Formule: the BoldTrail and kvCORE alternative for WhatsApp agents

Formule is a BoldTrail and kvCORE alternative for real estate agents who do their business on WhatsApp. kvCORE now lives on as BoldTrail, the platform Inside Real Estate built from it, and many agents searching for a kvCORE alternative are really asking whether the new platform still fits the way they work. Formule is a real estate CRM with agentic AI: Really, its AI agent, does the follow-up and listing work that a CRM only records, and the agent approves every message before it goes out.

kvCORE became BoldTrail in 2024

In mid-2024 Inside Real Estate, the company behind kvCORE, BoomTown and Brokermint, brought its products together under one brand: BoldTrail. A BoldTrail article from April 2026 calls BoldTrail "the next generation of kvCORE, built by the same company" and says kvCORE is being phased out, with users migrated and their CRM data, contacts, IDX sites and lead history preserved. Rollouts are phased, so existing users should confirm timing with their account rep.

If you are on kvCORE today, the move is happening whether you choose it or not. That makes it a reasonable moment to check whether the platform matches your clients.

BoldTrail is built for brokerages and their agents

BoldTrail calls itself "Real Estate's Growth Engine". As of October 2026 its site describes a full ecosystem:

• BoldTrail Platform for the front office: IDX websites, Lead Engine, Smart CRM, Marketing Autopilot, transaction integration, business analytics and integrated AI.

• BoldTrail BackOffice, formerly Brokermint, for agent billing, onboarding, accounting, commissions and reporting.

• BoldTrail Recruit for recruiting dashboards, office and agent reports.

• Marketplace add-ons such as PropertyBoost, Success Assurance and Leads360.

Its AI page names three features. HomeSearchAI lets consumers search by lifestyle and preferences instead of filters. The Streams mobile app pushes high-intent signals to the agent's phone, with an AI Assistant to act on them. Concierge AI texts and qualifies new leads around the clock and alerts the agent when a human touch is needed.

The partner list includes RE/MAX, eXp Realty, Weichert, NextHome and Berkshire Hathaway HomeServices brands, and Inside Real Estate cites more than 400,000 users. BoldTrail does not publish prices. It sells configurable packages, and its own blog says pricing varies with team size and modules.

WhatsApp is the gap for international business

BoldTrail's AI and product pages name text as the lead channel, alongside drip campaigns and the mobile app. They do not advertise WhatsApp. For a US brokerage working domestic buyers, that is a sensible focus.

It is a weaker fit if your best clients are abroad or came from abroad: buyers relocating from Latin America or Europe, investors purchasing from overseas, or families who expect every update on WhatsApp. Those agents end up running the real conversation in their phone's WhatsApp and copying the important parts into the CRM later, if at all.

Formule is a WhatsApp-first CRM with an AI agent

Formule was built WhatsApp-first for agents who work with international buyers and in markets where WhatsApp dominates. Its AI agent, Really, is the main way you use it.

Really works where you work

Really is available inside the Formule app, on WhatsApp at +1 786 982 0633, and by voice in the app. It speaks the agent's language: English, Spanish, French, German, Italian or Polish. For an agent who switches between English and Spanish all day, that matters.

The agent approves what goes out

Really helps you follow up leads and drafts the replies. You approve each one before it reaches a client. Concierge AI is described as texting and qualifying new leads around the clock; Really is designed to keep you in control of every message.

Listings and content in minutes

Paste a property link and Really turns it into a listing draft and a shareable listing page. The Marketing section creates AI images and short videos of the property, paid with credits.

One pipeline, full visibility

Leads from ads and portals arrive in one pipeline, and branch managers see every lead. Agencies on the agency plan can have Formule run their Meta lead ads. Across the campaigns Formule runs, the average cost per click is €0.084 and the click-through rate is 6.13%.

Connected to Claude and ChatGPT

The Formule MCP server connects Formule to Claude and ChatGPT, so you can work with your Formule data from the assistant you already use.

BoldTrail and Formule, point by point

• Buyer. BoldTrail is sold as configurable packages, and its partner list is led by brokerages and franchise brands. Formule is self-serve for individual agents, with an agency plan for offices.

• Channels. BoldTrail: text, drip campaigns and its mobile app. Formule: WhatsApp, the app and voice.

• AI model. BoldTrail's Concierge AI texts and qualifies new leads around the clock, then alerts the agent. Formule's Really drafts and the agent approves.

• Websites and MLS. BoldTrail offers IDX websites with MLS integration. Formule does not advertise MLS or IDX integrations; it builds shareable listing pages from a link.

• Back office. BoldTrail has commissions, accounting and recruiting modules. Formule does not advertise a brokerage back office.

• Getting started. BoldTrail: a demo and a quote. Formule: a free start with a 7-day Really trial, with setup done by Really in one chat.

Brokerages that should stay on BoldTrail

Stay on BoldTrail if your brokerage relies on IDX websites tied to your MLS, runs commissions and accounting through BackOffice, recruits with BoldTrail Recruit, or gets the platform through your brand's technology partnership. Moving away from that would mean replacing several systems, and Formule does not try to do all of them. For a domestic US business on texts and calls, BoldTrail's migration path from kvCORE keeps your data and history in place.

Individual agents inside a BoldTrail brokerage can still add Formule for the part of their book that runs on WhatsApp, keeping BoldTrail as the brokerage system.

Formule is live and measured

Formule has been live for 17 months, with 14 agencies on the platform and more than €4.2M in property sold through it. Its catalogue holds 10,288 property listings, the platform has sent 3,569 WhatsApp messages, and it has logged 2,264 AI assistant calls.

Starting takes one conversation with Really

You do not need a demo or a migration project to find out. sign up free, let Really set up your account in one chat, paste a listing link, and send Really a WhatsApp about a real lead. You will see the drafted reply, approve it or change it, and judge in the 7-day trial whether Formule fits your clients better than kvCORE or BoldTrail did.