRM. With one cli...ck, they move info to the back office system to start contracts. This saves time and reduces human error.
BoldTrail helped Paradise Exclusive Real Estate improve operations for 120 agents. The brokerage faced problems with disconnected systems. BoldTrail's platform brought everything together and made wo...rk easier. Jessica Souza, the broker/owner, says the solution saved money and boosted efficiency. The company now supports its agents better and runs more smoothly.
BoldTrail helps Bird Dog Group build long-term relationships with homeowners. The platform supports agents in managing homes as assets, not just handling transactions. Brian Ostrowjak values how the ...tools deepen engagement across the consumer life cycle. Bird Dog Group uses BoldTrail to align with their mission of helping people build wealth through homeownership. The solution aims to increase market share by focusing on ongoing client relationships.
BoldTrail helps Lance Donaldson focus on high-value real estate activities. The platform automates busy work like sending emails and tracking client activity. Lance uses BoldTrail to know which clien...ts to contact each day. This lets him spend more time on important tasks like listing appointments and open houses. The tool is simple and tells him exactly what to do next.
CASE STUDY Top Charleston Agents Real Estate Team with Berkshire Hathaway HomeServices Carolina Sun Real Estate
kvCORE helped the Top Charleston Agents Real Estate Team grow fast. The team used kvCORE for automation, lead generation, and lead nurturing. The platform made it easy to track agent activity and man...age leads. The team reached the top 2 percent in the country for total GCI. kvCORE helped them capture and nurture leads, making them the number one team in their local market.
kvCORE Platform from Inside Real Estate helped Dilbeck Real Estate support their agents with better technology. The company needed a tech stack that agents would use and that would help them win more... listings. After trying other solutions that did not work, Dilbeck chose kvCORE. The new platform gave agents tools to offer better service and stand out in the market. This partnership helped Dilbeck Real Estate improve agent adoption and support.
CASE STUDY Paul Spaulding’s team at Berkshire Hathaway HomeServices Nevada Properties
BoldTrail’s AI-powered CRM helped Paul Spaulding’s team at Berkshire Hathaway HomeServices Nevada Properties fix disconnected tools and high costs. The team used BoldTrail to manage leads, improve co...mmunication, and organize daily work. Built-in texting, email, and social media lead generation made it easy to scale. The team now tracks client interactions better and engages prospects more easily. BoldTrail helped them grow their lead base and streamline operations.
Learn how real estate firm RE/MAX Advantage Plus drives massive growth through their commitment to cutting edge technology and redefining the real estate process.
BoldTrail’s Smart CRM helped Slifer Smith & Frampton, a Colorado luxury brokerage, achieve record tech adoption. Agents used the CRM to automate follow-ups and manage leads. This led to a 10x increas...e in lead conversion. The new system also improved recruiting and retention. Partnering with Inside Real Estate gave them strong support and stability.
CASE STUDY David Michael Baltz's South Florida real estate team
BoldTrail’s CRM and marketing tools helped David Michael Baltz's five-agent real estate team in South Florida get ready to double in size. The team used BoldTrail to manage leads, automate follow-ups..., and build branded websites. Automated lead routing and squeeze page builders made marketing faster and easier. The team became more efficient and confident. Operations stayed organized as the team grew.
kvCORE helped REC Canada run their real estate business better. Bobby Puim, director of operations, says kvCORE is the best tool for managing pre-construction sales. The platform automates client nur...turing, lawyer and lender introductions, and smart campaigns. This lets the team focus on selling real estate. Bobby credits kvCORE for helping REC Canada become the number one team in Canada.
BoldTrail helps Holly Fogel and her agents find clarity and structure in their work. Agents use BoldTrail’s client journey tools, automations, and shared campaigns to stay focused and connected. By w...orking just 70 minutes a day on pipeline-driven tasks, agents move from unpredictable income to steady growth. The platform supports agents in staying in touch with clients over 43 times a year. Holly sees real transformation and momentum each week with BoldTrail.
BoldTrail helped Muldoon Associates improve their real estate business. The team needed better automation, communication, and control over their sales pipeline. BoldTrail provided automation and the ...Vitals feature, giving them clear business visibility. Client engagement improved, conversations became easier, and they closed more deals. Mindy Sanders calls BoldTrail transformative and empowering for their business.
