Real estate back office
Use BoldTrail BackOffice to track real estate transactions, send documents for e-signature, and keep checklists and commissions moving through the connected BoldTrail BackOffice integration.
MCP connector Server URL https://my.brokermint.com/api/v1/mcpCopy Login OAuth Tools Reads data88 app_ _ get_ document_ viewer_ dataapp_ _ get_ signature_ package_ editor_ dataget_ account_ detailsget_ buyer_ offerget_ buyer_ offer_ documentget_ buyer_ offer_ taskget_ closed_ transaction_ fields_ schemaget_ commission_ planget_ contactget_ contact_ fieldsget_ contact_ lead_ sourcesget_ contact_ typesget_ current_ user_ detailsget_ document_ package_ fieldsget_ document_ package_ markupget_ document_ page_ rangesget_ document_ rejection_ reasonsget_ email_ templatesget_ field_ clausesget_ general_ ledger_ transactionget_ incoming_ transactionget_ onboarding_ checklist_ assigneesget_ reportget_ schema_ for_ buyer_ offersget_ schema_ for_ contactsget_ schema_ for_ transactionsget_ schema_ for_ usersget_ signature_ packageget_ transactionget_ transaction_ checklistget_ transaction_ checklist_ taskget_ transaction_ commission_ infoget_ transaction_ contact_ participantget_ transaction_ documentget_ transaction_ new_ offer_ linkget_ transaction_ offerget_ transaction_ offer_ attachmentget_ transaction_ rolesget_ transaction_ typesget_ transaction_ user_ participantget_ userget_ user_ permissionsguide_ for_ create_ signature_ packageguide_ for_ create_ transactionguide_ for_ review_ transaction_ documentsguide_ for_ update_ document_ package_ markupguide_ for_ upload_ documentlist_ accountslist_ activitieslist_ all_ transaction_ taskslist_ buyer_ offer_ checklist_ templateslist_ buyer_ offer_ documentslist_ buyer_ offer_ taskslist_ buyer_ offerslist_ commission_ planslist_ contactslist_ deleted_ general_ ledger_ transactionslist_ deleted_ transactionslist_ general_ ledger_ account_ groupslist_ general_ ledger_ accountslist_ general_ ledger_ transactionslist_ incoming_ transactionslist_ my_ incomplete_ transaction_ taskslist_ onboarding_ checklist_ templateslist_ pending_ review_ documentslist_ report_ filterslist_ reportslist_ transaction_ checklist_ taskslist_ transaction_ checklist_ templateslist_ transaction_ checklistslist_ transaction_ commentslist_ transaction_ commission_ itemslist_ transaction_ contact_ participantslist_ transaction_ documentslist_ transaction_ offerslist_ transaction_ participantslist_ transaction_ task_ commentslist_ transaction_ user_ participantslist_ transactionslist_ user_ commission_ planslist_ userssearch_ buyer_ offerssearch_ contactssearch_ library_ documentssearch_ transactionssearch_ usersview_ documentview_ signature_ package
Changes data35 add_ transaction_ checklistadd_ transaction_ checklistsadd_ transaction_ commentadd_ transaction_ task_ commentapp_ _ save_ signature_ package_ markupapprove_ review_ documentapprove_ task_ exemptionassign_ commission_ plan_ to_ userassign_ document_ to_ transaction_ taskcomplete_ buyer_ offer_ taskcomplete_ transaction_ taskconvert_ document_ to_ signature_ packagecreate_ buyer_ offercreate_ contactcreate_ signature_ packagecreate_ transactioncreate_ transaction_ checklist_ taskcreate_ usermove_ buyer_ offer_ task_ to_ in_ progressmove_ buyer_ offer_ task_ to_ todoreject_ review_ documentreject_ task_ exemptionrename_ transaction_ documentrequest_ buyer_ offer_ task_ exemptionrequest_ task_ exemptionresend_ signature_ requestsplit_ transaction_ documentsubmit_ checklist_ documents_ for_ reviewsubmit_ document_ for_ reviewunassign_ transaction_ task_ documentuncomplete_ transaction_ taskupload_ document_ to_ buyer_ offer_ by_ sending_ file_ bytesupload_ document_ to_ transaction_ by_ sending_ file_ bytesupload_ document_ to_ transaction_ using_ public_ urlupload_ document_ to_ transaction_ via_ file_ picker_ app
Deletes or can't be undone37 apply_ buyer_ offer_ checklist_ templateapply_ commission_ plancreate_ incoming_ transactiondelete_ buyer_ offerdelete_ contactdelete_ transactiondelete_ transaction_ checklistdelete_ transaction_ checklist_ taskdelete_ transaction_ contact_ participantdelete_ transaction_ documentdelete_ transaction_ user_ participantfill_ document_ package_ fieldsfinalize_ transaction_ commissionsreplace_ transaction_ commission_ itemsrevoke_ document_ approvalrevoke_ task_ exemptionsend_ reviewed_ emailsend_ signature_ requestunassign_ commission_ plan_ from_ userupdate_ buyer_ offerupdate_ buyer_ offer_ participantsupdate_ contactupdate_ document_ package_ markupupdate_ signature_ package_ documentsupdate_ signature_ package_ rolesupdate_ transactionupdate_ transaction_ checklistupdate_ transaction_ checklist_ taskupdate_ transaction_ commentupdate_ transaction_ contact_ participantupdate_ transaction_ task_ commentupdate_ transaction_ user_ participantupdate_ userupdate_ user_ permissionsupsert_ transaction_ contact_ participantupsert_ transaction_ user_ participantvoid_ transaction_ checklist
Skills None in the store listings. The server needs sign-in, so we could not check it