2022 Posts

Please join us for an end-of-the-year Admin call!

A special administrator call with the newest features, news on our latest development, and a sneak peek of Angelo 4.0.

Wrapping Up 2022

Realcore makes it easy for a successful ending

Somehow it is suddenly December and the busy holiday season is amongst us! As another year ends, it's important to tie up any loose ends in your Realcore account so that you can have a successful ending to 2022, and a solid start in 2023.

Tell us suggestions for our new software version!

Our developers are building the new look for Angelo — and we want your input while it's still being shaped.

Access Your Agent Reports

Get individual data right from your Pipeline page

The Pipeline page gives you an overview of how you're doing as an agent. When specific data is desired, the Reports section of the Pipeline page gives agents the information they need immediately, with a single click.

A trick and a treat for our Administrators!

Tricks for modifying payments when an invoice is paid short, plus the Agent Expenses report agents can now print themselves.

Accessing Comps in Realcore

When having accurate data is imperative

In our ever-changing economy, we wanted to spotlight a feature of Realcore that some of our users may not have utilized yet, and that's our Comps section on the Market tab.

All About Accounting Notes

The four types of Accounting notes, where to add them, who can see them, and where they appear throughout the system.

How Much Could You Make This Year?

The Income Summary box on your Pipeline page is the perfect way to see how much you've made this year, and also to see your projected income if you were to close the deals currently in your pipeline.

How all your company data is synched and updated overnight.

What that "As Of" timestamp actually means, and the order the nightly process updates your firm's numbers.

Mid-Year Check-In: Use My Metrics.

Time is flying by quickly - only 152 more days until 2023! Have you checked the progress of the goals you set at the beginning of the year? Realcore makes it easy to see where and how you are earning your commissions.

The Resources Page

July's Spotlight

Put the forms, websites, and dates your agents keep asking for in one place they can find on their own.

Pushing to the Pipeline

The first step in all Pipeline transactions is to add the Basic Information to the deal. This can include the Client, Property, Landlord, Tenant, etc. While most users add these transactions by going to the Pipeline tab, did you know you can add a deal that already has some of this information?

Managing Your Realcore Users

Adding users, changing roles and rules, blocking, and archiving — all from the Administrator tab.

Take a Vacation This Summer

"A vacation helps to relieve stress and boredom, gives us a change of scenery, provides us with adventure, and helps to bring us closer to the people in our lives." -E.S. Woods

Accounting in Realcore: Tips, Tricks & Tutorials

Completely upgraded Accounting tutorials for getting new team members trained quickly, plus a write-off how-to guide.

Understand Your Pipeline

As an agent, your Pipeline page in Realcore provides valuable information to give you the big picture of the success you've had in the CRE industry. From setting your goals, to seeing your upcoming payments, the Pipeline page gives you all the data you need to keep on track.

Multifactor authentication one of several new updates to Realcore.

Turn on multifactor authentication for your whole firm, plus the new Global Report and easier prospect sorting.

Everything You Need is in My Data

The My Data tab in Realcore is the central location for all the information you need when it comes to being "on top" of everything. We have updated our Support tutorials for each of the My Data sections to help you better understand what these critical areas can do for your productivity.

Realcore Offers Education & Training for You & Your Agents

Two monthly training calls, a constantly updated Support Site, and guides for people new to the CRE world.

Creating & Using Custom Tags

Are you utilizing your custom tags in Realcore? This is the easiest way to sort your data and gather critical insight. As an agent, you have the ability to create your own custom tags for your Prospects and Clients.

3 Things to Love in Realcore

Tags work on comps, payments and properties too — that plus the Outlook plugin and free monthly trainings.

Your 2022 Pipeline: Are you ready?

Realcore makes it easy to track your deals and projected income. Keeping your Pipeline as accurate as possible will help you in meeting (and exceeding!) your goals.

New Year - Fresh Start!

Realcore 4.0 development officially begins, plus received-date commission schedules and the Outlook plug-in.

New Year, New Goals

Start the year right in Realcore

With the new year comes a fresh outlook and it's the perfect time to set yourself up for success using Realcore. There's a few things you can do to start off on the right foot.