Rayse Tutorials
Use the search bar above or check the list below to find the tutorial that will provide you the help you need. Don't forget to ask Rae if you need more help, or start a chat with us here in the help desk.
By Yvonne1 author43 articles
- 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.
- Contacts: The People Behind Every JourneyAdd clients, warm leads, colleagues and vendors with Rae, from your calendar or when you start a journey, so every conversation lands in the right place.
- 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.
- 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.
- 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.
- 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.
- What Your Clients Do and Do Not SeeA single reference for what is client-facing in Rayse and what stays private to you.
- The Rayse Mobile App for iOS and AndroidCapture work while you move through your day — voice with Rae, push notifications, and the Locations queue.
- Notifications: Needs Your Input vs. UpdatesThe bell separates items that need a decision from general updates. Here is how to work through it.
- Account Settings and Your ProfileWhere to update your contact details, headshot, logo, colors, bio, licenses, and testimonials.
- Marketing Toolkit: Promise, Pride, and Practice KitsEditable client-facing materials — consultation pieces, sample reports, pledges, keepsakes, and referral assets.
- 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.
- Contacts: Your Address Book in RayseAdd, import, and manage clients and colleagues, and start a journey straight from a contact record.
- Assigning Work to a Co-AgentHand a journey to-do to a colleague on the same journey without losing the connection to the client.
- To-Dos: Everything You Owe, in One PlaceThe main To-dos page gathers commitments across every client and journey, ordered by due date.
- My Work: Client Work vs. Business WorkSee the effort behind your professional service, split into work for clients and work for your business.
- Generating a Client ReportProduce a client-ready summary of the work recorded on a journey, then review it before you print or share it.
- Sell Side Client View — HomeWhat your seller sees: a plain-language progress summary, their headline stats, and a recap of your listing work.
- 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.
- Buy Side Client View — Property DetailsEverything your buyer can see and score on a single property, including their detailed home score and notes.
- 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 — HomeThe landing page your buyer sees: a plain-language summary of where things stand and all the work you have done.
- Journey — Contacts and Inviting Your ClientAdd everyone connected to a journey, invite your client by email or text, and add a co-agent.
- Journey — QuestionsWhere Rae parks the questions it could not confidently answer, so the client-facing story stays accurate.
- Journey — To-DosKeep the promises you made on a journey visible, and follow through consistently.
- Journey — TimelineYour chronological record of confirmed work on a journey, and who recorded it.
- Journey — OffersRecord offers made and received, follow a counter chain, and see the working financial effect of the terms you enter.
- Journey — MilestonesTurn transaction progress into clear outcomes your client can understand, with suggestions drafted by Rae.
- Journey — Details TabA quick read on the work completed and what still needs attention, including a state-of-play summary from Rae.
- 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.
- Connecting Your Calendar to RayseConnect Google or Microsoft 365 so your scheduled events can become documented work, on your terms.
- My Plan: Log UpdatesCatch up throughout your day with intermitten updates, answer open questions, and add people who are not yet in your contacts.
- 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: Your Daily PlanMy Plan turns a busy day into a manageable sequence and helps you capture work that might otherwise be forgotten.
- Branding and Profile SetupComplete your personal and public profile the first time you sign in so your clients recognize you.
- 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.
- The new Rayse - Your Navigation MapA quick tour of the main navigation in Rayse V3 and what each area is for.