Admin Full Demo
On-Boarding Videos / General Settings
- Introduction to RealtyBackOffice On-Boarding
- My Profile
- Branding
- Adding Favorite Links
- Adding Favorite Vendors
- People Action Plans
- People Sources
- People Tags
- User Tags
- How do I Change My Password
- Managing Your RBO Subscription
- Preferences
- RBO Teams Module Explained
- My Companies/Offices
- How to Add an Additional Company or Office
- Company Details
- Associations
- Transaction Types
- Opportunity Pipelines
- Compensation Plans For Agents
- Compensation Plans for Recruiters
- Company Forms Library
- Automated Email Notifications Templates
- Request Document Generator Templates
- Transaction Due Dates
- Teams
- Automated Transaction Tasks Templates
- Automated User Tasks Templates
- Notifications Setting
- Lead Refused Email Notification Setting
- Auto Delete Transaction Tasks
- 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
- Favorite Links & Vendors
- How To Edit Office Announcements
- Collaboration In RBO
- RBO Teams Module Explained
- How To Create A Transaction
- Transaction Details & Property Details
- Agent Personal Interest
- User Profile Shortcut
- Pre-Offer and Pre-Listing Transaction Stage
- Reminders for Transaction Contract Critical Due Dates
- Upload Documents to Transaction
- How to Download Document from Transaction
- How to Download Document Certificate from Transaction
- How to Move Document to Transaction Folder
- How to Delete Document from Transaction
- Assign Signed Documents to Transaction
- How to add a Contact into RBO
- Autocomplete Contact Information
- How to Add a Third-Party Contact in Transaction
- How to Add a Collaborator or Co-Agent
- How To Showcase Preferred Vendors Inside The Transaction File Under The Contact Tab
- How To Add A Preferred Vendor to a Transaction
- Transaction Financials
- How to Edit Transaction Financials
- How to Add a Charge Item
- How to Add a Payout Item
- How to Pay a Collaborator
- How to Approve Commission Request, Paid at Closing, Commission Demand or Escrow Letter Request
- How to Add a Task in Transaction
- How to Edit Transaction Task
- How to Link Transaction Document to Task
- How to Link Document to Transaction Task
- How To Add A Comment to A Transaction Task & View Task Logs
- Co-Agent/Team Member Can Now View All Tasks Related To The Transaction
- How to Add Transaction Notes
- How to Delete a Transaction
- How to Close a Transaction
- All Transactions & Transaction Filters
- File Number Field and Filter
- How to Search For A Transaction By the MLS Number
- How to Narrow Down The Transactions By The Listing Expiration Date
- How To Search For Transactions With Pending Commission
- How To Search For Co-Agent/Team Member Transactions
- How To Insure Admins Can Access Transactions
- How To Transfer a Transaction From One Office to Another Office
- 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
- Autocomplete data when filling out forms
- How To Make Changes To a Documents Awaiting Signatures
- How to verify non completed fields by signers
- How To Delete A Signer From A Document When Status is Awaiting
- How to Move a Document to a Folder in Working Docs
- How To Make A Template
- Assign Signed Documents to Transaction
- Assign Signed Documents to User
- Download Or Email A Copy Of A Working Document In Draft Status
- How To Download Authentication Certificate
- How to Send Back to Working Documents
- E-sign Experience-Client Version
- 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
- Auto Delete Transaction Tasks
- How To Filter By Transaction Company In Users
- Agent Service Areas And How To Assign Leads By Service Area
- 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
- How To Resend Welcome Email
- How to Change an Agent’s Password or Send Email
- Users – Filters
- User Profile Shortcut
- Agent Is Doing Business As (DBA)
- How to Add Custom User Tags
- How to Complete User Tasks
- How to Add User Notes
- How To Insure Admins Can Access Transactions
- Collaboration In RBO
- RBO Teams Module Explained
- 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
- How to Edit or Delete a Lead
- Collaboration In RBO
- RBO Teams Module Explained
- 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
- Companies Module – Overview
- How To Add People Tags
- Managing People Tags
- How to Upload Documents to a Contact
- How to Add People Action Plans
- How to Add Collaborators to a Contact
- How to Provide Full Access to Collaborators
- How to Add People Notes
- How To Search For Contacts by Birthday
- Collaboration In RBO
- RBO Teams Module Explained
- Opportunities Module Explained
- Autocomplete Contact Information
- Having Issues Saving A Transaction Into RBO – Part 2
- Having Issues Saving A Transaction Into RBO – Part 1
