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On-Boarding Videos / General Settings

12

Introduction to RealtyBackOffice On-Boarding
My Profile
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People Action Plans
People Sources
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User Tags
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On-Boarding Videos / Admin App Settings

19

RBO Teams Module Explained
My Companies/Offices
How to Add an Additional Company or Office
Company Details
Associations
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Compensation Plans For Agents
Compensation Plans for Recruiters
Company Forms Library
Automated Email Notifications Templates
Request Document Generator Templates
Transaction Due Dates
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Automated Transaction Tasks Templates
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Lead Refused Email Notification Setting
Notifications Setting
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Admin Full Demo

1

Most Recent Admin Full Demo

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7

Demo Introduction & Training and Support Icon
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How To Edit Office Announcements

Transaction Management

43

Collaboration In RBO
RBO Teams Module Explained
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Agent Personal Interest
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Upload Documents to Transaction
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Autocomplete Contact Information
How to Add a Third-Party Contact in Transaction
How to Add a Collaborator or Co-Agent
How To Showcase Preferred Vendors Inside The Transaction File Under The Contact Tab
How To Add A Preferred Vendor to a Transaction
Transaction Financials
How to Edit Transaction Financials
How to Add a Charge Item
How to Add a Payout Item
How to Pay a Collaborator
How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request
How to Add a Task in Transaction
How to Edit Transaction Task
How to Link Transaction Document to Task
How to Link Document to Transaction Task
How To Add A Comment to A Transaction Task & View Task Logs
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
How to Add Transaction Notes
How to Delete a Transaction
How to Close a Transaction
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File Number Field and Filter
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How to Narrow Down The Transactions By The Listing Expiration Date
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17

How to Fill out Docs & Prepare for e-sign
Working Documents & E-Sign – Overview
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Assign Signed Documents to Transaction
Assign Signed Documents to User
Download Or Email A Copy Of A Working Document In Draft Status
How To Download Authentication Certificate
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E-sign Experience-Client Version

Tasks

6

Tasks Module – Overview
Tasks Module – Filters
Tasks Module – Actions
How To Review Tasks Pending Admin Review
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
Auto Delete Transaction Tasks

Calendar

1

RBO Calendar

Users / Agent Management

16

How To Filter By Transaction Company In Users
Agent Service Areas And How To Assign Leads By Service Area
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How To Insure Admins Can Access Transactions

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8

Collaboration In RBO
RBO Teams Module Explained
How to Add a Lead Manually & Assign to Agent
Lead – Filters
How to Re-Assign a Lead
How to Add Lead Tags
Lead Refused Email Notification Setting
How to Edit or Delete a Lead

People

16

Collaboration In RBO
RBO Teams Module Explained
Adding a Contact in People
How To Edit Contact Details
How To Share A Contact With The Entire Agency
How To Delete A Contact In People
How to Merge Contacts
Companies Module – Overview
How To Add People Tags
Managing People Tags
How to Upload Documents to a Contact
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How to Add Collaborators to a Contact
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How To Search For Contacts by Birthday

Opportunities

4

Collaboration In RBO
RBO Teams Module Explained
Opportunities Module Explained
Autocomplete Contact Information

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3

Stats Reports
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Forecasting Reports – Admins

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Having Issues Saving A Transaction Into RBO – Part 1
Having Issues Saving A Transaction Into RBO – Part 2

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How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request

How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request

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Updated on June 21, 2022

How to Pay a Collaborator How to Add a Task in Transaction

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