Rayse Education Tutorials
Learn the what, where and when of every inch within the Rayse platform.
By Yvonne1 author35 articles
Rayse Step by Stel How-tos.
The Rayse platform explained - Your value shown easier than ever before.
- Marketing Toolkit: Your Work Is Already Your Best MarketingReady-made, personalized marketing assets built from your profile and your record in Rayse, to win clients, earn referrals and showcase your expertise.
- My Work: See Everything You Do, for Your Clients and Your BusinessEvery showing, drive, meeting and admin hour in one place, split into work for your clients and work for your business.
- Showings & Open Houses: Track Every Showing and the Feedback Behind ItCapture every showing and open house on a listing, chase feedback, log what you heard, and let your seller see it all.
- The Seller's Journey: Show Your Sellers Every Step Toward the SaleFrom pricing to closing, keep your sellers informed with showings, feedback, offers, PropertyBoost ads and all the work you do behind the scenes.
- Working Through Offers: Show Your Clients the Bottom LineOn both buy-side and sell-side journeys, Offers shows what each offer means for your client's money, so every decision is an informed one.
- The Buyer's Journey & HomeSpace: See What Your Buyers Really ThinkFrom the first conversation to closing, guide your buyers and see how every person in the journey feels about every home.
- Daily Planning: How to Own Your Day in RayseReal estate isn't a 9–5. My Plan helps you set your hours, stay on task, and make sure every client gets the updates you meant to send.
- 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…
- 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.
- 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.
- 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.
- 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.
- The new Rayse - Your Navigation MapA quick tour of the main navigation in Rayse V3 and what each area is for.
- 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.
- 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.
- 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.
- Utility Connect: A Smoother Move for Your ClientsOffer your buyers white-glove help setting up utilities and home services, with virtually no added work for you.