Tools & Technology Guide
Complete reference for every technology platform, CRM, dialer, MLS, and resource available to Winslow Homes agents.
Getting Set Up: The 5 Essential Tools
When you join Winslow Homes, start with these five core platforms. They form the backbone of your daily operations and lead management.
Priority Setup Order
- BoldTrail CRM (app.boldtrail.com) - Your complete contact and lead management system. Set up your account, import your phone contacts, and configure your smart plans.
- Your MLS Platform - Stellar MLS for Florida, MLSPIN for New England. Create your search alerts and listing setup shortcuts.
- ShowingTime (showingtime.com) - Enable appointment scheduling and buyer feedback collection on every showing.
- MOJO Dialer (mojosells.com) - Set up your phone and power dial list campaigns for prospecting.
- Novus Lending Portal (www.winslowloan.com) - Pre-qualifying your buyers and partnering with our in-house mortgage team.
1. CRM & Lead Management
Your customer relationship management platform is the hub of your real estate business. All leads, contacts, transactions, and communications flow through these systems.
BoldTrail CRM
Website: app.boldtrail.com
BoldTrail is your all-in-one real estate CRM and marketing automation platform. This is where all your business happens.
Core CRM Features
Contact & Lead Database: Store unlimited contacts with full communication history. Every phone call, text, email, and note attaches to the contact record. Search and filter by source, status, location, price point, and custom fields.
Smart Plans: Automated lead classification sends incoming leads to the right team member based on location, price, property type, or lead source. Routes phone calls, form submissions, and referrals instantly.
Action Plans & Drip Campaigns: Create automated email and text campaigns that nurture leads. Set sequences that trigger based on lead status, days inactive, or custom actions. Pre-built buyer and seller nurture tracks save hours of setup.
IDX Website: Your full MLS search interface integrated into your personal website. Buyers search properties from your site and automatically become contacts in your CRM when they register.
Property Alerts: Set up automated alerts that notify your contacts when new listings hit the MLS. Buyers get instant notifications on homes matching their criteria.
Landing Pages & Forms: Create custom lead capture pages for Facebook ads, email campaigns, and your website. Forms feed directly into your lead database.
Text Messaging: Send SMS messages to contacts directly from BoldTrail. Text sequences are automated as part of your drip campaigns.
Task Management: Create tasks for follow-ups, showing appointments, document requests, and transaction milestones. Tasks attach to contacts and appear in your daily agenda.
Email Campaigns: Send bulk emails to your database with tracking. Track opens, clicks, and replies to measure engagement.
Calendar Integration: Sync your BoldTrail calendar with Google Calendar or Outlook for seamless scheduling.
Custom Fields & Tags: Add unlimited custom fields to your contact records. Tag contacts by status, lead source, location, or any custom category.
BoldTrail Back Office
Website: backoffice.insiderealestate.com
Transaction management and compliance hub for all your deals.
- Create and manage transactions with milestones and checklists
- Upload required compliance documents and disclosures
- Track document signatures and completion status
- Store all transaction files in secure cloud storage
- Generate transaction reports for broker oversight
API Nation
Website: apination.com
Integration platform that connects MOJO Dialer to BoldTrail CRM.
- Automatically syncs contacts from MOJO to BoldTrail
- Pushes new leads from dialer campaigns into your CRM
- Two-way data sync keeps systems in sync without manual entry
- Call recordings are linked to contacts
BrokerSumo
Website: brokersumo.com
Commission tracking and transaction management for brokers.
- Commission calculation with custom split percentages
- Transaction document submission and tracking
- Agent statements showing earnings and activities
- Transaction history and archive for tax and accounting purposes
2. Dialer & Prospecting
Power dialing platforms and lead list providers that fill your pipeline with fresh leads.
MOJO Dialer
Website: mojosells.com
Leading power dialer platform with built-in lead lists and skip tracing. Core tool for systematic prospecting.
MOJO Features
Triple-Line Power Dialer: Dial three numbers simultaneously and connect to the first live person. Built-in call recording and notes capture.
FSBO List Prospecting: Access nationwide for-sale-by-owner listings. Import and batch dial FSBO owners in your farming area.
