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9 articles found.

Verify an Account

Licensed Real Estate Professionals can request an account verification. A verified account is considered an independent contractor or partner of WE ARE REALTY. This…

1 min read

Connect your Email Account

We built the Partner Portal with the idea of a centralized location to easy manage your communications with clients. We haved developed a simple way to directly conn…

1 min read

Import Property

Unlike other CRM systems, WE ARE REALTY is built on the foundation of real estate. This allows you to easy track, edit and market to properties. This allows you to e…

2 min read

Sync Contacts Across Devices

Being able to access and edit your contacts on your smartphone, computer and iPad is critical to the modern agent. Our software allows you to connect all your device…

1 min read

Add a Contact to Call List

The article will describe how to add an individual contact to a specific call list or multiple call list. Add a Contact to Call List Adding a single contact (lead) t…

1 min read

Postcard Formatting

Image Prepping Currently we support the following file types for postcards: PDF PNG JPEG TEMPLATES You can find pre-made templates that already adhere to all of thes…

2 min read

Email Templates

A unique feature of the WE ARE REALTY CRM is the ability to create marketing templates that can be used to send an email to your clients. This is ideal for repetitiv…

1 min read

Add an Assistant

We understand that you need to delegate certain tasks but also have the ability to keep some information and features private. This is why we allow you to create ass…

1 min read

Accept Online Payments

Online payments let clients pay invoices through the client portal using configured payment gateways such as Stripe. Prerequisites Payment gateway configured in Setu…

1 min read