RealtyJuggler Real Estate Software FAQ

If you accidentally delete a record, you can undelete the record by going to Main:Settings:Undelete.
Here's a video that shows how that works:
Tutorial 49 - Undelete

Yes, here's a link to our FAQ:
RealtyJuggler FAQ

RealtyJuggler has both Task Plans and DRIP Letter sequences. You can also add Tasks as part of a DRIP sequence.
The easiest way to keep in touch with your clients and leads, and schedule a follow-up is to use the Touch Cycle. Video Tutorial 44 shows how that works:
Tutorial 44 - Touch Cycle
Most of the time, the Touch Cycle will meet your needs, but sometimes you need more control. That's where Task Plans come in. The following tutorial shows how to create your own custom Task Plans:
Tutorial 19 - Create a Task Plan
If your plan includes emails or printed letters, then a DRIP sequence is what you need. Video Tutorial 17 shows how to create a custom DRIP letter Sequences that include Drip Tasks:
Tutorial 17 - Custom DRIP Email/Letter Sequences

The easiest way to keep in touch with your clients and leads is to use the Touch Cycle. Video Tutorial 44 shows how that works:
Tutorial 44 - Touch Cycle
If you want an email (or SMS text) reminder to call someone at a specific date and time, then an appointment would be the best solution. Video Tutorial 47 shows how that works:
Tutorial 47 - Calendar
Most agents make many outgoing phone calls in a single day. The easiest way to schedule and make those calls is to book a single appointment in your calendar each day for outgoing Phone calls. Use your RealtyJuggler task list to track the outgoing calls, take notes and schedule follow-up calls.

Appointments as well as Tasks (but not AutoTasks) can have email / SMS Text alarms. To enable this feature, check off the "Alarm" check-box inside of an Appointment record or the Alarm drop-down in the Task.
Here's a tutorial that shows how alarms work for appointments:
Tutorial 47 - Calendar
And this video shows how to set an alarm for a Task:
Tutorial 19 - Create a Task Plan

AutoTasks do not generate email alarms. For AutoTasks, we recommending scheduling your office hours into your calendar and then making all your outbound prospecting using what we call the Touch Cycle. Here's a video that shows how that works:
Tutorial 44 - Touch Cycle

There is an important distinction between Tasks and Appointments in RealtyJuggler. Appointments have a date and time associated with them and usually a location as well. You never want to miss an Appointment, so there is no way to mark one done like you can with a Task. Appointments are located on the Main:Calendar page.
Tasks are different. Tasks do not have a time associated with them. They can be marked done. If you forget to complete a task, the task sticks around until you complete it. Tasks can be found on the Main:All Tasks page.
This video has a good example of how to create a daily call list:
Tutorial 44 - Touch Cycle

If your needs are more complex, here's a video on creating a task plan:
Tutorial 19 - Create a Task Plan

Go to Main:Settings:Task Plans and select the "Show Task Plan Group:" you want to rename from the upper-right corner drop-down menu.
Click on the "Select Multiple Rows" link at the top of the screen on the left. From the "Do Multiple" drop-down located in that same location, select the "Change Task Plan Group Name" menu item.

Go to the list of Contacts or Prospects and pick from the "Show Category:" drop-down menu in the upper-right corner of the screen the category you want to rename.
Click on the "Select Multiple Rows" link at the top of the screen on the left. From the "Do Multiple" drop-down located in that same location, select the "Change Category Name" menu item.

Go to Main:Mail:Mail Forms and pick from the "Show Drip Group:" drop-down menu in the upper-right corner of the screen the category you want to rename.
Click on the "Select Multiple Rows" link at the top of the screen on the left. From the "Do Multiple" drop-down located in that same location, select the "Change Drip Group Name" menu item.

This video shows how the flyers work:
Tutorial 55 - Flyers

I wonder if your assistant is signing into your account, and kicking you out of RealtyJuggler?
If so, you can configure sharing
The following page contains additional information on Sharing:
https://www.realtyjuggler.com/Sharing

We call this sharing. You can configure sharing for a small team as well as larger teams and even an entire brokerage. Sharing allows multiple users to access RealtyJuggler simultaneously. Since RealtyJuggler is cloud-based, this process is seamless and automatic once your initial configuration has been set.
The following page contains additional information on Sharing, as well as video tutorials for the 2 different Sharing methods:
https://www.realtyjuggler.com/Sharing

We call this sharing. You can configure sharing for a small team as well as larger teams and even an entire brokerage. Sharing allows multiple users to access RealtyJuggler simultaneously. Since RealtyJuggler is cloud-based, this process is seamless and automatic once your initial configuration has been set.
The following page contains additional information on Sharing, as well as video tutorials for the 2 different Sharing methods:
https://www.realtyjuggler.com/Sharing

If you have a PDF flyer that you would like to email to several people, you first need to create a mail form that contains an embedded image of your flyer. Here's a video that shows how to do that: Tutorial 43 - Fancy Formatting for Letters and Emails
Next, you can send that mail form several people using the Bulk email. Here's a video that shows how that works: Tutorial 42 - Bulk Email

Here's a video that shows how to send bulk email: Tutorial 42 - Bulk Email

The second 1/2 of this video shows how to delete pending bulk email: Tutorial 42 - Bulk Email

All email sent using RealtyJuggler is scheduled to be sent at a designated date and time. The soonest you can schedule an email is two hours from the present. For example, if it is 1PM, the soonest you can schedule an email to be sent is 3PM.
You can get an immediate preview email by clicking on the "Get Sample Email" link.
All Pending email is listed at Main:Mail:View All Mail. The date column lists the date and time (in your local time) when your email is scheduled to be sent. Once your email has been sent, the status will change to "Sent".

To edit the mailing address for a contact, go into the detail view of the Contact and click on the Address tab on the left? Here's a video that shows how that works: Tutorial 02 - Contacts

I wonder if you have a filter set that might be limiting the number of Contacts that are being displayed? Here's a video that shows how to control that filter: Tutorial 02 - Contacts

I wonder if you have a filter set that might be limiting the number of Prospects that are being displayed? Here's a video that shows how to control that filter: Tutorial 21 - Prospect Database Part 1

Here's a video that shows that works:
Tutorial 20 - Starting a Deal

This video shows how to do that:
Tutorial 43 - Fancy Formatting for Letters and Emails

Information on installation of your own company letterhead is located at Main:Mail:Letterhead. Click on the "Install" tab at the top of the screen for more information.

You can edit how your letters are addressed by creating your own custom mail form. Here's a video that shows how:
16 - Customizing Mail Forms using RealtyJuggler Real Estate Software.

Write your name in cursive on a blank sheet of paper using a black Sharpie. Place that sheet of paper in a well lighted location with a few additional sheets of white paper underneath. Take a picture of your signature with your smartphone. Zoom in so the signature fills the picture area. Make sure your signature is aligned so that it reads normally. Email that picture to yourself, and then open the email on a computer. Save the picture of the signature to your computer's desktop. Open RealtyJuggler, go to the Main:All Files screen. Click New Attachment. It will give you an option to resize the image. Choose Resize Image To: Maximum 300px Width. Click the "Upload" button. Add a Description so you know what the image is for, like: "Handwritten Signature". Click "Done". Go to Main:Mail:Preferences. Click into the %Signature% field. Put the cursor on a blank line where you want your handwritten signature to appear. Click the Mona Lisa icon on the tool bar and select your signature image. It will now be displayed in your signature. You can resize it by double clicking on the image and typing in a numeric value for the width. You can test it by going to the Email tab of the Main:Mail:Letterhead screen and clicking on the sample letter.

This video shows how to edit your letterhead and signature Tutorial 61 - Letterhead & Signature

You will need to rebuild your drip sequence. Page 18 of the RealtyJuggler Mail Manual has information on how to rebuild a Drip Sequence.

You can edit your signature by going to the Main:Settings:Preferences:Mail. The signature field is at the bottom of that screen.

You can add your social media links to your Signature. This video shows how Tutorial 61 - Letterhead & Signature
Each contact record in RealtyJuggler has 9 fields available for web site links. To use those links, go to the social media page you want to save, copy the link and paste into the RealtyJuggler 'Web Link' field. As one field is used, another will appear. This video may be helpful Tutorial 02 - Contacts.

You can add your social media links to your Signature. This video shows how Tutorial 61 - Letterhead & Signature

You can add your social media links to your Signature. This video shows how Tutorial 61 - Letterhead & Signature

You can add your social media links to your Signature. This video shows how Tutorial 61 - Letterhead & Signature

You can add your social media links to your Signature. This video shows how Tutorial 61 - Letterhead & Signature

Yes, there are spaces for up to 2 signatures. You can edit them at Main:Settings:Preferences:Mail. The mail merge variables that are available are %Signature% and %Signature2%. Many people use that second signature for printed letters and the first signature for emails. If you would like to do that, go to Main:Mail:Letterhead and click on the Printed tab at the top of the screen. Check off "Use Alternate Signature for Printed Letters" check-box. If you do that, you can use the mail merge variable %Signature% for all your letters, and RealtyJuggler will use the second signature for printed letters and first signature for emails.

