BoldTrail Back Office (Brokermint kvCORE): Integration

BoldTrail Back Office (Brokermint kvCORE): Integration

The Testimonial Tree - BoldTrail Back Office kvCORE (Brokermint) partner integration automates customer feedback requests on behalf of the brokerage and agent upon a closed deal (transactions) in Brokermint. Testimonial Tree sends the initial feedback and reminders based on your Testimonial Tree account setup and workflow (text + email & auto-reminders).

Step 1: Request your Brokermint API Key

Subject: Brokerage Name (Testimonial Tree) - Brokermint API Key

Hi CS, 

Please provide our Brokermint API key / auth token to Testimonial Tree so they can connect our account at (Brokerage Name) to automate feedback upon a closing.

I've CC'd them on this email.

Thank you,

First Last Name
Title
Brokerage Name
Email

Step 2: Share your API Key with Testimonial Tree

Your Testimonial Tree Customer Success Manager will update your brokerage's Brokermint integration and test the feeds before you go live and begin automating your agent feedback.

Have more questions?

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