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Get Started in 10 Steps

Use this guide to get started on the #1 real estate tech platform! This ‘Get Started Guide’ will take you through the 10 critical steps to set up your account for success.

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TECH FOUNDATIONS WORKSHOP

The Agent Technology Foundations Boot Camp was designed to help you discover the simple fundamentals behind the game changing potential that your MAX/Tech tools can have on your business. Learn how the tools available at your fingertips can help support key areas of your daily operations, so you can focus your time and attention on what matters most: your clients and those dollar productive activities.

 

Throughout the courses, examine how the different components of the ecosystem work together through the client journey. Learn critical first steps to take when leveraging your tools, including contact organization, platform automation and much more.

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Success Summit Recordings

Success Summit Recordings

Watch the recordings from the MAXTech powered by BoldTrail Success Summit. Learn to leverage your MAXTech technology and gain industry insights as you are guided through solutions by Guest speakers from our network and your REMAX Trainers.

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Streams is a focused mobile companion app designed to complement your BoldTrail CRM. Built for agents who need to stay responsive while away from their desk, Streams delivers urgent tasks and high-intent lead signals directly to your mobile device—enabling you to act on what matters most, when it matters most.

Streams – The Mobile App Where Urgency Meets Opportunity

Respond faster. Stay focused. Create more conversations.

Streams brings urgent leads, high-intent signals, and daily priorities into a single mobile workflow designed to help agents act at the right moment, every time.  Get the scoop here

Looking for training videos? Check Inside Real Estate's short-form Streams training content HERE!

MAXTECH Morning Mastery – Using AI + Canva for Blogs, Social Content, Newsletters & More!
27:47
MAXTECH Morning Mastery – Spooktacular Seasonal Marketing Strategies
35:21
MAXTECH Morning Mastery - Advanced Pages & Widget Hacks
48:20
Mid-Year Mastery – Maximizing Smart CRM Usage
32:59
MAXTECH Morning Mastery - BoldTrail Boosted Property Promotions
40:30
MAXTECH Morning Mastery - Blogging for SEO & Lead Gen
30:27
Spring into Action Mastering Drip Campaigns - MAXTECH Morning Mastery
01:27:50
MAXTECH Morning Mastery -  Website Customizations
01:37:02
MAXTECH Morning Mastery - "Love Your Past Clients with Present CMA Tool"
56:50
MAXTECH Morning Mastery - "New Year, New Leads: Creating Landing Pages and Squeeze Pages"
55:17
MAXTECH Morning Mastery - BoldTrail is LIVE!  Let's check it out!
31:29
MAXTECH Morning Mastery - Get Organized to THRIVE in 2025
36:49
BT TUTORIALS
Maximizing Your MAXTECH Powered by BoldTrail Experience -  Dashboard Overview
13:50
Improving Email Deliverability inside BoldTrail
02:00
Download Your MAXTECH CRM Mobile App 📱
01:24
Mastering Drip Campaigns inside BoldTrail
01:27:51
Mastering Your Open House with BoldTrail 📱
04:03
How to Add Contacts to Campaigns inside BoldTrail
03:06
Love Your Past Clients with Present CMA Tool
56:52
Maximizing Smart CRM Usage inside BoldTrail
33:01
Advanced email editor Tips & Tricks
10:32
Managing Birthday and Anniversary Templates
12:01
How to Control Listings Displayed on Your BoldTrail Website 🏡
03:05
How to Change Your Featured Area Widget on Your BoldTrail Website
06:40
Add Flying Bats and Halloween Video to Your Website Homepage
02:01
Creating an Engaging Seller's Page for Your Website 🏡
14:16
Creating an Engaging Buyer's Page for Your Website 🏡
21:22
How to Remove Unpublished Videos from Your Website
03:09
Verifying Your Domain on Facebook for your BoldTrail website
03:07
Setting Up Your Vanity Domain inside BoldTrail
05:23
Add Home App Link to your website in BoldTrail
02:37
Setting Up a KCM Blog Feed Page for your website 🏡
02:22
Adding Snow Effect to Your BoldTrail Website ❄️
04:00
Create custom video header inside Canva for your BoldTrail Website
06:55
Building a Landing Page inside BoldTrail Tutorial 👩 💻
09:23
Building pages & adding to Nagivation in the new page editor - BoldTrail
15:07
Finding Matching Buyers For Your New Listings In BoldTrail
01:15
Building A "Downsizer Friendly" Real Estate Lead Capture Page w/ BoldTrail
07:23
Configuring Home Page Widgets In BoldTrail
02:25
How To Build Dynamic Property Search Based Real Estate Drip Campaigns
05:50
How To Get Fast Eyeballs On A Listing w/ BoldTrail
04:26
Contact Filtering Options In BoldTrail
02:41
How To Set Up Weighted Real Estate Lead Routing
02:17
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07:31
Listing Agents:  Have You Tried Snail Mailing Your "Address Only" Seller Leads  Yet?
09:51
SEO Area Pages & Testimonials  | Breakthrough LIVE! - July 15 2026
58:55
Custom Pages & Website Navigation | Breakthrough LIVE! - July 15 2026
57:36
Web & IDX Settings + Widgets | Breakthrough LIVE! - July 8 2026
01:01:00
Adding Contacts with Confidence | Breakthrough LIVE - June 10 2026
01:04:37
Supercharge Your Leads with AI Search Alerts & AI Learning Alerts | Breakthrough LIVE - July 1 2026
53:36
Stop Going to Spam! Email Deliverability in Bold Trail | Breakthrough LIVE! June 3 2026
01:03:21
How to: Create a Landing Page using the Page Editor
01:48
How to: Download And Use the BoldTrail Open House App
01:00
How to: Add a Company Announcement to BoldTrail (Company Admins)
01:16
How to: Connect Your Outlook Calendar to BoldTrail
01:22
How to: Navigate BoldTrail
01:32
How to: Search for a Listing in BoldTrail (Desktop)
01:45
How to: Archive a Group of Contacts
01:48
How to: Send a Mass Email
02:24
How to: Send a Mass Text
02:07
How to: Add a Contact
00:53
Meet Streams, the AI Powered Mobile App for Real Estate Agents
00:43
Getting started with Streams AI Assistant
02:45
How to add a contact and listing alert on the go with Stream AI Assitant
02:49
Streams AI Assistant helps you remember important task to keep you on track and front of mind.
01:12
Stream AI Assistant helps you find the hot leads in your system on the go in seconds!
01:26
Easily add notes to contacts in your CRM on the go with your Streams AI Assistant
01:00
Never Miss a Deal: Automate Search Alerts with BoldTrail Streams AI
01:33
How to Find Your Hottest Leads in Seconds | BoldTrail Streams AI Assistant
02:20
Overcome Language Barriers Instantly with BoldTrail Streams AI
02:32
Automate Lead Follow-Up Using the "Recommend Next Action" Feature in BoldTrail Streams
02:13
STREAMS
IMPORING INFO

Let's get your database added into MAXTECH!

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Login to MAXTECH > Lead Engine > Bulk Lead Import

Upload your own database OR they will do it for you for FREE!

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