# Welcome Close deals faster, communicate better and seamlessly convert real estate transactions into lasting relationships. {% embed url="" %} Rechat is an experience management platform that gives Real Estate Brokers and Agents one place to go to accomplish all of their daily business activities. For the first time you can manage your contacts and business, send out your newsletters and do your marketing all from one app! {% content-ref url="/pages/-MX7J9apCjJ\_sOxhbLfq" %} [Welcome to Rechat](/guides/getting-started) {% endcontent-ref %} {% content-ref url="/pages/-MJ\_0EqxCwAC-h\_N8xcg" %} [People](/guides/crm) {% endcontent-ref %} {% content-ref url="/pages/-MOpYEwE38Zka83UxszK" %} [Marketing](/guides/marketing) {% endcontent-ref %} {% content-ref url="/pages/Km75zU18OQ4aTniNGGGP" %} [Searches & Tours](/guides/searches-and-tours) {% endcontent-ref %} {% content-ref url="/pages/-MKEb1tukdrfqOgFlWVB" %} [Deals](/guides/deals) {% endcontent-ref %} {% content-ref url="/pages/oA1bJri1aDf3Y6XQRqCu" %} [Lucy: Your AI Assistant](/guides/lucy-your-ai-assistant) {% endcontent-ref %} ## People Center * Real-time sync with Google and Outlook: Contacts, Calendar & Email * Automation and smart reminders to stay on top of your contacts * Deep integration with your MLS ![](/files/rJcFsVCI2UC7j97ySyAM) ## Marketing Center with MLS integration for Email, Social Media, Texting and Print * Market directly to agents via the MLS * Send MLS listings and market data to clients * Receive notifications and stats on opens, clicks, and more ![](/files/DU4sFJn06pD14XOpVfzt) ## Transaction Center * Custom Checklists and Editable Forms * Back Office Approvals * DocuSign Integration ![](/files/gu2kK8bQiF1839r8uPPS) ## See What Our Members Think {% embed url="" %} # Daily Training Sessions Get Live Help. Watch On-Demand. Learn Rechat Your Way. Whether you're brand new or looking to level up, we offer **live, interactive workshops** and **on-demand recordings** so you can learn in the way that works best for you. You are never stuck watching a video without support, our team is always available via **Live Chat** or **** if you need help. #### Option 1: Join a Live Workshop (Ask Questions in Real Time) Want to ask questions? Get hands-on guidance? Join one of our **live Zoom sessions**. **How to Register** 1. Find a session below. 2. Click **Register**. 3. Check your email for the Zoom link. 4. Join live and ask your questions! {% hint style="info" %} **Pro Tip:** These sessions are interactive. Bring a listing, contact list, or real example, we’ll help you work on it live. {% endhint %} #### Upcoming Live Sessions Please give the schedule a moment to load all the incredible workshops! {% embed url="" %} #### Option 2: Watch On-Demand (Instant Access) Can’t make a live session? No problem. You can watch recorded workshops anytime. These sessions: * Do NOT require registration * Can be paused and replayed * Still allow you to contact our team for help {% content-ref url="/pages/7ewrPam7d1NYe30t5BR8" %} [On-Demand Workshops](/self-guided-learning/on-demand-workshops) {% endcontent-ref %} #### Still Have Questions? Watching a recording but need clarification? We’ve got you. • Use Live Chat inside Rechat\ • Email \ • Register for a live session to get direct help You never have to figure it out alone. # 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.
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 [Welcome to Rechat!](https://drive.google.com/file/d/1441GKTe_XqKo7GVbLa3INtYJBvrwY2By/view?usp=drive_link) [3 Keys to Agent Success](https://drive.google.com/drive/folders/1Bc2tqJBnsyDH9FbTMV-WuvqG5v5gxvUl?usp=sharing) [Welcome To Your People Center](https://drive.google.com/file/d/1viSfEFnrbUWWEWwGOanmgabTrsmbNivs/view?usp=drive_link) [4 Methods to Populate Your People Center](https://drive.google.com/file/d/1U4wSWUHY-aeReEGoTIlcKv0YFMmi4IPz/view?usp=sharing) [Lead Management](https://drive.google.com/file/d/1vfWEFJQNi6xq1Z7vTEY9rOPPxo88HZJp/view?usp=drive_link) [Lead Generation for Agents Between Listings](https://drive.google.com/file/d/17VELm8DlhgO7-6n4jg3RdnimLBAApn-u/view?usp=sharing) [Smart Tagging: Effortlessly Segment Your Database](https://drive.google.com/file/d/1xioNjWP3qCV45uXI8FdveIVtzk1Un5Hs/view?usp=drive_link) [Client Communication](https://drive.google.com/file/d/1MYLzvCOs27XquyG8oRc0mM0ArboXr2lv/view?usp=drive_link) [Calendar & Task Management](https://drive.google.com/file/d/1n4WG6tkofpuOoEAFwQWLqQOVeLP5rblS/view?usp=drive_link) [Tasks vs Reminders vs Auto-Reminders](https://drive.google.com/file/d/1XXVWfw-lWbMnYpQBvdQEmqgOMHJSMd8r/view?usp=sharing) [Member Support](https://drive.google.com/file/d/12Wh6rEm7s7nKohc_tvufN-4_3kly1nJk/view?usp=drive_link) ### **Marketing Center** [Welcome To Your Marketing Center](https://drive.google.com/file/d/1O7BQ6Ern9eFMBMJKWW79PTf1nlrvf3mv/view?usp=drive_link) [Marketing Listings](https://drive.google.com/file/d/1yv06DCbWDhlO21ub587S6mMd4xHNouzO/view?usp=drive_link) [5 Steps to Marketing a Listing](https://drive.google.com/file/d/1xMM1Osmu-7mbGJAcJWcicemnMTRHgO0J/view?usp=sharing) [4 Steps to Presentations That Convert](https://drive.google.com/file/d/16SvC5s9FvKyobLGbb2vpweLxIsVll72s/view?usp=sharing) [Agent Network: Market Smarter and Close Faster](https://drive.google.com/file/d/1gZmvjnzZqnVjGcdoJn-7wHVb2QyjnWFC/view?usp=sharing) [Property Searches](https://drive.google.com/file/d/1abpuXfvE-Lam7tnVnDBJfUDU-iFEVsnE/view?usp=drive_link) ### **Transactions Center** [Welcome to Deals](https://drive.google.com/file/d/1uuyWqZoFY3d7yN-lM24YU6zRuoprRjxF/view?usp=drive_link) [Deal Management](https://drive.google.com/file/d/1asIPZrNLG7j93okaU9Q-fnWSzl9Cj7k1/view?usp=drive_link) [Listing Management](https://drive.google.com/file/d/1DrUavl2bYSneEZsK3Vyb5S5tB_7B1W7L/view?usp=drive_link) ### **Admin Resources** [Reporting & Analytics](https://drive.google.com/file/d/1tbzrNMxkjUecRQiYnIDSgWfn660QC9uM/view?usp=drive_link) [Understanding Admin Roles](https://drive.google.com/file/d/1lWIlvJ58_nw0caSD5s9wYwWn2cRJbHYd/view?usp=drive_link) # What's New? We are adding new features and improvements to Rechat on a weekly basis. The most important features and improvement are recorded here so you can keep up with us! ​ # Connect Rechat to Your AI Assistant Connect Rechat to supported AI assistants like Claude and ChatGPT to search contacts and listings, check transactions, create marketing, and complete everyday work through a conversation.
### Bring Rechat Into the AI Assistant You Already Use Rechat now supports Model Context Protocol, or MCP, giving supported AI assistants a direct connection to your Rechat account. Once connected, you can ask your AI assistant to work with the contacts, listings, deals, tasks, calendar events, and marketing tools available to you in Rechat. No exporting data. No copying and pasting between systems. Just ask. ### What Can You Do? With the Rechat connection, you can: * Find and update contacts in your People Center * Research comparable properties and create a Rechat CMA * Review transactions, statuses, prices, and important dates * Create listing marketing, email campaigns, postcards, and property websites * Add tasks and reminders or review your calendar * Combine Rechat with information from other tools connected to your AI assistant For example, you could ask: * “Find my past clients I haven’t contacted in six months.” * “Show me comparable sales near 123 Main Street.” * “What transactions are closing this month?” * “Create a Just Listed social post for my new listing.” * “Draft a market-update email for contacts tagged Homeowner.” ### Why Connect Rechat to Another AI Assistant? Lucy already brings Rechat-specific AI directly into the platform. Connecting Rechat to another AI assistant is especially valuable when you want to use Rechat alongside your other tools and information in the same conversation. You could pair live Rechat data with your brokerage’s training materials, reporting systems, internal documentation, or other connected business tools. Rechat becomes the hub for your real estate business, while your AI assistant helps bring everything together. ### Get Connected You can currently connect Rechat to supported AI tools using the following MCP address: {% hint style="success" icon="link-horizontal" %} `https://mcp.cluster.rechat.com/mcp` {% endhint %} Claude currently offers the most tested Rechat experience. ChatGPT also supports the connection, although availability and setup options may depend on your plan and workspace permissions. Learn More # Seller Report Show Sellers the Work Behind Their Listing Your sellers want to know what you’re doing to market their home. The new **Seller Report** gives them a clear, professional view of the work happening behind the scenes, including emails, social posts, ads, print pieces, and the results behind them. Everything is brought together in one report that is ready to share. {% embed url="" %} ### What Is the Seller Report? The Seller Report is a new Rechat feature that turns your listing marketing into a clean, easy-to-read report for your seller. Instead of sending a few numbers or explaining your activity piece by piece, you can show the full story of how the listing has been marketed. The Seller Report can include: * Marketing emails * Email performance, including opens and clicks * Social media posts * Digital advertising * Print marketing * A timeline of marketing activity ### Get Started Create a Seller Report from the Marketing Center and share your listing marketing as a downloadable PDF or interactive flipbook. Learn More # AI Captions for Social Posts Spend less time writing captions and more time posting. {% embed url="" %} Creating engaging social media content is one of the best ways to stay connected with your sphere, but coming up with something to say for every listing, open house, holiday, or market update can slow you down. Rechat now helps by automatically generating AI-powered caption suggestions directly within the Social Post builder. Whether you're marketing a new listing or sharing a branded holiday graphic, AI Captions gives you a strong first draft you can personalize before publishing. #### Take a Tour {% embed url="" %} ### What's New? When creating a Social Post in Rechat, you can now generate an AI-written caption based on the content of your post. Rather than starting with a blank text box, Rechat analyzes what's being shared—including your listing details, images, or marketing template—and generates a caption designed to match your post. Review it, make any edits you'd like, and publish with confidence. ### Smarter Captions for Every Post AI Captions adapts to the type of content you're creating. For **listing-based posts**, captions are generated using available property information and imagery to create messaging that's relevant to the home being promoted. For **non-listing posts**, such as holidays, celebrations, community content, or brand-building graphics, captions are generated using the template itself, helping you maintain an engaging social presence even when you're not promoting a property. ### Built Into Your Existing Workflow There's nothing new to learn. AI Captions is available directly inside the Social Post builder you already use. There's no separate application, no complicated prompts, and no additional setup required. Simply generate a caption, make it your own if you'd like, and publish. {% hint style="info" %} AI creates an excellent starting point, but your personality is what builds relationships. Add your own local insight, market knowledge, or call-to-action before publishing to make every post feel authentically yours. {% endhint %} ### Why You'll Love It AI Captions helps you: * Spend less time writing social media copy * Stay consistent with your marketing * Create captions tailored to each type of post * Overcome writer's block with a strong first draft * Keep your focus on building relationships—not writing captions ### Available Now AI Captions is available for both **listing** and **non-listing** Social Posts in Rechat, making it easier than ever to create polished, engaging content in just a few clicks. # Lucy AI Gets Even Smarter Lucy is now more than an AI writing assistant. She's your AI real estate copilot. Lucy has always helped agents write emails, create marketing, and capture client conversations. With this release, Lucy expands into every stage of your workflow—from researching properties and building CMAs to managing contacts, tasks, deals, calendars, and marketing campaigns. Whether you're preparing for a listing appointment, following up with clients, or launching marketing for a new listing, Lucy helps you spend less time switching between tools and more time serving your clients. {% embed url="" %} ### What's New #### 🏡 Build CMAs with Lucy Preparing a Comparative Market Analysis is now as simple as asking Lucy. Provide a property address, MLS number, or listing details, and Lucy can: * Find the subject property * Research comparable sales * Select and analyze strong comps * Apply market adjustments * Generate a presentation-ready CMA For off-market properties, Lucy can even geocode the address and build a CMA using nearby MLS data. No more jumping between multiple tools before your next listing appointment. *** #### 🔎 Search Properties Naturally Need to find listings or comparable properties? Ask Lucy using everyday language. Search listings by: * Active, Pending, Sold, Leased, Expired, and more * Price * Bedrooms & bathrooms * Square footage * Year built * Property type * ZIP Code * MLS Number * Radius from an address * Pools, pets, furnished listings * Open Houses Instead of manually building searches, simply ask Lucy what you're looking for. *** #### 📈 Get Market Statistics Instantly Need current market insights before meeting with a client? Lucy can retrieve market statistics for cities, neighborhoods, and ZIP Codes, including: * Median pricing * Sales activity * Inventory levels * Days on Market It's a fast way to answer client questions without leaving your workflow. *** #### ✨ Create Even More Marketing Lucy now creates even more marketing content than before. Generate: * Email campaigns * Instagram posts, Stories, and Reels * Flyers * Brochures * Postcards * Letters * Open House marketing * Holiday & seasonal campaigns Already created something? Continue refining your marketing within the same conversation instead of starting over. *** #### 🌐 Build Listing Websites Launching a new listing? Ask Lucy to create a listing website from: * Property address * MLS Number * Listing ID Lucy can also update existing listing websites, helping you move from listing to launch even faster. *** #### 👥 Manage Contacts, Tasks & Deals Lucy now helps manage your business—not just your marketing. You can ask Lucy to: * Find or update contacts * Create contacts * Organize contacts with tags * Create follow-up tasks * Search existing tasks * Review deals * Find transactions by city, price, MLS number, closing date, and more It's like having an assistant that understands your CRM. *** #### 📅 Check Your Calendar Need to know if you're available? Ask Lucy about your upcoming schedule or availability during a specific timeframe without navigating away from your conversation. ### Get Started Open Lucy and start asking questions naturally. Try prompts like: * "Create a CMA