Rechat is an all-in-one mobile and web platform that gives Real Estate Brokers and Agents one place to go to accomplish all of their daily business activities.

For the first time you can manage your contacts and business, send out your newsletter and do your marketing all from one app!

Real Estate CRM

• Real-time sync with Google and Outlook: Email, Calendar, Contacts

• Automation and smart reminders to stay on top of your contacts

• Deep integration with the MLS system

Marketing Center

with MLS integration for Email, Social Media, Texting and Print

• Market directly to agents in the MLS system

• Send MLS listing alerts and market data to clients

• Receive notifications and stats on opens, clicks, and favorite properties

Transaction Management

• Custom Checklists and Editable Forms

• Back Office Approvals

• DocuSign Integration

See What Our Users Think

New Marketing Center Categories

Rechat now offers new categories under the Newsletter and _Brand _categories in the Admins' Marketing Center:

The Newsletter subcategories: Recruiting, Blog Content, Events, Blank Market Reports.

The Brand subcategory: Brand News.

Deals Visible to Admins

Rechat Admins now have access to Deals created by Agents; this allows them to efficiently examine all details before each transaction.

Notify Admin of Deal Updates

In addition, Agents can now notify Admins of any deal updates. After providing the required data requested by the Admin office, the update submission will be immediately visible to the Admin.

This facilitates structured communication between Agents and the Admin's back office, enabling them to review updates through a streamlined process.

New Update on Agent Deals Page

We have implemented these changes on the Agents' Deals page in the latest release:

• The eye option has been replaced with the "Make Visible to Office" button on top of the deals page. But the Admins can still Search the agents' deal drafts and view them.

• We have changed the "Activity" button name to "Message Office" on the Listing's checklist.

• In the Message office chatroom, a bell icon populates beside the agent's activities that have been done on each checklist's task.

• We have also changed the "Notify Admin" to "Notify Office to Review" on the Listing checklist.

• The tasks' status badges on the Listing checklist have been changed: "Notified" to "Office Notified," "Approved" to "Office Approved," and "Declined" to "Office Declined."

• When the agents upload a file, DocuSign, or split the PDF, they will see a new onscreen confirmation box to submit for Review or not submit.

• In the fact sheet column, a new bell icon (next to the Timeline) has been added instead of the Setting button."

Upcoming Webinars

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Connect Multiple MLS Licenses

Agents can now register all their MLS licenses to Rechat. With this new update, agents are able to add multiple license IDs through the "Add MLS account" button on the Account setting page under the Connected Accounts tab.

Agents licensed through different regions will now be able to setup a Rechat account to cover all their licenses through all regions.

Override form field

Many Rechat form fields are smart and they will auto-populate fields based on data coming from your deals section or the MLS.

Sometimes agents need to override Rechat's form fields. This is now doable by making each smart field "Editable".

Keep your checklist organized with these new features!

Categorize Main Checklist

Admins can now regulate the tasks by putting “splitters” in the main list on the Checklists page.

Personalize Agent Checklist

Agents can also reorder the Listing checklist on the deals page by dragging and rearranging the folders and splitters that admins have added.

They can edit or delete the splitters, even add a New section through the plus button to the checklist.

Redesigned Folder Icon

The folder icon has been changed to a drop**-**down feature. Agents will also now be able to see the Listing tasks status conveniently on the right side of each item.

Personalize Email Campaigns

You can now add an element of personalization to emails that are sent to multiple recipients. The new “[P]” feature has been added and can be used as a Placeholder in your email template.

Found in the editor box, this feature allows you to specify the recipients’ and sender’s variables (First name, Last name, Display Name, etc.), which will autofill in sent emails.

Each email will be sent as if it was prepared individually for each recipient!

Switch Between Teams

A search tool is now available at the top of the Teams List to quickly switch between Rechat's teams.

If you have more than five groups on your list, it will help you search the team's name, and you'll be able to conveniently toggle to other teams.

The opened account will always be visible at the bottom of the main menu.

Generate Cover Photos for Accounts

In this update, we have added support for Youtube, Twitter, and Realtor.com profile page covers.

That means marketing admins can save templates for them and agents will be able to use the templates provided by marketing teams.

Participants' Avatars on Activity Chat Room

To view who has been working on a deal form- admins and agents can now see each other's avatars at the bottom of each Listing Activity room on the Deals page.

Extended Context Attached to Contract

Agents can now input lengthy descriptions in the deals’ contract field without worrying about a character limit.

The Amendment page has been designed to show the complete details of data entered in the description boxes as an attached page.

When Agents view, print, or DocuSign the digital form, the first few lines of the inputted data will appear, followed by “see amendment”; this refers to the attached Amendment page containing the complete data entered in the description boxes.

Search for YouTube Videos While Creating Marketing Templates

While creating emails, agents can now conveniently search for videos within Rechat. After dropping the Video block into your email, a video search box will appear - allowing you to search and pick any Youtube video available.

Pasting direct links to Youtube and/or Vimeo is still supported.

Article Accessibility Through RSS Feeds

Similarly, on the editor page under Articles, Rechat will automatically load a series of articles from well-known real-estate news sites and blogs. You can easily pick the most interesting articles for your emails here.

As always, you have the ability to link to any article on the internet.

Notify Agents of Multiple Copies

This update is found on the Deals page- when agents want to print, view, or DocuSign a deal form on the folder of the Listing checklist (if this involves multiple files) a tooltip will pop up on the right side of that case.

This opens up the folder and allows agents to select which copy is required.

​New Marketing Center Cover Photo Categories

Rechat now offers three new categories for cover photos in the Admins' Marketing Center: YouTube, Twitter, and realtor.com.

Optional Address for the Buyer and Seller Lawyer

In this release, we have added a Current Address line in the Buyer/Seller Lawyer contact box. You will have the option to add or edit a contact on the Deals page, under the Checklists tab.

The addresses for the lawyers of the buyer and seller will automatically submit to the sales or lease forms that require it.

