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Resources

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Note: We do NOT work for RE/MAX, LLC nor Inside Real Estate. 
We have onboarded several Brokerages and are familiar with kvCORE | BoldTrail
after running a lead team on the platform for almost 10 yrs years and want
to provide what has worked for us to help you!  


Heather is an Inside Real Estate Admin Master & part of the Inside Real Estate "Insiders Club"
and has been a RE/MAX Affiliate since 2006
RE/MAX Peer Facebook Group to Join
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Videos-Blog
Creating QR Codes for Listings inside MAXTECH Powered by BoldTrail
03:33

Creating QR Codes for Listings inside MAXTECH Powered by BoldTrail

Looking to create a QR code for your listings? Inside BoldTrail, go to your Listings, cilck on the listing you want a QR code for. Click on the More Actions Dropdown and one of these options is downloading the QR Code for your listing! Take it up a notch.... Go to your Playbooks, click on the Listing, go down to Digital Promotion, copy that squeeze page link. Now go over to remax.net, Url Shortner and create a url shortner! You can edit this link but this is the perfect way to get insights from anyone clicking the link (date, platform, device, etc). Once you create that url shortner, you can also download the QRcode for that link! Tip: Save this link so ANYTIME you are promoting the listing, you are using this link! Every lead will be labeled with a unique hashtag into your BoldTrail CRM! Here is a quick video of me doing both of these methods! Happy Promoting! Heather H Holliday, Your Social Marketing Nut is well-versed in all RE/MAX tools and has an extensive working knowledge of Canva, BoldTrail, MAXTECH Powered by kvCORE, Lofty CRM, YouTube, BombBomb, Mailchimp, Constant Contact and many other marketing and website platforms. Additionally, she has been a mentor coach for training programs with Tom Ferry, Brian Buffini, Craig Proctor, and several others. Heather's goal is to work with agents to create an online marketing plan that they can put into action to take their business to the next level. Her approach is to help agents work smarter, not harder, through personalized training and support. Social Marketing Nut Visit Our Website: www.socialmarketingnut.com Facebook: https://www.facebook.com/H3SocialNut Instagram: https://www.instagram.com/socialmktgnut/

From the Blog

Master Course
Master Course

kvCORE + BoldTrail Master Course

Get my full library of videos in an organized way to learn the way you need to. 

We have over 10+ hour long full hour sessions reviewing all aspects of kvCORE in depth then

break down our shorter videos into Categories so you can learn as you go in our short form videos!

If you don't see a video, send us a request and we will get one done for you!

LIMITED TIME DISCOUNT AS WE TRANSISTION FROM KVCORE TO BOLDTRAIL!  

WE WILL BE TRANSITIONING OUR VIDEO LIBRARY TO THE BOLDTRAIL INTERFACE IN Q4!

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MAXTECH Training

Training Webinars
Join the exclusive, live training webinars for RE/MAX Associates.
Have additional questions? Check out the “Ask Me Anything!” webinar.

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How it Works for Agents

Join us as we introduce you to your new MAXTECH powered by BoldTrail.

Build Your Pipeline 

MONDAYS @ 11:30am PT

Join this webinar to discover three simple ways to build your pipeline and add contacts effortlessly.

Powering Up Automations 

TUESDAYS @ 11:00am PT

Learn effective strategies to nurture and convert leads around the clock in this webinar.

Generate New Leads: Free vs. Paid Options

MONDAYS @ 1:00pm PT

Join this webinar to learn how to generate fresh leads and seamlessly funnel them into BoldTrail.

"Ask Me Anything" - Talk with a Trainer

TUESDAYS @ 12:00pm PT

Pop into this open "office hour" session to talk with a trainer about any tool in BoldTrail. 

Introduction to Folio for RE/MAX

Discover how Folio streamlines transactions and boosts productivity; learn how to integrate it into your workflow and activate your RE/MAX account.

Building A "Downsizer Friendly" Real Estate Lead Capture Page w/ BoldTrail
07:23

Building A "Downsizer Friendly" Real Estate Lead Capture Page w/ BoldTrail

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.
How To Build Dynamic Property Search Based Real Estate Drip Campaigns
05:50

How To Build Dynamic Property Search Based Real Estate Drip Campaigns

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.
Listing Agents:  Have You Tried Snail Mailing Your "Address Only" Seller Leads  Yet?
07:31

Listing Agents: Have You Tried Snail Mailing Your "Address Only" Seller Leads Yet?

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.
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