You can eliminate double-entry data errors and ensure maximum compliance by accessing and filing your state or association forms directly in BoldTrail BackOffice
Please ensure that the last name and NRDS number on state forms match exactly with the information recorded by NAR. To verify this, use the NAR's website and search for NRDS using a combination of last name, email address, and real estate license number.
Requesting access to the state or association forms
Contact the support team to set up your account and connect these forms.
If you already have a BoldTrail BackOffice account, reach out to support, telling them you need to connect a specific forms library to your account.
You may be asked to confirm that you can access these forms.
After signing in to your BoldTrail BackOffice account, go to any checklist task, select Use forms and click Select first form.
Select the needed tab. You will be asked to provide the relevant MLS ID.
When all is set, you can access the needed forms library.
Note: This does not grant access to all agents in your office. Each individual will be prompted to authenticate with OREF
Do I need to use third-party software to update the forms?
No. The forms are automatically updated by BoldTrail BackOffice and ready to use right away.
Do I need to fill out the forms?
No. Once you add all the pertinent information to transactions, BoldTrail BackOffice will automatically populate the relevant forms.
Do I need any additional paperwork?
No. Everything is handled and stored directly in BoldTrail BackOffice. There’s no need to hound agents for their paperwork.
Troubleshooting Accessibility Issues with Forms
Refresh Document Visibility:
Attempt to refresh the interface to resolve temporary visibility glitches.
Edit or eSign the Document: If the document remains inaccessible:
Open the document for editing or eSigning.
Save and close the document to trigger a refresh. In many cases, this will resolve access issues.### Authentication and Document Mapping Requirements To ensure proper access to all necessary forms:
MLS Authentication: Ensure that you authenticate using valid MLS credentials to unlock access to association-related forms.
Document Mapping: Documents not immediately visible in your forms library may need manual mapping. Contact support with exact details (e.g., form name and description) to request their addition.
How do I access, fill out, and e-sign my state or association forms?
You can access, fill out, e-sign, and send out your forms from any transaction that has a checklist.If a desired document is not visible within your forms library, you may need to request its addition. Provide the precise document name and other necessary details to ensure the document is properly mapped to your account. Follow these steps to locate and download a form:
Enter a Transaction: Navigate to any transaction that contains a checklist.
Navigate to the Checklist Task: Select the relevant task where the form is needed.
Use the "Use Forms" Feature:
Click on the "Use forms" button within the chosen task.
From the interface, select "Select first form" to browse the available library of forms.
You must authenticate using your MLS credentials to unlock access to association forms.
Download and Use the Form: Add the required form to the checklist task for downloading. Once added, you may also email the form to relevant parties directly.