Expired Listings Database: Listings that expired without selling. Owners actively looking for representation. Prioritize by days expired and price range.
Pre-Foreclosure Leads: Lists of properties entering foreclosure. Time-sensitive opportunities for investors and buyers.
Neighborhood Search Tool: Drag a circle on a map to pull all available phone numbers for that neighborhood. Build your own prospecting list.
Skip Tracing: Find current phone numbers and addresses for leads. Locate cell numbers for people who only have old landline data.
Property Data Integration: View property details, ownership history, and estimated values without switching platforms.
Campaign Management: Create batch campaigns with calling sequences. Track productivity by campaign.
Call Recording & Coaching: Record all calls. Access performance analytics and share top calls for team coaching.
REDX
Website: theredx.com
Specialized lead list provider focusing on motivated sellers.
- Expired listings with owner contact info
- FSBO properties across the country
- Pre-foreclosure leads with detailed property data
- Flexible list building by location, property type, and days on market
- Real-time leads refreshed daily
Cole Realty Resource
Website: coleinformation.com
Neighborhood data and contact information for farming and prospecting.
- Comprehensive neighborhood profiles with demographics
- Phone numbers and addresses for residents in target areas
- Market trends and price analysis by neighborhood
- Export lists for direct mail or door knocking campaigns
3. MLS Platforms
Your official real estate databases for listing input, MLS searches, and market data. Each region has its own MLS system.
Stellar MLS
Website: stellarmls.com
Official MLS platform for Central Florida, including Orlando, Daytona, and surrounding counties.
- Matrix search for advanced property searching with unlimited filters
- Listing input and editing for properties you represent
- Market statistics and trend reports
- Tax records and public records integration
- Comparable sales data for pricing decisions
- MLS rules, forms, and compliance documents
- CE course offerings for license renewal
Daytona Beach Flex MLS
Website: daytonabeachflex.com or FlexMLS
Official MLS for Volusia and Flagler counties covering the Daytona Beach region.
- Local MLS search with Volusia and Flagler county coverage
- Listing input and management for your Daytona area listings
- Market data specific to the Daytona market
- Tax record and comparable sales tools
MLSPIN
Website: mlspin.com
Official MLS platform for New England covering Massachusetts, Connecticut, and Rhode Island.
- Pinergy search engine for advanced MLS queries across all New England markets
- Listing input for Massachusetts, Connecticut, and Rhode Island properties
- Market data and statistics by city and county
- Comparable sales and property valuation tools
- Tax records and deed information
4. REALTOR Board Tools & Resources
Your local and national real estate associations provide education, market data, and professional support.
Orlando Regional REALTOR Association (ORRA)
Website: orlandorealtors.org
The official real estate board for the Orlando and Central Florida region.
- Continuing education courses for license renewal and specialization
- Market reports and trend analysis for Central Florida
- Member directories and networking events
- Supra lockbox program for electronic key access
- Advocacy and legislative updates
- Professional liability insurance programs
Daytona Beach Association of REALTORS (DBAR)
Website: daytonarealtors.com
Local board serving the Daytona Beach, Port Orange, and surrounding areas.
- Local market data and community statistics
- Networking events and member meetings
- Continuing education and training courses
- Local MLS updates and compliance training
New Smyrna Beach Board of REALTORS (NSBBR)
Website: nsbboardofrealtors.com
Serving the New Smyrna Beach and surrounding Volusia County communities.
- Local market resources and community information
- Member events and professional development
- Educational opportunities specific to New Smyrna Beach area
Greater Boston Association of REALTORS (GBAR)
Website: gbar.org
Serving the greater Boston area and eastern Massachusetts.
- Market statistics and research for Boston metro area
- Continuing education and designations
- Legal forms and contract templates
- Networking and professional events
Worcester Regional Association of REALTORS (WRAR)
Website: wrar.com
Serving central Massachusetts including Worcester, Fitchburg, and surrounding areas.
- Central Massachusetts market data and trends
- Continuing education courses for license renewal
- Professional development and designations
- Local networking and community events
National Association of REALTORS (NAR)
Website: nar.realtor
The national trade association for all REALTORS, providing resources, education, and advocacy.
