Realcore makes it easy to track your current deals, but also plan for projected income. Keeping your Pipeline as accurate as possible will help you in meeting your goals. Here are things to do to keep your pipeline accurate as you focus on your closing those deals:
Make sure your Projected Payment dates are in 2023. Using the filters on your pipeline, change the dates to last year. Do you have any deals with Projected Payment dates in 2022? If so, update them so you can continue to track them. If the deal is dead, change the percentage of closing to 0%, and leave them in 2022. You can find more information about Projected Payment dates here.
Build out your Pipeline. To prepare for the year, and to see your possible income, add any deals you think you can close this year. Make sure to set your percentages of closing, and change them as the deal progresses. Please take a look at our Pipeline tutorials to get transactions added.
Review your lease renewals Good agents want to know what their upcoming lease expirations are worth so you can allocate time accordingly. Check your lease expiration dates, and if you can renew them, push them directly to your Pipeline from the Leases page. Find out more information, including how to push these to your pipeline page, by clicking here.
Don't forget about this month's trainings! No RSVP is ever required - just join! Times, dates, and links can be found here.
We look forward to continued success with you this year! If we can ever help with anything, including scheduling trainings, please contact us at Support@realcoreapps.com.
