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Mark Stepp

Recent Posts

Realvolve Update: Google Drive Sync

Posted by Mark Stepp on Feb 6, 2018 8:43:30 AM

Realvolve now has the ability to sync the files tab of Contacts, Properties and Transactions with your linked Google Drive.

Any files uploaded to Realvolve will automatically sync to the Google folder and files uploaded to Google will sync to the Realvolve files tab automatically once the Google folder is linked. Watch the video see how!


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Realvolve Update: Contact Filters - New Filters and Improved Process

Posted by Mark Stepp on Jul 7, 2017 10:54:06 AM

From the beginning, Realvolve has incorporated contact filters to retrieve groups of contacts from the database. As new fields were added, we expanded the number of available filters to meet the growing need of the users. With the addition of several new fields, It has become necessary to expand the list of filters once again but there was a challenge… Where to place the filters?

There was simply no room to put the additional filters in the current list view without cluttering up the screen, so we took a new approach!

Instead of listing the filters in one horizontal line, we decided to expand downward to allow for more growth. In order to make the new design work, we needed to hide the filters until they were needed. We also decided to give the users the ability to save custom filters and reuse them in at any time.

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Realvolve Update: Enhanced Dashboard with New Team Reporting Widget

Posted by Mark Stepp on Jun 29, 2017 4:10:38 PM

The Realvolve engineers have been busy improving the speed and performance of the application inside and out. One area they focused on was the load time of the widgets on the dashboard.  The goal was to reduce the time it takes for each widget to display in order to speed up the overall performance.  While doing this, they decided to give the dashboard a facelift with a much cleaner look!  

We’ve added an arrow button to the upper/right corner of the dashboard to hide or show the widgets with one click.  This allows those users that don’t want to see the widgets to quickly eliminate them.  When returning to the dashboard, the system retains the previous setting.

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The 5 Ws Of Building A Real Estate Workflow [Infographic]

Posted by Mark Stepp on Jun 23, 2017 10:28:00 AM

I have been developing real estate software for more than 25 years, so sometimes I forget that when people hear the word “workflows” for the first time, it can leave them feeling a little mystified.

Today, I’m here to take the mystery out of workflows. I’ll start by giving you a clear-cut definition, and then I’ll go over what I like to call the “5 Ws” to show you exactly what goes into setting up a workflow. By the time you’re done reading this post, you’ll be feeling much more confident about exploring the workflow functionality available in your CRM.

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Are You Integrating Or Migrating To a New Real Estate CRM?

Posted by Mark Stepp on May 18, 2017 1:30:25 PM

It used to be that migrating from one real estate customer relationship management (CRM) system to another required a lot of manual steps, mental inventory of contacts, or time consuming efforts. At the end of the process, you would cross your fingers and make sure everything integrated correctly...in the hopes that you wouldn't get a massive headache.

At Realvolve, we've been through thousands of migrations and integrations. This means we have processes and documents to help you when you decide to change CRMs.

Keep reading to find out how to migrate and integrate from your current CRM software or system.

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"Round Robin" Lead Assignment

Posted by Mark Stepp on Oct 18, 2016 9:00:00 AM

Realvolve has a new tool to help solve the nagging problem of inbound lead assignments for rainmakers.  The zapier.com integration was designed to allow a specific user to be assigned as Record owner on inbound leads but lacked a way to spread those leads over multiple realvolve users.  The new "Record Owner Assignment" feature is instrumental in closing the gap in the original zap design and opens a variety of options for to lead assigment, including "Round Robin"!

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Realvolve releases API to further enhance automation of the Smartest CRM & Workflow Platform in Real Estate.

Posted by Mark Stepp on Oct 17, 2016 11:11:54 AM


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New Training Portal for Realvolve Users

Posted by Mark Stepp on Sep 2, 2016 10:46:51 AM


Here at Realvolve, we are all about educating users. Training material like Videos, How-To Documents and Webinars are readily available but in our excitement, we missed one thing....

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Realvolve Integrates with BombBomb

Posted by Mark Stepp on Aug 19, 2016 7:00:00 AM

Enhancement:  BombBomb

Over the past couple weeks we've been working on integrations with other systems. I'm happy to announce that we've completed the BombBomb video integration and it's available for you to use today in our real estate crm!  

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Pause to catch your breath then keep moving forward!

Posted by Mark Stepp on Jul 1, 2016 8:38:29 AM

While on our family vacation to Breckenridge Colorado this year, I went for a morning run up the mountain just above our condo.  As I made my way up the zigging and zagging streets and the inclining rocky trails, I noticed the beauty of my surroundings. The sound of the brisk mountain water rushing down the creek was extremely soothing, but there was a challenge...

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