CASE STUDY Catch the Key Inc., RE/MAX (Sushil Mishra)
BoldTrail helped Catch the Key Inc., RE/MAX, led by Sushil Mishra, manage rapid business growth. The team used BoldTrail’s automation, central CRM, and analytics to handle leads and follow-ups. This ...made it easier to convert leads and close more deals. The team grew their GCI without extra work by using smart automation and better organization.
NextHome used the kvCORE platform from Inside Real Estate to help agents build better client relationships. The company wanted to keep a focus on people while adopting new technology. kvCORE helped a...gents move from basic advertising to AI-driven conversations. NextHome grew to 5,300 members across 575 offices and closed 36,600 units with $11.9 billion in sales volume in 2021. The platform made business more integrated, streamlined, and client-focused.
CASE STUDY Tennessee’s Elite – Berkshire Hathaway HomeServices PenFed Realty
BoldTrail’s all-in-one CRM helped Tennessee’s Elite – Berkshire Hathaway HomeServices PenFed Realty move beyond spreadsheets and disconnected tools. The team used BoldTrail to manage leads, automate ...follow-ups, and improve collaboration. Operations became more efficient and agent conversations tripled. Agents got more organized and leadership gained better control. The whole team now works together more smoothly.
BoldTrail helped Luque Realty break sales records. Carlos Luque switched from clunky CRMs to BoldTrail’s easy-to-use platform. The new system made onboarding faster and streamlined daily work. Smart ...automation and strong support boosted agent productivity. Luque Realty saw record sales and faster growth after the switch.
kvCORE helped Red 1 Realty recruit over 500 agents since 2019. Mike Hall, a real estate broker, says kvCORE is seamless and works well for agents. The technology made a big difference in their busine...ss. Red 1 Realty used kvCORE to grow their independent brokerage quickly.
CASE STUDY Berkshire Hathaway HomeServices The Preferred Realty
kvCORE Platform helped Berkshire Hathaway HomeServices The Preferred Realty boost agent performance. After launching kvCORE to 2,500 agents, those who used it regularly saw a 30% increase in closed t...ransactions compared to others. The platform made it easier for agents to manage business and connect with clients. A contest using CORE Present led to 17,000 client presentations. The brokerage saw higher adoption and productivity with kvCORE.
BoldTrail helps Homes of Idaho manage over 600 agents and 20 offices. The platform unifies operations and supports fast growth. It gives real-time CRM, automation, and full brokerage visibility. Home...s of Idaho uses BoldTrail for lead alerts, commission tracking, and automation. CEO Colby Lampman says BoldTrail is key to their success. The system brings structure and flexibility for large brokerages.
kvCORE helped Homes of Idaho grow from 15 to over 160 agents and 9 offices in four years. The brokerage needed a tech platform that fit all types of agents and could scale as they grew. kvCORE offere...d an all-in-one solution, consolidating tools and reducing costs. The platform made recruiting easier and allowed for custom training and tech stacks. Homes of Idaho now saves money, supports agent collaboration, and drives business growth with kvCORE.
BoldTrail BackOffice helped Blue Sky Realty Partners manage compliance and agent productivity as they expanded in California and Tennessee. The platform automated checklists by transaction type and l...ocation. This reduced chaos and errors for the brokerage. Agents had more time for clients. The solution made compliance easier and boosted productivity. Broker David Anderson says it made his agents better and his job easier.
The Keyes Company used a new tech platform to improve their business. They planned their technology rollout carefully. The platform launch went smoothly. Many agents started using the new system. The... company saw record numbers of agent adoption. Their tech strategy helped them succeed in real estate.
BoldTrail helps Jennifer Blanchard’s real estate team in New Jersey track performance and automate tasks. The team uses dashboards for accurate tracking and automation for better efficiency. Jennifer... drives agent adoption with hands-on training and regular meetings. This approach keeps the team consistent, productive, and focused on results.
kvCORE helped Cross C Realty move from BoomTown to a new real estate platform. The team switched to kvCORE to support growth and access new features. After a few months, the experience has been posit...ive. The change aimed to prepare for future upgrades and innovations. Owner Matt Cunningham shared that kvCORE has been good for their business.
KvCORE helped Simeon Papaillias and the REC Canada Team build a robust real estate business. The team found it easy to switch from other CRMs like follow-up boss or top producer. KvCORE offered advan...ced features for automation and business growth. The platform made it simple to set up processes and systems. Simeon believes KvCORE is the best way to get a real CRM for real estate teams.
