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.
On iPhone this only works in Safari, which you're using. You're all set.
  1. Tap Share at the bottom of the screen
  2. Scroll down, tap Add to Home Screen
  3. Tap Add
On iPhone, this only works in Safari. You're in a different browser, so switch to Safari first.
  2. Open Safari, paste it in the address bar and go
  3. Come back to this box in Safari for the last 3 taps
  1. Tap the three dots at the top right
  2. Tap Add to Home screen or Install app
  3. Tap Install
On a computer, this makes the hub its own window with its own icon in your dock or taskbar.
  1. Look for the install icon at the right end of the address bar and click it
  2. No icon? Click the three dots → Cast, save, and share → Install page as app
  3. Click Install
On a computer, this makes the hub its own window with its own icon in your dock or taskbar.
  1. Look for the install icon at the right end of the address bar and click it
  2. No icon? Click the three dots → Apps → Install this site as an app
  3. Click Install
On a Mac, Safari can keep the hub in your Dock like an app.
  1. Click File in the menu bar at the top of the screen
  2. Click Add to Dock
  3. Click Add
This browser can't install web apps. Open this page in Chrome or Edge to add the hub to your computer, or just bookmark it here.
On your phone it's one tap: open your link there and this box shows the steps.
Save to your Contacts Add a "Strategy 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.
Tip: when the card opens, scroll all the way to the bottom and tap Save. Checking the box at the top doesn't save it.

Onboarding

Agent Setup Start here
Step-by-step onboarding: accounts, BoldTrail, contacts, email
Transition & Onboarding Intake
Fill out your intake form so we can get you set up
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
Objections Role PlayPractice scripts and objection handlers with Jai Your Econ Model and 4-1-1Business Planning Clinic · tap to open, code is copied for you
Class code143143
Training Calendar
Every office class and BoldTrail webinar in one place. Filter, join or save to your calendar

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