for 123 Main Street." * "Find 3-bedroom homes under $700,000 within five miles." * "Show me market statistics for Princeton, NJ." * "Create a listing website for MLS #123456." * "Write a Just Listed email for my newest listing." * "Show me my pending deals closing this month." * "What does my schedule look like tomorrow afternoon?" The more you use Lucy, the more it becomes your AI-powered real estate assistant. {% content-ref url="/pages/oA1bJri1aDf3Y6XQRqCu" %} [Lucy: Your AI Assistant](/guides/lucy-your-ai-assistant) {% endcontent-ref %} # Applications Management Brokerage Administrators can now manage applications directly within Rechat. Install, organize, and configure App Store apps, Website Links, Single Sign-On (SSO) integrations, and Custom Applications. {% embed url="" %} ## Applications Management Is Here Rechat's new **Applications Management** experience gives Brokerage Administrators greater control over the tools and resources available to their users. From a single location, administrators can install applications, configure integrations, organize where applications appear throughout Rechat, and even deploy Custom Applications built specifically for their organization. Whether you're connecting a third-party platform, providing quick access to internal resources, or extending Rechat with custom-built solutions, Applications Management provides a flexible foundation for creating a more connected experience. *** ### What's New? Brokerage Administrators can now: * Install applications from the Rechat App Store * Create Website Links to external tools and resources * Configure Single Sign-On (SSO) applications using SAML * Install Custom Applications using a manifest URL * Organize applications by workspace * Edit and remove installed applications All application management is performed directly within the **Applications** section of your Brokerage Settings. {% hint style="warning" %} Applications Management is only available to Brokerage Administrators. {% endhint %} *** ### Organize Applications by Workflow Applications can now be assigned to different areas of Rechat depending on when and where users need access to them. Available application locations include: #### Today Display frequently used applications and resources directly on the Today page. #### Contact Profile Provide applications while viewing an individual contact. #### Contact List Surface tools designed for workflows involving multiple contacts. #### Deals Make transaction-related applications available directly within Deals. This allows brokerages to create a more contextual experience by placing applications where they provide the most value. *** ### More Than Just Integrations Applications Management supports several different application types, giving brokerages flexibility in how they extend Rechat. #### Rechat App Store Browse and install supported applications directly from the Rechat App Store. #### Website Links Provide quick access to external websites, resources, or internal tools. #### Single Sign-On (SSO) Configure supported SAML-based applications so users can securely access connected platforms. #### Custom Applications Organizations with internal development resources or technology partners can build custom applications that integrate directly with Rechat. Custom Applications can appear alongside native Rechat functionality, allowing organizations to deliver specialized workflows without requiring users to leave the platform. *** ### Why It Matters Every brokerage has its own technology stack, business processes, and operational workflows. Applications Management gives organizations the flexibility to bring those tools into Rechat, creating a more connected experience for agents while reducing the need to switch between multiple platforms. Whether you're installing an application from the App Store, providing access to an internal resource, or deploying a custom-built solution, Applications Management makes it easier to deliver the right tools in the right place. {% content-ref url="/pages/KUpyLTPAvb567v8lT2yB" %} [Applications](/appendix/brokerage-set-up/applications) {% endcontent-ref %} # Automated Market Reports Stay in touch with your database automatically by enrolling contacts in recurring monthly Market Reports. {% embed url="" %} With Automated Market Reports, you can subscribe individual contacts—or multiple contacts at once—to receive a Market Report immediately and then continue receiving updated reports every month. Whether you're nurturing buyers, homeowners, investors, or past clients, Automated Market Reports make it easy to stay relevant with timely market insights without manually sending reports each month. ### What's New You can now: * Subscribe a single contact to recurring Market Reports * Subscribe multiple contacts at once * Choose who the report is sent from * Select Single Region or Multi Region Market Report templates * Customize the report subject line * Track delivery, open rates, and click activity * Edit an existing Market Report subscription * Stop Market Report subscriptions at any time ### How It Works When you enroll a contact: 1. The first Market Report is sent immediately. 2. The contact is automatically subscribed to receive future Market Reports every month. 3. Rechat tracks delivery and engagement directly from the contact record. {% content-ref url="/pages/iCm6pAmvesZQ3X8WHV8b" %} [Automated Market Reports](/guides/marketing/marketing-center/automated-market-reports) {% endcontent-ref %} # Testimonials Collect, manage, and showcase client testimonials directly within Rechat. {% embed url="" %} ### Overview Testimonials help you turn positive client experiences into powerful marketing assets. With Testimonials, you can request feedback from clients, import existing reviews, organize them in a central library, and reuse them throughout your marketing. Whether you're asking a recent client for feedback or showcasing years of positive reviews, Testimonials makes it easy to build trust and generate future business. ### What's Included ✔ Request testimonials from clients by email ✔ Collect testimonials directly from your contacts ✔ Import existing Zillow testimonials ✔ Manually add testimonials you've received elsewhere ✔ Organize testimonials with tags ✔ Receive notifications when new testimonials are submitted ✔ Use testimonials in email campaigns, websites, and presentations ### How It Works Step 1: Collect testimonials from your clients. Step 2: Manage and organize them in your Testimonials library. Step 3: Add testimonials to your marketing materials to build trust and generate referrals. ### Why Testimonials Matter Client testimonials provide social proof that helps future clients feel confident choosing you as their agent. Instead of keeping reviews scattered across multiple platforms, Testimonials creates a centralized library you can use throughout Rechat. Learn More # Admin: Inbox Notification Settings for Transactions Admins can now customize which transaction inboxes send them email notifications, helping them stay on top of the updates that matter most to them and their role. {% embed url="" %} New **Inbox Notification Settings** are now available within Transactions, allowing admins to: * Choose which inbox tabs send email alerts * Reduce unnecessary notification noise * Stay updated on important transaction activity like commissions and deal updates * Personalize your notification experience based on your workflow ### How It Works Within Transactions, admins will now see a new **Inbox Notifications** icon where they can manage notification preferences. Simply: 1. Navigate to **Transactions** 2. Click the **Inbox Notifications** icon 3. Toggle email notifications on or off for desired inboxes 4. Close the panel to automatically save your preferences Your settings are saved instantly and can be updated anytime. {% embed url="" %} # Automatic Marketing Drafts Rechat now automatically saves your marketing drafts while you work. Previously, the only way to save certain marketing pieces as a draft was by scheduling them for later. With this update, drafts are now automatically created when you click **Save & Continue** during the send flow for: * Email * Social Media * Print Marketing This creates a more familiar, Gmail-like experience where your work is preserved automatically while you continue building your campaign. ### What Changed? #### Automatic Draft Creation When using the send/schedule workflow in Marketing Center, clicking **Save & Continue** will now automatically create a draft behind the scenes. You no longer need to schedule something just to preserve your progress. #### New “Drafts” Tab in Insights A new **Drafts** tab has been added next to **Scheduled** in the Marketing Insights section. This gives you a centralized place to quickly return to unfinished or in-progress marketing pieces. #### Drafts Also Available in History Saved drafts can also be accessed directly from: * Marketing → History * Marketing → Insights → Drafts If you can’t find something you previously saved, check either of these locations. #### Archived Tab Removed from the UI The **Archived** tab has been removed from the visible History interface to simplify navigation and reduce confusion. ### Why This Matters This update helps prevent lost work and creates a more seamless marketing workflow. Whether you’re building an email campaign, preparing social media content, or designing print marketing, Rechat now automatically preserves your progress as you move through the send flow. {% content-ref url="/pages/aTI0GpFcefByn9SB8N24" %} [Marketing Drafts](/guides/marketing/marketing-drafts) {% endcontent-ref %} # Service Network: Connect Clients With Your Trusted Providers Introduce your trusted partners at the right moment in every deal. With Service Network, you can seamlessly connect agents, clients, and preferred providers, without changing how your team works.
Promotional Image Showcasing Service Network
### Put Your Preferred Partners Inside Your Agents' Workflow Your brokerage already has the right partners — mortgage, title, insurance, and more. Now, Rechat brings them directly into your agents' workflow so every transaction becomes an opportunity to deliver a better client experience. Introducing Service Network, a smarter way to connect your agents with your trusted providers at the right moment. Clients retain full choice of provider at every step. Provider placement is determined by the brokerage based on quality and fit — providers don't pay for placement or priority. {% embed url="" %} #### Why This Matters * Strengthen Partner Relationships Make it easy for agents to work with the providers your brokerage already trusts. * Create a Better Client Experience Your clients get seamless, vetted recommendations — no guesswork. * Consistent Experience Across Your Brokerage Every agent has access to the same vetted providers, presented professionally. * Built Into Existing Workflows No new tools to learn — this lives directly inside the platform your agents already use. #### What’s New * A centralized hub to manage all your service providers * Structured service categories (Mortgage, Title, Insurance, etc.) * A clean, modern agent-facing experience to introduce providers * Enhanced provider profiles with branding, descriptions, and contact info * Easy admin controls to manage and update providers at scale Admins, ready to set up your Service Network? Learn More Agents, what to see how to use it? Learn More # View Email in Browser Give your recipients a seamless backup way to view your emails—perfect for sharing, texting, and ensuring nothing gets missed. Instantly turn any email into a shareable web link.
Ever sent an email that didn’t display quite right, or wished you could quickly share it via text or social? **Now you can.** With **View Email in Browser**, you can add a button to your email that allows recipients to open a fully formatted web version of your message in their browser. #### Why This Matters This isn’t just a “nice to have”, it unlocks entirely new ways to use your email content: * **📱 Text your email as a link** Send your newsletter or listing email via text message by sharing the browser link. * **🏡 Share listings more easily** Include the link in conversations, DMs, or follow-ups when a client prefers not to dig through email. * **🖥️ Ensure perfect formatting** If an email client cuts off images or formatting, recipients can view the full experience in their browser. * **🔁 Reuse your content anywhere** Drop the link into social media, CRM notes, or follow-up messages. {% content-ref url="/pages/zhEjuMTeJnSPTI48U4T5" %} [View Email in Browser](/guides/marketing/marketing-center/email-marketing/view-email-in-browser) {% endcontent-ref %} # Admin: Manage Your Brokerage’s Apps & SSO Brokerage Admins can now manage My Apps and SSO connections directly in Rechat. Configure, update, and control your app ecosystem without relying on support or engineering.
#### **Take Control of Your Brokerage’s App Ecosystem** You can now manage your brokerage’s **My Apps and SSO (Single Sign-On) connections directly inside Rechat**. No more waiting on support or engineering—everything you need to configure and maintain SSO is now available in your Admin settings. #### **Why This Matters** ⚡ **Move Faster:** Set up and update integrations on your own timeline 🔐 **Improve Security & Access Control:** Centralize login access across your brokerage’s tools 🧩 **Simplify Your Tech Stack:** Give agents a seamless login experience across platforms #### **What’s Included** * Self-service **SAML SSO configuration (IdP mode)** * Full control over **My Apps** * Certificate and metadata management * App ordering and visibility controls #### **Who This Is For** This feature is designed for: * Brokerage Admins * Marketing/Admin leaders * IT teams or technical partners {% hint style="info" %} #### **Important Note** This release supports **Rechat as the Identity Provider (IdP)**—allowing your agents to log into other tools. Support for managing SSO where Rechat acts as a Service Provider (SP) will be added in a future release. {% endhint %} # See Email Engagement Directly in Your Contact History You can now track email delivery and engagement directly within a contact’s history. Instantly see when emails are delivered and opened, without leaving the contact record.
Your contact history just got a **major upgrade**. You’ve always been able to see **what emails were sent and when**—but now, you can see **how your contacts are engaging** with those emails, all in one place. With this update, you can now: * See when an email was **successfully delivered** * Track when a contact has **opened your email** * Get quick visibility into engagement **without digging into Insights** #### Why This Matters This update helps you take faster, smarter action: * Follow up at the right time when you know someone is engaging * Prioritize warm leads who are actively opening emails * Stay fully informed without switching between tools No more guessing. No more extra clicks. Just clear, actionable insight—right where you need it. # Build Email Templates Faster with the Updated Figma Plugin Designing email templates in Figma just got easier. With the latest enhancements to the Rechat Figma Plugin, you can now create structured, email-ready templates faster with automatic layout handling.
