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. Three taps, then it opens like any app.
✓ You're in Safari, the only browser that can do this on iPhone.
  1. 1
    Tap ☰ in the address bar
  2. 2
    Tap Share
  3. 3
    Tap Add to Home Screen
  1. 1
    Tap Share at the bottom
  2. 2
    Tap Add to Home Screen
  3. 3
    Tap Add
Then tap Add. Not in the list? Scroll down or tap View More.
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 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 Your logins, support numbers and this hub, one search away in your phone.
When the card opens, scroll to the bottom and tap Save.

Onboarding

Your Rebrand
A few quick questions, your new Strategy signs and business cards
Get Set Up in BoldTrail 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

Brand Guide
Strategy colors and fonts, ready to copy
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

Coming Soon

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