You can edit your return address by going to Main:Settings:Preferences:Mail. Your signature is located at that same location.

The best way to experience RealtyJuggler is through our 90 day free trial. The free trial is literally free and requires no credit card. Next, click on the Video Tutorials icon on the main screen, once you are signed in. You will find several video tutorials that can get you started.

You don't. RealtyJuggler runs on any web browser. Just go to the web page:
https://www.RealtyJuggler.com and sign in.

To purchase a RealtyJuggler subscription, sign into your account and click on the red Buy Now button.
Here's a video that shows how to purchase your RealtyJuggler membership:
Tutorial 05 - Purchasing RealtyJuggler

When you make your RealtyJuggler purchase, an email receipt is sent to the email account we have on record for your account. We can also email you an additional receipt at any time you need one. Just ask.

RealtyJuggler can only be purchased on an annual basis. However, you can cancel your membership at any time and get a partial refund. To purchase a RealtyJuggler subscription, sign into your account and click on the red Buy Now button. Here's a video that shows how to purchase your RealtyJuggler membership:
Tutorial 05 - Purchasing RealtyJuggler

Renewal is not automatic. Here's a video that shows how to renew your membership.
Tutorial 05 - Purchasing RealtyJuggler

If you already have a RealtyJuggler account, sign in and click on the "Account" link in the upper-right corner.
If you have not yet created a free trial, this link has information for prospective new members: RealtyJuggler Pricing

We have a referral program, which is perfect for one agent to recommend RealtyJuggler to another. Information on that is available by signing into RealtyJuggler and going to Main:Refer RJ

You can see your expire date by signing in and clicking on the Account link in the upper-right corner of the screen. You can also renew/purchase your membership there as well.

Your free trial is literally free. We don't take a credit card and won't bill you when you free trial is up. So, there is no disadvantage to letting your free trial lapse if you are not planning on continuing with RealtyJuggler. If you do want to purchase your membership, just sign into your expired account and click on the Buy Now button. You can also export your data and access it read-only for a period of 60 days after your trial or membership has expired. If you would like to have your account deleted, just let us know and we can do that as well. A common reason for not continuing with RealtyJuggler is lack of training. A common reason why agents don't purchase RealtyJuggler is because they don't know where to start. Did you know that we offer complimentary one on one training? RealtyJuggler is a lot easier that you might think.

RealtyJuggler does not auto-renew your membership. You can let your account lapse without any auto-renewal or charges. Unless you sign into your account and pay for it, your membership will not renew. If you do want to purchase your membership, just sign into your expired account and click on the Buy Now button. You can also export your data and access it read-only for a period of 60 days after your trial or membership has expired. If you would like to have your account deleted, just let us know and we can do that as well. A common reason for not continuing with RealtyJuggler is lack of training. Did you know that we offer complimentary one on one training? RealtyJuggler is a lot easier that you might think.

Yes. The 90 day free trial does not require a credit card - it is literally free. If you like what you see, you can purchase a Membership. If you do nothing, your trial lapses without charge. Free really means free.

Sorry, we do not offer a white-label version of RealtyJuggler. However, we do offer a referral program, which is perfect for one agent to recommend RealtyJuggler to another. Information on that is available by signing into RealtyJuggler and going to Main:Refer RJ

We do not have an affiliate program, but we do have a referral program. When you are logged into your RealtyJuggler account, go to Main:Refer RJ for information on that. You get two free months added to your subscription and the person you recommend also gets two free months added if the person you recommend ends up purchasing a subscription.

Yes. The way the referrals work is that if you want to recommend someone for RealtyJuggler, just sign into your account and go to Main:Refer RJ and send your friend the link that is on that screen.
Then, when your friend signs up we will know how they heard about RealtyJuggler. When they purchase a membership, both you and they will get 2 extra months membership in RealtyJuggler for free. The bonus is applied at the time of purchase and is automatic.

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.

Yes. You can use RealtyJuggler Email Feed to feed leads straight from your IDX/website (or any other web page) into RealtyJuggler. Information on Email Feed is located at Main:Settings:Email Feed
This video shows how to use Email feed Email Feed

Yes. You can use RealtyJuggler Email Feed to feed leads straight into RealtyJuggler from most data sources including any IDX. Information on Email Feed is located at Main:Settings:Email Feed
This video shows how to use Email feed Email Feed

Yes. You can use RealtyJuggler Email Feed to feed leads straight into RealtyJuggler from most data sources including any IDX. Information on Email Feed is located at Main:Settings:Email Feed
This video shows how to use Email feed Email Feed

Yes. We have several pre-configured contact-me forms. They are located at Main:Settings:Contact Me. If you would like to customize your contact-me form, we recommend using Email Feed instead. That is located at Main:Settings:Email Feed.

You can create your own customized contact-me form using Email Feed. That is located at Main:Settings:Email Feed.

Yes. You can create your own customized contact-me form using Email Feed. That is located at Main:Settings:Email Feed. If you would prefer to use one of our pre-built contact-me forms, that is located at Main:Settings:Contact Me.

This video shows how use a contact me form in WordPress Tutorial 70 - WordPress Contact Me Form

To feed leads from Zillow into RealtyJuggler, you would use Email feed. That is located at Main:Settings:Email Feed. Click on the instruction link and follow the instructions for Zillow.

To feed leads from Trulia into RealtyJuggler, you would use Email feed. That is located at Main:Settings:Email Feed. Click on the instruction link and follow the instructions.

To feed leads from Listing Booster into RealtyJuggler, you would use Email feed. That is located at Main:Settings:Email Feed. Click on the instruction link and follow the instructions.

Here's a video that shows how to assign an automatic drip sequence / campaign: Tutorial 14 - Drip Email/Letter Sequences and this video shows how to customize a drip sequence Tutorial 17 - Custom Drip Email/Letter Sequences. This final video shows how to create advanced drip sequences that also include tasks Tutorial 45 - Advanced Drip Sequences.

If you would like to send the same email to many people, consider Tutorial 42 - Bulk Email.
To apply a Drip sequence (email or printed) to multiple people:
Tutorial 67 - Assign Drip to Multiple People

When leads are added to your Prospects database from eMailFeed, a category CallNow is added. This video shows how we recommend handling these leads as they come in:
Tutorial 42 - Bulk Email.
To apply a Drip sequence (email or printed) to multiple people:
Tutorial 67 - Assign Drip to Multiple People

Here's a video that shows how to assign a drip sequence: Tutorial 14 - Drip Email/Letter Sequences and this video shows how to customize a drip sequence Tutorial 17 - Custom Drip Email/Letter Sequences. This final video shows how to create advanced drip sequences that also include tasks Tutorial 45 - Advanced Drip Sequences.

Here's a video that shows how create your own letter: Tutorial 43 - Fancy Formatting for Letters and Emails.

Here's a video that shows how create your own letter: Tutorial 43 - Fancy Formatting for Letters and Emails.
and this video shows how to adjust margins, header and footer: Tutorial 61 - Letterhead & Signature.

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.
You can market to both lists and keep up with both lists, but the Contacts database will synchronize with your SmartPhone, while the Prospects database will not.

This video shows how to configure sharing for an office and how to distribute loads to team members:
Tutorial 09 - Sharing for an Office

RealtyJuggler works great on a Mac. We test RealtyJuggler extensively on Macintosh computers.

RealtyJuggler can Synchronize with both Google Android and Apple iPhone.

Here's a video on how to connect RealtyJuggler to your Android devices, such as an tablets and phones:
Tutorial 58 - Android

Here's a video on how to connect RealtyJuggler to your Apple iOS devices, such as an tablets and phones:
Tutorial 56 - iPhone & iPAD

Here's a video on how to connect RealtyJuggler to your Apple iOS devices, such as an tablets and phones:
Tutorial 56 - iPhone & iPAD

Yes, you can use Google Sync to synchronize your RealtyJuggler and Google Calendar with your Apple devices:
Tutorial 56 - iPhone & iPAD
Page 9 of the RealtyJuggler Synchronization Manual shows how to synchronize Google with Apple Calendar on a Macbook:
https://www.realtyjuggler.com/manuals/RealtyJuggler_Sync.pdf

Page 16 of the below manual describes how to add an Icon / shortcut on your Computer's desktop:
Contacts/Calendar Synchronization Instructions

Yes, RealtyJuggler has a calendar. Here's a video that shows how that works:
Tutorial 47 - Calendar

Here's a video that shows how that works:
Tutorial 59 - eCards

To edit an eCard you would go to Main:Mail:Mail Forms and create a new mail form, you can then select from the drop-down at the bottom of the screen a starting eCard to work with. Here's a video that shows how:
16 - Customizing Mail Forms using RealtyJuggler Real Estate Software.
Next, you would send your eCard like before. Make sure to select "Custom" for your template library and select the new Mail Form you created. Here's how:
Tutorial 59 - eCards.