### **Design Email Templates in Figma — Without the Headaches** If you’ve ever tried designing email templates in Figma, you know the challenge: Email layouts are **not forgiving**.\ One small mistake in structure can break the entire design once it’s sent. That’s exactly why we’ve enhanced the Rechat Figma Plugin. *** ### **What’s Improved** #### **Smarter Structure, Built for You** You no longer need to manually think through rows and columns. Now, when you add elements like images or text, the plugin: * Automatically builds the correct layout structure * Ensures everything is email-compliant * Prevents common formatting issues 👉 *Less setup, fewer mistakes.* *** #### **Design Faster with Less Guesswork** Instead of building from scratch, you can now: * Drop in elements like text, images, and buttons * Let the plugin handle the structure behind the scenes * Focus purely on design 👉 *Spend more time designing, less time troubleshooting.* *** #### **Built Specifically for Email** Email design comes with limitations — and this update embraces them. The plugin now guides you toward: * Clean, simple layouts * Proper spacing and structure * Designs that actually render correctly in inboxes 👉 *What you design in Figma is what your audience sees.* *** ### **Why We Made This Change** We’ve seen firsthand that: * Designing in Figma is powerful, but * Translating those designs into email-ready templates can be frustrating This update removes that friction by **bridging the gap between design and execution**. *** ### **What This Means for You** * Create email templates faster * Avoid broken layouts and rendering issues * Empower your team to design confidently in Figma * Get from design → live marketing in less time *** ### **Ready to Try It?** Head to the full guide to learn how to: * Connect Figma to Rechat * Build templates with placeholders and locked elements * Export designs directly into Rechat {% content-ref url="/pages/XbiBgLGDNcE1gL5CbQhy" %} [Email Templates](/appendix/brokerage-set-up/marketing-template-guidelines/figma/email-templates) {% endcontent-ref %} # AI Memo Lucy just got a major upgrade. Introducing AI Memo — a new way to capture your client conversations and turn them into clear, actionable next steps automatically. {% embed url="" %} Lucy just got a memory upgrade. Meet **AI Memo** — a new way to capture your client conversations and turn them into clear next steps automatically. Record a meeting (with permission), or simply dictate what just happened. Lucy will generate a clean summary, key takeaways, and suggested follow-ups — no note-taking required. This is built for how agents actually work. Not every conversation happens on Zoom. After a showing, open house, or client call, just speak for 15–30 seconds and let AI Memo handle the rest. Because it’s built into Rechat, your notes are instantly connected to your contacts and deals. No extra tools, no copy-pasting, no missed details. Next time you finish a client conversation, don’t rely on memory. Open Lucy, use AI Memo, and let every conversation turn into your next follow-up. {% content-ref url="/pages/oA1bJri1aDf3Y6XQRqCu" %} [Lucy: Your AI Assistant](/guides/lucy-your-ai-assistant) {% endcontent-ref %} # Flipbook: A Better Way to Present Your Listings Your presentations just got an upgrade. With Flipbook, you can turn your existing Rechat presentations into an interactive, page-flipping experience that feels like a high-end printed booklet. {% embed url="" %} When you're presenting to clients, **how you present matters just as much as what you present**. Flipbook helps you: * Stand out in listing presentations with a polished, premium experience * Walk clients through your materials in a more engaging, easy-to-follow format * Share presentations that feel intentional, branded, and professional * Eliminate clunky PDFs and third-party tools #### What is Flipbook? Flipbook is a **new presentation mode inside Rechat** that transforms your Print View presentations into an interactive, page-turning experience. It’s the digital equivalent of handing your client a beautifully printed booklet—but faster, easier, and fully shareable. #### How to Access Flipbook Flipbook can be generated from multiple places inside Rechat: * From **Presentations** * From **Print (Brochures)** * From your **History** Follow the step-by-step guides below to get started. {% content-ref url="/pages/QbA3OZRjXfgE4sOfE1fu" %} [Flipbook](/guides/marketing/flipbook) {% endcontent-ref %} {% content-ref url="/pages/1etUhOw41jTaJckvXSz8" %} [Presentations](/guides/marketing/presentations) {% endcontent-ref %} {% content-ref url="/pages/-MJaEH11blBbCnIXlbYp" %} [Print Marketing](/guides/marketing/marketing-center/print-marketing) {% endcontent-ref %} # Design in Canva. Export directly to Rechat.
You can now connect **Canva to Rechat** to design marketing assets with full creative freedom, then export them straight into your **Marketing Center** as ready-to-use templates. With the Rechat Canva app, you can: * Import **live property data** (photos, price, description, status, etc.) * Import **agent details** (name, title, headshot, contact info) * Design freely in Canva * Export directly to Rechat as a branded marketing asset\* No downloading. No re-uploading. No manual edits. Simply design → export → use in Rechat. {% content-ref url="/pages/ACIWgGFt8BZZId4RUp6H" %} [Canva](/guides/marketing/marketing-center/canva) {% endcontent-ref %} #### Important: Canva exports create Assets, not Templates Designs exported from Canva are saved to Rechat as **Assets**, not **Templates**. **What’s the difference?** * **Templates** → Editable inside Rechat (text, photos, layout, colors) * **Assets** → Finalized designs that cannot be edited in Rechat If you need to make changes later, simply update the design in Canva and re-export. # SkySlope Integration: Fill, Send & Sync Without Leaving Your Deal Rechat now integrates directly with SkySlope Forms and DigiSign, allowing you to fill, send, and sync documents without ever leaving your Deal. {% embed url="" %} Managing your transactions just got seamless. No more switching tabs. No more duplicate data entry. #### What This Means for You From inside your Deal: * Select SkySlope forms directly from your library * Automatically map deal data (property address, agent info, etc.) into the form * Send documents for signature via DigiSign * Automatically sync signed documents back into your Deal checklist Your Deal remains your **single source of truth**. #### How It Works 1. Open your Deal in Rechat 2. Identify the document you need 3. Click **Fill & Send** 4. Log into SkySlope (if prompted) 5. Select the form(s) from your SkySlope library 6. Rechat auto-populates your deal data into the form 7. Add signature blocks via DigiSign 8. Send to your client Once signed, the completed documents automatically populate back into your Rechat Deal checklist. {% hint style="warning" %} #### Important Note SkySlope must be connected at the brokerage level before agents can use this feature. If your brokerage has not yet connected SkySlope, please reach out to your Account Manager for more information. {% endhint %} {% content-ref url="/pages/5mDB8wgmrjyzRvM8lhoH" %} [SkySlope Integration](/guides/deals/skyslope-integration) {% endcontent-ref %} # Adding Videos to Pages (Admins) Brokerage Admins can now embed videos directly into Pages using the built-in editor. This makes it easier to share training videos, leadership messages, and policy explanations. You can now add videos to Pages using a **video URL**, no uploading required. **Supported video sources:** * YouTube * Vimeo * Direct video files (MP4) Videos are embedded directly into the page and playable inline for agents. ### How to Add a Video to a Page 1. Go to **Support → Pages** 2. Create a new page or edit an existing one 3. In the editor toolbar, select **Insert Video** 4. Paste the video URL (YouTube, Vimeo, or direct MP4) 5. Save your page That’s it, the video will automatically embed and display for agents. # Follow Up Boss Integration We’re excited to announce a brand-new integration with Follow Up Boss (FUB)!
Agents can now connect their FUB account to Rechat and instantly pull in their contacts, making it easier than ever to use Rechat’s powerful marketing tools with the database you already have. *** #### **✔ Your FUB contacts now live inside Rechat** No exporting. No spreadsheets. Just connect once and your contacts appear in your People Center. #### **✔ Use your FUB contacts in all your marketing** * Email Campaigns * Newsletters * Social Posts * Templates * Smart Lists Your database → Your marketing → All in one place. #### **✔ Contacts stay updated automatically** Rechat checks for updates from Follow Up Boss every hour.\ If you update something in FUB, Rechat refreshes it for you. *** ### **How to get started** Connecting Follow Up Boss takes less than a minute. **Follow the setup steps here:** [**How to Connect Follow Up Boss to Rechat**](/guides/crm/contacts/follow-up-boss-fub-integration) *** We’d love to hear how this integration works for you. Reach out to Support or use the in-app chat to share feedback. # Faster Contact Filtering We’ve made it faster and easier to find the right contacts. Your most-used filters are now always visible, so you can sort, segment, and take action without extra clicks.
### **What Changed (and Why It Matters)** Finding the right people in your database should be quick, especially when you’re following up, prospecting, or preparing for appointments. Previously, filtering contacts required multiple steps: * Open the Filter dropdown * Choose a filter * Select the criteria Now, **your most commonly used filters are available instantly at the top of your contacts list**, saving time and keeping your workflow moving. #### 1. All Contacts **What it does:** Shows your entire contact database.\ **Why it matters:** Use this as your starting point when you want a full view of your sphere, database size, or total contacts. #### **2. Leads** **What it does:** Filters your list to show only lead contacts.\ **Why it matters:** Perfect for daily follow-up, pipeline review, and staying focused on active opportunities. #### 3. Tags **What it does:** Filters contacts by one or more tags (Buyer, Seller, Open House, Past Client, Newsletter, and more).\ **Why it matters:** Tags power your segmentation. Faster access means quicker outreach and more targeted communication. #### **4. Parked Contacts** **What it does:** Shows contacts that are temporarily set aside from your active workflow.\ **Why it matters:** Keeps your main contact list clean while still giving you quick access to contacts you may want to revisit later. #### **5. Assignee** **What it does:** Filters contacts by who they’re assigned to.\ **Why it matters:** Ideal for teams and shared lead management so you always know who owns the next follow-up. #### **6. Flow** **What it does:** Filters contacts based on what Flow they’re enrolled into (automation).\ **Why it matters:** Quickly see who’s being nurtured automatically and who may need manual follow-up or a new flow. #### **7. More** **What it does:**\ Gives you access to additional, less frequently used filters, including: * Open House * Birthday * Child Birthday * Home Anniversary * Wedding Anniversary * Work Anniversary * Origin * Title **Why it matters:**\ These filters are perfect for more intentional outreach like anniversary check-ins, birthday touches, open house follow-up, or refining your database by where contacts came from. Keeping them under **More** keeps your main view clean while still giving you powerful options when you need them. # Manage Your Email Quota You can now purchase and manage your email quota right inside Rechat, no more reaching out to our Support or Customer Success teams to increase your limits. This update gives you full control and flexibility over your email usage. Whether you’re running multiple campaigns or sending newsletters to your sphere, you can instantly add more emails to your account whenever you need them, and manage your subscription with ease. {% embed url="" %} #### How It Works * **Go to Your Profile** * Click your profile photo at the top right and select **My Profile**. * **Locate Your Email Quota** * Select the **Email** tab. * Under **Email Quota**, you’ll see your current usage and limit. * **Manage or Upgrade** * Click **Manage Subscription** to open the subscription management page. * You’ll be redirected to a secure Stripe page where you can view, upgrade, or cancel your plan. * **Automatic Updates** * Once payment is complete, your new quota will appear automatically in your account, no refresh needed. #### Payment & Subscription Management All payments are processed securely through **Stripe**. You can: * Upgrade to a higher email quota at any time. * Downgrade or cancel your plan when needed. * View your active and past subscriptions directly from the same page. # Send CMAs Directly from the History Tab We’ve made it even easier to share your Comparative Market Analyses (CMAs) with clients — no extra clicks or editor loading required.
### ✨ What’s New Instead of opening the CMA editor to email your report, you’ll now see an **Email button** right in your **History tab gallery view** (as shown above). Click **Email** to open a message slide-out on the right side of your screen. *** ### 💌 How It Works 1. **Go to**: `Marketing > History > Presentations` 2. Hover over the CMA you’d like to send. 3. Click the **Email** button. 4. A pre-drafted email will appear on the right-hand side already filled with your CMA title, report summary, and link. 5. **Choose your recipient**. 6. **Send,** and you’re done! *** ### 💡 Why It Matters * **Save time:** No need to open or edit the presentation to send it. * **Stay consistent:** Every email includes a professional, branded message automatically. * **Increase engagement:** Make it easier to follow up with your clients while keeping your workflow seamless. *** {% hint style="info" %} **Pro Tip:** You can still access the editor anytime by clicking **Edit** if you’d like to make changes before sending. {% endhint %} [**Learn more about creating Presentations.**](/guides/marketing/presentations) # Interactive QR Codes: Engage Clients Instantly We’re excited to introduce **QR Codes in Rechat!** With this new feature, you can generate and insert QR codes directly into **Email, Social, and Print templates** — making it easier than ever for clients to engage with your listings, events, and contact information. {% embed url="" %} * **QR Code Block** * Add a QR code block directly from the *Basics* section of the editor. * **Multiple QR Code Types** * Create QR codes for **Links, Plain Text, Email, Call, SMS, Event, Location, Contact Info, and Listings**. * **Instant Preview & Customization** * Preview your QR code as you create it, and **customize colors** to match your branding. * **One-Click Insert** * Insert your QR code into your design instantly, then **move and resize** as needed. If you have any questions or need assistance, feel free to reach out! 🚀 # Improved Placeholder Text Editing & Preview Experience We’ve made improvements to how placeholder text works within the Rechat Marketing Center. Editing placeholders is now easier to understand, preview, and test.

