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Knowledgebase : Properties

Click here to watch this video [http://realeflowtraining.s3.amazonaws.com/BultEditProperty.mp4] In this video we will cover: - How to bulk edit your property files Fields that you can bulk edit: - Source - Color - Type - Tags - Manager -...
This call covers the different aspects of Realeflow that can help you manage your business To watch this video CLICK HERE [https://realeflow.wistia.com/medias/cggjaxmmor] The Business Management call will cover: 1. HOW TO CREATE PROPERTY & CONTACT F...
To watch this recorded webinar click here [https://realeflow.wistia.com/medias/jx4lbtqut7] The Selling / Marketing your Properties call will cover: 1. POWER MATCHING - show you the information that needs to be filled out to do a Power Match - matc...
ADMIN- CUSTOM FIELDS Do you have a specific piece of information that does not fit into any of the available fields in your property files? If so, custom fields are the solution. Custom fields are fields that you can label specifically for your needs...
DOCUMENTS OVERVIEW/UPLOAD DOCUMENTS Within Realeflow you can upload documents in specific contact and property files as well as a general documents section. Once a document is uploaded into Realeflow, you can edit the name of the document, email, fa...
DOCUMENTS- EDITING, EMAILING, FAXING Once your document has been uploaded into Realeflow you have the ability edit the name of the document, delete the document, email, and fax the document. To Edit the name of a Document: 1. Click on the edit icon t...
FAVORITES Looking for a way to create a list of contacts or properties to easily jump into no matter where you are in the system. Favorites is the solution to accomplish this. When in a Contact or Property file click on located in the header section...
HOW TO ADD/REMOVE A PROPERTY FILE TO FAVORITES ADDING A PROPERTY TO YOUR FAVORITES 1. When in a Property file, in the top header click on the 'Heart' icon to add this Property to your Favorites list. 2. Once the property is added the 'Heart' will t...
HAMMERPOINT REPAIR ESTIMATOR- CREATING AN ESTIMATE The Repair Estimator is a great way to evaluate the potential rehab costs of a property you are looking to potentially purchase in a quick and timely manner. There are 3 areas to access the Repair Esti...
HAMMERPOINT: REHAB PLANNER Click here to watch a video tutorial [https://realeflow.wistia.com/medias/imdx7564hw] Hammerpoint is one of Realeflow's most popular and frequently used tools and is customizable! Mainly used for properties that have alre...
HAMMERPOINT: REPAIR ESTIMATOR Considered as Hammerpoint 'Light', the Repair Estimator is the perfect tool for creating quick repair estimates for each property and prospective properties alike. The Repair Estimator is a great way to evaluate the pote...
MAINTENANCE OVERVIEW The Maintenance tool is an area for you to keep all of the contact information for the Utility companies all in one area. This includes Utilities such as Gas, Electric, and Water. HOW TO ACCESS THE MAINTENANCE TOOL: Within a pro...
Properties Overview/ Add new The Properties section within your Realeflow account is used to help identify the properties that you are working with, find vital information for each property, and link them to contact/contacts they are associated with. ...
PROPERTIES- CREATING A TASK IN A PROPERTY FILE Once you are in the Property file: 1. Click on Task under 'Create New' or 'Tasks' under the Manage section on the left hand side of your screen. If you click on Task from the Create new section it...
PROPERTIES- EXPENSES The expense generator will allow you to track all expenses for your properties. To access Expenses: From within a property file click on Expenses in the MANAGE section on the left hand side of the screen Here you will see a ...
PROPERTIES- LINKING TO A CONTACT Within any Property file you're able to link that property to any contact/contacts. This helps keep you organized so no matter what property you are in you will be able to see what contacts are linked to the property. ...
PROPERTIES- SOURCE, TYPE, STAGE, AND STATUS OVERVIEW Found in the header of a property file these 4 fields are searchable in the list view of websites and provide valuable information that can easily be seen right when accessing a property file. ...
PROPERTIES- UPLOADING PROPERTY PHOTOS/ VIDEO Within a property file you are able to upload photos as well as a video. The photos will appear in multiple areas. Once photos are uploaded they will appear on your Sellpoint listing, Property flyer, and ...
PROPERTIES- USING PROPERTY PREFILL WHEN ADDING A NEW PROPERTY When adding a new property into your account, Realeflow will find the public information on a property that will prefill into the file. For this to function properly, when typing in th...
PROPERTIES- USING PROPERTY TABS EFFECTIVELY Within a property file there are multiple tabs to enter information about the property. Here is a breakdown of the tabs: Notes: Enter notes about the property- these are time stamped after they are ...
PROPERTY PROFILE REPORT- this is comprehensive report that you can automatically create within a specific property file that includes all the specifics abou the property file. When in a Property File make sure to fill out the necessary information w...
HOW TO ADD A PROPERTY TO THE SCRUM BOARD 1. Go to Properties in the top Navigation bar 2. In the drop down menu you can select View All, Under Contract, Inventory, Selling 3. Check the boxes to the left of the property/properties you would like t...
Short Sale Overview Are you looking to do a Short Sale? If so, within a Property file you will find the Short Sale feature. This feature will help you keep all the information needed in one section for easy reference. Whether it is a summary of the M...
TAGGING & COLOR LABELING Within Realeflow you are now able to Tag and Color your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just those colors you now have these op...
TAGGING & COLOR LABELING Within Realeflow you are now able to Tag and Color your contact and property files to help you stay organized. Whether you tag a file as a hot lead or color a file to have employees work on just those colors you now have these...
HOW TO TAG AND COLOR LABEL YOUR CONTACTS AND PROPERTIES Once you have entered into a Contact or Property file on the right hand side of your screen you will see: CREATE TAGS: Click into the 'Tag' field and start to type your tag then hit 'Enter'. Yo...
HOW TO TAG AND COLOR LABEL YOUR CONTACTS AND PROPERTIES Once you have entered into a Contact or Property file on the right hand side of your screen you will see: CREATE TAGS: Click into the 'Tag' field and start to type your tag then hit 'Enter'. Yo...
TASKS- CREATING A TASK There are various areas to create tasks within your Realeflow account for yourself and other users on the account. There are 3 areas you can access Tasks. 1. Within a Contact File 2. Within a Property File 3. In the Manage drop...
CLICK HERE TO WATCH THIS VIDEO [http://realeflowtraining.s3.amazonaws.com/aug2014vids/Moby-Creating-prop-list-message2.mp4]
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Hammerpoint-Repair-Estimator-Creating-Estimate2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Source-Type-Stage-Status2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Custom-Fields-Create-Edit2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Linking-Contact2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Overview-Add2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Properties-Rating-Tagging-Labeling2.mp4
CLICK HERE TO WATCH THIS VIDEO [http://realeflowtraining.s3.amazonaws.com/Property-ShortSale-tab.mp4]
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Uploading-Photos2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Overview-Add2.mp4
CLICK HERE TO WATCH THIS VIDEO [1] Links: ------ [1] http://realeflowtraining.s3.amazonaws.com/aug2014vids/Property-Using-Property-Tabs-Effectively2.mp4