BoldTrail + Claude or ChatGPT
Agents manage contacts and campaigns just by asking, in the AI they already use.
Your CSM and Account Manager in one place. Quick fixes for where agents get stuck, AI tools that do the heavy lifting, and the Ignite series to get your whole office moving.
Streams agents log in about 7 times a day and spend less time overall. Based on BoldTrail Streams usage data since March 2026.
BoldTrail analysis of 52,975 agents, 12-month Vitals average. Agents who do this close more; results vary.
#1 appStreamsDownload the app, set it up in 5 minutes, and never miss a hot lead.→
AI-forwardAI
BoldTrail + Claude or ChatGPT, plus prompts you can copy today.→
Quick fixesGet HelpPick your problem, get the fix in one line.→
The newest features in BoldTrail and Streams, and why your agents will love them.
Agents manage contacts and campaigns just by asking, in the AI they already use.
Routed leads pop up in Streams to Accept or Decline, and it tells you if someone already claimed it.
CoreHome conversations now live in Streams.
Buyers restyle floors, paint and furniture right on your listings. They stay 9 minutes with Roomvo vs. 28 seconds without.
See how it works →Assistants and multi-office users switch accounts in Streams settings without logging out.
Get BoldTrail Streams.BoldTrail works the lead. Streams tells you when to strike. Three buttons, one daily habit.
From first search to keys, and nearly every buyer searches online. The agent who stays in touch the whole way wins.
BoldTrail keeps them warm the whole way with search alerts, market reports and Smart Campaigns. Streams tells you the moment they heat up.
Connect BoldTrail to the AI you already use. Then just ask:
These use your real BoldTrail contacts, notes and tasks once it’s connected.
Using Streams? See 50 Streams prompts →
AI writes the first draft, you make it yours. Check the facts, and keep client details private.
Both work with your BoldTrail account. Pick the one that fits the moment.
StreamsWork through these BoldTrail basics before your first session, so our time together is all about the good stuff.
Log in through MAX/Center with your REMAX email, then work through these side by side with BoldTrail. Tick them off as you go.
Tap one to get started. You can switch anytime.
Pick a topic or type your problem. Quick fixes from our Ignite guides and the BoldTrail Help Center.
Tap the chat bubble at the bottom of BoldTrail. Montie answers how-to questions, troubleshoots things like missing listings or emails landing in spam, and opens a support ticket when it needs a human.
Pick a topic, then a how-to. Each one shows why it matters, where to click and the steps.
Tell us what you're stuck on. We'll get back to you and add it here so the next person finds it fast.
Your first 30 days after the 10 quick wins. One or two moves a week, each with a goal to hit.
Download BoldTrail Streams and turn notifications on. Every morning, open My Day and answer everything on it. One reply clears all of that client’s items.
Text, then call, every new lead twice in the first 24 hours. Make 3 calls in the first 72 hours. Log every call so it counts.
Give every contact at least one automation. Fastest win: select your contacts, More Actions, Add Search Alert. Then add a Smart Campaign to new leads.
In Streams, tap the pink + and ask: “Who should I call first today and why?” Before a showing: “Summarize everything I know about [name].”
Turn on Market Reports for your sphere (contact › Marketing section) and Birthdays & Close-iversaries for past clients (Marketing › Birthdays & Anniversaries). Repeat and referral business comes from here.
Make a squeeze page for your hottest area (Lead Engine › IDX Squeeze Page), add a hashtag and a text code, and post it 3 times a week. Call everyone who signs up that day.
Open Vitals, find your lowest score and fix that one thing this week. Aim for 80% or higher, reply in under 2 hours and keep half your contacts on a campaign.
Import each agent’s CSV with a hashtag for that agent, or have them sync Gmail or Outlook from the mail icon. Imports take 2 to 5 business days.
Open Email Domain DNS on the office profile and add the SPF, DKIM and DMARC records. Not the domain owner? Send the instructions to whoever is.
Pick the right scope (Company, Office or Team), choose Round Robin or Blast, and add recipients. Then set Office Hours so automated texts send at good times.
Agent sites follow the office site unless they’ve changed theirs. In Web & IDX › Website Settings, set the template, colors, logo and meta description once, then test it on your own site.
In Office or Team list › Edit › Office/Team Settings, turn on New Lead Calls. They ring the agent until they reach the lead. Login and activity minimums keep leads with agents who work them.
Create Auto Assigned Search Alerts by hashtag (Marketing › Search Alerts) and a welcome Smart Campaign for office leads, so nothing sits untouched.
10 minutes at your next meeting. Everyone downloads Streams, signs in and turns notifications on while you watch.
30 minutes with us. We pull your baseline: agents, monthly active users, users active 5x a month and Streams users, so you know where you’re starting.
One person who owns BoldTrail learning and teaches it. Offices with a champion keep the habit after training ends.
Open Vitals at the office level for the last 7 days. Shout out your top 3, then walk one agent under 35 through their red flags.
