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December 2021 Release
December 2021 Release

Commission Tracking, Showing Events, Agents, Search

Michael Heavenor avatar
Written by Michael Heavenor
Updated over a week ago

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Commission Tracking πŸ’²

Start tracking your commissions on your Transactions!

When you put commission data into Reach, powerful metrics become unlocked. If you set a commission goal for the year, Reach keeps you informed of your progress towards your goal.

Want to see how the year has been going? Or even want to compare this year to last? Simply open up the Commissions graphs to see your monthly and yearly cumulative totals! You'll also be able to track future commissions (awaiting completion) in order to better analyze your future cash-flow.


Showing Events

We now offer a targeted experience when booking your showings - either your buyer showings or your Listing showings.

The best part now is being able to properly track the other agents! For a Listing Showing, easily attach the Buyer's Agent for easy reference later. Got a showing you are going to with a buyer? Easily record the Listing Agent so you can call them later.

This brings us right into our next feature...


Agents

We have made some changes in regard to Contacts. We have separated Contacts into two categories: Clients and Agents. Leads are still Contacts but more specifically, Leads are Clients.

Start building a dedicated list of other real estate agents. From this list you can easily attach agents as Buyer's Agents or Listing Agents to your showings.

Running late to a showing and need to call the agent? Simply open the event in Reach to view the Agent's contact details.


Search πŸ”Ž

Racking your brain trying to remember the Client that lives at a certain address? No more! With the Search bar, easily search for any data in Reach.


Inline Note Editing

Notes are often things that we need to update, so we have made it even easier to modify notes. From the details view of a Client, Listing, or Transaction, click on the Edit button in the Notes section to edit the notes inline.


Contact Selection β˜‘

Some actions in Reach operate on the whole set of Contacts like Downloading and Syncing with Mailchimp.

With our improved Contact selection, select the Contacts before you perform the action.

Want to select all of your Contacts tagged with "xmas2021" for this year's newsletter? Simply use the Contact search bar to search for the tag "xmas2021" and sync those contacts to a dedicated Mailchimp Audience.


Summary

  • Start tracking commissions

  • Dedicated "Listing Showings" and "Buyer Showings" Events

  • New Agent List (Contacts separated into Clients and Agents)

  • Search

  • Inline Note Editing

  • Contact Selection for Contact Download and Syncing with Mailchimp

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We are constantly striving to improve the awesomeness of Reach CRM for you agents. We always value input and feedback as we work to build the most powerful (yet simple) Real Estate tool.

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