Updated Placeholder Text Editing

We’ve made significant improvements to how placeholder text works within the Rechat Marketing Center. Editing placeholders is now easier to understand, preview, and test, especially for admins creating custom email, print, or social templates. These updates are designed to eliminate guesswork and help you confidently visualize your final marketing piece before sending or scheduling. ### What's New? **Improved Placeholder Identification** * Placeholder fields now display clearly and are easier to click and edit. * Hovering over a placeholder shows a **tooltip** (with styling improvements) to help you understand the variable you're editing. **New Preview Dropdown** * A new **Preview** button has been added inside the template editor. * You can now choose real data sources (like listings, recipients and senders) to preview how your template will render with real information. * If you don’t select any, mock data is applied automatically so you can still visualize the layout. **Send Me a Test Email** * Test your content with mock or real data by clicking **Send me test email**. * Mock data will be used unless a real listing, agent, or market report is selected from the Preview dropdown.

Updated Preview Options

### Why This Matters? Admins can now confidently edit and preview personalized content without second-guessing if placeholders were updated properly. This improvement reduces mistakes and gives you more control over your brand templates. # Marketing History Page: 'My Designs' Now Labeled 'Archived' ### **Overview** We've updated the label of the "My Designs" tab on the History page to "Archived." This new name more accurately reflects the tab's purpose: helping users easily locate content they’ve saved or archived. ### **What's Changed?** **Filter Name Change:** * **Old Label:** My Designs * **New Label:** Archived #### **Where You'll See It: (Desktop Only)** * Under the Marketing **History** page.
# Template Search & Tags in the Marketing Center **Overview** Finding the right templates just got faster. Agents will be able to take advantage of improved search tools to quickly locate exactly what they need. Admins will be able to assign tags to templates using keywords or themes to improve organization and make templates easier to find. {% embed url="" %}
AGENTS:ADMINS:
Search Across Multiple Fields:
Agents can search templates in the Marketing Center by Name, Tag, Description, or Category, allowing for quick access to the most relevant content for their marketing needs.		Search Across Multiple Fields:
Easily search for templates by Name, Tag, Description, or Category—giving you greater control and efficiency when managing marketing materials.
Add Tags to Templates:
Admins can now assign tags to templates using keywords or themes to improve organization and make templates easier to find.
With the new tagging and enhanced search features, staying on top of your template library is easier than ever. If you have any questions or feedback, don’t hesitate to reach out—we’re here to help! # Improved Placeholder Experience **Overview** Introducing enhanced placeholders in the Marketing Studio, designed to streamline your workflow. This update introduces a directory-style approach for managing placeholders, ensuring a more intuitive experience. {% embed url="" %} **How It Works** * **Accessing the Placeholder System** * Navigate to Template Studio. * Click the Placeholder button to open a nested horizontal list resembling directories. **What’s Changing?** * Placeholders are organized in directories for easier selection and use. This enhancement simplifies the template creation process, improves efficiency, and reduces user frustration. If you have any questions or need assistance, feel free to reach out! 🚀 # Custom Team Logos Supported for Personal and Team Accounts **Overview** We're excited to announce an update to account settings—both **Personal and Team** accounts can support custom logos! This gives all users greater control over how their brand is displayed. {% embed url="" %} **What’s New?** This update expands branding options across account types: * Admins can now upload logos for **both Personal and Team accounts** * Logos will appear on supported team marketing email templates * Access this feature under **Settings > Select the Personal or Team Account > Settings > Team Name & Logo** If you have any questions or feedback, don’t hesitate to reach out—we’re here to help! # Lucy: Your AI Assistant Lucy serves as your AI-powered co-pilot, equipped with features specifically tailored for real estate professionals. {% embed url="" %} {% hint style="info" %} Download your [**Lucy Handbook**](https://drive.google.com/file/d/1i-UMBsqQNy-tpJKeTNh7BWxPhkKaOTE6/view) today! {% endhint %} ## Introducing Lucy: Your Real Estate AI Assistant We’re thrilled to introduce Lucy, our cutting-edge AI assistant designed to elevate your real estate journey! With Lucy by your side, you can enhance productivity and creativity across various tasks, transforming how you work and giving you back more of your most valuable resource: time. #### What Lucy Can Do Lucy serves as your AI-powered co-pilot, equipped with features specifically tailored for real estate professionals. By streamlining your daily tasks, Lucy enables agents to work faster, write better, and think bigger. #### **Unlocking Success with Lucy: Your AI Assistant for Streamlined Communication, Listings, Marketing, and Client Relationships** From generating concise market summaries and engaging blog posts, to creating impactful email campaigns and reminders for important client dates, Lucy is here to support your success every step of the way. **Create stunning marketing with Lucy's support.** * **Email Campaigns:** Plan targeted campaigns to keep clients engaged and informed. Ask Lucy to create an Email Campaign for a specific property address; provide her with the MLS ID or property address. * **Website Creation:** Effortlessly build a professional website to showcase your listings and services. Ask Lucy to create a Website while providing her the MLS ID or property address. * **Comparative Market Analysis (CMA):** Quickly generate CMAs to help your clients make informed decisions. Ask Lucy to create a CMA while providing her the MLS ID or property address. * **Social Media Content:** Generate captivating posts for promoting properties across various platforms. Ask Lucy to create a Social Post or Instagram Story while providing her the property address. * **Events & Celebrations:** Let Lucy assist you in creating posts for upcoming events, whether it’s an open house, a holiday, or a birthday. Simply ask Lucy to create an email or social post for your specific event or celebration. **Foster strong, lasting connections with your clients through Lucy.** * **Notes and Reminders:** Ask Lucy to set up notes or reminders for specific contacts, helping you remember crucial details and follow-ups to strengthen your client relationships. * **Quick View of Contacts:** Instantly access your contacts with specific tags, making it simple to filter and manage your sellers or buyers effectively. Ask Lucy to view contacts with a specific tag. * **Upcoming Birthdays or Anniversaries**: Check upcoming birthdays and anniversaries, so you can connect and celebrate important moments. Ask Lucy to show a contact's birthday or anniversary. **Communicate effectively with your audience with Lucy's writing assistance.** * **Summarize:** Provide Lucy with market trends or articles, and she will create concise summaries that keep your clients informed without them feeling overwhelmed. * **Blog Posts:** Crafting a blog post with Lucy allows you to showcase your expertise and attract leads by providing informative content on common questions or tips for buying and selling. Simply share a topic with Lucy, and she will help you create a customized blog post that highlights your knowledge and engages potential clients. * **Emails & eBlasts:** Use Lucy to craft impactful messages by specifying the type of email you need. She will assist you in creating compelling emails that enhance communication with your clients. * **Engaging Captions:** Create the perfect caption for your new post, share some details with Lucy and she’ll create engaging captions that capture attention and enhance your content. * **Proofreading:** Enhance professionalism by having Lucy review your messages before you send them. **By leveraging Lucy, you enhance your efficiency, foster stronger client relationships, and drive success in your real estate business.** # Impersonation Mode: Managing Print Campaigns on Behalf of Agents
**Overview**\ We’re excited to announce that admins can now create and manage print campaigns while impersonating agents. **What’s New** * **Print Template Collaboration:** Admins can now collaborate with agents on print templates using impersonation mode. * **Agent Placeholders:** Impersonation now pulls in agent-specific placeholder data, ensuring the correct information appears when managing agent print campaigns. * **History Tabs:** When viewing template history, print templates are now organized into two tabs for easier access: * **All:** Displays all print templates, including those created by admins and agents. * **My Designs:** Displays only the templates created by the specific user, allowing for a more focused and personalized workspace. These updates reflect our ongoing commitment to improving your experience with print campaigns. If you have any questions or feedback, don’t hesitate to reach out—we’re here to help! {% embed url="" %} # Impersonation Mode: Create and Manage Social Posts in Impersonation Mode
{% embed url="" %} 🚀 **Overview** We are excited to announce that admins can now create and manage social media posts while impersonating agents. *** 🔍 **How It Works** **Enter Impersonation Mode**\ Switch to the intended agent's account. Learn more about impersonation here.\ \ **Access Marketing**\ Once you are under the intended account, navigate to the **Marketing** section and select the desired **Social Template** type of content you want to create. Click **Create Social Post**, pick the desired design, and either schedule or send the post.\ \ **Posting on Social Media**\ After selecting a design and editing the content: 1. Click **Save & Continue**. 2. Navigate to the **Social Media** section. 3. Choose **Instagram**, pick the Instagram account, and add captions. 4. Click **Post** at the bottom—and you're done! *** **What’s Changing?** * **Before:** Admins could not create or manage social posts while impersonating an agent. * **Now:** When in Impersonation Mode, admins can access the Marketing section, create and schedule social posts on behalf of agents. * **Benefit:** This update improves workflow efficiency, allowing admins to directly support agents in managing their social media presence. *** 🛠️ **Next Steps for Admins** * When managing social posts, ensure you are impersonating the correct agent. * Experiment with this feature to simplify social media post creation and enhance agent support. Reach out if you have any questions! 🚀 # How to Enable Two-Way Calendar Sync (Google & Outlook)
**How to Enable Two-Way Calendar Sync**\ Easily sync your Google Calendar or Microsoft Outlook with Rechat for seamless scheduling. 🗓️ **Activate Calendar Sync in 3 Easy Steps:** 1️⃣ Go to My Settings → Calendar Export.\ 2️⃣ Select the events you want to sync.\ 3️⃣ Click Generate URL — that’s it! No need to copy or import a URL—just click **Generate URL** to activate syncing automatically! Once set up, your Rechat events (appointments, showings, and more) will sync effortlessly with your selected calendar.\ \ **Note:** * Syncing from Rechat to Google or Microsoft calendars may take up to 15 minutes. * If you're already synced, you'll need to disconnect and reconnect to apply this update. * Don’t forget to generate a new URL whenever you change your event type selection. {% embed url="" %} If you have questions, our team is here to help. Happy scheduling! 🚀 # Turn Visitors Into Leads: Add a Lead Capture Form to Your Website
#### Add a Lead Capture Form to Your Website **🚀** Introducing the new Lead Capture Form—a simple, powerful way to turn your website visitors into leads! #### 📌 How to Add a Lead Capture Form to Your Website: 1. **Head to your Marketing Center and choose a Website Template!** 2. **Insert the Lead Capture Block -** Find the section where you'd like your lead capture form to appear, then drag and drop the **Lead Capture block** into place. 3. **Select a Lead Destination -** Select a read route ([learn more about Managing Lead Routing](https://help.rechat.com/guides/crm/contacts/adding-contacts/lead-routing)) 4. **Create a Custom Tag (Optional) -** Want to keep your leads organized? Add a custom tag (e.g. "Home Valuation Request" or "Buyer Inquiry Form") to help you quickly identify these leads later. Your leads will automatically be tagged with the Lead Source (e.g. "Website", “Zillow", "Realtor", "Email") and "Lead". 5. **Publish Your Website -** Once you've finalized your website edits, hit Publish! *** #### 🔔 What Happens Next? Whenever someone fills out your form, you’ll get a **New Lead Notification,** and they will appear in your contacts! *** #### 👀 Viewing Your Leads You can view your captured leads by: * Clicking on your **New Lead Notification** * Navigate to your **People Center** and filter by any custom tag or "Lead" Leads will always be tagged as **“Lead”**, along with any custom tags you added during setup.If your lead left a note (e.g., “Looking to buy in May”), it will appear in their **Notes** section under their contact profile. {% embed url="" %} **Need More Help?** We’re here to assist! Reach out with any questions. 🌟 # Create CMA Presentations from the Search Center
### 🔍Create CMA Presentations from Search Center! The Search Center is your one-stop hub for finding and sharing listings, building tours, and now—creating stunning CMA Presentations with just a few clicks. Here’s how to make the most of it: #### Create CMA Presentations from Search Center You can now build **CMA Presentations** directly from your property search: 1. **Navigate to the Search Center**. 2. **Select Properties**: Click the listings you want to include in your presentation. 3. **Tap "Presentation"** from the bottom menu bar. 4. **Choose a Template**: Pick from your CMA templates to get started.
Once you’ve selected your properties and template, you’ll enter the familiar CMA editing flow. From here, you can adjust listing specs, tailor the design, and customize the details before sharing with your clients. With this update, your search experience is even more powerful—whether you're prospecting, preparing for client meetings, or following up. {% embed url="" %} Need help? Visit our **CMA** or **Search Center guides** for more tips! # Post to Your Instagram Story Directly from Rechat! Craft. Click. Share.
**Overview:**\ You can now post Instagram Stories directly from the Rechat, making it easier than ever to share quick, eye-catching updates with your followers.​ **How It Works:** Follow these simple steps to post an Instagram Story from Rechat: 1. **Head to your Marketing Center to get started.** 2. **Select an Instagram Story template** 3. **Customize your content** – Make any edits you’d like! ✏️ 4. **Save and Share** – Click **Social Media**, select **“Share on Instagram”**, and you’re done! 📤 * Need help connecting your Instagram? [Click here to get started.](/guides/marketing/marketing-center/social-marketing/connecting-to-instagram)
This new feature makes it easier for you to share fun and engaging stories on Instagram, helping you connect with your audience more effectively. {% embed url="" %} If you have any questions or need help, don’t hesitate to reach out. We’re here to support you! 🚀 # Full-Service Mode: Manage Open House Registrations
**Access to Open House Registration Pages as an Admin**\ \ **Overview**\ We are excited to announce that admins can now create and manage Open House registration pages while impersonating agents. #### How It Works 1. **Enter Impersonation Mode** * Switch to the intended agent's account. [Learn more about how to impersonate here](https://help.rechat.com/whats-new/impersonating-agents-admin). 2. **Access Open House** * Once you are under the intended agent’s account, navigate to **Listings** and select **Open House** to create and manage Open House registrations on behalf of the agent. 3. **Create an Open House Registration Page** * You can now create, edit, and manage Open House registration pages just as you would in non-impersonation mode. [Learn more about Open House registration pages here](https://help.rechat.com/guides/open-house-registrations). **What’s Changing?**\ **• Before:** Admins could not create or manage Open House registration pages while impersonating an agent.\ **• Now:** When in Impersonation Mode, admins can access the Open House section and create, edit, and manage registration pages on behalf of agents.\ **• Benefit:** This update streamlines Open House management, enabling admins to set up registration pages for agents directly, resulting in a smoother workflow and improved lead collection. **Next Steps for Admins** * When managing Open House registrations, verify that you are impersonating the correct agent. * Explore this feature to streamline Open House event setup and improve agent support. Reach out if you have any questions! 🚀 # A Simpler Navigation Experience We’ve made key improvements to enhance your experience, whether you're an agent on the go or an admin managing multiple priorities.

