Course curriculum

  • 1

    Chapter 1 | Why BoldTrail?

    • How to Complete This Course

    • Course Objectives

    • Lesson 1: Partner Lead Nurturing

    • Lesson 2: Agent/Lender/Lead Communication

    • Lesson 3: Co-Marketing Strategy

    • Lesson 4: Preferred Lender

    • Lesson 5: Niche/Specialized Leads
  • 2

    Chapter 2 | Getting Started

    • Lesson 6: Setting Up Your Lender Profile

    • Lesson 7: Your BoldTrail Dashboard

    • Lesson 8: Smart CRM Contacts

    • Lesson 9: Listings

    • Lesson 10: Marketing Tools

    • Lesson 11: Lead Engine
  • 3

    Chapter 3: Your Agent Partnership

    • Lesson 12: Lender/Agent Accountability

    • Lesson 13: Setting S.M.A.R.T. Goals

    • Lesson 14: Setting Expectations
  • 4

    Knowledge Check and Next Steps

    • Knowledge Check

    • Resources & Next Steps

    • Course Feedback