Get more out of Realcore

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

Fall into these great habits before things get scary...

Projected payment dates, write-offs, dead deals, and old users. Four bits of housekeeping now that make December a breeze instead of a fright.

Pay Multiple Deals at Once (Batch Payments)

One check covering several deals no longer means one entry at a time.

Stop guessing your next paycheck

Your pipeline can predict your next paycheck — if you know where to look. Here's how the Cash Flow View turns your deals into a month-by-month income forecast.

You Asked. We Listened. QuickBooks Integration Is Coming to Realcore 4.0

A native QuickBooks Online sync — no more re-keying every invoice into your general ledger by hand.

From Closed to Paid: Understanding the Deal Approval Process in Realcore

Who gets notified when a deal closes, how management approval works, and where to track it all in Accounting.

Meet My CRM

Your prospects and clients just got a major upgrade

Angelo brings a big change to how you manage your book of business — and if you're actively prospecting, you'll want to see what's new.

Angelo Sneak Peek: Multiple Commission Schedules

Assign an agent more than one schedule, then pick which applies deal by deal — and invoice by invoice.

Mid-Year Firm Check-In: Is Your Data Working for You?

Duplicates, tags, commission splits, and reports — an hour now saves untangling a much bigger mess in December.

Take a Vacation This Summer

Traveling outside the U.S.? A quick heads-up to our team before you leave is all it takes to keep your Realcore access working wherever you land.

Planning an International Trip This Summer?

Realcore is US-only by default. Send us the country and dates and we'll configure access before you go.

Angelo Is Coming — And Your To-Do List Is About to Get a Lot Shorter

Four everyday frictions Angelo removes: file attachments, rent schedules, billing, and mid-deal agent changes.

Never Miss a Beat

Follow-ups, deadlines, and reminders in one place

Realcore is already tracking your lease expirations, payment dates, and follow-ups. Learn how to use the Next 30 Days view and My Data Calendar to stay ahead of every deadline.

Handle Complex Deals More Easily in Realcore 4.0

Two rent schedules on one deal, so a renewal plus an expansion no longer needs a workaround.

Smarter Data Organization with Tags in Realcore 4.0

Tagging expands to ten areas of the system, and prospect tags gain a company-wide level.

Go Beyond Simple Tagging

How multi-tagging can sharpen your insights

Tags do more than organize your deals — they help you understand your business. See how transaction and prospecting tags work today, and what expands in Angelo.

A Fresh Look at the New Pipeline Dashboard

Add and rearrange dashboard modules, and get a Transaction Summary with color-coded indicators and contact photos.

Personalize Your Realcore Experience in 4.0

A new Settings section gives admins and brokers control over dates, closing preferences, regions, and dashboard modules.

Notifications That Work for You — Not Against You

Same powerful alerts, cleaner interface. Angelo makes it easier to review updates, cut the noise, and focus on what matters.

A Smarter Way to Handle Agent Changes in Realcore 4.0

Change agents on a deal per invoice — no more spinning up a separate consulting deal to fix it.

A Sneak Peek at What's Coming in Realcore 4.0

Every report moves into one Reports tab, and the Transaction Report gains advanced filters.

Is Your Clients Tab Working for You?

Your Clients tab is the foundation of your client relationships. Small, consistent updates keep you ready for renewals and cross-sell opportunities.

New Year Check-In: Performance, Data Cleanup & Goals

Five areas to review as the year starts — performance, duplicates, goals, data accuracy, and tags.

Are You Using My Metrics to Its Full Potential?

Analyze activity by service line, submarket, and client type to find where your strengths are — and where your focus should be.

Realcore Makes Year-End Easy

Update pay dates, manage lease expirations, prospect smarter, sync Outlook, and run year-end reports. The quick steps that set up a strong finish.

Accessing Your Reports

Get the details you need, right from your Pipeline

Snapshots, metrics, transactions, cashflow, expenses, and payouts — how to generate every report with a single click.

Mastering Comps in Realcore

Filter by type, date, market, property, and tags — and see how admins manage firm-wide comps. Use comps for strategy, not just record-keeping.