🎥 Check It Out Below!

Whether you’re an agent on the go or an admin managing multiple priorities, our goal is to make your experience more intuitive, streamlined, and efficient. ## 🔄 Redesigned Sidebar – Built for Clarity We’ve restructured the **Sidebar** to better match how you work.\ What’s changing: * **Simplified Navigation**: Menu items will no longer auto-expand when active, reducing accidental clicks and visual clutter. * **Consistent Access**: Inner items are now easily accessible at all times—whether the sidebar is minimized or expanded. * **Sidebar Lock Option**: Prefer your sidebar open? A new lock feature lets you keep it that way. ## 🌟 Introducing the New Header To make room for what matters most, we’re moving some key tools into a sleek new **Header**: * **Lucy**, your built-in AI assistant, is ready to help. * **HelpDesk & Live Support** are now just one click away. * Stay informed with **What’s New** and **Notifications**. * Your **User Profile** has moved up top—but don’t worry, it still functions exactly the same. ## ✨ Smooth Animations & Transitions We’re also introducing subtle animations for sidebar expansion and collapse, making every interaction feel smooth and modern. ## 🎥 Check It Out In Action {% embed url="" %} # Email Drafts & Impersonation Support in Marketing Center We’re excited to introduce a major update to Rechat’s Marketing Center—Email Drafts! This enhancement improves the way Admins and Agents collaborate. {% embed url="" %} ## **Key Updates:** * **New ‘Save as Draft’ Button:** When composing an email, you can now save it as a draft instead of sending it immediately.
* **Improved Impersonation Support:** Admins can now create email drafts for agents, who can then review and send them out. * **Refined ‘Drafts’ Experience in History Tab:** Previously, the ‘Drafts’ tab displayed saved designs rather than true email drafts. This has been corrected, and real drafts will now appear here. * **New ‘My Designs’ Tab:** To maintain access to previously saved designs, we’ve introduced the **My Designs** tab, which stores all user-saved templates. ## **How It Works:** 1. **Drafts:** Displays draft emails for the current Account/Team. 2. **Sent:** Shows emails that have already been sent for the current Account/Team. 3. **My Designs:** Stores saved templates specific to the logged-in user, accessible regardless what account you're switched into.
This update ensures a smoother workflow for Admins and Agents while providing better organization and clarity for saved and draft content. # Manage Duplicate Contacts, Simplified We’ve improved the Manage Duplicate Contacts screen to make it easier than ever to clean up your contact list and keep your data accurate. Now, when multiple contacts share the same email address, you’ll see a streamlined modal with each contact’s **Name, Email, Phone, and Address**. You can choose which contact to keep as the **Primary**, then decide how to handle the duplicates: * **Merge All** * **Dismiss All** * Or **Merge One-by-One** for more control ## **Step 1: Open the Duplicate Contacts Screen** Click the **Duplicate Contacts** button located in the upper-right corner of the People screen, next to the search bar and select **Duplicate Contacts**.
## **Step 2: Review and Choose Your Action** The modal shows all contacts that share an email. From here, you can choose to **Merge All**, **Dismiss All**, or go through them individually.
## **Step 3: Select the Primary Contact** For each duplicate group, pick which contact you want to retain as the **Primary**—this will be the one that keeps the most accurate or complete info.
Keeping your contacts clean helps ensure your emails reach the right people, your marketing stays on point, and your follow-ups are always accurate. A few quick clicks now = a smoother workflow later! # Digital Ads Rechat Digital Ads revolutionizes how agents create and manage ad campaigns, offering a seamless way to capture leads and expand their reach beyond traditional email marketing.
{% hint style="info" %} Download your [**Digital Ads**](https://drive.google.com/file/d/1n0Cho2sRF0Y0gg-P5WWvdOLp2Kzi1p4q/view?usp=sharing) handbook today! {% endhint %} With native integration into the Rechat platform, agents can create and manage targeted ad campaigns for Facebook, driving visibility and engagement for their listings and brand. Rechat Digital Ads ensures you reach potential clients effectively, with future updates set to expand to even more platforms. ## **Facebook and Instagram Ads** Advertising on Facebook and Instagram has never been easier. With just a few clicks, you can turn your stunning designs into professional ad campaigns, targeting the right audience to promote your listings and/or brand. With Rechat, you can set up and launch your ads without leaving the platform, saving you time and effort. Facebook and Instagram's expansive reach makes it the perfect place to showcase your properties and connect with potential buyers effectively. ### **Get Started with Facebook & Instagram Ads!** 1. **Reconnect/Connect your Facebook & Instagram Page** * **Reconnecting your accounts** * Reconnecting is required to utilize Digital Ads. * **Connecting your accounts** * Connecting your accounts for the first time? Follow the steps outlined in the tutorial video [**here**](/guides/marketing/marketing-center/social-marketing/connecting-to-instagram). * **Select a Social Static Template** * Select your desired social media template in Rechat to create your post. Once finalized, you’ll see several sharing options, including the new **Digital Ad** option. * **Set Your Campaign Specs** * After selecting Digital Ad, you can easily customize your campaign directly within Rechat. No need for external tools—everything happens within the platform. * Each campaign includes the following key elements: * **Date (Duration):** The length of time your ad will run. By default, campaigns are set to run for 7 days, but you can customize the duration based on your goals. The minimum duration for any campaign is one day, giving you flexibility to control how long your ad stays live. * **Total (Budget):** The amount you want to spend on your ad campaign. The minimum budget required to run a campaign is $10, allowing you to choose a spending amount that aligns with your advertising goals. * **Miles Around Listing (Radius):** Ads are sponsored to an audience within a customizable radius, starting from a 15-mile minimum distance from the listing address. * **Facebook Page:** Select the page where the campaign will run or follow the steps to connect your account. * **Description:** Your ad description plays a crucial role in capturing attention. Highlight key features of the property or service you’re promoting and include a strong call to action (e.g., *“Schedule a tour today!”* or *“Learn more about this exclusive listing!”*). * **Payment Information** * Enter your payment information. * Your card will be charged once your ad has been published on the scheduled date. ## View Ad Insights! Once your campaign is live, head over to **Insight** in your **Marketing Center** to view detailed performance data and track your ad's performance. You’ll be able to review a set of insights that provide essential metrics about how the ad performed. These metrics give you valuable data to help you understand your audience and optimize future ads. As a note, the analytics may take a few hours to load after your ad runs for the first time. **Key Insights:** * **Leads**: Total number of people who submitted their contact information for your ad. * **Impressions**: Total count of how often the ad was displayed. * **Reach**: Total number of unique people who have seen your ad. * **Clicks**: Total number of clicks your ad has received. * **CTR (Click-Through Rate)**: The percentage of viewers who clicked on your ad. * **CPC (Cost Per Click)**: The dollar amount paid for each click on your ad. * **Status**: Shows the current status of your campaign (Scheduled, Active, Finished). * **Actions**: Allows you to pause or delete a campaign as needed. {% embed url="" %} # Enhanced Account Settings We've made it easier for brokerages to manage their universal settings in one centralized place. Now, admins can configure global settings and customize options for regions, offices, teams & agents.
## **What’s Changing?** * A new **Brokerage Setup** section in **Account Settings** * Improved control over **branding, logos, colors, and fonts** * Ability to define **bathroom count options** for property templates * A more intuitive, structured layout for easier navigation ## **Key Features** * **Brokerage Info** – Set your official brokerage details * **Logos** – Upload and manage wide and square logos for branding * **Colors & Fonts** – Customize themes, colors, and fonts to match your brand * **Bathroom Count** – Standardize property templates with detailed bathroom options ## What's Next? Admins can access the new [**Account Settings**](https://app.rechat.com/dashboard/accounts/settings) section by navigating to **Account Settings** > **Settings**. Check out our [**FULL GUIDE**](/appendix/brokerage-set-up/account-settings) for detailed instructions! # Admin Impersonation for Websites & Presentations Learn about the latest update to Rechat’s Websites & Presentations, which now displays content based on the current account (brand) rather than the logged-in member. We've updated the **Websites** and **Presentations** sections in Rechat to improve how admins manage and create content for agents. Previously, when switching between accounts, the list of websites and presentations remained tied to the logged-in member, or admin. Now, the content displayed will belong to the **current account (agent)** you're switched into.

Example of Team Switching

## **What’s Changing?** * **Before:** You could only see websites and presentations created by yourself, regardless of which account (brand) you switched to. * **Now:** When you switch to an agent’s account (brand), you will see their **websites and presentations** instead of your own. * **Benefit:** Admins can now create and modify websites and presentations for agents within their accounts, making content management more efficient. ## **Key Impact** * Some members may think their websites or presentations are missing. If you don’t see a **Website** or **Presentation** you've created, you are likely under an account that doesn’t own that specific design. * This change lays the groundwork for similar updates coming soon to **Open House, Email, Social,** and **Print** sections. ## **Next Steps for Admins** If you manage multiple accounts, ensure you're switched to the correct **brand account** when looking for or creating websites or presentations. Let us know if you have questions! 🚀 # Websites & Presentations Have Moved! To make navigation simpler and more streamlined, we’ve updated where Websites and Presentations live in Rechat.

Create New Websites & Presentations via Marketing Center

## **What Changed?** * The creation of **Listing Websites, Agent Websites, and Presentations** has moved to the **Marketing Center** for a more intuitive workflow. * Any Websites or Presentations you’ve **already created** can now be found in **History** instead of the sidebar.

