Here are the 5 easy steps to getting started with Rayse!
Log In
The first step to getting started in Rayse is to log in!
Go to Rayse.com
Find the “Login” drop down menu
Select “Agent Login”
In the section “If you are new to Rayse” enter your email address.
You will receive an email inviting you to set your password.
Once set you see your agent dashboard.
2. Account Settings
After logging in, we need to set up your account settings. This will be your information your clients see in their client portal and in the buyer presentation.
In the bottom left corner, you will see your name and initials. Click on your name.
From here you can set your personal info:
Name
Phone number
Timezone
The next tab down is the “Public Info”:
Headshot
Your Bio
License number
Social profiles
Client testimonials
Make sure to select “Save” when you make any changes.
3. Create a Journey
The next step in Rayse is to create your first journey.
Select the “+” button in the top right corner.
Select “New Client”.
Enter in:
First name
Last Name
Email
Phone Number
Start date
Template
Select “Save”
4. Create a Buyer Presentation
Once you’ve created your first journey it's time to launch your first buyers presentation.
Select “Presentations in the top right menu.
On the right, select the journey of the client you just created.
Fill in your last success story, market averages, and professional value information.
On the bottom select “Launch Presentation”
5. Download the Rayse Assistant App
Last is downloading the Rayse Assistant App.
Go to the Apple app store or Google Play store.
Search for “Rayse Assistant”
Download the app
When you open the app it will ask you for permissions, make sure to select “Always Allow” for location services or the app will not work.
Login using the same credentials to log into your dashboard.
