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
Put the hub on your home screen. One tap to open, just like your other apps.
  1. Tap Share at the bottom of the screen
  2. Scroll down, tap Add to Home Screen
  3. Tap Add
  1. Tap Share at the top right, next to the address
  2. Tap Add to Home Screen
  3. Tap Add
  1. Tap the three dots at the top right
  2. Tap Add to Home screen or Install app
  3. Tap Install
Open your link on your phone, then come back to this box. It will show the steps for your phone.
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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