Access Already Made Websites & Presentations via History

## **What Stays the Same?** * The functionality of Websites and Presentations remains unchanged—you can still customize and share them just as before. * Your past creations are still accessible in **History** whenever you need them. This update helps keep everything marketing-related in one place, making it even easier to manage your listings and brand materials. {% hint style="info" %} Need a refresher on how to create a new Website or Presentation? Check out our step-by-step guides! Learn more about [Websites](/guides/marketing/websites). Learn more about [Presentations](/guides/marketing/presentations). {% endhint %} Let us know if you have any questions! 🚀 # New Look for New Contacts The (+New Contact) menu in People Center got a visual refresh! No changes to functionality—just a cleaner, more polished design to enhance your experience. The **(+New Contact)** menu in People Center now looks better than ever! Our team gave it a subtle visual upgrade, making it cleaner and more polished while keeping all the functionality you know and love. No major changes—just a fresh, refined look to improve your experience. Check it out in the screenshot below! 🚀
# Introducing ‘History’ Explore the redesigned 'History' tab in the Marketing Center, your new hub for managing sent emails, drafts, and more—all in one convenient place. {% embed url="" %} We’re thrilled to introduce a streamlined update to the Marketing Center! The ‘My Designs’ button has been replaced with a brand-new ‘History’ tab, now located directly in the sidebar navigation for easier access. Inside the ‘History’ tab, you’ll find everything from your sent emails and drafts to additional categories like Social Posts, Stories, and more, all neatly organized into tabs. This change is designed to save you time and make your marketing tools more intuitive. Whether you're a busy agent tracking your email campaigns or a marketing admin managing multiple assets, the ‘History’ tab keeps everything at your fingertips. This update is part of our commitment to enhancing your experience and giving you the tools you need to succeed. # Fresh Deal Summary Check out the refreshed Deal profile with new contact avatars, streamlined action buttons, and a cleaner layout. These updates make it easier to manage your deals.
We’ve made some fresh improvements to your **Deal** section for a smoother, more organized experience! Here’s what’s new: 1. **Contact Avatars**: You can now easily see who’s involved in the deal at a glance with contact avatars. Whether it’s their photo or initials, identifying the key players in the deal has never been quicker! Simply hover over their photo or initial to see who's involved. 2. **Refined Buttons**: We’ve revamped the layout for some key actions—**Open House**, **Yard Sign**, **Add Offer**, **Email**, and **Status**—so they’re easier to find and use. These changes help you stay on top of your tasks without any extra clicks. * **Open House**: Request an open house from your office with just a click. * **Yard Sign**: Easily request a yard sign to be placed or removed from a listing. * **Add Offer**: Indicate when a property is under contract and upload the necessary documents. * **Status**: Change the status or let the MLS update it automatically—depending on the situation. 3. **Property Photo & Address**: The property photo and address are now centered, giving the Deal page a cleaner, more refined look. It’s a simple change that improves how you view and interact with the details. These updates are all about making your transaction management easier, faster, and more visually intuitive, so you can focus on what really matters—closing deals! # Revamped Contact Profiles: Cleaner, Faster, Smarter! Explore the refreshed Contact Profile with a streamlined layout!
We've given your **Contact Profile** a fresh new look! 🎉 1. Your contact's **Social Icons** have been updated and improved for a cleaner look. 2. **Tags** have been moved to the **Details** tab, making it easier to organize and manage your contacts without clutter at the top of your screen. 3. We’ve revamped the **Quick Action Buttons**—you’ll now find options to **create reminders**, **add notes**, and **adjust touch reminders** in a more streamlined, intuitive spot. It's all about giving you more space and control to focus on what matters most—building stronger client relationships. Enjoy the cleaner, faster, and more efficient experience! # Email Previews The "Send Me Test Email" button is a helpful tool designed to allow users to preview their email templates before sending them out. By sending a test email to your inbox, you can ensure that your email template looks and functions as intended. This guide will walk you through how to use the feature and provide best practices for testing your emails. ## **What Does the "Send Me Test Email" Button Do?** The "Send Me Test Email" button sends a test version of the email template you’ve created to the email address associated with your account. This allows you to: * See how the email appears in your inbox. * Verify that all placeholders populate correctly. * Test any links, images, or formatting in your email.
## Sending a Test Email The "Send Me Test Email" button is located in the email template editor: 1. Log in to your account. 2. Navigate to the **Email Templates** section. 3. Open the email template you want to test. 4. Look for the **Send Me Test Email** button in the upper-right corner of the editor right next to **Save & Continue**. ## **How to Use the "Send Me Test Email" Button** 1. **Prepare Your Template** by adding your content, including text, images, links, and placeholders. 2. Click the **Send Me Test Email** button and wait for a confirmation message to appear to let you know the test email is being sent. 3. **Open your email** **inbox** and look for the test email to review the email for any issues or adjustments needed. # Enhanced Placeholders Placeholders are powerful tools that enable admins and agents to dynamically insert relevant information into emails, templates, and other communication materials. This feature saves time and ensures accuracy by automatically pulling data from your Rechat platform. Enhanced Placeholders provide expanded functionality and flexibility, particularly for admins, by allowing the use of advanced placeholders such as listing and office information. ## **What Are Placeholders?** Placeholders act as customizable fields that dynamically populate with information based on the sender, recipient, listing, or office details. They are categorized as follows: * **Sender Placeholders**: Pull information about the sender (e.g., the agent or admin). * **Recipient Placeholders**: Insert details about the recipient of the communication. * **Listing Placeholders**: Admin-exclusive placeholders that pull property-specific data. * **Office Placeholders**: Admin-exclusive placeholders that provide office-related details. ## **Types of Placeholders and Access** ### **Sender Placeholders (Available to Agents & Admins)** These placeholders pull information about the individual sending the communication. * **First Name**: The sender’s first name. * **Last Name**: The sender’s last name. * **Display Name**: The name displayed on communications. * **Email**: The sender’s email address. * **Phone Number**: The sender’s phone number. * **License Number**: The sender’s real estate license number. ### **Recipient Placeholders (Available to Agents & Admins)** These placeholders insert details about the person receiving the communication. * **First Name**: The recipient’s first name. * **Last Name**: The recipient’s last name. * **Display Name**: The name displayed for the recipient. * **Email**: The recipient’s email address. * **Phone Number**: The recipient’s phone number. ### **Listing Placeholders (Admin Only)** Admins can leverage these placeholders to insert specific property details into communications. #### **Address Information:** * **Street Address**: The property’s street address. * **City**: The city where the property is located. * **State**: The state where the property is located. * **Postal Code**: The property’s ZIP or postal code. #### **Property Details:** * **Amenities**: Highlights of the property’s amenities. * **Bathroom Count**: The number of bathrooms. * **Bedroom Count**: The number of bedrooms. * **Covered Parking Spaces**: The number of covered parking spaces. * **Description**: The property’s description. * **Heating**: Information about the heating system. * **Lot Features**: Features of the property’s lot. * **MLS Number**: The property’s Multiple Listing Service number. * **Property Type**: The type of property (e.g., single-family, condo). * **Security Features**: Details about the property’s security features. * **Square Meters/Square Feet**: The property’s size in square meters or square feet. * **Utilities**: Information about utilities provided to the property. * **Year Built**: The year the property was built. #### **Financial Information:** * **Price**: The listing price. * **Close Price**: The final price when the property was sold. * **Unexempt Taxes**: The property’s annual taxes. ### **Office Placeholders (Admin Only)** Admins can include office-specific details in communications. * **City**: The office’s city location. * **Postal Code**: The office’s ZIP or postal code. * **State Code**: The state abbreviation (e.g., TX for Texas). * **Street Address**: The office’s street address. * **Phone Number**: The office’s phone number. * **Website**: The office’s official website. ## **How to Use Placeholders**
1. **Insert Placeholders into Templates**: * Open the email or template editor. * Click into an existing Text Box building block or drag one into your email. * Click on the placeholder menu. * Select the placeholder you wish to insert. * Click on the placeholder to provide a Fallback Value in case the placeholder cannot find the requested information. 2. **Preview Before Sending**: * Use the preview function to ensure placeholders populate correctly. * Double-check for accuracy and completeness. 3. **Test the Communication**: * Send a test email to verify that the placeholders are working as intended. ## Frequently Asked Questions **Q: Why is a placeholder not populating?** A: Check if the required information exists in the system. For example, ensure the sender’s or recipient’s details are fully filled out in their profile. **Q: Can agents use listing or office placeholders?** A: No, these placeholders are only available to admins. **Q: Can I create custom placeholders?** A: Not at this time. However, the existing placeholders cover a broad range of common needs. # Rechat Marketing Studio Rechat Studio empowers marketing admins to lock or unlock editing, formatting, or both in email marketing templates, ensuring consistent brand presentation. {% embed url="" %} Marketing Admins can Lock and Unlock Editing, Formatting, or Both, when preparing an email marketing template to be made available to their brokerage. Simply select any building block, and choose which option you'd prefer. If a marketing admin chooses to lock editing, formatting will automatically be locked. However, if a marketing admin chooses to lock formatting, members will still have the ability to edit the content, or copy. Marketing Admins can also give their template a name and description, making it even easier to find templates in the Marketing Center. # Notes on Android Notes are a crucial part of maintaining client relationships. Rechat has brought Notes to Android. {% embed url="" %} {% embed url="" %} # Lead Sources & Routing Lead Capture is the backbone of any successful real estate brokerage and agent, enabling you to efficiently gather, manage, and convert potential clients into loyal customers. {% embed url="" %} Members can connect to a variety of lead sources like Zillow, Realtor.com, Placester and more. To get started, follow the steps outlined below to locate and copy your Lead Source API Key. Once you've copied the necessary API Key, proceed to the source's website to finalize the connection. 1. Navigate to your **Profile** in the lower left corner. 2. Click **Lead Routing**. 3. Click **Connect Source**. 4. Select your source and copy your **API Key** by clicking the **Copy** icon. Members can find additional resources to connecting to their lead sources below: * [**Connecting Rechat to Zillow**](https://zillow.zendesk.com/hc/en-us/articles/1500004256062-App-Integrations-Setup-One-Way-Integration-Integrate-Your-Third-Party-CRM-with-Zillow) * [**Connecting Rechat to Realtor.com**](https://support.realtor.com/s/lead-api-quick-start) * [**Connecting Rechat to Placester**](https://support.placester.com/search/rechat) # Today Page & Digital Business Card on Android You asked, we listened! Rechat has introduced the Today Page and Digital Business Card on Android! {% embed url="" %} Explore the updates to the mobile app by [installing the latest version today](https://play.google.com/store/apps/details?id=com.rechat.mobile)! {% embed url="" %} # Social Post Building Blocks Adding headshots, phone numbers, team logos and more to social posts is important, that's why we introduced building blocks to social posts! Sharing social media posts across various platforms increases your visibility and reach, ensuring your content connects with a broader audience. It also helps maintain consistent branding, which builds trust and recognition, and enhances engagement, leading to more leads and sales opportunities. {% embed url="" %} Rechat has introduced **Building Blocks** into social media posts. **Building Blocks** include; * **Headline 1** * **Headline 2** * **Text** * **Image** Simply drop a building block onto your social post and customize away with items like a **headshot, team logo, phone number, email address, caption and more!** # Improved Deals Profile Rechat’s Deal Profile and Dashboard has been simplified, giving members access to the key information and details they need. {% embed url="" %} Keeping track of your Deals can sometimes be overwhelming. Rechat has introduced new features within the Deals Dashboard to simplify your life. These improvements include Tasks and Notes within Deals. **Tasks** will allow members to associate tasks directly to a Deal and see the completed and outstanding tasks relating to a Deal in one central location.
**Notes** will allow members to keep any relevant information pertaining to a Deal in a central and easily-accessible location within the Deal. All notes will be date and time stamped, as well.
[Check out the improvements today!](https://app.rechat.com/dashboard/deals) # Google News In Articles Rechat makes it easier than ever to add engaging and relevant articles to your email marketing directly from Google News. Rechat's integration with Google News makes it simple to build engaging and interesting email marketing pieces in a matter of minutes. You can search any relevant topic and Articles will return the latest and greatest articles available on Google News. {% embed url="" %} # Personalized Stickers Stand out from the crowd by using personalized stickers in your Rechat Video Clips! Personalized stickers can reinforce an agent's brand, making it more recognizable to viewers. This consistent branding across all marketing materials, including social media, helps build a cohesive and professional image. Personalized stickers can also make social media content more engaging and interactive. They add a fun, creative element to videos, encouraging viewers to interact with the content and share it with their network. {% embed url="" %} {% hint style="info" %} In a competitive market, using custom stickers can set you apart from others. It shows potential clients that you are innovative and willing to leverage new tools to market properties effectively. {% endhint %} ## Brand Sticker Upload Specifications ### **Supported Formats** * **Image Formats:** PNG and GIF * **Transparency:** PNG images can have transparency. * **Dimensions:** Stickers should be square with dimensions of at least 256x256 pixels and at most 600x600 pixels. ### **File Size** * **Maximum File Size:** 100KB per sticker image. * You can use tools such as [ImageOptim](https://imageoptim.com/) to reduce the size of your files. ### **Animation** * **Static Stickers:** Both static images and animated GIFs are supported. ### **Naming Convention** * **File Names:** Use descriptive file names for stickers, but avoid special characters or spaces. Use underscores (\_) or hyphens (-) instead. * **Label:** All stickers must have the `mobile_static_stickers` label (or tag) when uploading to the brand's assets. ### **Quality** * **Resolution:** Stickers should be of high quality and not appear blurry or pixelated. ### **Licensing** * **Ownership:** Clients must have the necessary rights or ownership of the stickers they upload. ### **Guidelines** * **Appropriate Content:** Stickers should adhere to guidelines on appropriate content. Offensive, violent, or inappropriate content will not be accepted. * **Copyrighted Material:** Stickers should not contain copyrighted material unless the client has the rights to use them. # Holidays in Calendar Sharing social posts and emails with their sphere of influence on holidays is crucial as it helps maintain connections, build relationships, and stay top of mind with clients. {% embed url="" %} # Refreshed Contact Cards Your contacts are your most valuable asset, that’s why Rechat has made it even easier to view the important information that matters the most to you. {% embed url="" %} Contacts have been separated into four (4) key contact tabs, each providing key data. {% tabs %} {% tab title="Details" %} **Contact Card**: Name, Tags, Primary Contact Information, Social Buttons, Auto-Touch Reminder, Quick Action Buttons for Reminders and Notes **Relationship:** Last Touch, Auto-Reminder **Contact Info:** First Name, Middle Name, Last Name, Contact Information, Social Links **Flows:** This will show you any Flow your contact is currently enrolled in **Touch Dates:** Birthday, Home Anniversary, Wedding Anniversary, Work Anniversary, Children's Birthdays **Addresses:** Primary Address, Investment Properties, Work Addresses, etc. **Deals:** Any Deal this contact is associated with **Details**: Title, Nickname, Job Title, Company, Marketing Name **Spouse/Partner**: First Name, Last Name, Email, Phone, Birthday **Assignee:** Indicates if/when the contact/lead has been assigned to a team member {% endtab %} {% tab title="Upcoming" %} Auto-Reminders, upcoming calendar events and upcoming celebrations. {% endtab %} {% tab title="History" %} Any historic emails, logged calls and text messages, celebrations and calendar events. {% endtab %} {% tab title="Notes" %} Any and all notes you've entered into the contact records. {% hint style="info" %} **Pro-Tip:** Notes are searchable! Be as detailed as possible so you can reference notes later on. {% endhint %} {% endtab %} {% endtabs %} # Easier-to-Use Calendar on iPhone Rechat's iOS app now allows members to effortlessly interact with their calendars, pinch-to-zoom and more. Check it out! {% embed url="" %} # Refreshed My Designs Locating My Designs has never been easier. My Designs are now separated into Sent Designs and Draft Designs. {% embed url="" %} Members can view My Designs a variety of different ways such as Emails, Print, Social Posts, Stories, Covers and Listing. # Email Quota Rechat has made it even easier to see exactly how many emails you've sent month-to-date, as well as how many emails you have remaining for the month. {% embed url="" %} {% content-ref url="/pages/82RfifmYgI7ehgskCafG" %} [Email Quota](/guides/marketing/marketing-center/email-marketing/email-quota) {% endcontent-ref %} # Simplified Marketing Center Navigation We’ve introduced a new and improved way to locate exactly what you need in the marketing center, regardless if you're looking for holiday templates, property templates and more. {% embed url="" %} Now, when you hover over a category like Brand, Celebrations, Holidays, Newsletters and Properties, you’ll see a dropdown that offers sub-categories. When you select a sub-category, you’ll see all available templates in that category, regardless if it’s email, social, print or stories. You can easily filter your templates further by choosing exactly what you’re looking for. # Security Beyond Passwords Passwords alone are vulnerable. MFA (Multifactor Authentication) adds an extra layer, making it much harder for unauthorized individuals to access your account. {% embed url="" %} ## What is Multifactor Authentication? Multifactor Authentication, or MFA, is like having an extra layer of protection for your Rechat account. It's similar to having more than one lock on your front door to keep your house safe. In the digital world, MFA helps secure your account by requiring more than just a password. ## Why MFA Matters In real estate, you deal with a lot of sensitive information—property details, client data, and financial transactions. MFA adds an extra shield against unauthorized access to this valuable information. It's an added security measure that significantly reduces the risk of someone getting into your accounts, even if they somehow figure out your password. ## Recommended MFA Applications ### Google Authenticator **Google Authenticator** adds an extra layer of security to your online accounts by adding a second step of verification when you sign in. This means that in addition to your password, you'll also need to enter a code that is generated by the Google Authenticator app on your phone. The verification code can be generated by the Google Authenticator app on your phone, even if you don't have a network or cellular connection. You can download the [iOS App here](https://apps.apple.com/us/app/google/id284815942?ppid=b58478b2-681c-4d43-9601-7b54463a4adf) or the [Android App here](https://play.google.com/store/apps/details?id=com.google.android.apps.authenticator2\&pcampaignid=web_share). ### Microsoft Authenticator Use **Microsoft Authenticator** for easy, secure sign-ins for all your online accounts using multi-factor authentication, passwordless, or password autofill. You also have additional account management options for your Microsoft personal, work or school accounts. You can download the [iOS App here](https://apps.apple.com/us/app/microsoft-authenticator/id983156458) or the [Android App here](https://play.google.com/store/apps/details?id=com.azure.authenticator\&pcampaignid=web_share). # Pages: Centralized Brokerage & Office Information ## Pages Overview **Pages** allows Brokerage and Office Admins to easily share important information. This feature is designed to help keep agents informed with up-to-date details on events, office policies, procedures, and more — all in one central location.