We do not have any Flag Day eCards. However, we do have 4th of July eCards for USA, and Canada Day for Canada. If you are keen on sending an eCard around the first part of June, we recommend one of our Summer ecards.

Yes. Here's a video that shows how Rental Management works:
Tutorial 52 - Rental Management

We have forms for both Open Houses as well as showing feedback. Here's a video that shows how that works:
Tutorial 57 - Showing Feedback

Both the Buyers and the Listings records have a Showings/Offers tab. You can use this tab to track your showings and offers. You can even solicit showing feedback and create a Closing record from your accepted offer. The below video shows how to solicit showing feedback:
Tutorial 57 - Showing Feedback

Here's a video that shows how to solicit showing feedback:
Tutorial 57 - Showing Feedback

Yes. You can feed showing information from Supra eKey lockboxes into RealtyJuggler. Here's a link that shows how:
eMail feed Instructions

Yes. You can feed showing information from Sentrilock lockboxes into RealtyJuggler. Here's a link that shows how:
eMail feed Instructions

Yes. Both Valet Import and regular import have the ability to add a category to all the records that are imported. This video shows how that works:
Tutorial 01a - Importing

You can do that using Valet Import, which is located at Main:Settings:Valet Import. This video shows how Valet Import works:
Tutorial 01b - Valet Import

You can do that by downloading your Google Sheet to a .CSV file and then using Valet Import, which is located at Main:Settings:Valet Import. Here are step-by-step instructions:
Google Sheets Import

We recommend that you load your contacts and create a listing from a contact. Here's how:
Tutorial 20 - Starting a Deal
You can import data using Valet Import, which is located at Main:Settings:Valet Import.

We recommend doing a Valet Import request. Here's how you can do that: Tutorial 01b - Valet Import

We recommend doing a Valet Import request. Here's how you can do that: Tutorial 01b - Valet Import

You can import your Contacts and Calendar data from your Apple iCloud account using the instructions provided below:
Apple iCloud Contacts
Apple iCloud Calendar

You can import your Apple Mac Contacts using the instructions provided below:
Apple Mac Contacts

You can import your Contacts from MRIS MATRIX by using these instructions: MRIS MATRIX

To export out of RealtyJuggler, go to Main:Settings:Export.
If you need to export your information for a mailing, you can do that by going to Main:Mail:Export Mailing List.

This video shows how:
Tutorial 69 - Constant Contact

This video shows how:
Tutorial 69 - Constant Contact

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List
If you use GetResponse landing pages, you can connect them to RealtyJuggler using email feed. Information on that is located at Main:Settings:Email Feed.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List
Make sure to pick the EventBrite format from the drop-down.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List
You should use the Generic CSV format as that is what MailJoy will work with.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List
For Export format, make sure to select iContact
We also offer a more comprehensive 2-way sync option for MailChimp, which is located at Main:Mail:MailChimp.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List
For Export format, make sure to select "Generic CSV File"
We also offer a more comprehensive 2-way sync option for MailChimp, which is located at Main:Mail:MailChimp.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Yellow Letters

You can do that by going to Main:Mail:Export Mailing List.

YES! Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can use links from YouTube, BombBomb, VidYard, Vimeo, Loom as well as dubb.com. In each case, copy the video URL and paste it into the dialog box for inserting the video. RealtyJuggler will then insert a thumbnail and link to the video. If you are using an animated GIF thumbnail, RealtyJuggler will also use that.
You can also export your list from RealtyJuggler to BombBomb by going to Main:Mail:Export.

YES! Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can use links from YouTube, BombBomb, VidYard, Vimeo, Loom as well as dubb.com. In each case, copy the video URL and paste it into the dialog box for inserting the video. RealtyJuggler will then insert a thumbnail and link to the video. If you are using an animated GIF thumbnail, RealtyJuggler will also use that.

Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can use links from YouTube, BombBomb, VidYard, Vimeo, Loom as well as dubb.com. In each case, copy the video URL and paste it into the dialog box for inserting the video. RealtyJuggler will then insert a thumbnail and link to the video. If you are using an animated GIF thumbnail, RealtyJuggler will also use that.

YES! Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can use links from YouTube, BombBomb, VidYard, Vimeo, Loom as well as dubb.com. In each case, copy the video URL and paste it into the dialog box for inserting the video. RealtyJuggler will then insert a thumbnail and link to the video. If you are using an animated GIF thumbnail, RealtyJuggler will also use that.

YES! Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can use links from YouTube, BombBomb, VidYard, Vimeo, Loom as well as dubb.com. In each case, copy the video URL and paste it into the dialog box for inserting the video. RealtyJuggler will then insert a thumbnail and link to the video. If you are using an animated GIF thumbnail, RealtyJuggler will also use that.

Here here's a video that shows how to embed a video into an email:
Tutorial 60 - Video Emails
You can also export a third party service like BombBomb by going to Main:Mail:Export Mailing List. The video link at that bottom of that page shows how that works.

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

You can do that by going to Main:Mail:Export Mailing List.
Here's a video that shows how that works: Tutorial 53 - Export Mailing List

To export out of RealtyJuggler, go to Main:Settings:Export. If you need to export your information for a mailing, you can do that by going to Main:Mail:Export Mailing List.

You can add a note after any phone number or email address. For example
(970) 555-1212 (Sally)
adds a label of Sally to that phone number. This information is synchronized with your smartphone if you are using Google Sync. As you enter one phone number or email address, another blank will appear. There is space for up to 9 email addresses and phone numbers for each contact or prospect.

The simplest way to handle a spouse is to enter the name of the spouse into the "Spouse" field. Emails and printed letters will automatically be addressed to the couple, like "Jack & Sally". For Spouse phone number, enter the number and then a space and then the name of the spouse into that phone number field. Like this: (970) 555-1212 (Sally). You can do the same thing for spouse email address.
If you are working with a power couple or couple that is getting divorced, you might find it more convenient to give the primary contact and spouse their own independent Contact records. Deal records (like a Listing and Closing) can have multiple Parties for Buyer and Seller allowing for more than one contact record to be marked as a Buyer or Seller.
A third option would be to include the name of both people, for example "Jack & Sally", in the First Name field of the contact record.

Phone numbers and email addresses can be entered into the fields that are right after the Title field. Change the drop-down menu on the left from a phone number label to Email Address to enter an email address. As you fill in 1 field, a new fresh one will appear. You can have up to 9 email address and phone numbers for each Contact record. Add a note to the end of the phone number or email address, like this:
(970) 555-1212 (Sally)

Yes, give us a call at (970) 672-3467 and we can help you configure your dialer. There are several options available.

There are a few options to integrate RealtyJuggler with MoJo dialer. Give us a call at (970) 672-3467 to discuss.
Did you know that RealtyJuggler also has its own integrated dialer? We can help configure that for you as well.

Yes, give us a call at (970) 672-3467 and we can help you configure.

Yes, give us a call at (970) 672-3467 and we can help you configure.

Yes, give us a call at (970) 672-3467 and we can help you configure.

Instructions for integrating Google Drive with RealtyJuggler available in the second 1/2 of this video:
Video 37 - Notes & Files

Instructions for integrating Google Drive with RealtyJuggler are on around page 22 of the below manual. The process for Evernote integration is the same. Copy and Paste a link to the Evernote Folder within each RealtyJuggler deal record and you can click on that link when you need to from within RealtyJuggler:
Contacts/Calendar Synchronization Tutorial

Instructions for integrating DropBox with RealtyJuggler are on around page 22 of the below manual:
Contacts/Calendar Synchronization Tutorial

Instructions for integrating Microsoft OneDrive with RealtyJuggler are on around page 22 of the below manual:
Contacts/Calendar Synchronization Tutorial

Here's a video that shows how the Commission Calculator works:
Tutorial 28 - Commissions Calculator

Just click on the column title you want to sort by. Here's a video that shows how that works:
Tutorial 02 - Contacts

Here's a video that shows how that works:
Tutorial 18 - Searching & Filtering

Here's a video that shows how that works:
Tutorial 37 - Notes and Files

Here's a video that shows how that works:
Tutorial 37 - Notes and Files

For deal information, like file attachments, we recommend using a deal records.
This video shows how to create a deal record from a Contact record:
Tutorial 20 - Starting a Deal

You can disable AutoTasks by going to Main:Settings:Preferences:Tasks. You can decide which AutoTasks you want to use from there and which to suppress.

