factual

What is the name of the required back office software that Remax franchisees must use?

Remax Franchise · 2025 FDD

Answer from 2025 FDD Document

ument and thing we deem necessary in our business judgment to keep us in compliance with Privacy Laws; and (iv) immediately report to us the breach of any requirements in the Franchise Agreement regarding client information or any Privacy Law, or the theft or loss (or any apparent or alleged theft of loss) of client information.

Back Office Software

To facilitate your reporting to us and REMAX, LLC, which includes providing data for each Sales Associate on a monthly basis, and to enhance the operation of your Office, you will be required to use BoldTrail Back Office software ("Back Office Software") developed by Inside RE, LLC, d/b/a Inside Real Estate ("Inside Real Estate" or "IRE"), or such other brokerage back office software or platform as REMAX, LLC may designate from time to time, and from such other provider that REMAX, LLC may designate. BoldTrail Back Office Software is part of the MAX/TechSM powered by BoldTrail Platform, an integrated suite of products that includes other tools such as a customer relationship management tool and a content management system tool. The Back Office Software is intended to help you manage: i) agent onboarding; ii) billing; iii) transactions (including commission tracking and disbursements); and iv) reporting, accounting, and analytics. You will be required to sign and accept a BoldTrail Back Office License Agreement with IRE ("Back Office License Agreement"), the current form of which is attached as Exhibit A-11. Among other things, the Back Office License Agreement will (i) require that you comply with all applicable laws; (ii) prohibit transferring or sublicensing any part of the Back Office Software; (iii) prohibit reverse engineering of any part of the Back Office Software; (iv) prohibit using the Back Office Software to facilitate or allow mass communications such as email or text message 'blasts' to contacts who have not expressly opted-in to such communications; (v) prohibit using any part of the Back Office Software to build a competitive product; (vi) provide that IRE has the right to modify the Back Office License Agreement at any time and in its sole discretion; (vii) provide that IRE may discontinue support of outdated software versions; and (viii) require that you indemnify and hold IRE harmless for your violation of the Back Office License Agreement including but not limited to any claims or damages that may arise as a result of your negligence or culpable acts or omissions or violations of law. IRE will provide ongoing maintenance, updates, or repairs to the Back Office Software. Except for a limited warranty that the Back

Office Software will substantially perform and will be free from material defects, the Back Office Software will be provided "as is" without warranties of any kind, whether express or implied.

QuickBooks. In order for you to be able to use the Back Office Software, you must also purchase and use QuickBooks Online by Intuit ("QuickBooks Online") and you must enter into a QuickBooks Online user agreement with Intuit (the "QuickBooks Online User Agreement"), the current form of which is attached as Exhibit A-12. Among other things, the QuickBooks Online User Agreement will (i) require that you comply with all applicable laws; (ii) limit Intuit's liability to you; (iii) provide that Intuit has the right to amend the user agreement at any time;

Source: Item 11 — Franchisor's Assistance, Advertising, Computer Systems, and Training (FDD pages 59–71)

What This Means (2025 FDD)

According to Remax's 2025 Franchise Disclosure Document, franchisees are generally required to use BoldTrail Back Office software. This software is part of the MAX/TechSM platform and is designed to help franchisees manage agent onboarding, billing, transactions (including commission tracking and disbursements), and reporting, accounting, and analytics. The software is developed by Inside RE, LLC, also known as Inside Real Estate (IRE). Franchisees will need to sign a BoldTrail Back Office License Agreement with IRE.

However, the requirement to use BoldTrail Back Office software may be waived or deferred by Remax, LLC under certain circumstances. These circumstances include facilitating acquisitions, mergers, or conversions, accommodating existing franchisees acquiring additional offices, or encouraging expansion in specific markets. Renewing franchisees may also receive a temporary waiver to allow time to transition to the BoldTrail Back Office software. During this waiver period, franchisees must use a compatible brokerage back-office management software system that meets Remax's data reporting requirements.

While using alternative brokerage back-office software during a waiver period, Remax will not have direct access to the data on that software. Instead, franchisees will need to provide data for each sales associate monthly through methods like direct data entry, file upload to the RE/MAX Agent and Office Portal, or direct integration with the RE/MAX membership database. Remax also states that they may discontinue providing BoldTrail Back Office at any time without notice or liability to franchisees.

Disclaimer: This information is extracted from the 2025 Franchise Disclosure Document and is provided for research purposes only. It does not constitute legal or financial advice. Consult with a franchise attorney before making any investment decisions.