Finding Buyers: You can click on "matching buyers" to see a list of people whose search preferences match the house you’re selling. Filter Options: You can sort the buyers by how active they are, how you’ve rated them, or their status to find the best matches. Why Use This? Before showing a house, check for potential buyers in your system who are already looking for something similar. Show in Presentations: You can use this tool during listing presentations to impress sellers by showing you already have potential buyers ready.

How to Create a Real Estate Lead Capture Page for Downsizers Use BoldTrail’s page builder to create a simple, focused lead capture page. Select a pre-made template like the "Lead Plus Background" template. Customize the page’s title and URL (slug) to match your topic (e.g., "Single Story Homes"). Remove unnecessary headers or footers to avoid distractions. Adding a Relevant Background Image (00:54–01:52): Change the page's background to suit the downsizing niche, such as an image of an older couple in front of a home. Use free photo searches or create custom images with tools like ChatGPT. Customizing Headlines and Descriptions (01:52–03:39): Write a catchy headline (e.g., "See a complete list of downsizer-friendly homes in York, PA"). Add details like property features (e.g., one-story homes, 55+ communities, starting prices). Experiment with background colors and text styles to make the content stand out. Designing the Form for Lead Capture (03:39–04:46): Include fields for name, email, and phone number. Label the submission button clearly (e.g., "See the List Now"). Customize the button’s color and size to make it more noticeable. Redirecting Leads and Automation Setup (04:46–05:50): Link the form to a property list created in BoldTrail's IDX Squeeze Page Builder. Add a hashtag (e.g., "downsizing") to categorize leads and trigger automated follow-up campaigns. Final Touches and Publishing (05:50–07:13): Save, publish, and preview the page to ensure everything looks good. Make adjustments like aligning form fields vertically or removing unnecessary labels. Add extra elements (e.g., videos, icons) to enhance the page if needed.

Configuring Home Page Widgets In BoldTrail What Are Widgets? (00:00-00:29) Widgets are small tools you can add to your website to show things like market reports, featured listings, or contact forms. To find them, go to the "Web IDX" section and click on "Widgets." How to Add a Widget (00:29-01:04) Click "Add" next to a widget (like Market Report), confirm, and it will appear on your site. You can move it around by dragging it or change the text, button style, or link destination. Customizing Widgets (01:04-01:35) You can change the color, style, and even the images used in widgets. For example, update buttons or change links to make them fit your site better. Widget Options (01:35-02:06) BoldTrail offers many widget choices, like Contact Us, Featured Listings, Homeworth, and more. You can customize what they say, where they link, and how they look. Tips to Get Started (02:06-End) Log into BoldTrail and explore the widgets to see what works best for your site. If you don’t have access, talk to your broker or team leader for help.

How To Build Dynamic Property Search Based Real Estate Drip Campaigns - What’s a Dynamic Property Search? (00:00): A Dynamic Property Search sends links to property listings that are always up-to-date. You only need to build the link once, and it will show new listings automatically whenever someone clicks it. - Using Smart Campaigns (00:36): Real estate agents can use automated emails with these property links to send buyers new listings every week. The email changes a little each time to show different types of properties, like new constructions or luxury homes. - Personalizing Emails (01:05): The emails are personalized with the person's name, and the links are built to show the latest listings in specific areas or for specific property types. The agent can include a helpful note, like asking the person to bookmark the link. - Different Property Types (02:32): The agent can send lists of different property types, like luxury homes or fixer-uppers. This is all automated, so the agent doesn't have to create new content every time. - Evergreen Campaigns (03:58): These campaigns can run for a long time, with new emails being sent out automatically every week. The property links always show the most current listings. - Area Pages (04:31): The system also has "area pages" that show listings for specific neighborhoods or cities. These pages are always up-to-date, and agents can send emails featuring these areas as well. This method helps agents keep in touch with potential buyers and sellers without needing to constantly create new emails or content.

