Home
All Features
Real Estate Transaction Management
Workflow Templates
Transaction Financials
Easy Broker Review
Transaction Contacts
Automated Paid at Closing & Commission Letters
Transaction Activity Tracking
Brokerage Management
Customize Transaction Workflow Templates
Create Unlimited Commission Plans
Manage Unlimited Offices
Broadcast Office Announcements
Sales Reports
Agent Task Tracking
White Label & Customize
Agent Management
Workflow Templates
Agent Permissions
Agent Activity Tracking
Recruitment Tracking
Unlimited Agent Documents
Agent Production Reports
E-Sign & Forms Library
Forms Library
Audit Log & History
Sign Online & On the Go
Assign Signing Order
Assign Forms to Transactions
Secure & Legally Binding
Real Estate CRM
Assign Leads to agents
Custom Action Plan Templates
Custom Pipelines & Stages
Convert Opportunities to Transactions
Telephony & SMS
Integrations
G-Suite
Zapier
Pricing
Reviews
Demo
Contact
Login
GET STARTED
Select Page
Knowledge Base
How can we help you today?
On-Boarding Videos / General Settings
12
Introduction to RealtyBackOffice On-Boarding
My Profile
Branding
Adding Favorite Links
Adding Favorite Vendors
View More
On-Boarding Videos / Admin App Settings
17
My Companies/Offices
How to Add an Additional Company or Office
Company Details
Associations
Transaction Types
View More
Admin Full Demo
1
Most Recent Admin Full Demo
View More
Dashboard
7
Demo Introduction & Training and Support Icon
Transaction Count & Office Announcements
How To Create Office Announcements
Incomplete Users
Total Closed Transactions / Total Sales Volume By Month & Transactions with Pending Requests
View More
Transaction Management
40
How To Create A Transaction
Transaction Details & Property Details
User Profile Shortcut
Pre-Offer and Pre-Listing Transaction Stage
Reminders for Transaction Contract Critical Due Dates
View More
Working Documents & E-Sign
17
How to Fill out Docs & Prepare for e-sign
Working Documents & E-Sign – Overview
Working Documents & E-Sign – Menu Items
Working Documents & E-Sign – Document Statuses
How To Merge Documents From The Company Library
View More
Tasks
6
Tasks Module – Overview
Tasks Module – Filters
Tasks Module – Actions
How To Review Tasks Pending Admin Review
Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
View More
Calendar
1
RBO Calendar
View More
Users / Agent Management
15
How to Add a New Agent
How To Make Agent Incomplete
How To Make A User Active
How To Make A User Inactive
How to Edit User Profile and Profile Overview
View More
Leads
6
How to Add a Lead Manually & Assign to Agent
Lead – Filters
How to Re-Assign a Lead
How to Add Lead Tags
Lead Refused Email Notification Setting
View More
People
14
Adding a Contact in People
How To Edit Contact Details
How To Share A Contact With The Entire Agency
How To Delete A Contact In People
How to Merge Contacts
View More
Opportunities
2
Opportunities – Admin Overview
Autocomplete Contact Information
View More
Reports
3
Stats Reports
How To Search For Co-Agent/Team Member Transactions
Forecasting Reports – Admins
View More
General Videos
2
How to Reset Your RBO Password
RealtyBackOffice Pricing Explanation
View More
Integration - RBO Zapier
1
How to integrate RBO with G-Suite/Gmail
View More
Admin Tips & Tricks
2
Having Issues Saving A Transaction Into RBO – Part 2
Having Issues Saving A Transaction Into RBO – Part 1
View More
New Features Changelog
1
Admin New Features
View More
Improvements Changelog
1
Admin Improvements
View More
MENU
SEARCH
Home
All Features
Real Estate Transaction Management
Workflow Templates
Transaction Financials
Easy Broker Review
Transaction Contacts
Automated Paid at Closing & Commission Letters
Transaction Activity Tracking
Brokerage Management
Customize Transaction Workflow Templates
Create Unlimited Commission Plans
Manage Unlimited Offices
Broadcast Office Announcements
Sales Reports
Agent Task Tracking
White Label & Customize
Agent Management
Workflow Templates
Agent Permissions
Agent Activity Tracking
Recruitment Tracking
Unlimited Agent Documents
Agent Production Reports
E-Sign & Forms Library
Forms Library
Audit Log & History
Sign Online & On the Go
Assign Signing Order
Assign Forms to Transactions
Secure & Legally Binding
Real Estate CRM
Assign Leads to agents
Custom Action Plan Templates
Custom Pipelines & Stages
Convert Opportunities to Transactions
Telephony & SMS
Integrations
G-Suite
Zapier
Pricing
Reviews
Demo
Contact
Login
GET STARTED
