Your Pipeline page is more than a deal tracker—it’s your roadmap for commissions, goal-setting, and growth.
Your Pipeline page is more than a deal tracker—it’s your roadmap for commissions, goal-setting, and growth.
The My Data tab in Realcore is your central hub for managing everything from prospects and leases to projects and sales. To help you get the most out of these features, check out our support tutorials—so you can work smarter, not harder.
Are you using custom tags in Realcore to their full potential? Tags are the easiest way to sort your data and gain key insights. Agents can create personalized tags for Prospects and Clients, and even share them with other agents in their firm.
Additionally, administrators can create company-wide tags for transactions, payments, properties, and prospects, ensuring consistency across the organization.
Check out our tutorials to learn how to create and use tags to their fullest potential. Click below for details and illustrations!
Realcore simplifies tracking your current deals while helping you plan for future income. Maintaining an accurate Pipeline is key to achieving your goals and staying ahead.
With the new year comes a fresh outlook and it's the perfect time to set yourself up for success using Realcore. There's a few things you can do to start off on the right foot.
As 2024 wraps up, it's time to ask yourself: are you ready to upgrade from instant ramen to steak dinners? Success in 2025 starts with setting and tracking the right goals. With Realcore, you can seamlessly integrate your goals into your pipeline. But how do you choose the right goals and ensure you achieve them?
Focusing on your business growth is crucial for making informed decisions, tracking your progress, and pinpointing areas that could use improvement. Realcore simplifies performance measurement by providing you with real-time data.
The My Data tab in Realcore is the central location for all the information you need when it comes to being "on top" of everything. We have Support tutorials for each of the My Data sections to help you better understand what these critical areas can do for your productivity.
The Prospects page is the centralized location for CRM, and includes the ability to create follow-up dates, add notes, and even push that Prospect to your Pipeline, making them a Client.
Have you ever utilized the Projects page? Create Projects with multiple properties, or use this area to track Listings from beginning to end. There are so many valuable features of the Projects page!
In our ever-changing economy, we wanted to spotlight a feature of Realcore that some of our users may not have utilized yet, and that's our Comps section on the Market tab.
How great would it be knowing that your long list of comps is accurate and can be found in one, easy-to-locate place? With Realcore, that is done. Comps are critical as they help to identify information and data that allows you to be more successful in growing your business.
Dual Agency deals are like a pot of gold in Commercial Real Estate. Especially if you as an agent are also on both sides. Even if you’re not on both sides, but someone else in your office is, knowing how to enter those Dual Agency deals into Realcore can your job a lot easier.
In the commercial real estate industry, success is built on the strength of the team. From prospecting to closing deals, a dedicated group of individuals collaborates at every step to make it happen. Teamwork is not just important; it's essential for achieving a firm's goals and overall objectives. It fosters a more productive, efficient, and cohesive work environment.
But how do we build such effective teamwork? What makes a team truly work?
the first step in all pieline transactions is to add the basic information to the deal. This can include the Client, Property, Landlord, Tenant, etc. While most of these users add these transactions by going to the Pipeline tab, did you know you can add a deal that already has some of this information?