Self-Guided Learning
Welcome to Rechat's Self-Guided Learning page! Here, you'll find a series of videos designed to take you step-by-step through mastering Rechat at your own pace.
Whether you’re just starting out or diving into advanced features, these resources are designed to guide you every step of the way. Each journey includes a curated series of videos that walk you through Rechat’s features in detail.
Choose Your Journey
Agent learning path
Use this recommended path if you are a real estate agent. It starts with the agent onboarding foundation, then offers workshops for your current goals.
Foundation
Getting Started with Rechat — Start here. Set up your account and learn the core workflow.
Marketing with Rechat: Mastering Email, Social, and Mobile Tools — Take this after Getting Started with Rechat.
Workshops for your workflow
After the foundation, choose the following sessions as needed. No additional viewing order or prerequisites are required.
Introduction to Rechat — Get another product overview when you are new to Rechat.
Managing Contacts in the People Center — Organize and work with your contacts.
Creating & Sending Monthly Newsletters — Build a recurring email touchpoint.
Create Presentations that Secure Listings — Prepare for listing appointments.
Hosting a Successful Open House — Plan or market an upcoming open house.
Meet Lucy: Your AI Assistant — Use AI in your daily work.
Mastering Deals in Rechat — Manage active transactions.
Effective Listing Marketing — Promote a current listing.
Use Agent Network to Expand Your Reach — Market a listing to other agents.
Building Effective Flows — Automate lead nurture and follow-up.
Social Media Marketing — Create and schedule social content.
Re-Engaging Stale Leads & Clients — Restart conversations with inactive contacts.
Testimonials — Collect and use client reviews in your marketing.
Admin-only onboarding: Admin Essentials: Managing Teams and Marketing with Rechat and Full-Service Mode for Admins: Email, Social Media, Websites, Open Houses & More are not part of this agent path.
👋Intro & Account Setup🏡New Listing🧑New Buyer🖥️Marketing Admins📼On-Demand WorkshopsLast updated
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