Foundations: Your Core Real Estate Tools

Table of Contents:

Brokerage Systems

BoldTrail, SkySlope, ReallyTrusted

Board Systems

Matrix, AutoProp, Supra eKey, CREA Webforms, Broker Bay

As a REALTOR® with VIREB and VREB, you will work across several core platforms. Some will become daily tools, while others support specific parts of your workflow. This article outlines what each tool is used for, what you should set up right away, and where to find help and training.

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Brokerage Systems:

BoldTrail

BoldTrail is Pemberton Holmes’ in-house website and CRM platform, designed to support lead capture, client management, and ongoing follow-up. It allows REALTORS® to manage contacts, track communication, build property searches, and maintain a professional web presence tied directly to MLS® data. BoldTrail supports automated and manual follow-up, email marketing, and client engagement tools, helping agents stay organized and responsive as their business grows. As a brokerage-provided platform, BoldTrail integrates into Pemberton Holmes’ broader systems and is intended to serve as the foundation for managing your database and online presence.

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Skyslope

SkySlope is a transaction management platform used to organize, track, and store real estate transaction documents from contract to completion. It provides a centralized workspace for managing required forms, compliance documents, and key milestones throughout a transaction, helping REALTORS® stay organized and reduce the risk of missing paperwork. SkySlope supports secure document uploads, task tracking, and broker review workflows, making it an important tool for maintaining compliance and ensuring smooth, well-documented transactions from offer acceptance through closing.

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ReallyTrusted

ReallyTrusted is a secure identity verification and compliance platform used by REALTORS® to meet FINTRAC and regulatory requirements when working with clients. It helps agents verify client identity, collect required information, and document compliance steps in a consistent, auditable manner. By centralizing these processes, ReallyTrusted supports risk management, reduces manual paperwork, and ensures that required verification is completed accurately and on time as part of a compliant real estate transaction.

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Board Systems

Matrix (MLS® System for VIREB & VREB)

Matrix is the primary MLS® system used by members of the Victoria Real Estate Board (VREB) and the Vancouver Island Real Estate Board (VIREB). It serves as the central platform where REALTORS® access active, pending, sold, and historical listing data across their board jurisdictions.

Matrix is used daily to search properties, review listing details, monitor market activity, set up client portals, generate reports, and support pricing and negotiation decisions. Because Matrix is directly connected to board-approved MLS® data, it is also the system that underpins REALTOR.ca listings, client collaboration tools, and many third-party real estate applications used across Vancouver Island. Becoming comfortable with Matrix is essential, as it forms the foundation of listing management, buyer representation, and professional market analysis for REALTORS® operating within VIREB and VREB.

OneHome is another tool included within Matrix and allows you to send consumer searches with up-to-date MLS information for clients in an attractive and user friendly interface. 

For access on the go, be sure to download the 'Prospects' mobile app. It is the sister app to Matrix and gives you access from a phone or tablet.

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AUTOPROP (Property Data, Due Diligence & Market Analysis)

AUTOPROP is a powerful, map-based property research and analysis platform developed by the Land Title and Survey Authority of British Columbia (LTSA). It brings together property data from multiple authoritative sources into a single, interactive map interface, allowing REALTORS® to research parcels, review ownership and zoning context, analyze comparable properties, and support due diligence with confidence.

AUTOPROP is commonly used for pricing analysis, listing presentations, CMAs, property reports, and client education, as it allows agents to visualize market data spatially and supplement MLS® information with broader land and title insights. When used alongside Matrix, AUTOPROP provides deeper context and analytical support, helping REALTORS® deliver more informed advice and professional reporting to buyers and sellers.

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Supra eKey (Lockbox Access)

Supra eKey is the Bluetooth-based lockbox access system used by REALTORS® to securely enter listed properties. Agents must download the Supra app and create an account to activate access. It is important to keep the app fully updated before leaving home or the office, as functionality may be limited in areas with poor cell coverage. Supra works in conjunction with BrokerBay for booking and accessing showings, ensuring that access permissions align with scheduled appointments. Agents are required to purchase compatible lockboxes to use this system, and should be aware that VIREB will be exchanging lockboxes in the coming months.

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CREA WEBForms

CREA WEBForms is a cloud-based document and transaction management platform used by REALTORS® across Canada. It provides access to up-to-date real estate forms, allows information to be auto-populated across documents, and supports digital signatures and secure document sharing with clients. WEBForms is used throughout the transaction lifecycle, from drafting offers and counteroffers to managing listing paperwork and compliance documentation. Because it is owned and maintained by CREA, WEBForms ensures agents are working with current, standardized forms and provides a reliable, device-agnostic system that can be accessed from anywhere.

Strongly recommended training

• Mastering WEBForms: Writing Offers with Confidence

• Optimizing WEBForms: Elevate Your Listings from Input to Completion

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BrokerBay

BrokerBay is a cloud-based showing and access management platform used by REALTORS® to schedule showings, manage appointments, and coordinate property access. It centralizes showing requests, confirmations, and notifications, helping agents track activity on their listings and plan efficient showing schedules for buyers. BrokerBay works in conjunction with Supra eKey to ensure access aligns with approved bookings and provides mobile access through its app for on-the-go use. As a widely adopted industry tool, BrokerBay supports smoother communication between listing and buyer agents while creating a clear record of showing activity.