AutoTasks are used throughout RealtyJuggler to make sure that deals are properly closed. You cannot delete AutoTasks. They are built based upon the data you enter. However, the preferences that control which AutoTasks are generated are located at Main:Settings:Preferences:Tasks.
Video tutorial 38 and 39 describes all of the AutoTasks and how they work. Here's a link to those videos:
Tutorial 38 - AutoTasks Part 1
Tutorial 39 - AutoTasks Part 2

You can delete a task plan by going to Main:Settings:Task Plans. Select the task plan you want to delete from the "Show Task Plan Group" drop-down in the upper-right corner of the screen. Click on the "Select Multiple Rows" link which is directly above the list of tasks in the middle of the screen. A series of check-boxes will appear to the left of your list of Tasks. Check the first check-box, which will check off all of the tasks. Select from the "Do Multiple" drop-down menu at the top of the list and select the "Delete Selected Records" menu item.
Have you applied your task plan to any of the default records? If so, go to Main:Settings:Defaults and go into the records you have plans for, click on the Tasks tab and delete the tasks there as well.

This video shows how to track Closing Anniversaries using RealtyJuggler:
Tutorial 63 - B-Days & Anniversaries

This video shows we recommend handling Birthdays and Anniversaries:
B-Days & Anniversaries
You can also have an email reminder sent by clicking on the Blue arrow to the left of the Birthdate/Anniversary date in the contact record and selecting "Add to Contacts". From there, click on the blue >> arrow to the right of the date and check off the "Alarm" check box. Here's a video that shows how that works: Tutorial 47 - Calendar

This video shows we recommend handling Birthdays and Anniversaries:
Tutorial 63 - B-Days & Anniversaries
You can also add these dates to your calendar by clicking on the Blue arrow to the left of the Birthdate/Anniversary date in the contact record and selecting "Add to Contacts".

This video shows how to track Birthdays using RealtyJuggler:
Tutorial 63 - B-Days & Anniversaries
and this one shows how to send an eCard:
Tutorial 59 - eCards

This video shows how to track Birthdays for family members using RealtyJuggler:
Tutorial 63 - Birthdays & Anniversaries

Phone support if 9AM-5PM Mountain Time, Monday-Friday. Email support is available 24 hours a day.

Sorry, we do not. However, we are happy to call you directly. Just click on the "Contact Us" icon when signed into RealtyJuggler and we will give you a call right back.

Here's a video that shows how to track expenses using RealtyJuggler:
Tutorial 27 - Expenses

Here's a video that shows how to handle taxes using RealtyJuggler:
Tutorial 65 - Taxes

Yes, you can export your expenses and income by going to Main:Settings:Export. This data will be exported in a format suitable for loading into QuickBooks. We recommend reviewing this video:
Tutorial 65 - Taxes

This video that shows how to track repeating expenses using RealtyJuggler:
Tutorial 27 - Expenses

This video that shows how to track mileage expenses using RealtyJuggler:
Tutorial 27 - Expenses

This video shows how to track hourly assistant expenses using RealtyJuggler:
Tutorial 27 - Expenses

When you transfer a Buyer or Listing record to the Closing database, the old Buyer/Listing record is retained and the status of that record is changed to Contract. We do this just in case your Closing falls thru. If your closing does fall thru, change the status of the closing to Cancelled. You will be prompted if you want to re-Activate the old Buyer/Seller record. If you click "Yes", then you will be taken to the old record, where you can then change the status of that old record back to Active.

RealtyJuggler is used all over the world, and after the U.S., Canada is our largest market. There are several settings and features specific to the Canadian market, and those are automatically configured for you when you specify your country during the free trial signup. Here is a video overview for those settings:
Tutorial 34 - International/Canadian Settings

You can use RealtyJuggler to track Expenses and Income and that information can be viewed and exported on a quarterly basis for tax purposes. Additionally, you can track taxes paid and owed for both your expenses and income. Here are a video that shows this in more detail:
Tutorial 65 - Taxes

If you are lucky enough to represent both sides of a transaction (both buy and sell side), then here's how you can move that deal to Closing.
Start with your Listing record and click on the Transfer tab. Transfer your Listing to a Closing. Click on the Side drop-down menu and change to "Both Sides".
Click on the "Parties" tab on the left inside of your Closing record and click on the Buyer party. Click on the first name field and look up your buyer from your Contacts database.
Click on the "Commission" tab on the left and update your commission so that you have both sides.
If you have a Buyer record, you will want to go into your Buyer record and change the status to "Contract". Do not transfer the Buyer record to Closings.
Here's a video that shows general operation, but not specific to the both sides situation:
Tutorial 20 - Starting a Deal

Here's a video on how RealtyJuggler lockboxes work:
Tutorial 35 - Tracking Lockboxes

If you want to display names so that the first name is displayed before the last name just go to Main:Settings:Preferences:General The option you want is called "Display Names As".

To create a category, just go into the detail view of the Contact record, click on the Categories field and type in your new category. This video shows how:
Tutorial 02 - Contacts.

To create a category, just go into the detail view of any Expense record, click into the Categories field and type in your new category. This video shows how:
Tutorial 02 - Contacts.

To create a category, just go into the detail view of the Prospect record, click on the Categories field and type in your new category. This video shows how:
Tutorial 21 - Prospect Database Part 1.

This video shows how to delete a category:
Tutorial 03 - Select Multiple Rows

Complimentary One-On-One training is available 9am-5pm mountain time M-F. Just sign into your RealtyJuggler account and click on the Contact Us icon. From there, you will see a "Schedule Training" button which you can use to pick your training date and time.

To change your password, sign into your RealtyJuggler account and click on the 'Account' link in the upper-right corner of the screen.

To change your Email Address, sign into your RealtyJuggler account and click on the 'Account' link in the upper-right corner of the screen.

This video shows how to rest your password:
Tutorial 64 - Reset Password

Take a close look at your email address. Is it typed in wrong? If not, perhaps you used a different email address?

Yes. Here's a video that explains the precautions we take with your information:
Tutorial 10 - Security Protections

Yes. Here's a video that explains how to synchronize MailChimp and RealtyJuggler together:
Tutorial 46 - MailChimp e-Newsletters/Flyers

Yes. The easiest way to use KeepingCurrentMatters content is to save as either a PDF document or an image. Then upload into RealtyJuggler as an image file attachment and embed the image into a mail form. Give us a call at (970) 672-3467 and we can walk you through the process over the phone.

We don't offer a newsletter. However:
- We have quite a variety of eCards that you can use. Tutorial 59 - eCards
- We have a vast letter/email library, including time-release drip sequences. Tutorial 14 - Drip Email/Letter Sequences
- You can convert any PDF newsletter into an embedded image and send by bulk email. Tutorial 42 - Bulk Email
- Finally, if you are looking to format a newsletter, like a newspaper, you can use MailChimp: Tutorial 46 - MailChimp e-Newsletters/Flyers

You can pull up a Service Report for individual deal records. That is available by clicking on the Service Report tab when inside of the detail view for the Listing or Closing.
You can also track Expenses from the Main:Expenses screen and Income from the Main:Income screen.
There is also a Goals section that can be used to track lead sources, break down expenses by category, and also track your deal pipeline. Here's a video on that: Tutorial 50 - Goals.

We recommend that you empty your cache or try using a different internet browser. If that does not resolve the problem give us a call and we can troubleshoot over the phone (970) 672-3467/
Empty your computer cache. Here's how.

The homes database is a list of physical properties, while the Listings database is the list of listing deals you are involved with. Here's a video that explains this in more detail Tutorial 36 - Homes Database.

Here's a video on Goals: Tutorial 50 - Goals and there is also a user's manual at the bottom of the Main:Goals screen that might be helpful as well.

This video shows how the Seller Net Calculator works Tutorial 32 - Buyer & Seller Net Calculator This calculator is now located in the Calculator tab inside of the Prospect and Listing records.

This video shows how the Buyer Net Calculator works Tutorial 32 - Buyer & Seller Net Calculator. This calculator is now located in the Calculator tab inside of the Prospect and Listing records.

This video shows how Extra Status values can be used Tutorial 33 - Extra Status.

Just click on the Print icon in the upper-left corner of any screen to print what you see on that screen.

Just click on the Print icon in the upper-left corner of any screen to print what you see on that screen.

Here's a video that shows how to print one letter using RealtyJuggler Tutorial 12 - Send 1 Letter/Email and this video shows how to mass print the same letter to several people using RealtyJuggler Tutorial 13 - Mass Printing Letters.

Here's a video that shows how to print drip letters using RealtyJuggler
Tutorial 14 - Drip Letter/Email Sequences

Here's a video that shows how to print one letter using RealtyJuggler
Tutorial 43 - Fancy Formatting for Letters & Emails
You can insert a page break into your mail form by clicking on the insert page break icon above the body of the letter. The icon is to the right of the Horseshoe icon.

Here's a video that shows how send an email using RealtyJuggler Tutorial 12 - Send 1 Letter/Email.

I suspect that you opened the downloaded .rtf file in a program other than Microsoft Office Word which is part of Microsoft Office.
If you have not purchased Microsoft Office, you can print labels as a .pdf file. To specify that, go to Main:Mail:Letterhead:Labels and change the file format drop-down menu. You would then want to download the free Adobe Reader program to do your printing.
If you have Microsoft Office Word but your .rtf file opened in Wordpad, or some other program, take a look at page 38 of the below manual. The section titled "Making Microsoft Office Word the Default for .rtf Files" shows how to adjust your preferences.
RealtyJuggler_Mail.pdf.

