Realcore simplifies tracking your current deals while helping you plan for projected income. Keeping your Pipeline accurate is key to meeting your goals and staying ahead. Here’s how you can ensure your Pipeline remains precise and effective as you focus on closing deals this year:

1. Update Your Projected Payment Dates to 2025.

Use the filters in your Pipeline to check for any outdated Projected Payment dates. If you find deals still marked for 2024, update them to reflect the current year. For deals that have fallen through, set the closing percentage to 0% or remove them entirely from your Pipeline. Remember, administrators can restore deleted deals if they become active again. Learn more about managing Projected Payment dates here.

2. Build Out Your Pipeline for the Year Ahead.

Prepare for success by adding all potential deals you plan to close in 2025. Assign realistic closing percentages and adjust them as deals progress. This will give you a clear picture of your projected income and help you prioritize your efforts. For a step-by-step guide, visit our Pipeline tutorials.

3. Review Your Lease Renewals.

Great agents know the value of upcoming lease expirations. Review your lease expiration dates to identify potential renewals, then push them directly to your Pipeline from the Leases page. This ensures you can allocate time to high-value opportunities. Find more information on managing lease renewals here.

We’re Here to Support Your Success in 2025!

As always, our dedicated support team is here to assist you and your team in any way we can. Should you have any questions, encounter challenges, or require further guidance, please don't hesitate to reach out at support@realcoreapps.com.

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.