How To Get Fast Eyeballs On A Listing w/ BoldTrail (00:00) The video explains how to quickly use BoldTrail to promote a real estate listing and get more people to see it. First, you go to the "Promote a New Listing" section and click on the green button to start. (00:24) BoldTrail offers different promotion options. For example, you can create a simple property page, a lead-generating landing page, or a property link. The landing page is best for collecting leads. (01:17) The presenter suggests using Facebook for quick exposure since lots of people are active there. You can easily share the property link and write a short post, like "New Listing!" with the address and a link for more details. (02:16) Facebook has a "boost post" option to turn your regular post into an ad. You can target the local market where the property is located, and Facebook will show the ad to people in that area. (03:16) For even better results, the video suggests using Property Boost, which collects lead details (like name, email, and phone) directly on Facebook. This is a great tool for consistent follow-up with potential buyers. (04:11) The key takeaway is that with BoldTrail, you can easily promote listings, get exposure, and generate leads by clicking a few buttons, especially through Facebook ads or Property Boost.

Quick look at the robust contact filtering options available in the Robust BoldTrail CRM Different Ways to Sort Contacts: You can filter contacts by their status, type, and who they're working with, like which agent or lender they're assigned to. This helps admins check how leads are doing with different agents or lenders. Rating and Hashtags: You can filter contacts by ratings (like stars) and hashtags to easily organize them. Contact Details: You can sort contacts by their phone number, birth date, address, or when they were added to the system. Search Alerts and Market Reports: You can find out if a contact has set up search alerts or if they're receiving regular market updates about house values or the area. Other Filters: You can check if people have interacted through phone, text, or email, and see details like the listings they've looked at, what areas they're interested in, and their price range. Building and Managing Contacts: It’s important to keep adding contacts to BoldTrail so you can use these filters to manage them effectively and find new leads.

If you're a real estate office owner or admin, and you want to "weight" the rotation of leads to your agents, here's how in BoldTrail. Setting up the system: The video explains how to create a "weighted lead routing rule" in a tool called Bold Trill. This is used by people in charge of real estate offices to decide which agents get leads (potential clients) to work with. (00:00) Choosing agents: You can select which agents in the office should get leads. You can either pick everyone or just certain agents. (00:29) Adjusting weights: You can give some agents more leads than others. For example, if one agent is really good at following up with clients, you can give them more leads by giving them a higher "weight." (00:57) Setting up lead types: You can choose which types of leads (clients) should follow the new rule, like leads from Facebook ads, or leads with a certain hashtag. (01:27) Adding lenders: If you want, you can also connect a specific lender (like a bank) to these leads, so they work together. (01:54) Finishing up: Once everything is set, you can add the rule, and it will automatically send the leads to agents based on their weight and other settings. (01:54)

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Sending mail to your real estate seller leads is a pretty good idea. Especially if you have a bunch of "address only" homeowner seller leads that you've generated over the years. Try sending a postcard or a letter to these leads and you might find that you get more conversations with homeowners that lead to more listings and closings. Setting up Follow-up Postcards (00:00–00:27): The video explains how to automatically send postcards to people who requested their home value on a website. The postcards will remind them to check their home value again, and will be sent four times a year. Creating Mailing List (00:27–01:09): To make this work, you need to set up a mailing list in a third-party system, called "Thanks," that can send postcards to homeowners with specific home valuation requests. Building the Campaign (01:09–02:01): Next, you create a campaign on the system where you decide who will receive the postcards and link it to the mailing list. Using Web Hooks to Send Data (02:01–04:12): The video shows how to use a "web hook" to automatically send contact information like home addresses and names to the system, triggering the postcard to be sent. Testing the System (05:18–06:31): After setting everything up, you test the system by sending a contact with just their address to see if the postcards are triggered correctly. Customizing Follow-ups (06:31–07:13): You can change how often the postcards are sent, customize the design, and send different messages at different times, such as holiday greetings.

