RBO Teams Module Explained

My Companies/Offices

With RealtyBackOffice, you can manage your entire Company All-In-One platform under one roof. RBO provides you the tools to customize the software per the office requirements while keeping the information independently from each other. In the Admin App Settings, you can create unlimited branch offices. Each branch office will have its custom settings, compensation plans,...

How to Add an Additional Company or Office

  The video above will show you how to create a new Company/Office in RealtyBackOffice. **** Note that once you add a branch office, you won’t be able to delete it *** With that said, be sure you need a new branch office before adding one. To add a Company/Office, log in as an admin,...

Company Details

The video above will walk you through how to add or update the Company contact information inside RealtyBackOffice.  Only Admins can edit the Company Details. The Admin needs to ensure that all the office or company information is up to date since we use the information provided in the fields throughout RealtyBackOffice. To update the...

Associations

In RealtyBackOffice, if your office is part of one or more Realtor Associations, you can add a list of all the Associations to the system. So you can associate one or multiple associations with the Agents inside your office. In this class, we will show you how you can accomplish this. To add an association...

Transaction Types

RealtyBackOffice allows the admins to create Transaction Types for each Company. *** Note that once you add a Transaction Type, you can’t delete or remove it. *** The video above will show you how to create Transaction Types in the Admin App Settings.  The Admin needs to go to Menu > Settings > Admin App...

Opportunity Pipelines

Opportunity Pipelines are a part of the RealtyBackOffice CRM settings. RBO provides you with a set of default Opportunities pipelines, but you can also create new pipelines or customize the provided ones. What is the Pipeline? A pipeline is a group of milestones a potential client can go through within an opportunity. This feature offers...

Compensation Plans For Agents

Inside RealtyBackOffice, you can create customized Compensation Plans and enter the Commission Splits the company charges the agents. RealtyBackOffice’s compensation plan settings allow you to fine-tune your compensation plan so that no matter the scenario, RBO will calculate the company commission split accordingly. With this, we can also allow you and your Agents to forecast...

Compensation Plans for Recruiters

Company Forms Library

Company Forms Library is a module inside RealtyBackOffice where you can upload all your Company’s PDF forms you want to share with your Agents. After uploading the Forms into the system, the agents can download or fill them out and prepare for electronic signatures. This class will guide you through this process. The Admin can...

Automated Email Notifications Templates

RealtyBackOffice provides Automated Email Notifications Templates to send to your Agents. You can customize these templates to match your company’s requirements, including your Company Logo. In the video above, we will show you how you accomplish this. To customize these email templates, the Admin needs to go to Menu > Settings > Admin App Settings...

Request Document Generator Templates

RealtyBackOffice can automate the production of request Documents letters. Within a transaction file, an Agent can potentially do a request letter for: Escrow Letter Request; this letter confirms the brokerage is holding the escrow funds. Commission Request; this letter contains a breakdown of the commission split. Paid At Closing Request; this letter authorizes a title...

Transaction Due Dates

  In RealtyBackOffice, you can create additional transaction due dates based on the transaction type and the agent role. You can also add reminders for the due dates. The system will send the reminders notifications to the Agent and Co-Agent of the transaction. The Admin can customize the transaction’s due dates to match the company’s...

Teams

  RealtyBackOffice now allows you to add company teams to the system.  This feature is best to use if you have teams in your office and you want team members to be able to create transactions for other team members and be able to provide permissions to each member in the transaction file. This class...

Automated Transaction Tasks Templates

RealtyBackOffice allows you to customize transaction tasks or your transactions checklist so that your agents comply when working on a transaction file. This setting is responsible for automating the core of RealtyBackOffice, transaction management. With this setting, you can create automated tasks that trigger into the transaction file. In this class, we will show you...

Automated User Tasks Templates

  RealtyBackoffice allows Admins to create customized User task templates to have a simple step-by-step guide when onboarding a new user/Agent with the office. This class will show you how to create and edit your User Task Templates. RealtyBackOffice does not provide you with user task templates, but the Admin can create as many as...

Lead Refused Email Notification Setting

  In RealtyBackOffice, the Admin can receive an email notification whenever an agent refuses a Lead assigned to them by the office.  In this class, we will show you how you can do this. Whenever an Admin creates a Lead and assigns it to an Agent, they will receive an email with the lead information...

Notifications Setting

  In RealtyBackOffice, you can select the admins within your Company who you would like to receive notifications when your agents request a letter or refuse a Lead. This class will show you how an Admin can do this. First, go to Menu > Settings > Admin App Settings > Company/Office Settings > Notification Settings....

Auto Delete Transaction Tasks

  There are instances when you need to delete transaction tasks that are not mandatory, and you want to delete those tasks automatically. For example, when the transaction status goes from active to pending, or from pending to cancel, etc.  If you cancel a transaction, you might need to delete some tasks automatically. These would...