RealtyJuggler Real Estate Software FAQ
Is the free trial really free?
Yes. The 90 day free trial does not require a credit card - its literally free. We don't play any games with you. Just an honest no-obligation free trial. If you like what you see, you can purchase a Membership. If you do nothing, your trial lapses. Free really means free.
Do you have a getting started page? How do I start?
If you prefer to watch videos, we have a series of YouTube video tutorials as well:
How can I get my Contacts and Prospects loaded into RealtyJuggler?
We have step-by-step instructions for importing most anything. The instructions are located here:
If your information is in Microsoft Outlook, you may want to do an Outlook Sync instead of importing your data.
We also offer a Google Sync, in case your data is in Gmail or Google Apps. Instructions for how to do that are located hin this manual:
What SmartPhones / PDA's does RealtyJuggler work on?
RealtyJuggler can Synchronize with any smart phone via the Google Sync or Outlook Sync capability. Popular SmartPhones that work best and Google Android and Apple iPhone. Blackberry is also supported, however the Blackberry web browser is rather poor and therefore there are some limitations for Blackberry users. IPAD and users of other Tablet devices (including Android Tablets) can use RealtyJuggler. Just sign in using the web browser and you are all set. For Apple iPAD and iPhone you can add an App Icon to your desktop by signing into RealtyJuggleer from Safari web browser and clicking on the Add Bookmark icon. Select the option to Add an Icon to Desktop.
How do I install RealtyJuggler?
You don't. RealtyJuggler runs on any web browser. Just go to the web page:
http://www.RealtyJuggler.com and sign in.
Do you have a native application for my phone?
No. We offer synchronization of Contacts and Appointments for almost all phones via Outlook Sync. Additionally, all phones with modern web browsers can access RealtyJuggler via their web browser as well.
Does RealtyJuggler have a CMA Capability?
Yes, but it is simple and mainly for your own record-keeping. We recommend that you contact your local MLS. They are in the best position to offer such a capability to you.
Why do you charge a Membership fee rather than a fixed fee?
RealtyJuggler costs $99 USD / year. As part of you Membership you receive the following benefits:
- free technical support
- free software updates
- your data is backed up off-site. No more worrying about losing data in the event of a house fire or computer crash.
- you can access your information securely from anywhere you have access to the internet
- you can easily share your information with assistants and partners
We welcome comparisons with competing products. If you can find a better deal elsewhere, let us know and we will beat it.
I do a lot of Short Sales. Does your system handle that?
Yes. Take a look at: http://www.realtyjuggler.com/manuals/RealtyJuggler_Tasks.pdf. In particular take a look at the sections "Contingencies Tab" and "Extra Status Values for Buyer, Seller, Closing, and Rental Records".
When I try logging on, the web page keeps adding a page again and again forever. Keeps opening windows...
Your Internet Security settings are incorrect. Take a look at these instructions, in particular steps 7 and 8: http://www.realtyjuggler.com/IE
How do I back-up my data?
Your information is backed up using multiple levels of redundancy automatically on our servers. You can also do the following as well:
- If you ever accidentally delete a record in RealtyJuggler, go to the Main:Settings:Undelete section. We retain all deleted records for a period of 60 days.
- Whenever you do an Outlook Sync or Google Sync, your Contacts and Appointments are backed up.
- Go to the Main:Settings:Export section of RealtyJuggler and export whatever data you like. The format for this data is CSV, suitable for loading into any competing product.
- You can download a Service Report for any Closing you like by going to the Closing record and clicking on the Service Report tab to the left. These service reports are .RTF files, which can be opened within any word processor, such as Microsoft Word.
Does RealtyJuggler work for Canada? Is there a special Canadian version?
RealtyJuggler is suitable for both USA and Canada. Some settings Canadians will want to change are:
- Make sure to select Canada as country when you create your account.
- Extra fields for tax calculations will appear for Canadians in the Commission and Expenses sections of RealtyJuggler.
- Sign On, Click on settings Icon, Click on Preferences Icon, Select Metric for Units
- Click on the Calculator tab along the top of the screen and uncheck Taxes are Tax Deductible
- You will also want to review the other calculator settings to make sure default value is appropriate for your locality.
- You can export Quarterly Income and Expenses for your P&L Tax records
What is your return policy?
We offer an unconditional pro-rated refund at any time. Here's a link to our full terms and conditions:
Can I pay by check?
Yes. Sign into RealtyJuggler and click on the Buy Now Button. You will find an Invoice form that you can download.
How can I send email from RealtyJuggler?