Buyer Agent Consult landing pages can be built pretty easily in BoldTrail. If you need a landing page generator for your real estate business, BoldTrail is definitely worth a look. What’s a Bridge Page? (00:00) A bridge page is a webpage that helps you connect with people who want to learn more about buying homes. After they get a list of homes, the page invites them to meet with you. How It Works (00:33) People come to your bridge page after asking for a list of homes. They get the list, but the page also encourages them to meet with you by showing a video of yourself. Why a Video Helps (01:01) The video lets people hear your voice and see who you are. If they like you, they can book a one-on-one meeting with you to talk about finding a home. If they don’t, they still get the list. Building the Page (02:50) The page is made with a website tool. You can add a video, text, and buttons. The goal is to make it easy for people to schedule a meeting with you. Call to Action (07:51) At the end of the page, there’s a button to schedule a meeting. This helps save time by letting people decide quickly if they want to talk more. Key Tip (08:42) Make sure to save and publish the page, so people can start seeing it and booking meetings with you.

Get more listings by following up with past home value request leads in your BoldTrail database. (00:00) The video explains how to find people who have checked their home's value on a website but haven't listed their home for sale yet. (00:34) By using a contact database, you can search for these people and create a list of people who might be interested in selling in the future. (01:06) You can save the list of people who performed the home valuation so it’s easy to find again. (01:37) Once you have the list, you can contact them by email, text, or even send them physical mail to follow up. (02:05) The goal is to keep in touch with these people, as they might want to sell their home now, even if they weren’t ready last year.

Quick page built using the BoldTrail landing page builder... with some content help from chatgpt / ai. What It’s About (00:00): The video shows how to create a landing page to help sell homes for more money using a new tool called BoldTrail. Five Ideas to Help Sell Homes (00:26): The video talks about five low-cost ideas that can make a house sell for a higher price. These ideas were created using AI (called GPT). Designing the Page (00:55): The page design is simple but works well. It uses a yellow background to highlight important points and includes a GIF (a moving image) to grab attention. Adding a Value Estimator (01:21): The page has a tool where homeowners can find out how much their home could sell for today by entering their address. Final Product (02:21): The finished landing page is easy to read on a phone and looks clean, with a clear call-to-action encouraging people to enter their home address. Quick Creation (03:23): The whole landing page was made in about 10–15 minutes, and the speaker shows how easy it is to use BoldTrail to make pages like this.

Hopping From the Back Office To The Front Office (00:00) Bold Trail Pro, where a broker owner can manage both the front and back offices of their business. (00:28) The back office gives a big picture view of the business, showing things like ongoing transactions and buyer offers. (00:57) Users can filter and sort activities, such as accepted offers or changes in contracts, to stay on top of everything happening. (01:26) The Bold Trail platform helps brokers easily switch between lead generation (front office) and agent activities (back office), so they don’t miss anything important.

How To Gather & Work Your Sphere In BoldTrail Import Your Contacts (00:00–00:26): You can add all your existing contacts to BoldTrail to keep track of them in one place. Capture Social Media Leads (00:26–01:25): You can create links to share market reports or home value estimates on social media to help get new contacts. Set Up Alerts and Automate Messages (01:55–02:56): You can set up automatic messages to send to people when they take certain actions, like visiting a website or showing interest in buying a house. Reach Out to Your Contacts (03:14–03:50): BoldTrail helps you remember important life events, like a birthday or anniversary, so you can send personalized messages to your contacts. Stay Top of Mind (04:14–04:39): You can create newsletters and social media posts to keep in touch with your contacts and remind them about your services.

Preferred Vendors Real Estate Page Template (00:00) The new page builder has a "Preferred Vendors" template, which makes it easy to create a list of people you work with, like mortgage partners, plumbers, electricians, and more. (00:26) This page helps answer common questions from buyers and sellers, who often ask for recommendations on who to hire for different jobs. (00:52) You can add extra details like pictures, logos, or videos for each vendor. For example, you could record a video recommending your plumber or use their logo. (01:19) This template is available on the KV Core platform, and anyone can try it out. The page builder also has other templates, or you can create a page from scratch with drag-and-drop tools.