Brokerage & Office Administrators

Agents

How to Use Pages

  1. Click the (?) icon at the top of your screen.
  2. Select Pages from the dropdown menu.
  3. Click Add a Page to create a new Page.
  4. Enter your title and content. You can format text, add links, and include images.
  5. Click Save to publish your Page.

How to View Pages

  1. Click the (?) icon at the top of your screen.
  2. Select Pages from the dropdown menu.
  3. Browse through the list of available Pages shared by your brokerage or office.

What to Add to Pages

Here are examples of helpful content to include:

  • Office Information
    Office hours, address, parking info, meeting room guidelines.
  • Policies & Procedures
    Onboarding docs, branding rules, compliance info.
  • Preferred Vendors
    Recommended staging companies, photographers, marketing vendors, etc.
  • Brokerage/Office Contact Info
    Main phone number, admin contacts, leadership bios, emergency contacts.
{% embed url="" %} # Introducing Lucy August 28, 2023 - Rechat’s AI-powered Personal Assistant, Lucy, is now built directly into your Forms. {% embed url="" %} Have you ever had a question about a form but didn't have the time or resources to read the document or learn the answer? Lucy, Rechat's AI-powered Personal Assistant, now makes it easier than ever to get answers to your most pressing questions about your Forms in Rechat. When you open a Form, Lucy will introduce herself with some suggestions of questions you might have. Click on a suggestion, and Lucy will provide an answer. You can also type in your own questions using the chat field and press the enter or return key, or click send. # Activity Feed April 20, 2023 - Introducing the new "Activity Feed" feature {% embed url="" %} The **Activity Feed** feature will help you stay organized and informed, allowing you to manage your email campaigns more efficiently and effectively. With this tool, you can quickly identify any issues or opportunities in your email marketing strategy and take action accordingly. It's an essential feature for any real estate agent looking to grow their business through effective email marketing. Read more about [Activity Feed](/guides/marketing/getting-insights/activity-feed). # Realtor.com & Zillow Lead Integration April 2023 - Realtor.com & Zillow Lead Integration ### Realtor.com Lead Integration All your Realtor.com leads will flow seamlessly into Rechat by setting up their Lead Delivery API.\ This tool allows all your leads to be delivered even faster than by email, providing all the important details about your potential client, right down to their recent search history. Leads are delivered securely in an easy-to-read format. Learn more at [Realtor.com](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-realtor)**.**
### Zillow Lead Integration All your Zillow leads will flow seamlessly into Rechat by setting up the Lead Delivery API. This tool allows all your leads to be delivered even faster than by email, providing all the important details about your potential client. Leads are delivered securely in an easy-to-read format. Learn more at [Zillow](/guides/crm/contacts/adding-contacts/connect-to-lead-sources/connect-to-zillow).
# Digital Business Card February 22, 2023 - Introducing your new digital business card! Share your contact info with a click! Tap the QR code icon next to your name and your personal QR code will appear! Using the camera on their phone, your client can easily scan the code, automatically adding your contact details to their phone. {% embed url="" %} {% hint style="info" %} Download the app today: {% endhint %} # Forms Library January 16, 2023 - Improved Deals & Document Experience Rechat is excited to announce we've improved member's experience when searching for and using the Documents within Deals. Members can now search for, preview and download documents without adding them to a deal. When a member selects "Download Forms", an improved Document explorer will open, allowing members to select from the available document categories, search, preview, select and download or email the forms. {% embed url="" %} # Filter & Scroll Contacts December 30, 2022 - Easily filter and scroll through contacts! {% embed url="" %} Have you ever added filters to your contacts, opened a profile and gone back to the list of contacts only to find you’ve lost your filters? We have, too! Rechat is introducing a new feature to help make filters easier to use and navigate! Now, members can apply filters to their contacts, open a contact profile and while in a contact profile, scroll to the next or previous contacts, or close the current profile and return right back to your filtered list. This allows members to prospect, follow-up and communicate with a set of contacts quickly and efficiently. Looking to clear the filter? Easy! Simply click the “X” on the filter you wish to remove, and Rechat will return you to the appropriate audience of contacts. We hope you love this latest improvement to Rechat as much as we do. Remember, support can always be found in the lower left corner of your screen, or by emailing . # Digital Open House on iOS November 14, 2022 - Have guests sign into your open house digitally and capture all their information in your CRM. Capturing valuable buyer leads at open houses is critical to an agent’s success. Rechat has always made it easy to use our all-in-one open house tool, but now, Rechat has taken it even further! Members now have direct access to the open house tool right inside the iOS apps on both iPhone and iPad! {% embed url="" %} {% hint style="info" %} Download the app today: {% endhint %} # Celebrate Your Contacts October 28, 2022 - Never miss a contact's birthday again! {% embed url="" %} Rechat now allows members to automatically set up their contact's birthdays directly from the main Contacts screen. Not only can you add their birthday information, you can customize the Subject Line, delivery preference and even edit and change the preferred template! When finished, select Save and you never have to worry about forgetting your contact's birthdays again! # Notify Agents of Missing Docs (Admin) October 26, 2022 - Efficiently notify your agents of missing documents. {% embed url="" %} Rechat has made notifying agents of missing documents even easier! When in a Deal and an Admin selects "Notify Agents", a new email will open with a courtesy message that can be customized, along with a bulleted list of the documents selected that are hyperlinked directly back to the Deal, making it even easier for the agent to complete the referenced documents! # Improved Contact Filtering September 13, 2022 - Easily filter through contacts containing specific information. {% embed url="" %} Looking for a quick way to search for clients’ birthday this week? What about home anniversaries coming up this month? Rechat offers members a new, upgraded way to filter your contacts. Filter by the type of event (birthday, home anniversary, wedding anniversary, etc.) and then enter the period you’d like to search. Choose the way you want to sort and only see contacts that match your customized filter. # Unsubscribed Contacts October 10, 2022 - Easily manage unsubscribed contacts. {% embed url="" %} Rechat now allows members to simply view and manage unsubscribed contacts by Tag, allowing members to delete or update those contacts. Rechat will now also automatically exclude unsubscribed contacts. # Tasks Tasks allows members to stay on top of an ever-growing list of things to do while Vertical Image Cropping lets you adjust the area of your crop in photos. ## **Tasks** Your to-do list is growing, and Rechat is here to help! Our latest improvement will help alleviate stress, make you more productive and create order even on your most stressful days. Tasks allows members to stay on top of an ever-growing list of things to do. {% embed url="" %} ## Vertical Crop on Images Our latest improvement to the Crop tool in the Marketing Center lets you adjust the area of your crop in photos. If you want to crop the photos in your desired ratio, simply uncheck the Keep Aspect Ratio option at the bottom of the template's Image Editor. {% embed url="" %} # Videos in Email Videos in Emails {% embed url="" %} Rechat now allows members to upload MP4 video files directly into an email template in Marketing Center. 1. Drag the Video block into your email template. 2. Select Your Gallery. 3. Find and select Click here to Upload. 4. Browse for and select the video you wish to upload from your computer. Rechat will generate a video GIF and insert it into your layout. When you’ve finished editing your template, select Continue in the upper-right corner of your screen. # Touch Reminders Staying in touch with prospective, current and past clients is vital to an agent’s success. That’s why Rechat’s latest improvement drastically improves an agent’s ability to never fall out of touch with someone. Rechat has always offered the ability to set up automated touch reminders at the Tag level, but now agents can do so at the contact level. To get started, simply open a Contact and in the upper right corner of the screen select **Manage** **Relationship**. You will have the selection of **Weekly, Monthly, Bi-Monthly, quarterly, semi-annually or annually**. If none of those options work, simply select **Custom** and enter your preference in days. Additionally, while inside a contact you’ll find that the email button has moved to just to the right of the contact name, and the add event and add note buttons have moved to their respective sections. {% embed url="" %} # Email Campaigns Setting Up Marketing Email Campaigns As an Admin, you can now create an Email Marketing Campaign to send automated emails to the Agents’ contacts on their behalf. You can automate this from your dashboard and no longer need to switch to each Agent’s account to create this. All emails will be automatically delivered with their signatures at the bottom. You can find all created and sent campaigns on your Insight page. Agents can also preview upcoming Campaigns that were created by Admins in the Marketing Center, or view all of them on the Insight page. If Agents are not a participant, they can become a participant or save it for themselves. When an Agent unsubscribes from the Email Campaign, it will be unsubscribed for only that individual Agent. Furthermore, Agents have the option to control Admins’ access for adding them as participants in the created Campaigns. Due to privacy, Admins will only be selecting a tag from the Agents’ tags for email recipients - the Admin will not have access to view individual contacts. ### How to Use Campaigns (Admin) {% embed url="" %} ### How to Use Campaigns (Agent) {% embed url="" %} # Improved Contacts You can now conveniently manage and edit all of your Rechat Contacts' information in one place. After years of interacting with Agents, we learned that Agents prefer using spreadsheets to update their Contacts' data. You can now update your Contacts' info this way on the Contacts page in your Rechat dashboard. This lets you view and make edits to the information for all of your Rechat Contacts in a familiar spreadsheet format. Simply clicking on any field in your Contacts' info like Tags, Email, Phone, Flows, or Birthday allows you to update the information in real time. {% embed url="" %} # Post to Instagram from Rechat ### **Post Marketing Center Layouts to Instagram** Rechat can now connect to your Instagram [Professional account](https://help.instagram.com/502981923235522). You can use this feature to directly schedule and post Marketing Center Social layouts to your Instagram. There are four prerequisite steps that **must be taken** that are explained in the following video to be successful. 1. You need to have an [Instagram Professional](https://help.instagram.com/502981923235522) account, not Instagram Personal. 2. You need to have a [Facebook Business Page](https://www.facebook.com/business/help/473994396650734?id=939256796236247). 3. You need to [connect your Instagram Professional](https://www.facebook.com/business/help/898752960195806) account to your Facebook page in your Facebook account. 