Rayse Step by Stel How-tos.
The Rayse platform explained - Your value shown easier than ever before.
By Yvonne1 author36 articles
- The new Rayse - Your Navigation MapA quick tour of the main navigation in Rayse V3 and what each area is for.
- Signing in to your Rayse DesktopHow to reach Rayse using the access your MLS provides, and what to do if the login does not open.
- Branding and Profile SetupComplete your personal and public profile the first time you sign in so your clients recognize you.
- My Plan: Your Daily PlanMy Plan turns a busy day into a manageable sequence and helps you capture work that might otherwise be forgotten.
- My Plan: The Morning Check-InClear yesterday, decide which calendar events to track, and pick the to-dos you want to finish today.
- My Plan: Log UpdatesCatch up throughout your day with intermitten updates, answer open questions, and add people who are not yet in your contacts.
- Connecting Your Calendar to RayseConnect Google or Microsoft 365 so your scheduled events can become documented work, on your terms.
- Journeys: Creating and Organizing a Journey on your Rayse DesktopA journey is the working folder for the services you provide to one or more contacts. It brings progress, properties, milestones, offers, activities, and follow-through into one place.
- Journey — Details TabA quick read on the work completed and what still needs attention, including a state-of-play summary from Rae.
- Journey — MilestonesTurn transaction progress into clear outcomes your client can understand, with suggestions drafted by Rae.
- Journey — OffersRecord offers made and received, follow a counter chain, and see the working financial effect of the terms you enter.
- Journey — TimelineYour chronological record of confirmed work on a journey, and who recorded it.
- Journey — To-DosKeep the promises you made on a journey visible, and follow through consistently.
- Journey — QuestionsWhere Rae parks the questions it could not confidently answer, so the client-facing story stays accurate.
- Journey — Contacts and Inviting Your ClientAdd everyone connected to a journey, invite your client by email or text, and add a co-agent.
- Client View: Preview the Experience Before You InviteSee exactly what your client will see, and read their comments and added properties, before and after you invite them.
- Buy Side Client View — HomeThe landing page your buyer sees: a plain-language summary of where things stand and all the work you have done.
- Buy Side Client View — HomeSpaceThe shared home-shopping board where your buyer reacts to every property, adds their own, and compares with a co-buyer.
- Buy Side Client View — Property DetailsEverything your buyer can see and score on a single property, including their detailed home score and notes.
- Client View — Your Agent PageThe client-facing profile page that puts a name, a face, and your credentials behind the person guiding them. Buy side and sell side.
- Sell Side Client View — HomeWhat your seller sees: a plain-language progress summary, their headline stats, and a recap of your listing work.
- Generating a Client ReportProduce a client-ready summary of the work recorded on a journey, then review it before you print or share it.
- My Work: Client Work vs. Business WorkSee the effort behind your professional service, split into work for clients and work for your business.
- To-Dos: Everything You Owe, in One PlaceThe main To-dos page gathers commitments across every client and journey, ordered by due date.
- Assigning Work to a Co-AgentHand a journey to-do to a colleague on the same journey without losing the connection to the client.
- Contacts: Your Address Book in RayseAdd, import, and manage clients and colleagues, and start a journey straight from a contact record.
- Locations and Travel, confirming time & milesRAE works in the background to help capture the work you do. It can identify stops at property addresses and suggest activities that may relate to a client journey, including…
- Rae: Using Voice or Text to Capture Your WorkRae is the conversational assistant available throughout Rayse. Here is what you can ask it to do, and what it will not do.
- Marketing Toolkit: Promise, Pride, and Practice KitsEditable client-facing materials — consultation pieces, sample reports, pledges, keepsakes, and referral assets.
- Account, Public Branding, and Your ProfileWhere to update your contact details, headshot, logo, colors, bio, licenses, testimonials, and password.
- Notifications: Needs Your Input vs. UpdatesThe bell separates items that need a decision from general updates. Here is how to work through it.
- The Rayse Mobile App for iOS and AndroidCapture work while you move through your day — voice with Rae, push notifications, and the Locations queue.
- Utility Connect ReferralsAn optional way for your client to get help setting up services connected with a move. What it is, and what it is not.
- What Your Clients Do and Do Not SeeA single reference for what is client-facing in Rayse and what stays private to you.
- Your Rayse Mobile App & Signing InHow to download the Rayse Mobile Application and login.
- Journeys: Creating and Organizing a Journey using RaeA journey is the working folder for the services you provide to one or more contacts. Here is how to start one.