Your Pipeline page in Realcore is more than just a list of deals—it's your go-to hub for tracking goals, forecasting income, and understanding your financial progress in CRE.

From setting your targets to seeing what commissions are on the horizon, the Pipeline page brings together the insights that help you stay focused and in control.

Here are a few tips to make the most of it:

  • Set your default Pipeline view to see the most relevant data each time you log in.

  • Customize your “Next 30 Days” calendar to spotlight what’s most important coming up.

  • Use Cashflow View to track projected income and anticipate when your split might adjust.

  • Keep your Projected Payment dates accurate — if something’s delayed, update it so your forecasts stay realistic.

  • Generate a Snapshot Report straight from your Pipeline for a quick overview of how your deals are stacking up.

    • There’s a lot you can do to turn your Pipeline into a command center for your business. Want more tips? Head over to our Support page for how-to guides and videos.

    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.