BoldTrail is the platform Century 21 Edge uses to run their brokerage. They use it for agent growth, coaching, and client satisfaction. The platform unifies lead management, AI coaching, and performa...nce tracking. Century 21 Edge saw year-over-year growth, 100% agent opt-in, and 99–100% client satisfaction for six years. CEO Kevin Johnson says BoldTrail is the backbone of their business.
BoldTrail helps Smart Agent Alliance grow fast. The team scaled to over 3,300 agents nationwide using BoldTrail’s real estate CRM. The platform gives structure, automation, and ready-to-use tools for... easy onboarding and lead generation. Agents use automated campaigns for video, social, and print. Smart Agent Alliance calls BoldTrail their growth engine for agent production and retention.
CORE Listing Machine & Design Center helped Edina Realty highlight listings and delight sellers. The team used kvCORE as a central hub for all resources. Agents no longer needed to use separate syste...ms for marketing collateral. This integration streamlined workflows and empowered the team. Brand building and business promotion became easier with the marketing suite directly in their CRM.
Samson Properties uses BoldTrail to recruit over 100 new agents each month. The company has 3,600 Realtors and 29 offices in Virginia and Maryland. In the last year, they added 1,100 agents, with 86 ...percent coming from internal referrals. CEO Donny Samson shares strategies for finding top talent. The platform supports rapid growth and agent recruitment.
myWeichert, powered by kvCORE, helped Weichert Realtors give agents better tools for lead generation and marketing. The platform offers mobile apps, CRM, and automated marketing. Agents use it for mu...lti-channel lead generation and social media engagement. Weichert aims to help agents build stronger businesses with this technology. The company supports over 13,000 sales associates across 500 offices.
Learn how real estate firm RE/MAX Advantage Plus drives massive growth through their commitment to cutting edge technology and redefining the real estate process.
Learn how real estate firm RE/MAX Advantage Plus drives massive growth through their commitment to cutting edge technology and redefining the real estate process.
BoldTrail helps Bond Collective improve consistency and follow-up in real estate. James Harris, founder, values tech that supports accountability and team empowerment. The platform lets agents hold t...hemselves accountable and grow their business. Bond Collective uses BoldTrail to put strong systems in place for better results.
BoldTrail helps Savage Real Estate Group organize their work and speed up daily tasks. The team uses BoldTrail to keep all operations in one place and make follow-up simple. New agents get the tools ...they need from day one. The system makes daily work smooth and helps agents do better. Savage Group stays connected and grows with confidence using BoldTrail.
BoldTrail BackOffice helped Fairfield Realty grow sales by 35% from 2022 to 2023. The team used the platform to track sales metrics and automate back office tasks. This let agents spend less time on ...paperwork and more time closing deals. The solution made it easy to focus on business growth, even in a down market. Fairfield Realty saw clear results from using BoldTrail BackOffice.
BoldTrail BackOffice helped a RE/MAX office switch from Lone Wolf. The office unified its operations with BoldTrail. The platform made it easier to manage agents and back office tasks. The team saw b...etter results and did not look back after the switch. BoldTrail BackOffice supports real estate brokerages with simple, powerful tools.
Learn how real estate firm RE/MAX Advantage Plus drives massive growth through their commitment to cutting edge technology and redefining the real estate process.
BoldTrail helped Holly Fogel, a RE/MAX trainer, improve her 200+ agent team's workflow. She used BoldTrail's CRM, automations, and all-in-one platform. The '15 Clicks to Thrive' program made daily ta...sks easier and boosted productivity. Agents now have support from lead generation to transaction management. Holly says BoldTrail changed how her team works and drives success.
Inside Real Estate helped RE/MAX Associates of Utah grow their repeat and referral business. They also increased revenue from affiliated services. The business saw a 400% increase in profitability. U...sing Inside Real Estate’s technology, they now generate leads at a much lower cost. Lead volume increased by 10 times, leading them to update their follow-up strategy.
BoldTrail Back Office helped Century 21 Community streamline operations and cut tech costs. The company replaced many systems with one platform. This change removed spreadsheets and added automated p...rocesses to every deal. Agents now use BoldTrail to track goals and manage deals with real-time reporting. Adoption increased and agent retention improved. Broker Dani Little calls it a game changer.