I suspect that the default application for .RTF files is set to a program other than Microsoft Word. Take a look at page 38 of the below manual in the section titled "Making Microsoft Word the Default for .rtf Files"
RealtyJuggler_Mail.pdf.
If you prefer, you can print letters as an .pdf file. To specify that, go to Main:Mail:Letterhead:Printed and Main:Mail:Letterhead:Labels and change the "file format" drop-down menu from .rtf to .pdf.

Here's a video that shows how to print mailing labels/envelopes: Tutorial 11 - Mailing Labels/Envelopes.

YES. From the Mailing Labels screen in RealtyJuggler, copy the text field with the addresses and paste into LabelWriter software. You can also export labels as CSV file and import into Dymo Labelwriter software. Here's a video that shows how to print mailing labels Tutorial 11 - Mailing Labels/Envelopes.

RealtyJuggler can generate the TO address and then you can copy and paste that address into the Stamps.com printing interface. This video shows how to start: Tutorial 11 - Mailing Labels/Envelopes. Pay special attention to the 2:30 minute point in that video as it shows how to copy and paste your address.

You can use RealtyJuggler to print a page of Avery style return address labels. To do that:

• Create a Contact record using your name.
• Click on the "Address" tab on the left and enter your return address.
• Click on the "Mailing Label" tab on the left and check off all 30 check-boxes at the bottom of that screen.
• Click on the "Download/Print" button and open the .rtf file using Microsoft Office Word.
• If you prefer, you can print labels as a .pdf file. To specify that, go to Main:Mail:Letterhead:Labels and change the file format drop-down menu.
• Print your labels.

Here's a video that shows how to assign a drip sequence: Tutorial 14 - Drip Email/Letter Sequences and this one shows how to customize a drip sequence Tutorial 17 - Custom Drip Email/Letter Sequences and finally this last video shows how to create your own drip sequence Tutorial 45 - Advanced Drip Sequences

The full text of the RealtyJuggler letter library is available by going to Main:Mail and scrolling down to the bottom of that screen. There are two links at the bottom with the full text of the letter library.
This video shows how to send an eCard: Tutorial 59 - eCards
Here's a video that shows how to send a letter: Tutorial 12 - Send 1 Letter/Email
and a video that shows how to send a DRIP sequence: Tutorial 14 - DRIP Email/Letter Sequences
There are also more advanced videos, but the above three videos are a good place to start.

You can have new notes automatically added to the top of the notes field instead of the bottom by going to Main:Settings:Preferences:General and changing the "Add New Notes to:" drop-down menu.

If you need more time on your free trial, just click on the "Contact Us" icon and let us know how much more time you need.

If your RealtyJuggler was fast before and is now slow, try rebooting your computer and internet router. If that does not fix the problem, give us a call and we can troubleshoot over the phone. You can test RealtyJuggler server performance from several locations using the link below.
http://realtyjuggler.net/
Slow performance of RealtyJuggler could be related to something on your computer slowing things down, like misconfigured antivirus or a slow network connection. If you can't resolve the problem, give us a call and we will troubleshoot over the phone.

I wonder if you have white listed us? Here are the instructions:
White Listing RealtyJuggler.

I wonder if you have white listed us? Here are the instructions:
White Listing RealtyJuggler.

I wonder if you have white listed us? Here are the instructions:
White Listing RealtyJuggler.

Our phone number is (970) 672-3467. Phone support is 9AM-5PM M-F.

We can demonstrate RealtyJuggler to you through one-on-one training and scheduled webinars. To schedule you complimentary training session, give us a call at (970) 672-3467. We typically have availability 9am-5pm mountain time M-F.

We offer complimentary one-on-one training by phone. To schedule your free training session, just click on the Contact Us link on the main screen of RealtyJuggler and from there click on the "Schedule Training" button.

Here's a video that shows how Income works in RealtyJuggler:
Tutorial 26 - Income/Commissions.

For mobile access, we currently recommend the iPAD. The Kindle Fire Silk web browser is not suitable for dynamic applications like RealtyJuggler and is more suited for static content, like newspaper content.

We have step-by-step instructions for importing most contacts. The instructions are located here:
https://www.realtyjuggler.com/Import. We also offer a Google Sync capability.

Choose your Top Producer version below and follow the provided import instructions:
Top Producer 7i
Top Producer 8i
Top Producer 6/6i

Here's a link to instructions:
Import from Vulcan 7

Here's a link to instructions:
Import from MyRedTool

Here's a link to instructions:
Import from My Real Estate Tools

Here's a video on how to synchronize RealtyJuggler with Google G Suite / Gmail:
Tutorial 40 - Google Sync

Here's a video on how to synchronize RealtyJuggler with Google:
Tutorial 40 - Google Sync

Here's a video on how to synchronize RealtyJuggler with Google:
Tutorial 40 - Google Sync

Google Sync can be set to automatically update changes made in RealtyJuggler over to Google Contacts and Calendar. The section titled "Automatically Save Changes To Google" of the below manual has additional information on this:
Synchronization

Sign into your Google Contacts and click on the Trash icon in the lower left corner of the screen. This link is a shortcut:
Google Contacts Trash
Click on the Empty Trash Now link on that screen.

I would recommend the following:
1. On your computer, go to Gmail and sign out of your Gmail account. If you have more than one Gmail email address, make sure to sign back into Gmail using the one you intend to sync with.
2. Go to RealtyJuggler Main:Settings:Google Sync and click "Start Sync" and then click on the "Log Out of Google" button.
3. Click "Start Sync" again and then follow the instructions in red and in bold.
4. When you grant access to RealtyJuggler make sure that you are granting the correct Gmail email address permission.

That particular error is specific to an individual contact record. Open that record in Google and trim the notes down to less than 20k total and try the sync again. It is likely that the amount of notes exceed a Google limit.

Sounds like your Google Calendar Time Zone needs to be set.
1. Sign into your Google Calendar. Click the Gear icon in the upper-right corner of the screen, select Settings menu item. Adjust the time zone on that screen.
2. There is an additional Time Zone setting for each calendar as well within Google Calendar. Click on the drop-down arrow to the right of the calendar name. This is located to the left inside of your Google Calendar in the section called My Calendars. You will need to adjust the time zone there as well.
Once you have adjusted both time zones, create a new appointment in Google and a new appointment in RealtyJuggler. Go to Main:Settings:Google Sync and click Start Sync button. Double-check both your Google Calendar and RealtyJuggler - both appointments should be correct in both locations.
You can't make these adjustments from your smart-phone. So, make sure to sign into Google from your computer to make these adjustments.
Once all is working correctly, you can update appointments that are incorrect by going into the appointment within RealtyJuggler and adding a note. That will force the appointment to be rebuilt at the google side with the correct time zone information.

The below manual has an entry titled "Programming the @ Icon to Launch your Email program" starting on page 37: Mail Manual

The below manual has an entry titled "Programming the @ Icon to Launch your Email program" starting on page 37: Mail Manual

We have moved the Education tab to Main:Goals:Education. Here's a video that shows how to track continuing education using RealtyJuggler:
Tutorial 51 - Education

We have moved the Education tab to Main:Goals:Education. Here's a video that shows how the Education screen works:
Tutorial 51 - Education

We can install your Borino letters into RealtyJuggler. Just click on the "Contact Us" icon on the main screen of RealtyJuggler to make your request. Make sure to include the Coupon code that came with your purchase.

Here's a manual that will be helpful: Commissions & Referrals
Page 10 and 11 have entries on both giving and getting a referral and how to track the fees / payments as well as follow-up.

Here's a video that shows how to handle contingencies, escrow/earnest funds, inspections and so on: Tutorial 39 - AutoTasks Part 2

Here's a video that shows how to use Extra Status values to mark a deal as having been approved by the bank: Tutorial 33 - Extra Status
Video Tutorial 39 and Video Tutorial 25 are also useful as they provide a detailed description of how to handle the general activities of a closing such as inspections, deadlines, contingencies, escrow and earnest money deposits and so on.

The closing record has an "Earnest $" tab which you can use to track that. Here's a video that will be helpful: Tutorial 25 - Closings Database

The Closing record has a "Contingencies" tab that you can use to track that. Here's a video that will be helpful: Tutorial 25 - Closings Database

You can use the "Select Multiple Rows" link that is at the top of the Contacts list to operate on multiple contacts. Here's a video that will be helpful: Tutorial 68 - Deleting Multiple Records

You can use the "Select Multiple Rows" link that is at the top of the Contacts list to operate on multiple contacts. Here's a video that will be helpful: Tutorial 41 - Categories

Just go to Main:Contacts and scroll to the bottom of the screen. Click on the "Merge Duplicate Contacts" link at the bottom of the screen. If there are just a few duplicated, you will have the opportunity to approve each duplicate. If there are more than 20 duplicates, you will have the opportunity to either approve or deny the merge for all of the duplicates at once.

