The year has flown by, and December is already here! Before you wrap up for the holidays, it’s the perfect time to tidy up your Realcore account so you finish strong this year — and start the new one with confidence.

Here are a few quick year-end tasks to check off:

  • Update your Pay Dates.
    In your Pipeline, review the Pay Date column to ensure all projected dates are accurate. If a deal has died delete the deal so your pipeline reflects reality. You can do this quickly using Pipeline Quick Edits

  • Watch your expirations.
    Don’t let lease renewals slip through the cracks. The Lease Expiration report shows you which leases are ending soon so you can act before they roll off.

  • Reconnect with prospects.
    Year-end is a great time to reach out. Realcore’s Prospect Overview lets you filter, tag, and organize outreach, while the Prospecting Guide gives best practices to keep your prospects fresh.

  • Maximize your Outlook.
    Download the Realcore Outlook Plug-in to add prospects, clients, files, and notes directly from your inbox. It saves time and keeps your CRM up to date.

  • Run your year-end reports.
    From your Pipeline, generate reports like Snapshot, Cashflow, My Metrics, and Expenses to see how you performed this year and prepare your goals for the next year.

    • And remember — if you ever can’t find the data you’re looking for, our Support Site is full of tutorials and guides to walk you through every step.

    Here’s to closing out the year strong, and heading into the next one with clarity and momentum!

    We’re here to help!If you need help finding specific data, email us at: support@realcoreapps.com or visit our Support Page for tutorials and more.

    And don’t forget — this month’s live trainings are happening soon! No RSVP needed—just join. You’ll find dates, times, and links here.