Strategy in Real Estate

Agent Hub

Every tool, every link, one place. Save this page to your home screen and never hunt for a login again.

Make this an App Add this page to your home screen and it works like an app: its own icon next to your other apps, one tap to open, no browser bars.

iPhone: tap the Share button then Add to Home Screen.Android: tap the three dots then Add to Home screen.
Save to your Contacts Add a "Strategy Tech Hub" contact to your phone with your logins, your BoldTrail number, support numbers and a link back to this hub. Handy for searching your contacts when you need it fast.

Onboarding

Agent Setup Start here
Step-by-step onboarding: accounts, BoldTrail, contacts, email
Move Your Email & Contacts
Bring your Google email and contacts over from your @kw account
Download BoldTrail Streams On phone
Your leads, follow-ups and AI assistant on your phone
Download BoldTrail Open House Phone and tablet
Digital sign-in sheet that sends guests straight to BoldTrail

Daily Tools

BoldTrail
CRM, website, smart number, CMAs
Login
Number
Strategy Email
Your @strategyinre.com inbox
Email
Jai
Your AI assistant for contracts & questions
Login
Your Econ Model and 4-1-1Business Planning Clinic · tap to open, code is copied for you
Class code143143

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