As an agent, you pour countless hours into helping your clients find the right home—from late-night research and early-morning showings to coordinating inspections, reviewing contracts, and negotiating terms. Yet many buyers underestimate that effort, with studies showing nearly half believe their agent spent less than 15 hours on the entire transaction.
Rayse helps you change that perception. By logging your activities, you shine a light on the full scope of your work—bringing visibility to the dedication, strategy, and advocacy you provide every step of the way.
Professionals in other industries meticulously document their time and services to reflect their value—and you should too. Every phone call, tour, and document review matters. Adding activities isn’t just about tracking tasks—it’s about reinforcing your expertise and showing your clients the true value of having you in their corner.
Let Rayse tell the full story of your service. Your clients deserve to see it, and you deserve the credit.
Recording Activities for your Journey
1. Find the client journey where you wish to add an activity.
2. Select the tab Activities in the Journey.
3. Click on + Add Activity.
4. A window will pop-up where Activities can be added.
5. In the top field, select the Activity Type o the pull-down.
ADD A PHONE CALL:
Complete the required fields.
Add optional notes and click Create Activity.
ADD A MEETING:
Complete the required fields. Notice how this Activity will include miles and time driven, as well as any possible expenses.
Add additional notes and click on Create Activity.
ADD AN EMAIL:
Complete the required fields. Notice how this Activity will include any possible expenses made on behalf of the buyer.
Add additional notes and click on Create Activity.
ADD DESK WORK:
Complete the required fields. Notice how with this Activity you will be asked to give the activity a title.
Add additional notes and click on Create Activity.
RESULTS
As you update the Journey with Activities, The client will see these activities in their Client Portal.
