The Pipeline is truly the heart of Realcore. The Pipeline allows agents to track their deals, and administrators to ensure the successful closing of transactions. How both users work the Pipeline can result in a smooth transition from agent to accounting.
This Month's Spotlight: The Pipeline Buttons
Realcore has 3 basic stages in working the Pipeline process:
Stage 1: Add Basic Information
Both agents and administrators can put the basic details in for a transaction. Upon completion of the Basic Information page, users can view the summary of the deal, or go back to the Pipeline page. It is possible to edit the Basic Information later by clicking the Edit button from the Pipeline Summary. To return to the Pipeline Page, click Done.
Stage 2: Add More Information
Click the Add More Information button from the Pipeline Summary when you have additional details about the deal. You can always go back and make edits before the deal is closed.
Stage 3: Finalize Details
Ready to close the deal? Have your agents check the Ready to Close box so that the appropriate administrator is notified to close out the deal.
Click here to get a document that illustrates these stages of the Pipeline process. We encourage you to share this out to your agents who are new, or who may need clarification on using their Pipeline.