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Corporate User Guide
Corporate User Guide

Everything you need to know if you are a corp user!

Updated over a year ago

Properties are most successful when they have support from their corporate team! šŸ˜Š The below overview is a rundown of the basics of Realync for a Corporate User!

Properties Tab Overview:

We have updated our properties tab to include the ability to share videos. Just mouse over the top right corner of the video and click "Share"!


Reporting Tab:

You now have the ability to pull Realync data with the click of a button! With our new Report feature, you can see how your properties are performing across our entire platform. Click here to learn more!


Difference between CSM and AE:

  • CSM (Client Success Manager): Works closely with the site team to execute leasing and resident engagement goals via Realync that are set by the corporate team.

  • AE (Account Executive): Works closely with the corporate team to set strategic goals for each of their properties.



Realync Learning Academy

Access the Realync Learning Academy by logging into your Realync web dashboard, clicking on the ā€œ?ā€ icon in the top right, then selecting Learning Academy. Once in, youā€™ll click ā€œStart Learningā€ to begin the self-guided Realync 101 course. More courses will be coming soon for advanced users, as well as different roles.


Best Practices:

  • Incorporate Realync Training into your New Hire Onboarding Structure

  • Get the L&D department involved & create an internal Resource Center with Realync Resources


Resources You Need:


What are Quarterly Business Reviews?

  • QBRs: Quarterly Business Reviews are conducted quarterly by the NAS/CSM for each client to ensure we are accomplishing your company goals and provide you with historical and quarterly data within our partnership.

What is a Champion Call?

  • Champions Calls are conducted by the NAS/CSM for each client as needed or requested. These calls are strategic in nature to highlight the teams that are utilizing Realync to its fullest and help sister communities with areas they are struggling to adopt within Realync. These are for our team at Realync to ensure we are providing each team with undivided attention and to ensure everyone becomes a Champion to meet your company goals and initiatives.

What are FAQs or Strategic Calls?

  • FAQ or Strategic Calls are conducted by the CSM for each client and are offered as part of our Onboarding Process. These calls are strategic in nature to help the property teams set a vision and a timeline to tackle their first initiative within Realync. Our goal is to start the team on their biggest "time-suck", to help alleviate their workload so they can focus on incorporating video into every step of the Prospect & Resident Lifecycle.


Top Tips for Recording:

  1. SLOW DOWN: You may have seen this apartment or amenity 100 times but your prospect hasnā€™t. Slow down so they can enjoy the view and get a good look at what you have to offer!

  2. USE YOUR TOOLS: Always use the stabilizer you were provided at startup! Without the stabilizer, your videos get really shaky and hard to watch. The stabilizer seems terrifying but I promise it becomes really easy to navigate with just a little practice.

  3. RECORD HORIZONTALLY: We always want your videos to be horizontal, not vertical (or landscape, not portrait) for the best viewing. You can see so much more of the home in a horizontal or landscape video.

  4. SHORT CLIPS: Donā€™t forget to record in short clips instead of one long clip! Record each room individually instead of the apartment as a whole. This cuts out the shakiness from walking and shortens the video quite a bit. We say a one-bedroom should be 9-12 clips and around 2 minutes long.

  5. STAND & PAN: Instead of walking around the apartment when recording, use the stand and pan method to pick a point in each room and take a video panning across the room from that point.


A sampling of Realync Videos created by onsite teams: šŸ“¹


Ways to use Realync (other than virtual tours) include:

  • Self-Guided Tours: QR codes during self-guided tours to instill the human element into an otherwise self-serve experience

  • Include a Personalized Video in Every follow-up to stand out above the competition

  • Include a Playlist of recorded videos of the actual units toured (in person or self-guided) for review later

  • How To Maintenance videos for preventative maintenance items

  • Property Announcements

  • QR code outside of amenities (QR code outside of Fitness Center that links to sign up for times to work out)

  • Personalized Welcome Home Messages (QR codes)

  • What to do on Move In/Move Out Day (parking, box removal, etc) - include a QR code with the Welcome Sheet, or email a playlist

  • Internal Training & Messaging

  • Meet the Team Videos

  • Resident Event announcements

  • Reputation Management

  • Secret Shopping (Tours & Sessions are recorded and sent to prospects/property to review later)

  • Use for marketing: Turn on the Download function to DL and upload to sites like YouTube, Google My Business, etc.


Scheduling Tasks:

Tasks are a great way to keep your team organized and assign different videos or to-do list items for the property team! Want to know how to schedule tasks to help your team stay on track? We have you covered right here!

Visual Learners, take a look at this video to show you how to add Tasks.

If you prefer to read instructions, read this article!


We have more role-specific success guides built out as well: Check them out below:

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