Here is a link to a tutorial that covers that topic in more detail:
Which Internet Browser do you recommend for RealtyJuggler?
RealtyJuggler works with all modern browsers. The best browsers today are: Firefox, Safari, and Google Chrome. RealtyJuggler works fine with Internet Explorer, but that Internet browser can be slower than other browsers, particularly with long lists.
How can I sort the Lists in RealtyJuggler?
You can sort any of the lists in RealtyJuggler by clicking on the column title you would like to use as your sorting field. Click again to reverse the sort order.
Can I have leads from my web site come into RealtyJuggler database?
Yes. Please check out this users manual for instructions on how to do that:
I have an email account set up inside of Top Producer. Do you do that?
We do not provide you with an email account. You can use any email account you like with RealtyJuggler (for example gmail, Yahoo, AOL, or your own custom domain)
How can I edit the mailing addresses for my contacts?
Click on Address tab to left of screen when you are in the detailed view of your contact record.
I want to delete some Categories, but they keep coming back!
Go to Main:Settings:Preferences and click on the Contacts tab. A multi-line text field is on that screen which has all your categories with one category per line. Delete the lines you don’t want. If, after you have done this, the category comes back, you should select that category from the drop-down menu in the upper-right corner of the Contacts screen. Are there any contacts that use that category? If there are, you will need to edit these contacts so that they do not have that category and then go back and delete the category from the Main:Settings:Preferences list again. RealtyJuggler will automatically add categories to the list if your contacts use them.
I need to be able to look up a client by phone number.
Click on the "Search All" icon from the main section of RealtyJuggler and type in the last 4 digits of the phone number you are looking for. Click on the Search button.
The name on my mailing label is wrong. The name used for Salutation mail merge is wrong.
- Go to a contact record
- Click on Address tab
- Fill in "Envelope To" field with what you want. The "Letter To" field can also be filled in for letters.
- This same information is available for all parties in a record. To edit, click on the Parties tab, click on the Party you want to edit and edit the Salutation and Letter To fields.
When I set the category for my contact to Buyer and Seller and go to the Buyers and Sellers section in RealtyJuggler, my record is not there.
Just because you have set a category for a contact does not mean that contact will automatically show up in the other databases. If you want to create a Buyer record from a Contact record, go into the contact record and click on the Transfer tab to the left. You can then create a Prospect, Buyer, Seller or Closing record from your contact record. The Quick Start Guide has an explanation of deal flow which will make this process more clear.
I have changed my contact information in Account, but my email signature line is still old. How do I update that?
You can edit your signature by going to the Main:Settings:Preferences section and clicking on the mail tab. You will see a signature field and you can edit that any way you like.
How do I override, change or create my own DRIP letter sequence?
Take a look at these three sections in particular: "How to Override a Library DRIP Sequence", "How to Create a Custom DRIP Sequence" and "How to Send a DRIP Letter Sequence"
What is the difference between the Contacts Database and the Prospects Database?
The Contacts list is for people you know well and you are keeping up with - they are the kinds of contacts you need to have fast reference to. For example, if someone asks if you recommend a painter, that person would be in your contacts list. As would all your past clients.
The prospects list is for people you are marketing to. They could be total strangers, they could be people you met at an open house. But basically, they are on a trial basis for going into your Contacts list. Until they can prove themselves they stay in the prospects list.
You can market to both lists and keep up with both lists, but the general idea is to keep the contacts list manageable for when you need to look up someone.
Hotmail is blocking my Email that comes from RealtyJuggler so that I am not getting Email that comes from RealtyJuggler. What can I do?
Each mail service has its own junk Email filtering algorithms and these algorithms are intelligent. Unfortunately, they can sometimes throw away real email, in their hunt for spam. Here’s how you can add RealtyJuggler to your eMail whitelist: http://www.realtyjuggler.com/WhiteList
How can I distribute Leads to my Assistants?
- First you need to set up sharing so that you can access your assistant's accounts read-write
- Next, go into a Prospect record that you want to transfer and click on the Transfer tab
- At the bottom of the tab you will see: Transfer ownership to another person by selecting from the pop-up menu below. Select the person you want to transfer the record to from the drop-down menu
I am having trouble Downloading mailing labels.
If you are using Internet Explorer, you will need to adjust your security settings. Instructions are located here: http://www.realtyjuggler.com/manuals/RealtyJuggler_Quick_Start.pdf
Is there a way to see how many contact records are in my database?
There is a drop-down menu in the upper-right corner of the Contacts screen. That menu contains a list of categories, and in parentheses is the number of contacts within that category. Like this "Buyer (22)"