Turn on accountability rules (Office or Team list › Edit › Office/Team Settings) so leads go to agents who log in and work them. Agents who fall out get back in by doing the work.
Run a phones-out huddle and model it yourself: clear My Day every morning and share one AI prompt in your team chat.
One new habit a week for 4 weeks. Every agent who sticks with it moves your office closer to Legend Office: more monthly active users, users active 5x a month and Streams users.
Open Vitals › Source Performance and move your dollars to the lead sources that actually close.
Stuck on a step? Visit Get Help.
A 60-day series for owners, managers, admins, trainers and team leads. Every week you get 3 takeaways and a checklist to teach your agents, so they get more leads, stand out, and make more money.
Book a discovery callTap a week to see its 3 key takeaways.
Real results from REMAX offices going through Ignite 60. More coming as offices finish the series.
For offices with 20+ agents that hit these marks:
A Streams login counts toward both BoldTrail marks too.
Hall of Fame is forever. Circle seat and CSM access stay while you hold the marks.
Start with Ignite 60
Your adoption partner and resident tech wizard. I drive many of the live, hands-on demos in Ignite so your team sees it work in real time.
More about me →
Your growth partner and the big-picture planner behind Ignite. I spent years at REMAX headquarters, including five as a franchise consultant, so I know your business from the inside.
More about Kristin →I coach office leaders so they can drive adoption with their own agents. I drive many of the live, phones-out demos in Ignite alongside Kristin, so your team sees it work in real time.
Your growth partner and the big-picture planner behind Ignite. I spent years at REMAX headquarters, including five as a franchise consultant, so I know your business from the inside. I help you set the goals, build the plan, and lead your agents to them.
It takes about 2 minutes. Follow the steps in order.
Open BoldTrail in another browser tab and sign in. Leave that tab open.
Click your name in the bottom-left corner, then click Settings.
Click Connectors, then + Add, then Add custom connector.
In the Name box, type BoldTrail.
Copy this address and paste it in the MCP server URL box:
https://api.boldtrail.com/crm/mcpClick Connect, then click Allow.
Ask Claude: “What’s on my plate in BoldTrail today?”
Open BoldTrail in another browser tab and sign in. Leave that tab open.
Click Plugins, then click Add.
Click Add custom MCP server.
In the Name box, type BoldTrail.
Copy this address and paste it in the Connection box:
https://api.boldtrail.com/crm/mcpCheck the box to accept the disclosure, then click Create as a plugin.
Click Connect BoldTrail, then click Allow.
Click Try in chat and ask: “What’s on my plate in BoldTrail today?”
Open BoldTrail in another browser tab and sign in. Leave that tab open.
In your AI app (Claude Code, Cursor and others), find where you add a remote MCP server or connector.
Use this address:
https://api.boldtrail.com/crm/mcpSign in with BoldTrail when it asks. You’re done!
Type the email on your BoldTrail account. To find it, go to your BoldTrail tab and click the profile menu in the top-right corner. It may be different from the email you use for your brokerage. If you’re sent to your brokerage sign-in page next, use your usual login.
Make sure you’re signed in to BoldTrail in another tab. Then type the email exactly as it shows in your BoldTrail profile menu.
Your account isn’t turned on for this yet. Contact BoldTrail Support and tell them which AI app you’re using. Super Admin accounts can’t connect.
Not from BoldTrail. The connector is included. Most AI apps need a paid plan to connect, and that cost is separate.
Still stuck? Tap the chat bubble in BoldTrail to ask Montie or reach BoldTrail Support.
Buyers tap Restyle on a listing photo and try new floors, paint, tile, countertops and furniture, right on your BoldTrail site.
Time on listing: BoldTrail data since launch. Showing requests: Roomvo’s own number, not a guarantee.
Find the Roomvo toggle and turn it on. It’s one switch.
It flows down to every agent site in the office unless an agent changed their own setting.
Open one of your office’s listings and look for the Restyle button on the photos.
Restyle one listing live at your next sales meeting so agents see it work.
It shows on eligible Our Listings (brokerage-owned) where Roomvo supports your MLS. It doesn’t show on WordPress, CoreHome or BoomTown sites.
Tell your Success Manager. Only one person per MLS needs to ask, and once it’s connected it’s live for everyone eligible on that MLS.
Not yet. They can choose from Roomvo’s styles and pieces.
Tap the chat bubble in BoldTrail to ask Montie or reach BoldTrail Support.
Tap the pink + in Streams, then type or say one. Swap the [brackets] for your real contacts.
The AI Assistant asks before it acts, so nothing happens without your yes. It’s still learning, so if one doesn’t work, reword it. Stuck? Ask it, “What’s a good question to ask you?”
30 use your BoldTrail contacts, notes and tasks once it’s connected. 20 work in any AI. Copy one, swap the [brackets] and paste it in.
Needs BoldTrail connected prompts use your real contacts, notes and tasks. Set it up in 2 minutes. The rest work in any AI. AI writes the first draft, you make it yours. Check the facts and keep client details private.