What features are included in the BoldTrail Platform provided to Remax franchisees?
Remax Franchise · 2025 FDDAnswer from 2025 FDD Document
rt's findings. You agree to fully cooperate with us and REMAX, LLC with respect to any media statements and other items related to managing any such incident, including fact finding or mitigation/defense actions we deem advisable (see also Crisis Communications, Subsection 8.P.). In addition, you agree to keep us informed about the status of the incident or breach, including identifying all steps you take to remedy or resolve the matter.
c. Back Office Software.
To facilitate your reporting to us, which includes providing data for each Sales Associate on a monthly basis, and to enhance the operation of your Office, you must use BoldTrail Back Office Software (sometimes referred to as "Back Office Software") by Inside Real Estate ("Inside Real Estate" or "IRE"), or such other brokerage back office management software or platform that we may designate from time to time, and from such provider that REMAX, LLC may designate. BoldTrail Back Office Software is part of MAX/TechSM powered by BoldTrail, an integrated suite of products that includes other tools such as a customer relationship management tool and a content management system tool (see the discussion of the Agent Tools Platform, below). To use the BoldTrail Back Office Software, you must sign and accept a BoldTrail Back Office License Agreement with IRE ("Back Office License Agreement"). As of the Agreement Date you are not required to pay a separate fee to use the BoldTrail Back Office Software although we reserve the right to require payment of access or other associated fees to us, a Related Party, or our designee, within such time frame as we may specify and as we deem necessary.
QuickBooks and MLS Agreement. In order to operate the Back Office Software, you understand and agree that you must also purchase and use the version of Quick Books Online by Intuit ("QuickBooks") that is most appropriate for the size of your Office. You understand and agree that you must also enter into a three-party agreement between you, Inside Real Estate and your Multiple Listing Service(s) ("MLS"). You agree that you are responsible for any pass-through fees (if any) that your MLS may charge for data access.
Although you are not required to use a specific email service, some functionality and integration of the Back Office Software may not work with some email providers.
While all new and renewing franchisees are required to purchase and use the Back Office Software, you understand that REMAX, LLC may vary, waive, defer, or make an exception to the requirement to use BoldTrail Back Office Software for any reason, including, without limitation, in order to: (i) facilitate acquisitions or mergers or conversions; (ii) accommodate certain existing franchisees that acquire additional offices; or (iii) encourage expansion in certain markets. REMAX, LLC is not obligated to maintain BoldTrail Back Office—or any of the associated tools, resources, or services offered through BoldTrail Back Office as of the Agreement Date indefinitely and may discontinue providing BoldTrail Back Office, replace it or add to it, at any time without notice or liability to you.
If you are a renewing franchisee, to give you time to transition to using BoldTrail Back Office Software in your Office, REMAX, LLC may temporarily waive this requirement;
Source: Item 22 — Contracts (FDD pages 108–334)
What This Means (2025 FDD)
According to Remax's 2025 Franchise Disclosure Document, the BoldTrail Platform is part of MAX/TechSM powered by BoldTrail. This integrated suite includes tools such as a customer relationship management (CRM) tool and a content management system. The Agent Tools Platform, accessible as part of MAX/TechSM powered by BoldTrail, also provides a lead routing tool.
The Agent Tools Platform is designed to help Remax Sales Associates manage customer contact and related information, integrating with both office and Sales Associate websites. As of the Agreement Date, access to the Agent Tools Platform is provided at no additional charge, although Remax, LLC, or a related party, may introduce access fees in the future. Franchisees may incur charges for using third-party tools, services, and resources that integrate with the platform.
Remax, LLC has independent access to information generated and stored on the BoldTrail Back Office Software, as well as information uploaded or transferred to it, and data stored in the integrated Intuit QuickBooks Online account. Remax, LLC can access, evaluate, use, aggregate, analyze, and take action based on this information for various purposes, including ensuring compliance with reporting and payment obligations, gathering information for analysis and decision-making, generating insights about Remax franchisees, providing technical support, and improving the Remax System. Remax, LLC may also sell and monetize this information without compensating the franchisee.