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.