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

On-Demand Workshops

Dive into our library of in-depth, on-demand workshops designed to help you master Rechat’s tools and strategies at your own pace.

PreviousOn-Demand OnboardingNextGetting Started

Last updated 3 months ago

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📼
Daily Training Sessions
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Episode 1 Rechat Essentials: Kickstart Your Success

Unlock the full potential of your real estate career with Rechat! This session introduces you to the powerful tools that Rechat offers, showing you how to streamline your tasks, boost productivity, and elevate your brand. Perfect for new members ready to hit the ground running.

(30 min)

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Episode 2 Contact Import Essentials

In this workshop, you'll receive the essential tools to prepare your contact list for import into Rechat. We’ll provide you with a template, share tips for cleaning your spreadsheet, and walk you through the import process. Perfect for agents looking to transition their contacts into Rechat.

(30 min)

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Episode 3 Optimize Your Client Management

Take control of your client relationships like never before. In this session, we’ll guide you through optimizing your People Center, helping you manage your contacts, track interactions, and maintain stronger client relationships with ease. Perfect for agents who want to enhance their people skills.

(30 min)

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Episode 4 Re-Engage Clients & Leads

Reconnect with your most valuable assets—your clients. Effective communication is crucial to maintaining client loyalty and retention. In this session, learn strategies to re-engage clients and leads that have gone cold. Perfect for agents looking to boost client retention and revive dormant leads.

(30 min)

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Episode 5 Boost Communication with Rechat Insights

Elevate your communication strategy with insights. Learn how to use Rechat’s Insights to enhance your interactions and stay ahead in your client communications. This session will guide you through leveraging insights to tailor your messaging and build stronger relationships. Perfect for agents aiming to optimize their communication tactics.

(30 min)

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Episode 6 Master Your Day: Take Control with Rechat

Stay ahead of your schedule with ease. Discover how Rechat's Calendar, Tasks, Reminders, and To-Do features can help you stay organized and in control. Join our expert trainers as they guide you through managing your day effectively, so you can focus on what truly matters. Perfect for agents who want to boost productivity and reduce stress.

(30 min)

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Episode 7 Create Presentations that Secure Listings

Learn how to create a captivating presentation that encompasses essential details including property size, location, condition, features, and recent market trends. Gain the skills to arrive at a well-informed and precise estimate of the property's value.

(30 min)

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Episode 8 Engage with Monthly Newsletters

Keep your community connected and informed. This session will guide you through crafting valuable content and insights that resonate with your audience and boost your email marketing efforts. Perfect for agents and teams looking to strengthen their community connections.

(30 min)

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Episode 9 Get Ready For Your Open House

Hosting an open house this weekend and feeling unsure where to begin? Our Success Trainers are ready to guide you every step of the way, from preparation to marketing, using our powerful tools. Let’s make your open house a success!

(40 min)

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Episode 10 Follow Up With Your Open House Leads

Join us to discover how simple it can be to follow up with your open house leads! We’ll guide you through creating a seamless flow to stay in touch with potential buyers, ensuring you’re connected right from the start.

(20 min)

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Episode 11 Automate Your Celebrations

Never miss an opportunity to connect. This session teaches you how to set up automated reminders for birthdays, anniversaries, and other key dates within Rechat. Build stronger client relationships by staying consistently engaged, without the hassle of manual tracking.

(20 min)

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Episode 12 Showcase Listings With Listing Websites

Elevate your listings and capture more leads. Learn how to create single property websites that showcase property details, and provide your contact information—all designed to attract potential buyers and generate leads. Perfect for agents looking to enhance their online presence and drive sales.

(30 min)

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Episode 13 Meet Lucy: Your AI Assistant

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.

(35 min)

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Episode 14 Smart Tagging: Segment Your Contacts

Learn best practices for tagging and organizing your contacts in Rechat, making it easier to target specific groups in your database. Perfect for agents looking to streamline communication efforts.

(25 min)

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