Marketing Center Search Bar

Searching for a marketing template has never been easier. This update was created to enhance user experience, offering the ability to search a specific template based on the topic or category.

Disconnect DocuSign Account

Under the Connected Accounts tab on the account settings page, we have added a new "Disconnect Account" button. This option allows you to disconnect your DocuSign account from Rechat.

Edit Touch Date Reminders

On the Account Settings page, we have redesigned the Manage Tags tab to allow you to add and edit touch dates by selecting the edit tag icon.

iOS Update: Deals Search Bar

This iOS update offers a new search feature that allows you to search through folders and files in the Deals segment.

Additionally, we have released another search bar on the Flow page in the More section, making it possible to quickly find what you are looking for.

iOS Update: MLS Source Displayed on Listing

On the Properties section, the MLS Source has been added to easily identify which MLS the listing originated from. You can view the MLS Source on the bottom right corner of each listing.

​iOS update: Alert Notification Update

The new iOS update populates red circular icons to alert you of new notifications in the Rechat app. The number of new notifications in each segment will show within each alert icon.

Detailed Listing Address

Viewing the local geographic area in listings is one of the best ways to recognize their real estate property values.

In this update, we have included the neighborhoods of most listing addresses on the Properties page.

Automated Emails

In the Contact Profile page, under the Events tab, agents now have the ability to select a template for birthdays, weddings, and home anniversaries. Once you do, Rechat will automatically send your contacts an email (which you can customize) on the occasion's date.

You can even change the email sender by selecting another agent in your team (if you have team members).

Hip Pocket

For the ultimate Marketing experience, this update enables you to create a Hip Pocket. This feature allows you to build custom listings in the marketing section. If your listing doesn’t exist in the MLS, you can create it by inputting the data manually.

On the Marketing center, you can also formulate the upcoming listing earlier and utilize it on your medium email to advertise until publishing the listing. All created samples are kept in the My designs tab.

Adding Note box

On the Contacts page, we have generated an "Add Note" box. This option allows you to add information and notes to each of your contacts. To update text in this box, an editing tool is available for your convenience.

Redesigned Flow page

The new design on the flow page gives allows you to build a reminder on three steps, that include:

Add Reminder: This allows you to set calls, meetings, follow up, etc., to remind yourself of the events. Automated Email Marketing: Besides setting the reminder, you can attach a marketing center template and send it automatically. Automated Simple Email: Or send a simple email with just a piece of text.

Moreover, you can assign the flows you have created to the contacts page and customize the triggers from there.

Sharing Marketing Template

To share Marketing Center templates, we have provided a unique link for each template preview. These links allow you to share templates with other agents. You can check this out in the Marketing Center section.

New Listings page

The Listings page is a new item that has been added to the Rechat main menu.

This will show all of your listings, your office's listing, and your brokerage's listing, each one in a different tab, so you can easily manage your listings or see your colleague's listings.

You also have the ability to create/view deals and transfer each listing to the Marketing or Open House page.

Furthermore, the search box on the top right can assists you in searching the listing based on the MLS ID or name.

New Closings Tab

On the Deals page (For Back Office Users), we have added a Closings tab to list the deals expected to close in the next 14 days.

Redesigned Deals Page

To improve the User Interface on the Deals page, we have arranged the tasks list of a deal. You can examine the timeline, details, deal roles, and listing information altogether on the left side column.

Furthermore, we have polished the folders in the Listing’s checklist that authorizes the agents to edit and update the deal.

**Simplified Activation **

The Getting Started box on Rechat's dashboard serves as a guide to assist you in activating each service smoothly. This helps ensure you are able to execute each service successfully.

Each step is designed with detailed instruction on how to perform what is needed to utilize your platform.

Board View Style

Board View is a recently released feature created to organize your contacts efficiently. The board view option divides the contacts page into four Kanban-like boards; you can drag your contacts between columns and sort them under each category as desired.

Confirmation box

When sending an email, the button to add "All My Contacts" to recipients has always been helpful. But occasionally mis-clicked on.

Rechat will now warn you when you use this feature to prevent accidental clicks.

Easier Tagging

We have a new tagging experience! It is much quicker and keyboard friendly to tag your contacts.

New Marketing Center Index

Marketing Center's new homepage is designed to guide agents to extract value out of their listings and contacts.

New Website Builder Service

The "Websites" page is a new service added to the Rechat main menu. This allows you to create a website with the listing's information. Easily manage them under the following tabs:

My websites

The websites you have created with Rechat templates will be saved in this tab. Here, you are able to visit the website, edit the website's title, manage the website domains, and edit/delete the website.

Agent IDX Sites

The Agent's website template will be shown under this tab; if they haven't built a site through the Rechat templates, the tab will be invisible.

Property Sites

Under this tab, you are able to design and personalize your website (in the listing template) by using the editor tools. In addition, the following are available in the template editor box: the image slider, Matterport (you can use the Matterport service provided link to import the 3D model), and Map blocks.

By clicking the Publish button, Rechat will auto-generate an exclusive domain name for your site. If you want to add a different domain, the "Manage Domain" button will lead you to search your desired domain name, purchase it, and easily connect it to your sites.

Simplified Create Deal

Creating a deal has now become much more simplified. Rechat now tries to get agents to a deal as quickly as possible, which making it very easy to digest each question.

Automate Contact Celebrations

Rechat's big picture has always been about bringing your CRM and Marketing tools under the same roof so they integrate better. With this new feature, you can basically set Rechat on autopilot! When setting the birthdays, wedding anniversary and home anniversaries for your contacts, you can now select a marketing center template, and Rechat will automatically email your contacts using the template you picked, every year!

Improvements to Image selection on Marketing Center

Rechat's marketing center could always load photos from different sources. We had integration with a GIF library, a royalty free high quality stock photo library and of course your own uploads. Also, we always had a mini-photoshop experience inside Rechat, which allowed you to edit the photos. All these features were quite hidden in the app and most user's wouldn't notice them. Today, we are releasing a whole new experience for adding images which will bring all these experience under the same roof.