- RPR (Realtors Property Resource) - Powerful property research tool with national coverage
- .REALTOR domain registration and professional branding
- Code of Ethics and Standards of Practice
- National advocacy and legislative initiatives
- E&O insurance and professional protection programs
- Continuing education and professional designations
5. Showing & Access Tools
Technology for scheduling showings, accessing lockboxes, and managing buyer appointments.
ShowingTime
Website: showingtime.com
Premier appointment scheduling and buyer feedback platform.
- Appointment scheduling with buyer confirmation and reminders
- Buyer tour sheets for tracking showings and preferences
- Automated feedback requests after each showing
- Showing history and analytics by property
- Integration with your MLS and IDX website
- Mobile app for on-the-go appointment management
Supra eKey
Website: supraekey.com
Electronic lockbox system for secure property access.
- Electronic key access to lockboxes on listed properties
- Showing logs tracking all showings and showing agents
- Instant notifications when property is shown
- Mobile app for convenient key requests
- Compatible with major lockbox brands
BrokerBay
Website: brokerbay.com
Alternative showing and appointment management system.
- Appointment scheduling and coordination
- Showing notifications and feedback collection
- Property access management
6. Property Research & Valuation
Deep property data, comparable sales, and neighborhood analysis tools for listings and buyer matching.
RPR - Realtors Property Resource
Website: narrpr.com
Official NAR property research tool with comprehensive national coverage.
- Property details, ownership, and tax information nationwide
- Comparative market analysis (CMA) reports for pricing
- Neighborhood demographic and economic data
- School information, ratings, and boundaries
- Flood zones and environmental hazards
- Parcel maps and property boundaries
- Historical sales and price trends
Forewarn
Website: forewarn.com
Background screening and risk assessment tool for prospects.
- Background checks on potential buyers and sellers
- Criminal history and civil judgments
- Bankruptcy and financial distress indicators
- Prepares you for difficult conversations and negotiations
- Available through many MLS and CRM systems
HomeSnap Pro
Website: homesnap.com
Mobile MLS and property search platform.
- Mobile MLS search with property photos and listings
- Detailed property information and valuation estimates
- Agent-to-agent messaging for buyer and seller inquiries
- Pocket listings shared between agents
- Off-market property research
PropStream
Website: propstream.com
Investment property research and skip tracing platform.
- Investment property analysis and ROI calculations
- Skip tracing and current owner contact information
- Property data, tax records, and ownership history
- Distressed property identification
- Lead generation for investor outreach
Regrid and LandGrid
Website: regrid.com
Parcel data and mapping for property research.
- Official parcel boundaries and mapping data
- Property ownership and assessment records
- Land use and zoning information
- Mobile-friendly parcel search and viewing
7. Mortgage & Lending Tools
Winslow Homes partners with Novus Home Mortgage, a federally licensed mortgage lender covering all 50 states. These tools help you pre-qualify buyers and close more deals.
Novus Home Mortgage Lending Portal
Phone: 386-690-5858
Website: www.winslowloan.com
Client-facing application portal for mortgage pre-qualification and loan applications.
- Direct buyer application links to share with clients
- Instant pre-qualification estimates
- Down payment assistance program lookup tools
- Loan product comparisons and rate quotes
- Document upload and submission
Lending.Winslow-Homes.com
Website: lending.winslow-homes.com
Full Novus mortgage education and product site for agents and buyers.
- Loan product descriptions and rate information
- Educational guides for first-time buyers
- Down payment assistance program details
- Agent resources and co-op information
- Buyer calculator tools
Beast Credit Monitoring
Credit repair and monitoring service for buyers needing pre-approval preparation.
- Credit score tracking and improvement guidance
- Dispute management for credit report errors
- Personalized recommendations to increase credit scores
- Refer buyers who need credit repair before pre-approval
- Helps marginal buyers qualify for better rates
Novus Down Payment Assistance Programs
Access to multiple DPA programs across all markets to help first-time and limited-income buyers.
- State and local down payment assistance lookup by location
- Grants and forgivable loans to reduce buyer cash requirements
- Programs specific to Florida, Massachusetts, Connecticut, and Rhode Island
- Integration with pre-qualification to show actual buyer purchasing power
8. Transaction & Document Tools
Digital signature platforms and document storage for secure transaction management.
