Managing your business efficiently starts with having all your key information in one place. The My Data tab in Realcore is designed to keep you organized—whether you're tracking prospects, managing leases, or handling sales. To help you get the most out of these tools, we’ve refreshed our support tutorials with step-by-step guidance.

Key Features of My Data:

  • Prospects Page: Stay on top of follow-ups, log important notes, and seamlessly transition Prospects into Clients by pushing them into your Pipeline.

  • Projects Page: Have you explored this powerful tool? Use it to manage multiple properties, track listings from start to finish, and keep your deals moving.

  • Leases Page: Never miss a renewal opportunity! Sort and filter your lease expirations, and even generate detailed PDF reports.

  • Sales Page: Review your sales timelines, and even generate detailed PDF reports.

  • Clients Page: Manage and organize your client database with ease.

  • Calendar Page:Take full advantage of the calendar feature to track key dates—lease expirations, follow-ups, payments, and more—all in one place.

    • We’re here to help! If you’d like training on any of these features, let us know. As always, we value your feedback and are happy to assist with any questions.

    Contact us at: support@realcoreapps.com for support or to schedule a training session!

    We also encourage you to join us for our monthly review calls! No RSVP is ever required - just join! Times, dates, and links can be found here.