3 Ways To Get Your Agents Engaged and Using The BoldTrail Platform Get Agents Involved with Awareness Channels (00:01 - 00:59) Encourage agents to join groups like Facebook or YouTube, where helpful tips and updates are posted regularly. This helps agents stay aware of useful info, and the platforms will remind them to check it out! Make Agents Complete the Quick Start Training (01:24 - 01:51) Require agents to complete a short training course that shows them how to use the system. You can motivate them by offering rewards, like a bonus or lunch, after they finish. Send Leads to Agents to Get Them Excited (02:43 - 03:32) Consider sending leads (potential customers) to agents through the system, so they can start using it right away. You could even invest in extra tools to make this easier. Use These Ideas to Boost Agent Engagement (03:57 - 04:22) These three tips can help agents become more engaged with the platform. Share any other ideas with the community to help everyone improve their skills.

Get More Listings With Automated Happy Housiversary and Birthday Campaigns Automate Campaigns for Birthdays and House Anniversaries (00:00): You can set up campaigns to send emails or texts automatically for people's birthdays or the anniversary of when they bought their house. Reach Out to Past Clients (00:14): You can use this feature to contact your old clients or even people who bought homes from other agents. Personalized Videos (00:28): You can send video messages to remind people about their house anniversary or birthday. Use of Addresses (00:35): If you have the physical address of your clients, you can even mail them cards or gifts using automation tools. Customize Your Campaigns (00:56): You can set up special email and text messages or use a more flexible smart campaign to send out videos, emails, and even mail. Helpful for Experienced Agents (01:27): If you've been working in real estate for a while and have a lot of contacts, this tool can help you stay connected with everyone automatically.

BoldTrail's behavioral automations are a great way to send automated, timely messaging based on actions your contacts are taking on your website. Behavioral Alerts and Automations: These are automatic messages sent when people do certain actions on your website, like revisiting a property or saving a favorite. These alerts can be customized to fit different types of contacts like leads or clients. (00:00-00:29) Editing Alerts: You can change the email or text messages that go out to make them sound more like you. It's a good idea to keep messages short and adjust subject lines to avoid being marked as spam. (00:29-01:28) Behavior Automation Toggle: You can set up the system to automatically move people to different stages, like from a lead to an active client, when they respond to your messages. Be careful not to send automated messages if you're already talking to someone. (01:59-02:29) Why It’s Helpful: These automations help you follow up with leads automatically, saving you time and helping you connect with more people. The more people you add to the system, the more opportunities you have to close deals. (02:29-03:26)

How To Get Automatically "Phone Connected" With Your Real Estate Leads & Past Clients (00:00) The video explains how to automatically get connected by phone with new leads and past clients using Bold Trail and KV Core smart campaigns. (00:28) Ryan shows how to add a "Call Me" action in a smart campaign, which schedules phone calls to automatically connect you with leads and clients. (00:56) The "Call Me" option calls both your phone and the lead’s phone to connect you without logging into a system or app. (01:25) This feature tries to connect you and the lead for up to three days after the campaign starts, making follow-ups easier if you pick up the phone. (01:57) It works only within the first 72 hours of a campaign, but you can move contacts between campaigns if you want to trigger calls later on. (02:26) Ryan encourages viewers to add this "Call Me" action to their campaigns for more consistent follow-ups with leads and past clients.

Join us as we explore how to build a Real Estate Niche Operating System (RENOS) to generate a consistent flow of real estate leads and closings for your business. In this video, we break down the four main components: 👉Lead Magnets 👉Automated Follow-Ups 👉Traffic Sources 👉 Conversation Catalysts Learn how to create a niche operating statement to focus your business, become a market authority, and effectively engage with prospects. This video also includes tips for using lead magnets like niche property lists, automated property alerts, and social media strategies to drive traffic and conversions. 🔔 Subscribe to the Inside Real Estate YouTube channel for more expert content on boosting your real estate business! #RealEstateLeads #Closings #RealEstateMarketing #RENOS #LeadGeneration #RealEstateTips #InsideRealEstate