Here's how to delete all the contacts in your database:
1. Go to Main:Contacts
2. Click on Select Multiple Rows
3. Select menu item, Delete ALL Contacts from Do Multiple drop-down
4. Make sure you have disabled Google Sync, if you are using that.
5. Repeat this process for any other database you want to delete by clicking on the appropriate icon on the Main screen.
Tutorial 68 - Deleting Records

Just go to Main:Prospects and scroll to the bottom of the screen. Click on the "Merge Duplicate Prospects" link at the bottom of the screen. If there are just a few duplicated, you will have the opportunity to approve each duplicate. If there are more than 20 duplicates, you will have the opportunity to either approve or deny the merge for all of the duplicates at once.

Just go to Main:Calendar and scroll to the bottom of the screen. Click on the "Merge Duplicate Appointments" link at the bottom of the screen. If there are just a few duplicated, you will have the opportunity to approve each duplicate. If there are more than 20 duplicates, you will have the opportunity to either approve or deny the merge for all of the duplicates at once.

You can use the "Select Multiple Rows" link that is at the top of the Contacts list to operate on multiple contacts. Here's a video that will be helpful: Tutorial 41 - Categories

You can use the "Select Multiple Rows" link that is at the top of the Contacts list to operate on multiple contacts. Here's a video that will be helpful: Tutorial 41 - Categories

Yes. The below video shows how to select more than one category at the same time. Tutorial 06 - Navigation

The below video shows how to filter records by category: Tutorial 06 - Navigation

This means that there is something wrong with that email address. Hover your mouse over the email address to an explanation. You can review all of your crossed out emails by going to: Main:Mail:Email Opt Out. A description of each possible condition is listed on that screen as well.

Hard bounce means that the email address is no longer in use or is typed incorrectly. The rate of hard bounces that you get are a factor in your email reputation. A poor email reputation will cause the emails you send to be placed into the junk email folder. You can see the full list of hard bounces by going to Main:Mail:Email Opt Out. Email addresses that have hard bounces will also be marked in red with a line through them within RealtyJuggler.

OptOut means that the recipient of your email has opted out of getting emails from you. There are two levels of Opt Out, the first is OptOutDrip which means that the recipient does not want any drip or bulk emails from you, but would welcome a personally written email from you. The second if OptOutAll and indicates that the recipient would like no further email communication from you at all. The rate of opt outs that you get are a factor in your email reputation. A poor email reputation will cause the emails you send to be placed into the junk email folder. You can see the full list of OptOuts by going to Main:Mail:Email Opt Out. Email addresses that have been opted out will also be marked in red with a line through them within RealtyJuggler.

Complaint means that the recipient of your email believes that you sent a spam email. They do this by marking your emails as spam using the email reader that they are using. The rate of complaints that you get are a factor in your email reputation. A poor email reputation will cause the emails you send to be placed into the junk email folder. You can see the full list of Complaints by going to Main:Mail:Email Opt Out. Email addresses that have complained will also be marked in red with a line through them within RealtyJuggler.

You can see the full list of opt-outs by going to Main:Mail:Email Opt Out. Just enter the email address to opt-out on that screen and click on the 'Add' button to have them opted out.

Categories (and Extra Status Values) can be named anything you like. If you use the names of the colors, then you can color code your categories. The color names you can use are: blue, green, purple, red, yellow, orange, turquoise, gray, boldblue, boldgreen, boldred.
Here's a video that shows how to use the categories and colors: Tutorial 41 - Categories
and this one shows how to do the same for Extra Status values: Tutorial 33 - Extra Status.

Here's a video on that: Tutorial 10 - Security Protections

Here's a video on that: Tutorial 10 - Security Protections

There are several ways that you can use RealtyJuggler with Commercial real estate.
The first is by using the Homes database to track your farm of commercial properties. There is a "Commercial" tab inside of the Home records on the left that will be helpful for that. The homes database is perfect to track an inventory of properties for rent or sale (or even if they are not currently for rent or sale).
The second database you will find helpful is the Buyers database. Inside of the buyers database is a tab on the left "Features" which allows you to track the kind of property that the buyer is looking for. There are fields for commercial requirements as well as residential ones and you can also track for lease or to purchase as well.
You can also search the homes database for a match against a buyers requirements and get a ranked list of home records that might match the Buyers needs. That is available in that same "Features" tab.
Of course, you can also use the Contacts and Prospects database to put someone on a Drip or be reminded to contact them again in a few days. So much of real estate is about maintaining relationships, so that is exactly the same whether it is residential or commercial real estate.
RealtyJuggler comes with 101 flyer designs and several of these designs are specifically designed for commercial real estate. To see that go to Main:Flyers. There is a drop-down that lets you select just some flyers based upon a specific criteria - select "Commercial" to see the flyers most suitable for commercial real estate.
You can track Expenses and Commissions as well as the status of your listings and any promotional activities that you are doing to find a buyer (or tenant). That would be done in the Listings database.
RealtyJuggler can also synchronize contacts and calendar with any smart phone.
Feel free to give us a call if you have any questions about additional commercial capabilities - there are so many...

When someone opens an email you sent using RealtyJuggler, the status will automatically change from Sent to Sent+Read. You can review all of the sent mail by going to Main:Mail:View ALL Mail. Percentage statistics are displayed in the upper-right corner of that screen. Additional information on this feature is available at this link.

We have identified several vendors that provide postcard printing at affordable costs. Information is available at: Main:Mail:Postcards. In our experience the costs for having someone print postcards for you is quite low. You can use RealtyJuggler to print mailing labels (Main:Mail:Labels) or export mailing lists (Main:Mail:Export Mailing List).

Your Contacts database is the best place for vendors. Add a category that represents what kind of vendor that the person is. For example "Painter" or "Plumber". That way, you can easily find any kind of vendor easily.
If you would like to put together a list of vendors you are recommending, use a deal record (Prospect, Buyer, Listing or Closing) click on the "Parties" tab from the detail view of your deal record. Create a new Party by clicking on the "New Party" button at the top of the screen. Click on the "First Name" field and click on the "Look Up Contact" to connect your contact record. Create as many Parties as you like. You can use the "Role" and "Description" field to describe the vendor in detail and the Notes field to add custom notes. Use the "Service Report" tab to provide a link to the collected information or a downloadable document summary.
If a friend asks you for a simple single Vendor recommendation, email them a vCard file. From the detail view of your Contact record, scroll to the bottom, and click on the "Download vCard" link. If you have synchronized RealtyJuggler with your smart phone, you can also do that from the Contacts application of your smart phone. Remember - the notes for your contact record be included with your vCard.

We recommend loading your neighborhood into your Prospects database (see Video Tutorial 01a). You can then sort your Prospects by address by clicking on the "Address" column title (See Video Tutorial 21).

Emails sent using RealtyJuggler are sent using our servers but using your from email address. We do this to assure the highest level of deliverability and to automatically track bounce backs and spam complaints. You can configure the @ icon to the right of the email addresses within RealtyJuggler to send emails using your email program. Page 37 of the below manual shows how to do that:
RealtyJuggler Mail.

Global tasks are tasks that are not related to any listing, deal or person in your database. For example, if you need to pick up some milk and bread before heading home, that would be a good Global Task.

Here's a video on the CMA Calculator: Tutorial 73 - CMA Calculator.

That message means that you checked off the checkbox to prevent alerts from being displayed. RealtyJuggler can't operate without these alerts. To reset this preference, close all open browser windows and close your browser. Sign back into RealtyJuggler. To avoid this from happening again, don't check off the check box that prevents alerts from being displayed.

RealtyJuggler has a Promotions tab inside of the Listing record that can be used to track your promotional activities. Here's a video that shows how that works: Listing Promotions

Page 22 of the below manual shows how: Mail Manual
and here's a video on that same topic: Tutorial 71 - Getting Past Spam Filters
Feel free to also give us a call at (970) 672-3467 if you would like to discuss in more detail. We would be happy to help.

A role email address is one that uses a job description as the email address (for example sales@TopAgent.com). Role email addresses are built for functions, not people. In other words, the person reading that email could change from one day to the next. Sending bulk email to these kinds of email addresses have a higher level of spam complaints (which could jeopardize email deliverability) and for that reason, RealtyJuggler does not send bulk email to "role" email address.

There are a few parties that are required for each deal record. For example, it is not possible to delete the Buyer party from a Buyer record. Instead, you should empty the contact information from the party. If you have linked a Contact record to your Party, you can unlink it by clicking on the "First Name" label and selecting the menu item "Unlink".

Yes, RealtyJuggler has the ability to both import and export in vCard format. You can export by going to Main:Settings:Export and you can import by going to Main:Settings:Import.