DocuSign
Digital signature and document management platform used throughout the real estate industry.
- E-signature capability for purchase agreements and forms
- Document status tracking and audit trails
- Integration with many transaction platforms
- Mobile signing for remote closings
- Legally binding signatures across all states
DotLoop
Transaction management and digital closing platform.
- Digital document signing and exchange
- Transaction checklist and milestone tracking
- Agent collaboration and client communication
- Automatic document organization in the cloud
- Integration with major brokers and title companies
Google Drive Agent Folder
Access: Winslow Homes Agent Folder
Shared cloud storage for agent resources, templates, and training materials.
- Listing templates and marketing materials
- Forms and contract templates
- Marketing scripts and buyer and seller guides
- Training documents and process guides
- Real estate calculators and tools
BoldTrail Back Office Document Storage
Secure cloud storage integrated into your CRM.
- Attach documents to transactions
- Store all deal files in one location
- Compliance document uploads for broker review
- Automatically organized by transaction
9. Communication Tools
Platforms for staying connected with clients, teams, and prospects throughout your day.
BoldTrail Built-In Text Messaging
SMS text messaging integrated directly into your CRM.
- Send text messages to contacts from BoldTrail
- Automated text sequences and drip campaigns
- Track text message responses and engagement
- Replies automatically log to contact record
- Compliance reporting and consent management
BomBomb Video Messaging
Website: bombbomb.com
Video email and messaging platform for client engagement.
- Send personalized video messages to clients and prospects
- Video property tours and buyer and seller education content
- Mobile app for quick video creation
- Engagement tracking showing who watches your videos
- Integration with email and CRM platforms
Google Workspace
Professional email, calendar, and collaboration suite.
- Professional email with your Winslow Homes domain
- Google Drive cloud storage for documents and files
- Google Calendar for scheduling and appointments
- Google Docs and Sheets for collaborative editing
- Google Meet for video conferencing with clients
- Shared team calendars and contact lists
Getting Help With Your Tools
Questions about setup, features, or integration between platforms? Contact the Winslow Homes broker support team. We provide onboarding training for all agents and help troubleshoot any technology issues.
Questions About Your Tools?
Email: Broker@WinslowHomesLLC.com
Phone: 386-690-5858
Winslow Homes LLC
Licensed in Florida, Massachusetts, Connecticut, Rhode Island
Massachusetts MLS Property Info Network (MLSPIN) - The property listing data and information set forth herein were provided to MLS Property Information Network, Inc. from third party sources, including sellers, lessors and public records, and were compiled by MLS Property Information Network, Inc. The property listing data and information are for the personal, non commercial use of consumers having a good faith interest in purchasing or leasing listed properties of the type displayed to them and
Copyright © MFRMLS.com All information deemed reliable but not guaranteed. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) or information provider(s) shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. Listing(s) information is provided for consumers personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing. Information on this site was last updated Last updated on April 12, 2026 10:18 AM UTC The listing information on this page last changed on Last updated on April 12, 2026 10:18 AM UTCd. The data relating to real estate for sale on this website comes in part from the Internet Data Exchange program of MFR MLS.
All information deemed reliable but not guaranteed. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) or information provider(s) shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. Listing(s) information is provided for consumers personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers may be interested in purchasing.
Updated on April 12, 2026 10:18 AM UTC
Information is deemed to be reliable, but is not guaranteed. © 2026 MLS. Last Updated April 12, 2026 9:14 AM UTC The information on this sheet has been made available by the MLS and may not be the listing of the provider. Listing data provided by the Daytona Beach Area Association of REALTORS® Internet Data Exchange (IDX) program. Data is believed to be accurate but not warranted.
New Smyrna Beach Board of REALTORS® All information deemed reliable but not guaranteed. All properties are subject to prior sale, change or withdrawal. Neither listing broker(s) or information provider(s) shall be responsible for any typographical errors, misinformation, misprints and shall be held totally harmless. Listing(s) information is provided for consumer's personal, non-commercial use and may not be used for any purpose other than to identify prospective properties consumers may be interested
