2024 Posts

Ending Your Year Strong: Cleaning up Realcore

Clean up users, review commission splits before January, and run the one report that finds every stale deal in your office.

What does your 2025 have in store for you

ramen or steak dinner?

As 2024 wraps up, it's time to ask yourself: are you ready to upgrade from instant ramen to steak dinners? Success in 2025 starts with setting and tracking the right goals. With Realcore, you can seamlessly integrate your goals into your pipeline.

Managing the Numbers: Goals, Expenses, & Desk Costs

The Management tab pages behind your desk cost and per-agent profitability — plus a first look at Properties in Angelo.

Target Your Business Growth

with Realcore

Focusing on your business growth is crucial for making informed decisions, tracking your progress, and pinpointing areas that could use improvement. Realcore simplifies performance measurement by providing you with real-time data.

A Trick and a Treat for our Administrators!

Tricks for modifying payments, plus five screenshots of the redesigned Users page in Angelo.

Prospects, Clients, Calendar, and More....

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 Support tutorials for each of the My Data sections to help you better understand what these critical areas can do for your productivity.

All About Accounting Notes

The four types of Accounting notes, where to add them, and who can see them.

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.

Training New Users with Realcore

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

Resources for onboarding agents, administrators, and assistants — whatever role they'll play in Realcore.

Dual Agency

Keeping it in the House

Dual Agency deals are like a pot of gold in Commercial Real Estate. Especially if you as an agent are also on both sides. Even if you're not on both sides, but someone else in your office is, knowing how to enter those Dual Agency deals into Realcore can your job a lot easier.

The Resources Page

Organize the forms, links, and dates your agents keep asking for into one place they can find themselves.

Teamwork

Makes the Dream Work

In the commercial real estate industry, success is built on the strength of the team. From prospecting to closing deals, a dedicated group of individuals collaborates at every step to make it happen. Teamwork is not just important; it's essential for achieving a firm's goals and overall objectives.

Billings & Payments

Who sends the invoices, who approves them, and when agents get paid — decide it internally, then use the step-by-step guides.

Pushing to the Pipeline

Easily create your next Pipeline deal

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 of these 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?

Updating your Realcore Users

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

Easy Money with Outlook

Sync your calendar with Realcore

Do you know how many renewals you have within the next year? Or even in the next couple of months? If you find it difficult to keep track of what leases are expiring, you can sync your Realcore calendar to Outlook. Don't miss an opportunity for easy money!

How to Write-Off Transactions

Zeroing out an unpaid transaction — and tagging written-off deals so you and your agents can still find them.

Pipeline Mangement

The Heart of Realcore

Ah, the Pipeline – the pulsating heart of Realcore, injecting vitality into your transactions! Imagine it as your trusty sidekick, keeping your tasks and projects organized and right on the tip of your nose.

Training Calls for your Team: When they are and how to access them!

New Agent Training is now monthly — here's where to find the dates and download the calendar invites.

Prospecting and Tags

Managing your Contacts with Realcore

Realcore prospects—a game-changer in managing crucial interactions with your prospects through the power of tags. With tags, the possibilities are endless, allowing you to categorize and organize your prospects efficiently.

Loving Deductions: How to Manage your Agent & Company Deductions

Gross Transaction, Gross Fee, Company Fee, Broker Fee — what each deduction type is for, with examples.

Fall in Love with Realcore

Unlock the Power of Agent Pipeline Reports

Fall in love with the incredible tools at your disposal on your Pipeline page, designed to give you a comprehensive overview of your performance as an agent.

Unleash the Power of Realcore's Year-End Reports for a Prosperous 2024!

Seven Management Reports for reviewing last year and projecting the next — and why they're only as good as your agents' pipelines.

Your Best Year Yet

Using Projects to Help You Stay Organized

As we step into the new year, it's a good time to get organized and focus on some new goals. If one of your goals is to be more organized, Realcore can help! On our Projects page, you can keep all your info in order.