Probate records should be loaded into Prospect database under the name of the Executor. To import, go to Main:Settings:Valet Import and make a Valet Import request. We will create a custom importer just for you that matches with the data format you are using. You can then import your probate data on your own after that initial request.
The property address of the deceased is mapped to the Property Address of the Prospect record. The Mailing Address and name of the Prospect record will be mapped to the person responsible for handling the disposition of the estate.
Additional information, such as the name of the deceased, additional contact information, next of kin, date of death will be added to the Notes field.
Additional parties (attorneys, banks, multiple next of kin etc.) should be added manually to the Parties tab of the Prospect record. While we can load some of this information into Notes, you must re-enter that information again into the parties tab if you intend to send letters to these parties.
There are 4 custom fields that are available for loading specific pieces of mail merge data for your letters.
Handling Probate leads requires both an automated process, strong technical proficiency, as well as a willingness to hand enter a significant amount data. Due to the variation in data as well as numerous parties involved, a significant amount of data must be entered by hand.
Valet Import mappings for Probate leads are limited to mappings as described in this FAQ entry. We are not able to provide Valet mappings that differ materially our recommended mappings for Probate leads.

You can edit the labels for your custom fields by going to Main:Settings:Preferences:Contacts.

Yes. We recommend using Google Sync located at Main:Settings:Google Sync to sync contacts and calendar.
You will also want to change the default file format for letters, labels, and reports from .rtf to .pdf. Those settings are located at Main:Mail:Letterhead:Printed, Main:Mail:Letterhead:Labels, as well as Main:Settings:Preferences:Calculator.

Create a "Home" record for each investment property. From the Home record, click on the "Owner" tab, look up your investor's contact record. All investment properties will be listed in the "Backlinks" tab inside of your investor's contact record. When it is time for your investor to sell a property, create a "Listing" from your investor's "Contact" record using the "Transfer" tab. From the "Listing", click on the "Property Address" field, and look up the Home record that represents the property to be sold. That way, you eliminate any duplicate data entry.
Here's a video that will be helpful: Tutorial 36 - Homes Database

You can export your data by going to Main:Settings:Export. If you export using the CSV Outlook format, the CJ column for both Contacts and Prospects. RealtyJuggler exports many columns, so you will need to scroll to the right when opening your .csv file in a spreadsheet program like Excel. RealtyJuggler can also synchronize your data with Gmail and that synchronization also includes the Spouse name.

The below link lists all of the mail merge variables:
Mail Merge Variables

We recommend that you take a look in the App Store for your smartphone. Both iPhone and Android phones have business card scanning software that will turn a business card into a Contact record on your phone. We have tested Business Card Scanner by Covve. It works seamlessly across both Apple & Android platforms and makes it easy to immediately add them to your Contacts. From there, you can use RealtyJuggler Google Sync to get that information into RealtyJuggler.

We recommend getting an App for your phone that will allow you to take pictures of your documents and converts them into PDF files. TurboScan is a popular option. From there, you can attach that pdf document to a deal record either by loading it or attaching a google drive folder. This video shows how:
Video 37 - Notes & Files

"Closed" means that Closing has happened. "Completed" means that you have picked up your commission check, and have updated the mailing address of your client in their Contact record. You also may have optionally added the annual anniversary for closing to the contact record. The AutoTasks will step through this process for you.
The status of "Pre-Close" means that you are ready for closing, but closing has not yet taken place.

Here's a video on how to configure SMS Texting: SMS Texting

We do not offer bulk texting from RealtyJuggler. However, we do offer text message chat. This video shows how that works:
Tutorial 74
at around the 4:46 minute mark.
Bulk texting requires prior written permission, whereas text message chat does not.
For this reason, we offer the most legally permissible option.
We do integrate with a few third party vendors that offer bulk text:
https://www.realtyjuggler.com/Partners#SMS_BLASTS

Here's a link to instructions on how to integrate Facebook Leads with RealtyJuggler: RealtyJuggler Partners.

If you are looking to feed leads from almost any lead source, you can use Email feed. Here's How: Email Feed.
Here's a link to instructions on how to use Zapier to feed Facebook Leads into RealtyJuggler: RealtyJuggler Partners.

Yes. Information on that feature is located at Main:Settings:Phone:Call Capture. Give us a call for additional information.

The letter library has both English and Spanish versions of the letters. Also, all of the video tutorials have Spanish sub-titles. Finally, you can enter Spanish language information into any of the text fields within RealtyJuggler.

If you are using EmailFeed (Main:Settings:Email Feed) to get leads into your Prospects database, we will send an email (and optionally an SMS Text message) to you, letting you know that you have a new lead. We do not send an email to your prospect. Many lead sources will send your Prospect an email when your prospect clicks on the Submit button from that web site, for example Zillow,Realtor.com, and Trulia.
We recommend calling or texting your lead as quickly as possible. Your prospect is likely browsing the internet and interacting with additional agents at the same time you are getting your lead. The first agent make meaningful contact with that prospect wins. Automated responses are insufficient to short-circuit this process.

To have your password filled in on your iPhone, tap on that password field and then tap on the "Password" button on the soft keyboard. If there is no "Password" field on your soft keyboard, you can enable it by going to the Home screen, tapping on the "Settings" icon, then the "Safari" icon, and then "AutoFill" and enabling the "Names and Passwords" option.

RealtyJuggler has eCards for wedding anniversary located in the "eCards - Occasions" library. This video shows how to use:
Tutorial 59 - eCards
We also have a drip sequence in the Exotic Letter library called "BuyerWedding", which is suitable for the buildup to the wedding. This video shows how to use that:
Tutorial 14 - Drip Email/Letter Sequences
You can also track wedding anniversary in contact records like this:
Tutorial 63 - Birthdays & Anniversaries

RealtyJuggler is designed to be used by agents and their assistants with little or no training. It is not unusual for an agent to hire an inexperienced assistant and RealtyJuggler is the perfect solution for that kind of situation. This simplicity is achieved through a consistent user interface. Once you learn how one screen works, that knowledge will work for all of the other screens too. Simplicity also means that you will see the same user interface on your phone, an iPAD, as well as a personal computer. The screen is not cluttered with distracting information. Instead, each screen is focused on getting the job done. RealtyJuggler is geared towards quickly achieving specific results, like sending a bulk eCard for Halloween, printing mailing labels, or making follow up phone calls.

Yes, many RealtyJuggler flyers have a location for a QR code. To use, create your QR code using any of the free QR code generators like:
https://www.qrcode-monkey.com/
and save as an image. Open your flyer using Adobe Reader and click on the QR code and pick the new QR code you just created.

You can edit your labels settings by going to Main:Mail:Letterhead and clicking on the Labels tab at the top of the screen.

We recommend that you use a reputable third party service for that. A few that are well respected are Google reviews, Yelp! and Facebook.

The best leads are those of someone looking to buy or sell a home now. Leads like these are time sensitive and are best fed live to RealtyJuggler using Email Feed. We recommend responding within 15 minutes of getting the lead. Good sources of leads like these are Zillow, Trulia, a mortgage broker, or your own web site. You should expect that you will be one of many agents that this prospect will be interacting with. So, we recommend being as specific and useful as possible. Find out the life circumstance that caused the person to want to buy or sell and address that directly. Spend time researching any homes the person has inquired about and offer to show them the home as soon as possible. After making initial contact via text message, a phone call or drop by, put the prospect on a DRIP sequence that is specific to their life circumstance. RealtyJuggler has more than 50 sequences to select from, so your communication will speak directly to what the prospect is looking for.
Expired, FSBO's, and Probate leads are another kind of lead source. These kinds of leads are weaker than live buyers or sellers and typically take multiple months to incubate. Leads like these are best handled using multiple forms of contact, with the first form of contact being a door knock to introduce yourself. Use USPS mail, drop a written presentation by, use SMS text messaging, and a phone call to raise awareness. While email can sometimes be useful, we recommend not starting with email. Start by introducing yourself, then use email to maintain awareness. RealtyJuggler has DRIP sequences that are specific to the kind of prospect - FSBO, Expired and so on. There is a good chance that you won't have an email address. If that is the case, you can print those letters and mail them by USPS.
A geographic farm list is useful for sending printed material via USPS, or door knocking. Since people on this list are typically not looking to buy or sell a home, it may take years of incubation to generate income from this approach. Get to know your geographic farm. There is no replacement for face-to-face interaction. Postcards can be useful to build a presence. USPS has a program called EDDM, which allows you to send a postcard to everyone within a geographic area for a discount. Email communication to a geographic farm is not recommended, unless you have first developed a relationship with the recipient.

These kinds of leads are weaker than live buyers or sellers and typically take multiple weeks to incubate. The most important thing to consider is that the seller has a reason why they aren't using a real estate agent. It is critical to find out that reason and address it directly. For example, if the real estate market is hot, the seller may not want to pay 6% commission. But, they may be willing to pay 3% if you bring a buyer to the table.
Leads like these are best handled using multiple forms of contact, with the first form of contact being a door knock to introduce yourself. Use USPS mail, drop a written presentation by, use SMS text messaging, and a phone call to raise awareness. While email can sometimes be useful it is by far the weakest form of communication for this kind of lead and we recommend not starting with email. Start by introducing yourself, then use email to maintain awareness. RealtyJuggler has DRIP sequences that are specific to the kind of prospect. The standard Letter Library has the DripGroup: ProspectSellerFSBO and the Exotic Letter Library has the drip sequence DripGroup: SellerFSBOHelpful. Printing these letters and sending by USPS is likely your best approach.

