2023 Posts

Year End Review: Updates That Came From You!

Six features added in 2023 — the AR Revenue Report, assistant role rules, Required Deal Files and more — every one of them your idea.

Wrapping Up Your Year

Realcore makes it easy for a successful ending

As another December creeps down the chimney, it's important to wrap up any loose ends in your Realcore account so that you can have a successful ending to 2023, and a great start to 2024.

We're Thankful for our Accounting Reports!

The Cashflow Report, Commissions Paid Report, Document Printer, and Deduction Report — what each one is actually for.

Unlock Your Realcore Potential

As a Realcore user, you can leverage our CRM features to efficiently handle prospects, convert them into clients, and simplify your workflow. Whether you're a newcomer to our platform or a long-time user, there's no better time to start utilizing Realcore for prospect tracking.

Prepare for a Stress-Free End-of-Year Season

Fall into these great habits!

Accurate payment dates, writing off dead deals, and tidying up your firm's users before the year-end crunch arrives.

Explore Your Earnings

There are only 16 weeks left in 2023 and we want to share a helpful tool that can give you a clearer view of your earnings and potential income for this year. It's the Income Summary box, and it's right there on your Pipeline page.

NEW UPDATE! Customize Your Important Sale Dates

Personalize the Critical Sale Dates on sales transactions to match how your firm actually works.

Gear Up for Success

As we approach the final stretch of the year, it's essential to reflect on the goals we set back in January and ensure we are on track for success. To help you gauge your progress and make data-driven decisions, we recommend reviewing two key areas.

Get Answers Any Time, Any Where

The Support Center is organized by tab with a Help section for each — free training material for new hires, and quick refreshers for everyone else.

Take Your Vacation!

Summer is here and for most of us has brought an irresistible desire for a relaxing getaway! As you prepare for some well-deserved time off, Realcore can help ensure your vacation is worry-free and that you stay on track.

Enhance Your Team's Potential with Summer Internships

Four ways an intern can learn the business and genuinely help your firm over a single summer.

Just 15 Minutes a Day

In the words of Benjamin Franklin, "By failing to prepare, you are preparing to fail." We firmly believe in this principle and strive to empower you with the necessary tools to create a tactical plan for daily productivity and success. The best part? It only takes 15 minutes of your day.

New User Training Just Got Easier

Six Agent Training videos, each under four minutes, now sent automatically in the Welcome email when you check Notify User.

Closing the Deal

Closing deals is not a game of chance, it's a game of skill and persistence. Whether a seasoned agent or new to the scene, we have some tips that will help your success.

These are the Updates You've Been Waiting For!

Required Deal Files, editable Chance of Closing in the Cashflow View, and dated Latest Notes on the Pipeline and Accounting pages.

Maintaining Strong Client Relationships

In the CRE industry, building strong relationships with your clients is crucial to success. One of the most important ways to keep those relationships strong is by helping your clients renew their leases.

Growing the Firm's Clients: Realcore's CRM Features

The Outlook Add-In, Prospects, Lease Renewals, and Project/Listing Management — the CRM tools your agents may be overlooking.

Using Realcore as Your CRM

Realcore is already your place to manage your listings, project your income, track your payments, and keep tabs on lease renewals. Did you know Realcore can also be your CRM software?

Managing the Numbers: Goals, Expenses, & Desk Costs

The Management tab pages that drive your desk cost and per-agent profitability — and whether yours are actually filled in.

Managing Your Pipeline

Realcore makes it easy to track your current deals, but also plan for projected income. Keeping your Pipeline as accurate as possible will help you in meeting your goals.

No matter the role, we can help get your new users up to speed.

Resources for onboarding new agents, administrators, and assistants — whatever role they have in Realcore.

Set yourself up for success

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.