Team Library

Building on top of the new image experience, we have a new feature for brokerages. When agents are adding images to Marketing Center, in addition to previous data sources (Manual Upload, GIF Library, Image Library), we now offer a Team Library. This will include all the asset a broker can provide for their agents to use.

Daily Email

Starting today, every morning at 6AM (Your local time), Rechat will send a "daily" email to you.

This email is supposed to give you an overview of all the important aspects for the day:

1. Your daily schedule. So you can have a quick peek into your day.\

2. Upcoming celebrations for the next week, including birthdays, wedding and home anniversaries.

3. Your latest deals and the opportunity to start marketing them with a click.

4. Insights into the emails you sent in the past 3 days.

5. A schedule of upcoming Rechat webinars, so you can join us and fine tune your Rechat skills.

We will be adding more features to the daily email to make it as useful as possible.

iOS: Updated Contact Profile

The contact profile view has been updated with a more friendly user experience

iOS: Email Insights

On the email insights view, there is now a tab for the body of the email

iOS: Reduced App Size

The size of the Rechat iOS app has been reduced by approximately 40% or 30MB

Adding Event Simplified

Updated Properties Tab on iOS

Saved searches, favorited listings, and tours have now been moved from the More tab into the Properties tab. Also If you belong to a team, the colors in the app adapt to your brand, and your brand's primary color will show throughout the app

Agent Network: A Major Overhaul

Today we are releasing a new version of one of Rechat's most popular features: Agent Network. This is a completely rebuilt of this module but here is a list of most notable changes:\

1. Agent Network is now accessible directly from side navigation.

2. You don't need a deal to access Agent Network anymore.

3. You can use agent network for any listing.

4. You can use one of your previous emails for your Agent Network marketing.

5. A completely overhauled user interface.

6. Much more accurate agent finding algorithms.

Repositioning Create Button

Our usability studies indicated some tiny confusions regarding the "Create" button and it's functionality. Today we are placing it on the side navigation in order to:

1. Make it feel global, not localized to any specific page.

Redesigned Listing Page

We have a new listing page with a much more modern design. It's quite easy on the eye, is very pleasing to look at with a lot of emphasis on the listing photos

All new Marketing Tab on iOS

You can now market everything from your listings and brands from the iOS app. The contacts and chats experience has also been refined.

Forms: Nicer Checkboxes

Forms: Auto Formatting

Forms: Date Pickers

Forms: Agent information

Many forms require agent and brokerage information to be stamped at the footer of each page. Rechat always did this, but it looked clumsy. This is resolved now, as the forms will now look professional and organized.

Improved Listing Cards

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If you don't have an account but your company is using Rechat, please contact your company's admin for more information. Or, contact Rechat support by using the chat button at the bottom right of this page.

If you still cannot login, try contacting Rechat support by using the chat button at the bottom right of this page.

Please Read

Rechat is deeply-integrated with Microsoft Outlook and Google, so with a few simple clicks you can have your data flowing in and out of Rechat. Any updates in Rechat will update those accounts, and any update on those accounts will update Rechat.

Steps

Connecting your account takes less than 2 minutes:

2. Top right of the page press on Sync with Outlook.

3. Enter your Outlook login and say YES to all the permissions so your app can be fully-functional.

Important Points

• Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.

• Connecting Rechat to Outlook is completely safe. We have the same integration as with Google, and we have to pass an extensive annual audit which looks at many aspects of our product and company to make sure we keep your data safe.

• Your data and contacts are yours, and we do not share them with anyone including your broker. Only you have access to them and if you ever want to leave Rechat, you can download and then delete them and take them with you.

Benefits of Connecting

• Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.

• When your account is connected, any email you send out of Rechat will actually be sent from your Outlook account, and you'll be able to find it in your Outlook sent folder.

• All emails you send from Rechat will provide you with full insight about who opened or clicked on the links inside of them.

• Your calendar will be synced in real-time, so anything you put in Rechat will update your Microsoft Calendar and anything you input into your Microsoft Calendar will automatically update Rechat. You don't have to worry about managing two calendars.

• All of your contacts will be synced automatically between your Microsoft and Rechat accounts. In addition, Rechat will track the emails you send out and if you don't have those as a contact in Rechat, it will make a contact for you and add it to your Parked Contacts so you can add it to your CRM with one click.

• Rechat will also track your last touches with a contact and notify you if you are falling out of touch with them.

• When your account is connected, you will have much richer contact profiles and be able to see a full timeline of your relationship with that contact, including all of your communications and calendar events you have had together.

Is it Safe to Connect?

Absolutely. Your data is yours! We do not share your data with anyone, not even your broker, without your permission, nor will we ever spam your contacts. Also, for security reasons, Rechat never saves the body of your emails on its servers; it only retrieves them in real-time when you need to view an actual email and haven't saved it anywhere.

Rechat conducts an extensive, annual audit with Google to keep this integration in place.

Steps

1. Click on your user name at the bottom left of the page.

2. Select Account Settings.

Available Settings

Steps

1. Click on your user name at the bottom left of the page.

2. Select Account Settings.

3. Under Profile tab you'd see your photo on top, press the Update Profile Picture button right in front of it and either drag-and-drop or upload from your desktop.

Rechat is an email client so you can send and receive email just like you would in Outlook or Mac Mail or on your iPhone or Android.

Steps

1. Press on your user name at the bottom left side of the page

2. Select Account Settings

You can add contacts to your CRM in a few different ways:

What is a CRM?

CRM is an acronym that stands for Customer Relationship Management. It is a technology for managing all of your business relationships and interactions with your contacts, existing clients and potential clients. It has a simple goal: improve business relationships to grow your business. A CRM system helps you stay connected to your clients, streamline processes, and improve profitability.

CRMs are generally designed to streamline and improve customer interaction, the sales process, and the running of marketing campaigns. They do this by making workflow and the sales pipeline more efficient — automating tasks and analyzing data.

