Profile & Account Setup

Build a Strong Foundation for BoldTrail Success

Before you start generating leads, building campaigns, or working your database, it’s important to make sure your account is set up correctly.

In this beginner BoldTrail Bootcamp session, we’ll walk through the essential profile and account settings that power your RE/MAX and BoldTrail presence. You’ll learn where your information comes from, how it appears to potential clients, and what you should update to make sure you’re putting your best foot forward.

In this session, you’ll learn how to:

• Access BoldTrail through MAX Center
• Update your RE/MAX profile and contact information
• Add or update your professional headshot
• Review your website and social media links
• Make sure your correct mobile number is connected
• Add specialties, designations, and service areas
• Create or improve your professional bio
• Add languages and other important profile details
• Add and verify your MLS ID
• Understand how MAX Center information connects with BoldTrail
• Update your BoldTrail profile
• Create a simple, email-friendly signature
• Understand your office Smart Number and where BoldTrail notifications come from

By the end of this session, you’ll have the essential pieces of your profile in place and a better understanding of how MAX Center and BoldTrail work together, giving you a strong foundation for everything we’ll build throughout the Bootcamp.

Duration: 1 Hour
Level: Beginner
Recommended For: All Gold Nation agents, especially those who are new to BoldTrail or want to make sure their account and profile are set up correctly.