The holidays are here — and before we ring in the new year, it's the perfect time to give your firm's pipeline a little year-end clean-up. Whether you make the updates yourself or send a friendly nudge to your agents, a few quick checks now will set everyone up for a strong start in 2026.
Here's what to review before the ball drops:
- Projected Pay Dates – Confirm dates are accurate so year-end reports and forecasts reflect reality.
- Deal Statuses – Encourage agents to close out finished deals and update any that have stalled.
- Dead Deals – Remind agents to clear out transactions that won't be moving forward, so reports stay clean and useful.
Taking these steps ensures smoother reports, accurate income tracking, and no lingering “loose ends” carried into the new year.
👉 Pipeline Quick Edits Tutorial
A little pipeline housekeeping now means your team can start 2026 with clarity — and without any clutter under the tree. 🎄✨
Angelo Updates
Here is a look at our new universal filter bar, which will be available across all major pages, including reports. This is a big enhancement we're excited about.
With this new filter, users can now quickly narrow down results by Client, Contact, Firm, Property, or Project—making it faster and easier than ever to find exactly what you're looking for.
We've also updated the Transaction Report to take full advantage of the new filter bar.
Now, users can run reports based on either Transaction or Cash Flow (new) data, so you can tailor your reporting to exactly what you need.
Once you've built a report, you can save it and re-run it anytime using or adjusting the filter settings—no need to reach out to Realcore for custom reports. This new level of control means you can build and manage your own reports, whenever you need them, directly inside the platform.