LogoLogo
  • Welcome
  • Daily Training Sessions
  • Downloadable Guides
  • What's New?
    • Lucy: Your AI Assistant
    • Impersonation Mode: Managing Print Campaigns on Behalf of Agents
    • Impersonation Mode: Create and Manage Social Posts in Impersonation Mode
    • How to Enable Two-Way Calendar Sync (Google & Outlook)
    • Turn Visitors Into Leads: Add a Lead Capture Form to Your Website
    • Create CMA Presentations from the Search Center
    • Post to Your Instagram Story Directly from Rechat! Craft. Click. Share.
    • Full-Service Mode: Manage Open House Registrations
    • A Simpler Navigation Experience
    • Email Drafts & Impersonation Support in Marketing Center
    • Manage Duplicate Contacts, Simplified
    • Digital Ads
    • Enhanced Account Settings
    • Admin Impersonation for Websites & Presentations
    • Websites & Presentations Have Moved!
    • New Look for New Contacts
    • Introducing ‘History’
    • Fresh Deal Summary
    • Revamped Contact Profiles: Cleaner, Faster, Smarter!
    • Email Previews
    • Enhanced Placeholders
    • Rechat Marketing Studio
    • Notes on Android
    • Lead Sources & Routing
    • Today Page & Digital Business Card on Android
    • Social Post Building Blocks
    • Improved Deals Profile
    • Google News In Articles
    • Personalized Stickers
    • Holidays in Calendar
    • Refreshed Contact Cards
    • Easier-to-Use Calendar on iPhone
    • Refreshed My Designs
    • Email Quota
    • Simplified Marketing Center Navigation
    • Security Beyond Passwords
    • Pages: Centralized Brokerage & Office Information
    • Introducing Lucy
    • Activity Feed
    • Realtor.com & Zillow Lead Integration
    • Digital Business Card
    • Forms Library
    • Filter & Scroll Contacts
    • Digital Open House on iOS
    • Celebrate Your Contacts
    • Notify Agents of Missing Docs (Admin)
    • Improved Contact Filtering
    • Unsubscribed Contacts
    • Tasks
    • Videos in Email
    • Touch Reminders
    • Email Campaigns
    • Improved Contacts
    • Post to Instagram from Rechat
    • New Navigation Menu
    • Private Forms in Deals
    • GIF Previews in Email
    • All-New Today Page
    • Rechat on iPad
    • Filtering Deals
    • Deals Archiving
    • Impersonate Agents (Admin)
    • Searching Multiple Zip Codes on iOS
    • CSV Imports
    • Marketing Center on iOS
    • Searching Multiple Zip Codes
    • Listing Link Preview on Social Posts
    • Celebrate Your Contacts
    • Filtering Deals
    • Uploading Assets (Admin)
    • Social Links in Agent Profile
    • All-New Property Searches
    • Contacts in Deals
    • Creating Deals
    • Expanded Marketing Center Options
    • Connect Multiple MLSs
    • Making Deals Visible to Admins
    • Customizing Deals (Admins)
    • Cover Photos for Accounts
    • Impersonating Agents (Admin)
    • Personal Recipient Attributes in Email
    • Fluid Text on Forms
    • Seamless Communication on Deals
    • Override Form Fields
    • YouTube & Vimeo Videos in Email
    • Notify Agents on Deals
    • Cover Photos for Accounts
    • Search Deals on iOS
    • Mailing Addresses for Deal Contacts
    • Improved Address Descriptions
    • Marketing Center Search
    • Celebrate Your Contacts
    • August 3
    • All-New Listings Page
    • Improved Flows Experience
    • Redesigned Deals Page
    • Adding Notes to Contacts
    • Simplified Account Activation
    • Board View for Contacts
    • Sharing Marketing Templates
    • Audience Confirmation
    • Property Websites
    • Simpler Deal Creation
    • Contact Tags
    • Daily Email
    • Stock Images in Marketing Center
    • Agent Profile on iOS
    • Adding Events to Calendar
    • Redesigned Listing Page
    • Improved Deals Experience
    • Agent Network
    • Improved Listing Cards
  • Self-Guided Learning
    • 👋Intro & Account Setup
    • ⚡Automate Your Workflows
    • 🏡New Listing
    • 🧑New Buyer
    • 🖥️Marketing Admins
    • 📼On-Demand Onboarding
    • 📼On-Demand Workshops
  • Guides
    • 🚀Getting Started
      • Sign up, Sign in
      • Multi-Factor Authentication
      • Connect to Outlook & Google
      • Upgrade to Agent