PS: It sounds more complicated than it is. If you are growing your real estate business, you either need to hire assistants and have them hustle, or put a system in place that makes it easy for you to stay on top of everything. That system is called a CRM.

Own Your Sphere

In order to be a top performing agent, you need to constantly stay in touch with your sphere. On average you want to have 30-40 touch-points per year to stay relevant to your clients. These would be a mix of direct touch-points such as calls or birthday and anniversary celebration messages, and indirect touch-points that you still need to customize for your sphere, such as sending mailers, online ads or email newsletters. Having frequent touch-points will result in your sphere knowing and trusting you.

Rechat will help you automate many of your touch-points and remind you to stay on top of the rest.

CRM Can Make Growing Your Business Simple

A CRM system can give you a clear overview of your clients. You can see everything in one place — a simple, customizable dashboard that can tell you a client’s previous history with you, the status of their deals, and more. You can think of a CRM as your own private social media with a ton of valuable information about your relationships: It’s an extension of your brain.

Utilizing a CRM will help you improve your customer’s experience, and agents who invest in a CRM are seeing extremely positive results. A recent industry-wide survey has shown that 89% of an average agent's time is spent on doing the "leg-work," such as administrative work, rekeying info, and other non-income producing work, while only 11% of an agent's time was actually spent on connecting with their clients and sphere.

Running Your Business Without a CRM Can Cost You Real Money

More administration and more data entry means less time for everything else. An active Realtor is involved with a growing number of relationships and transactions -- and a flood of data. Agents are out on the road talking to customers, meeting prospects, and finding out valuable information — but most of it ends up scribbled on a piece of paper or becomes a mental note likely to be forgotten later. Details can get lost, meetings lack follow-up, and prioritizing clients and prospects may become a matter of guesswork rather than a rigorous exercise based on data. Even worse, past clients may be forgotten. NAR reports that only 18% of agents follow up with their past clients in year one after closing. \

Rechat was built mobile-first to cater to real estate professionals on the go. We believe the future of work for real estate is mobile, and agents should be able to do all of their work using of their phone.

iPhone App

Android App

Please Read

Rechat is deeply-integrated with Microsoft Outlook and Google, so with a few simple clicks you can have your data flowing in and out of Rechat. Any updates in Rechat will update those accounts, and any update on those accounts will update Rechat.

Steps

Connecting your account takes less than 2 minutes:

2. Top right of the page press on Sync with Outlook.

3. Enter your Outlook login and say YES to all the permissions so your app can be fully-functional.

Important Points

• Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.

• Connecting Rechat to Outlook is completely safe. We have the same integration as with Google, and we have to pass an extensive annual audit which looks at many aspects of our product and company to make sure we keep your data safe.

• Your data and contacts are yours, and we do not share them with anyone including your broker. Only you have access to them and if you ever want to leave Rechat, you can download and then delete them and take them with you.

Benefits of Connecting

• Connecting Rechat with your Outlook account is the single most important thing you can do for your CRM to be useful.

• When your account is connected, any email you send out of Rechat will actually be sent from your Outlook account, and you'll be able to find it in your Outlook sent folder.

• All emails you send from Rechat will provide you with full insight about who opened or clicked on the links inside of them.

• Your calendar will be synced in real-time, so anything you put in Rechat will update your Microsoft Calendar and anything you input into your Microsoft Calendar will automatically update Rechat. You don't have to worry about managing two calendars.

• All of your contacts will be synced automatically between your Microsoft and Rechat accounts. In addition, Rechat will track the emails you send out and if you don't have those as a contact in Rechat, it will make a contact for you and add it to your Parked Contacts so you can add it to your CRM with one click.

• Rechat will also track your last touches with a contact and notify you if you are falling out of touch with them.

• When your account is connected, you will have much richer contact profiles and be able to see a full timeline of your relationship with that contact, including all of your communications and calendar events you have had together.

Is it Safe to Connect?

Absolutely. Your data is yours! We do not share your data with anyone, not even your broker, without your permission, nor will we ever spam your contacts. Also, for security reasons, Rechat never saves the body of your emails on its servers; it only retrieves them in real-time when you need to view an actual email and haven't saved it anywhere.

Rechat conducts an extensive, annual audit with Google to keep this integration in place.

With Rechat you can easily and quickly import all or some of your contacts that you have on your phone.

Steps

1. On your mobile app, go to the contacts tab.

2. Press the plus button to add contacts.

3. Choose your import option from your device.

You can import any .csv spreadsheet easily into Rechat and export from any other CRM or marketing tool without really having to make any updates.

Steps

1. Go to your Contacts tab on the side navigation bar.

2. Select the drop-down on the button on the top right of the page and select Import CSV Spreadsheet.

3. On the next screen you can drag-and-drop your file or select Upload and add your .csv file.

4. Set the Owner if you are importing this for a team member, otherwise select Next.

5. On this screen you will be able to map all the columns in your spreadsheet into Rechat fields. Rechat will try to map as many of them as possible for you to speed up your work but you can update them as you see fit.

How to Save/Convert Excel into a .csv File

Import Template

Important: When downloading make sure you choose the comma-separated values (.csv) format.

Split data into different columns in Microsoft Excel

If you have a long address in one column and need to break it up on import please follow this instructions

Steps

1. Select the Create button on the side navigation bar and choose Contact.

2. Add contact details and save.

When you connect your Rechat account with your Outlook or Google accounts, Rechat will bring all of your contacts over and will continue scanning your emails for new contacts. If you have a new contact you get in touch with using your CRM, then Rechat will automatically create a contact for you and put that contact under Parked Contacts so you can have it added to your CRM with one click if you want to have them in your database.

Parked contacts can be found at the top of the Contacts page.

Steps

1. Go to Contacts tab on the main navigation menu.

2. If there is a notification at top of the page, there are parked contacts waiting for you to review.

3. Click on the notification and then the Parked Contacts view, and then you may choose one or more contacts to add. Then select Add Contacts.

