On-Boarding Videos / General Settings
Introduction to RealtyBackOffice On-Boarding
Last Updated: December 21, 2022The video presented above will walk you through how to get started with RealtyBackOffice to manage your transactions. First, type the URL app.realtybackoffice.com on the browser to get to the login page. Once you are on the login page, please enter your username and password to log in. Once inside your RealtyBackOffice account, if...
My Profile
Last Updated: December 21, 2022My Profile is the module where the user’s personal information is saved and displayed within the software. This information is the one the admins will see inside the User Profile on a Transaction or a Contact that belongs to the user. Also, when the agent requests a commission letter, the letter will automatically display...
Branding
Last Updated: December 22, 2022In RealtyBackOffice, you can customize your account with your Company Colors and Logo. You can use two colors for your Account Branding. The first one will be the primary color for the software, and it will be for the Menu and the Dashboard. The second one will be on the header and the footer....
Adding Favorite Links
Last Updated: December 22, 2022RealtyBackOffice has a feature called Favorite Links that allows the Company to share its Favorite Links with the Admins, Agents, or both, depending on their associated brand or office. To locate this feature, go to the Dashboard and then go to the bottom until you reach the Favorite Link & Vendors section. The video...
Adding Favorite Vendors
Last Updated: December 22, 2022RealtyBackOffice feature called Favorite Vendors allows the Company to share its Favorite Vendors with the Admins, Agents, or both, depending on their associated brand or office. To locate this feature, go to the Dashboard and then go to the bottom until you reach the Favorite Link & Vendors section. The video above will walk...
People Action Plans
Last Updated: December 22, 2022RealtyBackOffice allows Admins and Agents to create customized Action Plans to follow up and keep in touch with past clients, customers and leads. To create your customized People Action Plan go to Menu > Settings > General Settings > Action Plans > Add Action Plan in the top right corner. First, give a name...
People Sources
Last Updated: December 22, 2022RealtyBackOffice allows you to register the Source of each Lead or Contact you upload to the system. Once you add a Source to the system, it can be auto-populated. Also, if you add a Source to a Lead or Contact record, you can utilize the filters to narrow the Lead or Contacts by Source....
People Tags
Last Updated: December 22, 2022RealtyBackOffice allows you to add a Tag to a Lead or a Contact you upload to the system. Only the Super Admin can see the People Tags module in General Settings. Once a user adds a Tag to the system, it can be auto-populated. Also, if you add a Tag to a Lead or...
User Tags
Last Updated: December 22, 2022RealtyBackOffice allows you to add a User Tag to all Users you upload to the system. Only the Super Admin can see and manage the User Tags module in General Settings. Once an Admin adds a User Tag to the system, it can be auto-populated whenever a secondary Admin adds a User Tag...
How do I Change My Password
Last Updated: December 22, 2022This video will show how to update your password inside RealtyBackOffice. If you need to update your password, go to Menu > Settings > General Settings > Change Password, or on the top right corner of the screen, click on your name and then go to Profile & Settings > Change Password. Once inside...
Managing Your RBO Subscription
Last Updated: December 22, 2022RealtyBackOffice offers several subscription plans that can adapt to your company’s needs when you hire more agents. You can manage your subscriptions under Menu >Settings > General Settings > Subscription. Only the SuperAdmin or the account holder can see this setting. Once inside the Subscription module, you will see all the information about your...
Preferences
Last Updated: December 22, 2022This short video will show how to customize your preferences in situations where one property will be listed and sold by an agent. Only the Super Admin can make changes to Preferences, and only the SuperAdmin will see this module in General Settings. If you prefer that the transaction counts one time if one...