      • Add An Email Signature
      • Add Your Headshot
      • Account Settings
      • Get the Mobile Apps
      • Delete Rechat account
    • 📗People
      • Contacts
        • Add Contacts
          • Outlook/Google Sync
            • Auto-Created Contacts
          • Manual Contact
          • Import a CSV Spreadsheet
          • Import Phone Contacts
          • Connect to Lead Sources
            • Realtor.com
            • Zillow
            • Union Street Media
            • Placester
          • Lead Routing
        • Organize Your Contacts
          • Tags
          • Smart Lists
          • Search
          • Managing Duplicates
        • Contact Profile Overview
        • Set Follow-Ups
        • Touch Reminders
        • Client Celebrations
      • Calendar
      • Tasks
      • Inbox
      • Rechat Daily
      • FAQ
      • Email Deliverability
    • 🎉Marketing
      • Marketing Center
        • Email Marketing
          • Newsletters
          • Select a Template
          • Customize Your Email
          • Google News Articles
          • Placeholders
          • Best Practices
          • Send or Schedule
          • Email Quota
          • Campaigns
            • Creating Campaigns
        • Social Marketing
          • Social Post Building Blocks
          • Connecting to Instagram
          • Digital Ads
        • Print Marketing
      • Flows
      • Agent Network
      • Listing Marketing Dashboard
      • Websites
      • Presentations
      • Insights
        • Activity Feed
    • 🌎Searches & Tours
    • ✍️Deals
      • Deal's Dashboard
      • Create a deal
      • Deal Profile View
      • Editing Forms In Rechat
      • Collecting eSignatures
      • Uploading & Splitting Documents
      • Messaging Back-office
      • Managing Listings & Accepting Offers
        • Manage Listing Photos
        • Order Yard Signs
        • Post Open House on MLS
        • Accepting Offers
        • Counter Offer
      • Closing Out Deals
    • 🔮Lucy: Your AI Assistant
    • 🏠Open House Registrations
    • 📱Mobile Sales Machine
      • 🤳Rechat On-The-Go
      • 💬Texts for Leads & Clients
      • 📸Personalized Stickers
  • Appendix
    • Finding Support
    • Brokerage Set Up
      • Account Settings
      • Marketing Templates
        • Template Design Guidelines
        • Marketing Template Categories
        • Understanding Studio
        • Fonts
      • Video Clip Stickers
      • Deals Customization
        • Smart Forms
      • Pages
      • Single Sign On (SS0)
      • Email Delivery
        • DNS Self-Service Setup
        • Setup DNS Records
      • Lead Capture Integration
      • Whitelisting Rechat bot in Cloudflare
      • Import Contacts
      • Connecting to your Listing Pages
      • Adoption Rate Dashboard
      • Spam Dashboard
    • MLS Coverage
    • Integrations
Powered by GitBook
On this page
  • Getting Started
  • Marketing Center
  • Transactions Center
  • Admin Resources

Was this helpful?

Downloadable Guides

Access a collection of comprehensive PDF guides designed to help you make the most of Rechat. From getting started to mastering advanced features, these guides are here to support your journey.

PreviousDaily Training SessionsNextWhat's New?

Last updated 6 months ago

Was this helpful?

Welcome to our library of downloadable guides. Each resource is tailored to provide step-by-step instructions and best practices for using Rechat efficiently.

To access the PDF guides, first choose what Center you're interested in learning more about, then click the linked title of the guide. If a preview isn’t available, simply follow the download prompt to save the guide to your device. Once downloaded, you can open the PDF using any standard PDF reader.

Getting Started

Marketing Center

Transactions Center

Admin Resources

Welcome to Rechat!
Welcome To Your People Center
Lead Management
Smart Tagging: Effortlessly Segment Your Database
Client Communication
Calendar & Task Management
Member Support
Welcome To Your Marketing Center
Marketing Listings
Property Searches
Welcome to Deals
Deal Management
Document Management
Listing Management
Deal Management
Reporting & Analytics