Entering a Tenant Transaction and Closing into Realosphere is simple. You need to create 3 related records in the system: Create a Contact, Create a Transaction and Create a Closing. There is a great deal of functionality available to you, but these are the basic steps and minimum requirements. Ideally you will create the Contact […]
Tag: Realosphere
Being Productive in a Slow Market
The real estate market goes through cycles and we are experiencing a correction in our market that is causing a slowing of activity. Learning to adapt to slow times is important for all Realtors. This program will provide you with plenty of ideas on how to keep busy and be productive in slower times. Notes […]
Business Planning in Realosphere
This is a comprehensive introduction to our business planning software. It is recommended that you watch this video and start your own plan before scheduling a coaching session with Rich.
Managing Your Sphere of Influence
Recorded on October 12th, 2021 IMPORTANT: You should have a Realosphere (Salesforce) account before watching this video. If you do not have an account please contact Rich Barnhart for more information.
Realosphere- Adding Listing Agreements and Supporting Documents
It is really easy to add your listing agreements into realosphere. Create your contact then create the new listing transaction from your contact record and upload your documents. All of your listings must go into realosphere. Check out the video and reach out to me or Rich if you have any trouble!
Agent Focus Tip #3- Salesforce App
Remember to take advantage of the Salesforce Mobile app. From the menu list you can search for specific documents, see all of your contacts and their information as well as add new contacts. You can also create transactions, log calls, create tasks and take notes. You also have access to all of your files under […]
Agent Focus Tip #1- Realosphere Realtor.com list view
Go into your contacts in realosphere and pull up your realtor.com leads view. (*You can do this activity with any of your contacts in realosphere on a regular basis*) Call, email or text to follow up and touch base with each one. Record your notes on the right hand side under Activity. It will keep […]
Realosphere: Introduction to CRM and Transaction Management
Learn the fundamentals of the company’s integrated CRM and transaction management system.
Tips For Building Your Sphere of Influence
One of the most important things you can do to grow your real estate business is to add more contacts to your sphere of influence (SOI). Here are some tips for effectively growing your SOI. Set Goals Set goals to add a certain number of contacts to your SOI on a regular basis – daily, […]