Learn how to create and customize a professional Buyer Presentation using the Rayse platform. We’ll show you how to align your services with your client’s expectations. You will be able to showcase your expertise and the unique value you bring to their home-buying journey. It’s a powerful way to build trust and set the stage for a smooth transaction.
The Rayse Buyer Presentation is designed to be delivered live—either in person or through video conferencing platforms like Zoom or Google Meet. It’s a guided experience meant to create meaningful connection and clarity. For that reason, the presentation cannot be shared via email or link—it’s built to be presented.
Let's get started...
Make sure your Client's Journey has been set-up.
2. In the left navigation menu select Presentations.
3. You will see information appear on the top right of the window.
4. Here, in the pull down menu, you will select the Client's Journey for whom you will be presenting.
Once selected there are three areas where you will be able to customize this presentation.
My Last Success Story
This is where you will include information based on a past buyer who you, or your office has closed, that was looking for a similar home:
2. Next we will include Market Averages for a Similar Client:
a. Average Homes Toured
b. Average Number of Contracts Written
c. Average Days from Consultation to Contract
d. Average Days from Contract to Close
3. And finally we will include professional Data.
a. Years you have worked n Real Estate
b. Total deals closed
c. Number of Certifications Completed (including your license)
4. Then you can select to include the "How I Get Paid widget.
If selected, you will be prompted to complete additional fields:
Compensation Type (Flat fee or Percentage) Once you select the type, you will be asked to insert the appropriate number.
Referral Fee Percentage (Will only be included if there is one). This is intended for referral fees to other brokers, lead aggregators, etc. If selected, the % amount will be visible to the client.
Brokerage Fees. This is not shared with the client in the presentation, but is subtracted from the total.
Operational Expenses - Typically a real estate professional will have business expenses, such as automobile cost, gas, monthly and annual fees for systems and tools, as well as Assoc. Dues, etc. Markets are different across the USA, For an average real estate professional in the United States, the cost of doing business, excluding referral fees, taxes, and broker splits, typically falls between 20%–30% of their gross income. (*this data was sourced from: NAR 2023 Member Profile, RealTrends, Inman, Tom Ferry & Buffini Coaching Data, Brokerage PL Statements. This range reflects the baseline cost of staying in business and providing quality service without factoring in aggressive lead generation or team-building costs.
And finally, put your tax percentage in the final field.
6. When all fields have been completed, the Presentation may be Launched.
Tip: Make sure the pop-up blocker on your device is turned off. The presentation will open in a new window.
The Presentation Consists of Three Layers
The Chapter Title
The High Level Overview
The Deep Dive
The first Layer
There are 5 Tiles in total in the top layer, presented in a carousel format:
My Value Explained
Consultation, Tours & Offers
Contract & Closing
Rayse Empowered
Your Advocate In Action
Click on the card to move to the next layer.
The second layer:
Often accompanied by animations and interesting transitions. The second layer serves as a high level overview of the Chapter.
The third and final layer:
Each Tile can be considered a Chapter.
When you click on the Tile you will enter a page with a high level overview of the Chapter.
By clicking on the tile, screen, or text, the next level opens, which is a deeper dive into the Chapter. On this final layer you can scroll down the page.
2. At the bottom of each third layer, there is the opportunity to go forward and back
to the other chapters.
4. Additionally there is a "Get Started' button in the bottom right of the page, which
will allow you to invite the client to start using their Client Portal.
Tip: When you customize a Journey for your client, the Buyer Presentation will automatically reflect that personalized Journey. This means the milestones, activities, and messaging will align with the specific experience you’ve tailored for them—making your presentation more relevant, impactful, and client-focused. It’s a powerful way to demonstrate that you understand their needs and are guiding them every step of the way.
If you've opted to use the "How Do I get Paid?" widget:
The widget will be visible on the Agent page The last card in the carousel.
The card states: Let's go find your perfect home.
The Price becomes a sliding scale which allows you to show how you are paid.
As you slide the price towards the right, you will see the metrics adjust to the sales price on the slider.