Steps

2. Find a contact in your contact list and click to open their profile

Contact profile is a centralized place to find everything about a contact. You can save the following key info on your contact profile:

1. Contact Details (Left side on desktop)

Here you can find all details about your contacts.

• Contacts details: full name, email, phone

• Spouse information if you prefer to keep them as one contact

**2. Relationship Timeline & Notes (Right side on desktop) **

If you have connected Rechat to your Outlook or Google account, you should then be able to see the history of your relationship auto-populated on the right side. These are all the emails and calendar events you have had with that contact. If you have any logs of calls and text messages and other activities, they will all show up here. In addition, you can keep notes on your contact if you'd like.

Tags are labels you create to help organize your contacts. Tagging lets you bring your own contact structure into Rechat. It is the simplest way to organize and categorize your contacts. Tagging lets you easily sort, filter, segment and target contacts with campaigns designed around their specific interests and actions. It makes it easy to look up specific contacts quickly, and to be able to market to them with a click.

We recommend creating a tag for every key group of contacts you'd like to send a message to. You can easily create any custom tag in Rechat CRM. Some tags recommended for Realtors are as follows:

• Buyer

• Seller

• Past Client

• Hot list (recommended by Ninja selling, referring to any of your contacts who are going to purchase within the next 3 months).

• Warm list (anyone who is considering buying in the next 3-12 months)

Other suggestions for tags to help with your marketing initiatives or just organize your database:

• Hobbies: If you share specific hobbies with your contacts like Wine, Car, Travel or Sports teams.

• Tag specific contacts who you might want to market to for special events, e.g. Mother and Father are good tags so you can send Happy Mother's or Father's day cards.

• If you have special types of buyers you can tag them as such: Investor, Land, Commercial.

• Tagging by neighborhoods, zip codes and pockets might also be helpful.

• Vendor: Used as a generic tag or the type of specific service they offer.

In Rechat you can create a marketing email, or compose a normal email and type in a tag and any contact in your CRM with that tag will receive a copy of that email.

Touch Reminders (Automation)

In Rechat you have the ability to set a Touch Reminder on a tag. This basically means that Rechat will automatically track when you were last in touch with a contact in that specific tag, and if your last touch is more than what you have set as the touch frequency for that tag, then Rechat will send you a reminder to get in touch with them.

For example, you might put 45 days for your Past Client Tag. And if you have a contact tagged as Past Client and you have not been in touch with them for more than 45 days, then Rechat will notify you that you are falling out of touch with that contact and need to take action.

How to tag a single contact

You can tag any of your contacts by either going to the contact profile, or going to the main contact tab where you will see a list of all your contacts.

How to tag multiple contacts at once (bulk tagging)

Rechat lets you filter your contacts based on different criteria. For example, you can filter contacts that are tagged by Christmas but are not Agents. You can then save the combination of filters as a List so later you can click on the list name and see the results for those filters. Anytime a contact’s tags are updated to match the criteria of a list, then that contact would automatically show up in that list.

Here’s how to filter and save as a List important groups of contacts:

**What Is a Smart List? **

A list is a group of your contacts defined by rules (or filters) that you set. Contacts are automatically added to the List every time the contact updates to match those rules.

You can then easily market to your lists by typing their names in your compose view.

There are two ways to manage duplicates in Rechat: 1. Rechat auto-detects contacts that appear to be duplicates based on their email or phone number, and will notify you at the top of the Contacts view if there any

2. You can manually select a few contacts and at the bottom of the page choose the Merge option to merge them all into one.

Setting follow**-**ups and acting on them is arguably the single most important activity you should do regularly in your CRM. That's why you utilize a CRM: to quickly set follow-ups and ensure you make contact when reminded.

Steps

1. Get in touch with a contact (Phone, Text, In-person meeting).

2. Log it in your CRM.

3. Set a follow up reminder in your calendar.

If you manage to do these three steps religiously, then before you know it your CRM engine starts running and you are on auto-pilot, growing your business!

Three Ways to Set a Follow Up

1. Set a follow-up with creating a calendar reminder. Select** Create** on the side navigation bar, and then select Event.

2. You can also add an event from a contact profile.

3. If you send an email, Rechat will then ask if you wanted to be reminded for a follow-up, with some simple suggestions which will make a calendar event for you and put it in your calendar.

In all above cases you will have a calendar event created for you which will notify you for that event, and then you need to make sure you make that contact and don't skip the activity.

While you are on the Contacts tab, you can click on **Search Contacts **on top right of the page to look up contacts by:

• First name, last name

• Spouse name

• Phone

• Email

• Tag

In Rechat when you input the Birthday or Anniversary for a contact you can also select an eCard to be automatically sent to them for that event, every year, unless you go make an edit.

Steps

1. Go to a Contact's Profile where all of their details are saved

2. On the left hand column you can scroll to find all celebration dates for birthdays and anniversaries

3. Click on one to add the date

4. You can also select an eCard or press Change on top right to change it

Background

Birthdays and anniversaries are some of the most personal and important touches to have with your sphere, especially with your past and current clients. It's an easy win.

On a contact profile you can track:

• Contact's Birthday

• Contact's Spouse's Birthday

• Contact's Child's Birthday

• Contact's Home Anniversary

• Contact's Wedding Anniversary

• Contact's Work Anniversary

**Set it and forget it. **You only have to come and update this if you want to change the card or message you are sending, otherwise you are set and your contacts will get the special message from you without you ever having to break a sweat. There is no good excuse for missing another key celebration.

Rechat will automatically display birthday and anniversary reminders on the Daily and your Calendar. Each birthday reminder includes an email template that you can use to wish the person a happy birthday.

Flows are a series of saved reminders for you and automated emails sent on your behalf to your sphere, either marketing emails or personal ones. You can think of Flows as marketing drip campaigns, or a series of scheduled reminders and automated emails to streamline your communication with your contacts and ensure you are frequently in touch with them.