4. You need to connect your Instagram Professional Account to Rechat. ### **Prerequisites** {% embed url="" %} ### Sharing Social Posts to Instagram {% embed url="" %} You can also check out all the Scheduled and Posted Marketing layouts on the Insight page under the new Instagram tab. # New Navigation Menu ### New Navigation Menu Our latest improvement to Rechat is a newly designed Main Menu. The new layout offers simpler navigation and an easier time finding your most used Rechat services. You'll see that the main menu now has a parent-child layout. This means that when you hover over a primary category, its secondary categories open up within it. The new menu organizational structure update is as follows: **People**: Contacts, Calendar, Inbox, and Chat. **Marketing**: Overview, Flows, Agent Network, Websites, and Insight. **Search**: Properties and Tour. **Transactions**: Deals, Listings, Open House, and Showings. **Support**: Help Center and Customer Success. Also, the new circular red icon in each menu section indicates notifications. {% embed url="" %} ### Your Gallery Videos Can Now Play in Emails With the Rechat newest update, as an Admin, you can now use the [personal gallery](https://help.rechat.com/whats-new/december-23) videos in your Email layouts; as an Agent, you can utilize Admins' Marketing Center-uploaded videos in your Email layouts. In this update, we have added the new "Your Gallery" tab in the Insert Video drawer on the Template Editor page, allowing you to pick your preferred video out of this collection. Rechat will generate a GIF from the first few seconds of your video and insert it into the email layout. Once you send out the email layout, the video preview will automatically play inside the email, and clicking on it will display the whole video. {% embed url="" %}
# Private Forms in Deals ### **Admins Private Documents Management** Our latest update on the Admins' Deals page includes an option that lets Admins make confidential forms private in the listing Checklist. This feature offers Admins an efficient way to securely share sensitive information. For example, commission forms can be shared with the other admins in the accounting department without agents having access to them. As an Admin, you can find the new Manage Access option in the drop-down menu in front of each Checklist task to specify whether agents can have access to that document or not. Once you uncheck the Agents option in the Manage Access modal, the Private label appears on that form. Also, all activities involving Chatroom information and update notifications will be visible to Admins only. {% hint style="info" %} When sharing something with the agents on a given deal, it's shared with just the primary and Co-Agents (if any) that are added to the deal. {% endhint %} {% embed url="" %} # GIF Previews in Email ### **Videos Preview within Emails** The Rechat latest update is found in the Marketing Center template editor. When inserting a YouTube or Vimeo video block into an Email layout, Rechat now automatically creates a GIF from the first few seconds of the selected video and adds it to the email layout. The GIF will be sent as the video preview in the email, and with one click on the GIF, it will open up the original link to view the whole video. {% embed url="" %} ​ # All-New Today Page ### **All New Rechat Dashboard: “Today”** The Rechat Today page (i.e. Dashboard) now offers you more features to organize your work and update your schedule. Within the Today page, you can now find Rechat popular services, the Rechat blog, and Rechat Support in one click. Rechat now automatically tracks your daily use and provides relevant updates in the following account sections: **To Do**: Rechat syncs your Gmail and Outlook accounts to catch up on emails. **To Contact**: Rechat will remind you of Contacts to follow up with. **To Market**: After your MLS IDs are added, Rechat automatically fetches your listings and creates the marketing layouts for them so you can share any of them with a few clicks. **To Track**: Rechat provides deals' status insights for you or your Agents. {% embed url="" %} # Rechat on iPad ### Rechat iPad App Is Now Available for Admins and Agents If you're an Agent looking to be productive while on the go, the Rechat iPad app is the way to do it. Our iPad app helps you become more efficient at your work anywhere you have access to the internet. Here's an overview of the iPad app's key features: * A Simple navigational menu provides the same Rechat web experience in the palm of your hand. * Harmonized, adaptive design. * Manage your profile, easily switch between Agents' accounts, and access Rechat's frequently used services via shortcuts. * Review your Daily Agenda, get reminded of Upcoming Celebrations, and Promote your Listings all in one place. * Access the [Rechat Blog](https://rechat.com/blog/) in one touch. * Create and optimize your email marketing campaigns. Browse up-to-date listings, refine your search, and find properties in multiple zip codes. * Organize Contacts, automate your Flows, and update Tags. * Conveniently manage transactions. * Get notified of all property updates, event reminders, email clicks, open events, etc. Install the new Rechat iPad app from the [App Store ](https://apps.apple.com/us/app/rechat/id974093560?platform=ipad)with one tap and get all of these capabilities in one app. {% embed url="" %} ### iOS update: New iPhone App Design The Rechat iPhone app is now more efficient and user-friendly. The [newest version (6.0.0)](https://apps.apple.com/us/app/rechat/id974093560?platform=iphone) offers a more effective **Today** tab and structured categories to easily access Rechat services. Within the Today tab, you have access to all of the following options: * Manage your profile, easily switch between Agents' accounts, and access Rechat's frequently used services via shortcuts. * Track your Daily Agenda, Upcoming Celebrations, and Promote your Listings. * Access Rechat Support in one touch. * Get notified of all property updates, event reminders, email clicks, open events, etc. We've also moved the More and Contacts buttons to the Transactions and People tabs. These improvements help you manage your transactions more conveniently. The new in-app organizational structure is as follows: **People:** Contacts, Chats, Calendar, Email, Flows, and Tags. **Transactions:** Deals and Showings. {% embed url="" %} # Filtering Deals ### **Searching for Deals Just Became More Organized** The latest improvement to the Rechat Deals page helps you find deals more efficiently as an Admin. Here's what to know about this feature update: * The Side button allows you to refine your deals based on Listings and Buyings. * The Property Type button offers you the option to filter your deals based on Sale and Lease models. By selecting a property type with individual subsets, the relevant filters will appear for an in-depth search. If you choose the Lease option, you can set the Begin and End dates. If you select Sale, you can set the Executed and Closing dates. {% embed url="" %} # Deals Archiving ### Backup your Deals Data with Ease Have peace of mind with an archived file of a deal’s documents with this new feature. Rechat now offers the option to download an archive of all of your deal information whenever you want. Once you upload documents to a deal's listing checklist, a download of this folder is now available. This also allows you to access your Rechat Deals information anywhere, anytime. On the Deals page, you'll find the Download Archive button under the fact sheet column on the left side. Clicking this button will generate a zip file containing a PDF of your transaction summary and a folder with all the deal forms. The transaction summary includes the deal's listing address, details, important dates, and roles. {% embed url="" %} ### **Linking Deal Roles to Rechat CRM Just Became Easier** If you created your deal but forgot to save your deal contacts in your CRM, you can do that with a simple click now. Our latest feature takes the roles info you're adding to a deal and syncs it to your Contacts page automatically. Find this option in the Deals' fact sheet column, where you can save and update information. {% embed url="" %} # Impersonate Agents (Admin) ### Working on Behalf of Agents Is Now a Breeze for Admins If your office has many Agents working in Rechat and you need a way to switch between Agents effectively, our latest feature offers a solution. Rechat now brings a user-friendly design to the team switcher that allows Admins to quickly alternate between their Agents' accounts. As an Admin, you can select which of your team’s or other teams’ Agents’ accounts you want to view. You can find which Agent account you want to view under two separate tabs in a hierarchical format. Team Switcher also provides a search box for easier selection. Once you select an Agent account, you’ll have the ability to: * Edit an email and send it on behalf of an agent. * Add and edit marketing templates in the agent's Marketing Center to send their contacts and tags.
{% embed url="" %} # Searching Multiple Zip Codes on iOS ### **iOS update: Advance Search for Listings via Multiple Zip Codes** [The option to search via multiple zip codes](https://help.rechat.com/whats-new/january-12) is now available in the newest version of the Rechat iOS app. You can view matched MLS listings with the requested zip codes on the Map in the Properties tab. {% embed url="" %} \
# CSV Imports ### **Importing Contacts via CSV Just Got a Lot Easier** We are now using artificial intelligence (AI) to make CSV mapping smarter and more efficient. The following improvements let you import all your Contacts' data to your Contacts page simultaneously: * If your Contact's full address is in one column, you can now import it without having to enter it across multiple columns for the street name, city, zip code, etc. * If your CSV contacts have multiple comma-separated tags in one column (e.g. Buyer, Past Client), you can import them as-is, and the app will save them as different tags. You no longer have to enter them into separate columns. * Previously, our app would not have recognized multiple columns with the same name. For example, if you had two columns named Tag, one would have been skipped, which no longer is the case. Rechat will now recognize they are two separate columns. {% embed url="" %} ### **Improved Template Text Editor** Two updates now make it easier to access the template Rich Text Editor (RTE) in the Marketing Center: * The Delete, Duplicate and Move options have moved to the right side of the RTE. * The editor box appears when you click to make edits, and it will disappear when clicking on empty space in the template. {% embed url="" %} # Marketing Center on iOS ### iOS Update: View Shared Assets In the latest version of the Rechat iOS app (5.3.2)**,** agents can now view the [admins' shared assets](https://help.rechat.com/whats-new/december-23) in the Marketing Center under a specified Category.
{% embed url="" %} # Searching Multiple Zip Codes ### **Multiple Zip Code Search** The Properties page now offers the ability to advance search via zip codes. Applicable MLS listings within the requested zip codes will display on the Map and Listings list. {% embed url="" %} ### **Follow up Shared Listings on Chatroom** Auto opening up the Rechat chatroom after sharing a listing on the properties page offers you the option to give more info about the listing. You can send messages, upload files to the chatroom, and follow up on the listings that have been shared with the agents. {% embed url="" %} # Listing Link Preview on Social Posts ### **Listing Link Preview in Social Media Posts** When including a listing URL in a post on a social media platform, such as Facebook, Twitter, Instagram, Slack, Telegram, iMessage, etc., the listing's link preview will now appear in the post. The Link preview includes the listing thumbnail image, a short description, listing address, and MLS ID. {% embed url="" %} --- [Next Page](/llms-full.txt/1)