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Reviewing Agent Billing

You can review items billed to your agent register by logging in to myBackOffice through Bold Trail. 

  1. First, log in to Bold Trail. Then, at the top of the screen, use the search bar to search for “BrokerSumo”.
  2. Open BrokerSumo to access myBackOffice.
  3. From myBackOffice, select Account from the left menu and click Billing Log.
  4. Finally, click Notes/Memo.