The Flows tool automates your marketing, sales, and service processes, including flows for leads, buyers, sellers and past clients. This automates your email marketing campaigns and lead-nurturing.

Everyday around 6 a.m. your local time you will receive a Rechat Daily in your inbox. You should start your day by reviewing this personalized newsletter.

Featured sections in the Daily

2. Upcoming Birthdays and Anniversaries with one click to send celebration cards or call.

4. **Your Deals **and ability to view all marketing collateral for them to promote with a click.

5. **Marketing Insight: **You will also find a list of most recently sent emails and e-blasts you've sent and the insight on who opens and clicks on them.

6. **Holidays: **A day or two before an upcoming holiday Rechat will include some branded eBlasts and social media marketing collaterals for you in your Daily, so without any efforts and with a click you can have your marketing done for that holiday.

7. Live Workshops: Rechat holds weekly live workshop webinars that you can join to hone your skills and ask any questions you might have. You can find the schedule for upcoming workshops at the bottom of your Daily.

Below is a sample of Daily, please note that this sample is missing sections 3, 6 and 7.

Rechat Calendar can have events added to it from multiple places:

1. By connecting your account to Outlook or Google, you will have your Rechat calendar fully-synced with other calendars. Anything you input in Rechat or update in Rechat will get updated accordingly with your other calendars in Outlook and Google. Likewise, if you make any changes there, it will automatically be updated within Rechat.

2. Any important date you might have on your contact's profile such as birthdays, child birthdays, home anniversaries, or wedding anniversaries will automatically populate in your calendars.

3. All your critical dates from your deals such as important transaction dates are captured and automatically added to your calendar.

To access your calendar, select Calendar on the side navigation bar.

Rechat makes any Realtor a great marketer with a few clicks! Rechat offers:

• Email Marketing Platform for eBlasts

• Social Posts and Stories (Facebook, Instagram, LinkedIn)

• Print Flyers

Use any of the available templates in the Marketing Center, or create your own designs from scratch.

Popular Use Cases for Rechat Marketing Center:

1. Promoting Listings: Rechat automates listing marketing through its integration with the MLS

2. Celebrating with Clients: Happy Birthday, Happy Home Anniversary, Happy Wedding Anniversary

3. Celebrating Holidays: Merry Christmas, Happy Thanksgiving, Happy Hanukkah, Happy Halloween

4. Sending Newsletters: Rechat blocks make it easy to quickly and painlessly build beautiful, on-brand, eNewsletters by including articles, listings, videos, GIFs and more with a few drag and drops

By connecting your Rechat account with Outlook and Gmail you will then have all of your emails flowing in and out of Rechat.

• Any email sent from Rechat will be found in the sent folder of your Outlook/Gmail account.

• All emails sent out of Rechat will have real time insight delivered to you by notifying you if user has opened your email or clicked a link in your email.

Set your email signature

Is it safe to connect to my Google or Outlook account?

Absolutely. We conduct an annual audit with a third-party company selected by Google to do a full security audit. Your data -- including contacts, emails and calendar events -- are all yours and we never share them with anyone. And if you leave Rechat, you can delete them and disconnect your account.

Can I use my CRM without connecting to an Outlook or Google account?

Yes, but you won't be able to fully utilize all of Rechat's features and automation. There is absolutely no cost for you to connect your account: It's safe and the cost is included in your account. It comes with many advantages such as emails being sent from your Gmail/Outlook account, and Rechat's two-way sync of emails, calendar and contacts.

Are my emails saved in Rechat?

No. We only save the metadata about your emails such as title, teaser, and date. We do not save the body of your email messages at any point. Anytime you click on an email to see its body**,** we retrieve the data in real time from your email account and display it without saving it in our servers.

Is Rechat in the cloud?

Yes. We use AWS servers and all of the information we do save is recorded on secure servers on Amazon.

Can I export my contacts from Rechat?

Absolutely. Go to Contacts, select one or all contacts, and then select Export from the available actions and an Excel spreadsheet would be downloaded for you.

Is Rechat CRM integrated with the MLS system?

Yes. While Rechat is fully-functional without an MLS integration, just like other CRMs, it offers unique advantages when it is connected with your local MLS. It will make it easier to look up listings and use listing information effortlessly throughout the Rechat CRM experience.

Does my Rechat calendar update my Outlook/Google and vice versa?

Yes. Rechat sync is two-way, meaning whatever you update in Rechat will automatically be updated in your connected Outlook or Google calendar, and anything you update there will automatically be updated in Rechat. This is so you don't have to update your information in all of your accounts, and doing it in one will sync the others for you.

What are the highest converting leads?

The table below is based on statistics published by NAR, showing the odds of closing leads based on the original source you have received them from. On the left side, you can see the list of all the different ways you can receive a lead, and on the right side you can see the number of leads you need to get and work with before you can actually close one. The three sources at the bottom of the table have a significantly higher rate of closing than any other type of lead and top-producing agents put all of their focus there. In fact, 86% of a top-producing agent's income comes from referrals and repeat business.

Every key stage of your listing's life cycle (as listed below) is a great opportunity to do some marketing. This helps sell the listing, but more importantly it reminds your sphere that you sell real estate -- and you are busy!

For some stages, it makes sense to create multiple posts to share over a few days with different photos of the listing, to promote it more aggressively. Or, you might send out an eBlast for a Just Listed and then include the listing in your end-of-week newsletter, or an eBlast you send that features all your listings.

You can find eBlasts, and social posts made for each of these stages in Rechat.

Categories for Listings

• Multi-properties

Guide to Promote Your Listing

If you have your listing as a Deal in Rechat:

1. Click on Deals in your main navigation menu.

2. Search or look for the deal for the desired listing.

You can also go to the Marketing Center to market your listing:

1. Click on Marketing in your main navigation menu.

2. Hover over the Properties tab on top to see the options available for each category and stage of the life cycle

3. Select the category or sub-category that interests you, based on the stage of the deal and the type of marketing you are looking to do.

