Using Rayse
The Buyer PresentationStarting a new journey with one of your clients and presenting this new experience; the Rayse Empowered experience.
Adding OutcomesEach milestone in the Journey has Outcomes.
Documenting Journey ActivitiesShowcasing the Work Behind the Scenes
Ending / Deactivating a JourneySometimes a Journey is started, but it is halted along the way.
Adding a HomeManually adding homes to the Client Journey
Offers and Under Contract DetailsOnce your client makes on offer. Make sure they can follow along with all the details.
Agent Account InformationUpdate your account.
Journey SharingShare journeys with other agents, transaction coordinators, assistants or anyone else at your brokerage
How to Invite a Client to RayseInvite your client in two ways: the Buyer Presentation and on the Agent Dashboard. Add a Buyer to the Journey (co-buyer, investor, etc.)
Hiding MilestonesHide Milestones that don't apply in the client's Journey
Custom Journey TemplatesCreate journeys templates that reflect all of the different types of clients you work with!
Activities from AutomationsThese are the activities captured by the Rayse Assistant.
Touring HomesTouring homes with buyers can become overwhelming. Rayse offers clarity, every step of the way.
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.
Client ManagementKeeping your Client 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.