Real Estate Agents
Everything you need to know
By Tom and 1 other2 authors30 articles
- Creating a Buyer or Seller PresentationStarting a new journey with one of your customers and presenting this new experience; the Rayse Empowered experience.
- Adding OutcomesEach milestone in the Journey has Outcomes.
- Documenting Activities in the JourneyShowcasing the Work Behind the Scenes
- Making a Journey InactiveSometimes a Journey is started, but it is halted along the way.
- Home Tours: Adding a Property ManuallyManually adding homes to the Client Journey
- Offers and Under Contract Buy-Side JourneyOnce your client makes on offer. Make sure they can follow along with all the details.
- Brand Your Rayse AccountUpdate your account information
- Journey SharingShare journeys with other agents, transaction coordinators, assistants or anyone else at your brokerage
- Inviting a Client to the Client PortalInvite your client to follow along in their client portal is easy; at your desk or on-the-go!
- Custom Journey TemplatesCreate journeys templates that reflect all of the different types of customers you work with!
- Home Tours: Adding properties from the Appointment Queue on the Agent DashboardThese are the activities captured by the Rayse Assistant
- Terminate / Withdraw an OfferEasily update the Journey when an offer doesn’t move forward—keeping everything accurate and on track.
- Starting a JourneyLet’s get started by creating a Journey that guides your buyer every step of the way.
- Contact ManagementKeeping your contact information up to date.
- Managing Your Brokerage InfoPut your brand’s best face forward, because beige just isn’t your color. This guide shows how to upload your brokerage branding like a boss.
- Sell-Side Journey Offers & ShowingsThese are important metrics for a seller that are effortlessly added on the agent dashboard.
- Sell-Side Journey - Offers and Under Contract DetailsRecording offers and going under contract.
- Presenting the Buyer PresentationPresent with purpose. The Rayse Buyer Presentation delivers a personalized, in-person experience that builds trust—transparency, and impact.
- Presenting the Seller PresentationThe Rayse Seller Presentation delivers a personalized, in-person experience that builds trust—transparency, and impact.
- Closing the Buyer or Seller JourneyCongratulations! You've "Rayse'd" the bar!
- Hiding Outcomes & MilestonesSometimes certain outcomes or milestones aren’t applicable — or simply aren’t necessary for your client to see.
- Log-in to the Rayse AssistantLearn how to quickly access the Rayse Assistant through your MLS-provided Rayse account. This tutorial covers the login flow, activation steps, and how to get connected on mobile so you…
- Sell Side - Contract Price AmendmentSometimes the buyer and the seller agree to amend the sales price after you have a binding agreement. Not a problem with Rayse - this change can be completed in…
- Customize your Closing Report to Reflect Your Unique Process and Value.Agents now have the flexibility to choose which metrics appear in the Closing Report, along with the ability to edit select milestone text, outcome descriptions, and page headers for a…
- Edit the Journey NameName Journeys Your Way
- Contract Changes (Price, Date, Name)Updates to the Offer After the Contract is Binding
- Delete Properties from Tours & OffersRemove Properties from Tours & Offers with Ease
- Home Tours: On-the-Go Updates with your Rayse AssistantReal-Time Showings. Real-Time Value.
- Integrate a Calendar with RayseConnect your Google or Microsoft 365 Calendar (Apple coming soon) to Rayse so that nothing is ever missed, and you are not having to duplicate activities.
- Home Tours: How to Manually Update ShowingsLearn how to manually track and update showing progress in the Tours & Offers section of a client's Journey.