Integration
AI calling + two-way sync for BoldTrail (kvCORE)
BoldTrail — the platform most brokerages still call kvCORE — is very good at generating and nurturing leads and famously bad at getting them talked to. Databases of 40,000 contacts sitting on behavioural automation are the norm. HighIQ is the layer that actually dials them, and it does it at brokerage scale rather than one agent at a time.
The sync is designed around how BoldTrail organises people: smart campaigns, hashtags and lead status. HighIQ reads the segment you point it at — old internet leads, expired campaigns, sphere, a specific hashtag — and calls through it, then writes each outcome back so BoldTrail's automation reacts correctly instead of continuing to drip on someone who just booked.
For multi-office brokerages, assignment is the hard part, so HighIQ mirrors your BoldTrail routing: the task and the handoff land with the agent who owns that office, team or ZIP, using round-robin or weighted rotation depending on how you split production.
What syncs
Everything HighIQ writes back into BoldTrail
Notes with call summary + recording
The conversation summary and a recording link are added to the BoldTrail contact record alongside your existing activity history.
Call logs
Every dial is logged as an activity so brokerage-level reporting shows true contact attempts.
Tasks with round-robin or weighted assignment
Handoffs create assigned tasks routed by office, team or territory, matching how your brokerage splits leads.
Tags
Hashtags are applied and removed so smart campaigns start and stop correctly.
Stage + sub-status
Lead status and sub-status advance on the disposition the AI recorded.
Event example
Appointment set — what writes back
A single conversation outcome, and every field it touches in BoldTrail (kvCORE).
- 01Note written to the BoldTrail contact with the summary and recording link.
- 02Call activity logged with outcome and duration.
- 03Task assigned to the agent covering that office or territory.
- 04Hashtags updated so the nurture campaign stops and the appointment campaign starts.
- 05Lead status moved to Appointment Set with the matching sub-status.
Where this fits
BoldTrail runs residential brokerages — the real estate page covers database reactivation at that scale.
AI sales agents for real estate →FAQ
BoldTrail (kvCORE) + HighIQ, answered
Can HighIQ call an old kvCORE database, not just new leads?
Yes — database reactivation is the most common BoldTrail use case. You point HighIQ at a segment or hashtag and the agents work through it, logging every outcome back to the contact.
Will calling leads break my smart campaigns?
No. HighIQ updates hashtags and status as outcomes happen, which is what BoldTrail's automation keys off, so campaigns stop or start based on what actually happened on the call.
Does it work across multiple offices?
Yes. Assignment mirrors your BoldTrail routing by office, team or territory, and multi-office account management is available on the Enterprise tier.
Is this an official kvCORE add-on?
HighIQ is an independent system that integrates with BoldTrail through its API. Setup is handled by our team during White Glove Onboarding.