4. Select Customize on the template you like the most.

5. Select your listing: Rechat will display your deals and MLS listings, or you can search any listing from the MLS as well.

6. You are now inside of the design edit mode, and you should find your template in the middle of the page. If you selected an MLS listing, the information should be pre-populated and ready to go.

7. You can click on the template to make edits. If you click on a listing photo, you can quickly find all the other photos from the listing on the right column, both from MLS and Deals if you have uploaded photos there.

8. Once finished press Continue to get the compose view:

   1. For Social Posts: you'll now get a chance to either text the design to yourself or download and share it.

   2. For eBlasts: you'll get the compose view to add where it is sent from, and who you are sending it to. You can use tags and lists here as well.

Multi Properties Marketing

Another property-related template is a multiple-property email. This category is quite popular and used by agents who are promoting and sharing multiple listings at the same time. Many agents use these templates for weekly newsletters they send out to their sphere, promoting different listings and open houses. It is also common practice for agents to use these templates to share a number of listings with their buyers, so the communication is organized, trackable, beautiful and on-brand.

In addition to marketing your listings, you want to make sure you take advantage of other occasions to have personal, high-quality touches with your sphere to stay top-of-mind.

2. Celebrate Holidays with your Sphere. Rechat offers you beautiful, on-brand Holiday cards for Email and Social to share with your network.

   2. Select tab Holiday on top

Sending eBlast Newsletters through Rechat is very easy. You can start an email from scratch or from a base Newsletter.

1. Go to Marketing on the main navigation menu.

4. Inside the design editor you can now use the Blocks on the right side of the page to drag-and-drop whatever content you want to add to your newsletter and design a high-quality custom template within a few minutes.

Blocks

Blocks are inside of the design editor and by dragging and dropping them you can add different content types and designs to your emails. The blocks are broken down into multiple categories, as listed below:

• Basics:

  • Video block from YouTube and Vimeo

  • Photo block: This is an awesome block with a lot of great assets for you to use! You can upload your own photo, but if your company has their own stock photos on Rechat you'll find those under Team Library, or you can search our high quality photos and GIFs

• Listings

  • Different designs to add one or multiple listings to your emails.

  • Once a listing is added, you can edit the info or click on photo to change it from the right side of the page.

• Agent

  • This block will allow you to add yourself or another agent to your marketing piece.

• Articles

  • Go to any blog, online magazine, paper or other content source and then paste the link into the Article block and have the information inserted into your eBlast.

The first step in sending an email campaign is preparing the content. Rechat allows you to create beautiful email campaigns from scratch. But it also provides countless templates prepared for many different occasions, which you can pick and customize.

For example, if you have a new listing you want to advertise, Rechat offers a prepared set of **Just Listed **templates you can choose.

Now you have to customize the content of your email. Read the next article to find out how.

Rechat is a robust email platform that offers:

• Hundreds of ready-made templates to send out with a few clicks, helping to promote your listings or celebrating Holidays and Anniversaries

• Ability to build your own designs and newsletters from scratch by using blocks.

• Automation through MLS integration.

Blocks

Blocks are like lego pieces. Each one serves as a piece of content. Add a bunch of them together and you can construct a beautiful email! Blocks could include an image, a piece of text, a column or a button; these are very basic examples. Rechat also provides more advanced blocks. Blocks are categorized into several categories:

• Basics

• Listings

• Agents

• Articles

• Market Reports

Let's add a basic block to your email.

Manipulating added blocks

Once you add a block to your email, you can customize it. Imagine once you add a Text block, then afterward you want to change the copy. All you have to do is to click on the content you want to edit.

Some changes can be applied inline, right inside the email. Some other attributes can be manipulated using the attributes on the right toolbar.

Overview

Once your email is ready, click Continue on top-right of the builder. You will see a dialog like this:

This dialog allows you to: 1. Select recipients 2. Set subject 3. Attach files to your email 4. Send or schedule the campaign

Selecting Recipients

Sending or Scheduling an Email

Once you're ready to send the email you can click on the ** Send** button which will send your email campaign immediately. You can also schedule your email campaign to be sent at a later date.

Alignment

Alignment of your content is #1 most important item on how beautiful your email will look. Make sure things are nicely aligned.

Use Beautiful Pictures

Using pictures in your emails always adds flavor and life. Using high-quality professional photos for your listings makes a massive difference.

Test the Mobile View

Once you're happy with your content, it's always a good idea to check how your email looks in a mobile view. Rechat makes it super easy to do so.

Overview

Once you send an email campaign, you can follow and see:

• Which emails were delivered

• Which emails were bounced

• Which emails were opened

• Which emails were clicked

• Which emails were unsubscribed

This will give you very important feedback regarding your emails. For example, if you see someone has clicked on your email which advertised a listing, you know that person may be interested, making them a good candidate for more follow-ups.

Getting Basic Stats on Campaigns

Getting details on each recipient

Each campaign can also report more details on each recipient's stats. Click on a campaign from your insights page to get more details.

Rechat offers a series of Social Posts and Stories that you can either press to share or make quick updates to and share. You an find beautiful designs to help promote your listings, for every stage of their life cycle, or celebrate Holidays, Birthdays and Anniversaries with your sphere.

Currently Rechat is not connected directly to a Printer. You can however use any of the Print Templates available to quickly update and make beautiful designs. You can then save these as high quality PDFs and download to print at the printer of your choice, at your office or locally.

1. To access your deals dashboard, select Deals on your main navigation menu.

2. Under the My Deals tab you’ll see a list of all of your listings and contracts.

3. Each deal is identified by the property address and is one row of information in the dashboard.

4. Hovering over critical date of a deal will display the entire timeline of that deal.

5. You can search for your deals by address, MLS number, or a person’s name who was involved in the deal, such as an agent or a client name.

