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Pilot or Passenger: How real estate agents can differentiate...differently.

Posted by Mark Cafiero on May 15, 2018 4:02:00 PM

Each year, realtors (and professionals from every other industry imaginable) set off to workshops and conventions, hoping to find inspiration from someone else who’s killing it. Naturally, we want to know their secret to success and apply it to our own business. In the crowded arena of real estate agents, it makes sense that realtors have a desire to differentiate.

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AHA! Moment #2: Checklists Can Prevent Email Blunders

Posted by Caleb McDaniel on Apr 12, 2018 7:00:00 AM

Hello again, Realvolvers! I’m back with another insider tip from the Customer Success center. I’ve been learning a lot about Realvolve since my last AHA! Moment (did you know you can create a workflow to send notifications to yourself?), so I hope it’s been showing in my responses to your support tickets and live chat questions!

Most recently, I’ve been brushing up on my Checklist skills. We receive a lot of questions about how to use checklists, and at some point during my exploration of the software (most likely during an insightful conversation with Mark Stepp), I experienced a pretty cool AHA! Moment.

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AHA! Moment #1: Create a workflow to send notifications to YOURSELF

Posted by Caleb McDaniel on Feb 28, 2018 10:28:41 AM

Hey Realvolve Users, Caleb McDaniel here! You may have run into me in the Help Center or started seeing my name pop up on Tickets here and there. As you may have guessed, I’m new on the Realvolve premises.

Due to my newness, I’m in a unique position: I’m learning and experiencing Realvolve with fresh eyes, just as a new Realvolve user would...but I also have the original software designer, Mark Stepp, within 25 feet of me! Whenever I have a question, I have access to the best possible person to answer it.

With a newbie and the master in the same office, there have been a lot of interesting and insightful conversations. We’re looking at Realvolve from a new perspective, and we’re discovering some really cool ways for you to use the software.

This is how we arrived at the AHA! Moment blog series. In the coming months, we hope to share some insightful tricks and tips for using Realvolve to run your real estate business.

Today, within these sparse paragraphs, you’ll find my first AHA! Moment…the notification workflow.

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