REcolorado Learning Path
Client Communication
Learn how to use the tools available through your REcolorado subscription to stay connected with your clients at every stage.
Hands-On Classes, Live Online Learning, And Recorded Webinars
Matrix: Communication Tools | Hands-On | Live Online | Recorded Webinar |
Client Portal: Communicating with Your Customers | Recorded Webinar | ||
How to Create Auto Emails for Your Clients | Recorded Webinar | ||
Stay Connected with the REcolorado App | Hands-On | Live Online | Recorded Webinar |
eProperty Watch – Home Valuation Reports for your Clients | Recorded Webinar |
On-Demand Videos: Matrix
Matrix: Auto Email Setup
This REcolorado training video demonstrates how to create an auto email in Matrix.
Matrix: Email Signature
This REcolorado training video teaches real estate professionals how to customize your email signature in Matrix.
Auto Email: Concierge Mode
This REcolorado training video demonstrates how to enable concierge mode on auto email and how to manage concierge auto emails.
How to Activate and Schedule Portal Activity Notifications
This video demonstrates how to activate and schedule Portal Activity Notifications.
On-Demand Video: REcolorado
How to Use Your REcolorado Client Portal
Your REcolorado Client Portal is created specifically for you by your real estate agent and serves as your go-to spot for communication throughout the home-buying process.
How-To Guides and References
- How to Create an Auto Email >
- How to Use the Concierge Option >
- How to Delete Auto Emails >
- How to Manage Auto Emails >
- How to Interpret the Auto Email Dashboard >
- How to Sort the Auto Email Dashboard >
- How to Generate a Market Update Report on Auto Emails >
- How to Edit Contact Information from the Send Email Screen >
- Matrix: How to Create an Email Signature >
- How To Activate Client Portal Activity Notifications >
- How To Understand Matrix Unsubscribe Options >
- How to Generate a Weekly Sellers Report in Listing Metrics >
- How to Generate Mailing Labels >
- How to Print and Share Statistics >
- How to Email Reports from Realist >
- How to Generate Mailing Labels in Realist >