6. You can sort deals by status or filter through them using the tabs on top.

7. All of your sold and terminated deals will be found under Archive tabs or by searching for them

Step 1: Select Create Deal

To input a new listings, always start by Creating a Deal. To do so, select the Create button in the main navigation menu and select Deal

Step 2: Answer Basic Questions

You will then be asked a series of basic questions, similar to how you would interact with your assistant, to share the pertinent information on your listing.

With Deals you can manage:

1. Listings for your sellers, and offers you receive on them

2. Contracts for your buyers

Inside of a deal you can manage your documents, complete forms digitally, send documents to clients for e-signature, and work with your back-office to get approvals to close your deals and get paid.

You can choose to complete your forms digitally within Rechat without ever leaving your app.

Steps

1. Select the title of a form under the Listing Folder, or select the Edit Form button in front of the respective form.

2. You will then be able to see an editable version of the PDF document which you can edit right in your browser.

1. Inside of your deal you will find all of the key information about your listing and the required documents.

2. On top, you’ll find the property address and some key actions for your deal.

3. Once the listing is in the MLS, you can enter the MLS number right under the deal address, which would then connect your deal to its respective MLS listing and have its information auto-populated from the MLS.

4. Under the first tab, on the left side of the page, you will find all of your deal’s key facts such as the critical dates, key contacts, and key listing and contract information. This information will then be used to auto-populate the required forms in that deal.

5. On the right side you will find your Listing Folder which includes a list of recommended forms you will need to complete to meet compliance and close the particular deal you are working on.

6. The documents are listed in the order in which you would most likely need to complete them, and some are marked as Required by your office which means they are mandatory for that particular deal.

7. If you need a form that does not appear on the list, you can press on Add New Checklist Item at the bottom of your Listing Folder to then select any form you’d like or add a custom folder to upload your own documents.

Once you complete one or more documents you can then send them out for e-signature right through your Rechat app.** **Rechat is deeply integrated with Docusign.

Steps

1. Once you save your updates on a form, you will then be presented with a DocuSign button in front of the form.

2. In the DocuSign compose view (as shown in the image below), you can select who should receive the documents, in which order if that matters, and also whether they are required to sign or are just being CC’d to get a copy of the files.

3. You can select Add More Attachments, to have multiple files sent to be signed together as part of one DocuSign envelope.

4. Once you are done selecting your documents, you will then see them opening up automatically within the DocuSign experience where you have all the usual DocuSign features to further make updates to the documents.

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Uploading Documents

1. You can drag-and-drop the documents into your deal which will prompt you to select where to save them and if you want to split them.

2. You can select Upload button in the **Unorganized Folder **inside of your deal

3. You can forward the documents to the unique deal email address provided for each deal. Any emails sent or forwarded to that email address will automatically import the documents into the deal for you. This email address can be found in the Unorganized Folder section at the bottom of the deal.

Splitting PDFs

If you are uploading one big scanned document which combines multiple files into one, you can then use the Splitter in Rechat to break your document into multiple documents and save them separately into your deal.

Steps

1. To split an uploaded document

2. Select on Split

3. Then inside of the splitter view, you will find all the files from your document on the left column, and then you can drag and drop or select the files you want and have them moved to the right side

4. Once finished press Save, to save it as a new file

You can easily upload a file on your iPhone to one of your deals from the Rechat iOS App.

All deals you create in Rechat are initially in draft mode and not visible to your admin. This will allow you to work with your clients and only make your deals accessible to your office when you are ready to do so.

1. In order to communicate with your admin, have them review your paperwork or do other things for you, you will first need to make your deal Visible to Admin.

2. On top of your deal, you’ll find the button you can use to make a deal visible. If you are missing any key information that your admin requires before reviewing the deal, you will be asked to input that information before being able to make the deal visible.

3. In front of each form there is a button with a drop-down that will let you Notify Office, which will send them a request to review that document within your deal.

4. In addition, there is a chat icon in front of each document that is the Activity Room for that document. Inside the activity room you’ll be able to see an audit trail of all activities on the particular document and also you have the ability to send messages to your office.

5. Your admin will review your documents that are submitted for their attention, and will either Accept or Decline them, which typically would include a comment as to why the document is being declined.

Within your deal you also have the ability to manage your photos so you have everything for your listing in one place.

Steps

1. To manage photos you have to select the Photo tab on top of the page. Any photos added to the deal will later be available to you when doing marketing for that particular deal.

2. You can drag-and-drop your photos into your deal, or select Upload. You can add captions to them or drag them around to arrange their order.

3. If your office inputs your listings into the MLS system for you, or if the marketing team needs high quality photos of your listing, this is a great way to manage and share them with your office.

4. You can use the Message Office button to communicate with your admin and notify them about updates you have made to your photos.

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Steps

1. Select Open House button, then time and date.

2. Select Virtual and add the URL if it’s a virtual open house.

3. You will also be asked if you’d like to create a registration page for it, select Yes and Rechat will create a landing page you can use at your actual Open House to have everyone register right into your app instead of signing up on a piece of paper.

4. All leads you capture from the MLS registration page will automatically be added to your CRM and tagged as Lead and Open House so you can reach out or market to them later.

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Steps

1. In order to accept an offer on your listing, you will need to select the Accept Offer button on the top of your deal.

2. You will then be asked a series of questions about the offer, in the same question-and-answer format that you used to create your deal.

3. A new folder will then be added to your listing which will have the list of the documents that are required for the offer to be added.

If your office manages Yard Signs for you, then you can easily make your requests right from within your deal.

Steps

1. Select Yard Sign

2. Choose the type of service you want

3. Leave your comments

4. Then notify your office

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Steps

1. If you’d like to counter the offers you have received, first you will need to upload the document into Rechat as explained in the previous step.

2. Then move the document to the appropriate file in the Contract or Listing folder, and press DocuSign.

3. Inside of your DocuSign experience you will then be able to make any updates as you wish, add initials and send out to your clients for signature.

4. Once you are notified that the revisions are signed, you can then use the Email button inside of your deal to select the marked up documents and send it to the buyer’s agent.