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Ratings and Reviews 9 Ratings
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What is H2eFile?
The management of real estate transactions online has been revolutionized, making it more accessible, cost-effective, and efficient due to advanced technology designed for businesses, regardless of their scale. Features such as unlimited storage capacity, seamless communication between agents and offices, customizable task checklists, and the option to incorporate additional forms allow users to effortlessly manage their responsibilities. The system also provides timely reminders for important deadlines and facilitates rapid searches for documents or transactions, taking only seconds. With automated commission calculations and immediate report access, operational productivity is significantly improved, and tutorial videos available on each screen offer valuable assistance. The use of Microsoft Azure® cloud storage guarantees high-quality service and robust security measures. Additionally, users can create local backups with a simple click to enhance data protection. H2eFile stands out as a modern, environmentally conscious alternative to conventional paper filing systems, making it ideal for both small and large real estate firms. Imagine your agents easily organizing transaction folders and securely submitting necessary documents directly into those folders, while achieving substantial cost savings compared to existing expenses. The protection and integrity of your brokerage's transaction files are assured, providing you with confidence in your operations. Moreover, this innovative solution not only streamlines the workflow but also advocates for a sustainable method of managing real estate activities, emphasizing the importance of eco-friendliness in today's business environment.
What is BoldTrail Back Office?
A comprehensive cloud-based back office solution that is designed to be mobile-friendly and streamline operations. It enhances efficiency and precision by automating various back office tasks, ensuring that data flows effortlessly without manual input. This solution is capable of integrating with multiple CRMs and tools, allowing for a cohesive workflow. The customer service team is both attentive and well-organized, ready to assist clients with their needs, and additional professional services are offered to further support users.
Key features include Transaction Management, Commission Automation, Accounting, Agent Management, and detailed Reporting and Analytics. BoldTrail places a strong emphasis on delivering exceptional client support.
Moreover, it boasts knowledgeable and responsive customer service, an open API, and a robust integration marketplace. Clients can expect a structured implementation process and comprehensive product documentation, ensuring that they are well-equipped to utilize the service effectively. The availability of professional services enhances the overall experience, making it a versatile solution for diverse business needs.
Integrations Supported
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Microsoft 365
Microsoft Azure
Integrations Supported
BoomTown
CINC
Docusign
Dropbox
Follow Up Boss
Google Drive
HomeBinder
LionDesk
Microsoft 365
Microsoft Azure
API Availability
Has API
API Availability
Has API
Pricing Information
$4 per user per month
Free Trial Offered?
Free Version
Pricing Information
$5 to $60/month/user
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
H2eFile
Date Founded
2015
Company Website
h2efile.com/index.php
Company Facts
Organization Name
BoldTrail
Company Location
United States
Company Website
boldtrail.com/platform/
Categories and Features
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Categories and Features
Commission
Affiliate Management
Agency Commission
Commission Calculations
Commission Scheduling
Commission Tracking
Compliance Management
Flat Commissions
Incentive Programs
Multi-Tiered Commissions
Percentage Commissions
Sliding Scale Commissions
Split Commissions
Real Estate Accounting
Accounts Payable
Accounts Receivable
Bank Reconciliation
Commission Management
Contract Management
General Ledger
Mobile Access
Payroll
Property Development Management
Reporting / Analytics
Work Order Management
Real Estate Agency
Calendar Management
Client / Property Matching
Client Database
Commission Management
Contact Management
Contract Management
Email Marketing
Flyer / Catalog Printing
Lead Management
Listing Management
Property Database
Website Management
Real Estate CRM
Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation
Real Estate Transaction Management
Accounting
Appointment Scheduling
CRM
Commission Management
Contract Management
Critical Date Alerts
Document Templates
Electronic Signature
File Sharing
Task Management
Transaction Review