These kinds of leads are weaker than live buyers or sellers and typically take multiple weeks to incubate. The most important thing to understand is why the home did not sell with the previous agent. Was the last agent lazy? Did the house show poorly? Perhaps the price was wrong? Figure out what went wrong and promise that you won't make the same mistake that last agent made. the Seller likely has a negative impression about real estate agents in general, so you will need to demonstrate why you are not like all the other agents out there.
Leads like these are best handled using multiple forms of contact, with the first form of contact being a door knock to introduce yourself. Use USPS mail, drop a written presentation by, use SMS text messaging, and a phone call to raise awareness. While email can sometimes be useful it is by far the weakest form of communication for this kind of lead and we recommend not starting with email. Start by introducing yourself, then use email to maintain awareness. RealtyJuggler has DRIP sequences that are specific to the kind of prospect. The Standard Letter Library has the drip sequence DripGroup:ProspectSellerExpiredListing that will be useful. Printing these letters and sending by USPS is likely your best approach.

You can see the expire date for your account by signing in and clicking on the Account link in the upper-right corner of the screen. You can update your contact information and purchase your membership at that same location.

We recommend using categories for that. Just add a category of "Dead" to the prospect record. Alternatively, you can export that record and then delete it.

This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

Yes. This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

This pdf document shows how to feed leads into RealtyJuggler using eMailfeed: JotForm Integration with RealtyJuggler

This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES. This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES. This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES. This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES! This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed
Click Account. Click Team Members. Click Add Team Member. Fill in Name, email address, password and check the box for "Team Member Receives Leads"

YES! This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES! This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

YES! This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed

Yes, this video shows how to use Email feed to feed leads into RealtyJuggler: Email Feed

YES! This video shows how to use Email feed Email Feed

Yes. This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

YES! This video shows how to use Email feed Email Feed

YES! This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

This video shows how to use Email feed Email Feed

You can use RealtyJuggler Email Feed to feed leads straight from Realtor.com into RealtyJuggler. Information on Email Feed is located at Main:Settings:Email Feed
This video shows how to use Email feed Email Feed

You can use RealtyJuggler Email Feed to feed leads straight from RoomVu into RealtyJuggler. Here's how:

• Sign into Roomvu and click on "Leads Management" on the left panel.
• Click the "Get Leads on Your CRM" button.
• hoose "Other" and paste in your RealtyJuggler Prospect Email Feed address.
• Click "Update".

Yes, you can use RealtyJuggler with AM Open House. Leads are added to your phone/tablet contacts, which can sync into RealtyJuggler using Google Sync. You can also use our Open House form, which is available at the bottom of the Main:Listings:Showings screen. Here's a video that shows how that works:
Tutorial 57 - Showing Feedback

Yes, you can use RealtyJuggler with Open Home Pro. Leads will feed directly into RealtyJuggler by exporting and importing a CSV file or by Google Contact Sync. This is a tablet-only app, and will not work on your phone. You can also use our Open House form, which is available at the bottom of the Main:Listings:Showings screen. Here's a video that shows how that works:
Tutorial 57 - Showing Feedback

Yes, you can use RealtyJuggler with OpenHouseWiz. Leads will feed directly into RealtyJuggler using Email feed. You can also use our Open House form, which is available at the bottom of the Main:Listings:Showings screen. Here's a video that shows how that works:
Tutorial 57 - Showing Feedback

Yes. You can link a Loop to a RealtyJuggler Deal record. First get a DotLoop EasyOffer shareable link for the Loop by following the instructions on this page:
https://support.dotloop.com/hc/en-us/articles/206302288-Easy-Offer
Then, paste the link into the Google Drive or Web Site field in a Deal record in RealtyJuggler.

Yes, the best way to do that is to Sync RealtyJuggler using Google Sync. Sync your KW Contacts with Google as well. That way, your contact and calendar are synchronized on your Phone, KW Command and RealtyJuggler and all unified. Give us a call if you have any questions and we can walk you through the process over the phone.

You can go to Main:Mail:Export Mailing List to export a mailing list suitable for RoboTalker.com. The video at the bottom of that screen shows how.

You can go to Main:Mail:Export Mailing List to export a mailing list suitable for EZTexting.com. The video at the bottom of that screen shows how.

This video shows how to feed leads into RealtyJuggler using eMailfeed: Email Feed
If you have a CSV file, you can also import that into RealtyJuggler by going to Main:Settings:Valet Import

You can do that by going to Main:Mail:Export Mailing List. Here's a video that shows how to export a mailing list: Tutorial 53 - Export Mailing List

Yes, LeadsBridge can feed leads using Email Feed straight into RealtyJuggler.

• Click the 'Create new Bridge' button in the left sidebar of LeadsBridge.
• Choose 'Facebook Lead Ads' as the source and 'RealtyJuggler' as the destination and click 'Continue'.
• Click on 'Connect Facebook Lead Ads' and then 'Create new integration'.
• Follow the prompts to authorize your new integration with Facebook Lead Ads.
• Click on 'Connect RealtyJuggler' and then 'Create new integration'.
• Copy your 'Prospect' Email Feed address from the Main:Settings:Email Feed page in RealtyJuggler and paste it into the 'To Receivers' field of your LeadsBridge integration.
• Use the labels from the list linked below to fill in the 'Text before lead data' fields: https://www.realtyjuggler.com/EmailFeed#Prospects
• Click the 'Authorize' button, name your new Facebook Lead Ads to RealtyJuggler integration and then then click 'Continue'.

Yes, Qazzoo can feed leads using email feed straight into RealtyJuggler.

Yes, fourandhalf.com can feed leads using email feed straight into RealtyJuggler.

Yes, zBuyer.com can feed leads using email feed straight into RealtyJuggler.

Yes, helloalex.io can feed leads using email feed straight into RealtyJuggler.

Yes, ylopo.com can feed leads using email feed straight into RealtyJuggler.

Yes, Agentology.com can feed leads using email feed straight into RealtyJuggler.

Yes, SyncSumo.com can feed leads using email feed straight into RealtyJuggler.

Yes, Leadpops can feed leads using email feed straight into RealtyJuggler.

Yes, AdWerx can feed leads using email feed straight into RealtyJuggler.

Yes, AdRoll can feed leads using email feed straight into RealtyJuggler.

Yes, PostAProp can feed leads using email feed straight into RealtyJuggler.

Yes, homevaluestore.com can feed leads using email feed straight into RealtyJuggler.

Yes, HomeSpotter.com can feed leads using email feed straight into RealtyJuggler.

Yes, SquareSpace can feed leads using email feed straight into RealtyJuggler.

Yes, ZBuyer can feed leads using email feed straight into RealtyJuggler.

Yes, Superlative Websites can feed leads using email feed straight into RealtyJuggler.

You can export your contacts list from ZipForms and import into RealtyJuggler using Main:Valet Import.
You can import a specific contact into ZipForms from RealtyJuggler by going to the contact in RealtyJuggler and clicking on the Export vCard link at the bottom of that screen. The downloaded file can be imported in ZipForms.
Finally RealtyJuggler can sync your Contacts and Calendar with Google and ZipForms can do that as well. So, that allows you to have a unified address book and calendar between the applications.

You can export your contacts list from SkySlope and import into RealtyJuggler using Main:Valet Import.
You can import a specific contact into SkySlope from RealtyJuggler by going to the contact in RealtyJuggler and clicking on the Export vCard link at the bottom of that screen. The downloaded file can be imported in SkySlope.
Finally RealtyJuggler can sync your Contacts and Calendar with Google and Skyslope can do that as well. So, that allows you to have a unified address book and calendar between the applications.

We recommend doing a Valet Import request to load that data. The second half if the below video shows how: Tutorial 01b - Valet Import

We recommend doing a Valet Import request to load that data. The second half if the below video shows how: Tutorial 01b - Valet Import

Click on the link below to transfer Contacts from Agent Office / Online Agent / Agent 2000 / Executive Agent to RealtyJuggler:
Agent Office Import Instructions

Did you know that can you have your Bold Leads loaded live into RealtyJuggler automatically? To do that, go to Main:Settings:Email Feed and get your email feed email address. Use that email address in your Bold Leads control panel.
If you have old Bold Leads and you want to Import them, there's the instructions for that:
Bold Leads Import Instructions

You can have your Listings2Leads automatically populate real-time leads in RealtyJuggler. To do that, go to the Main:Settings:Email Feed screen in RealtyJuggler and copy your “Prospect” Email Feed address. You can paste that email address into your Listings2Leads control panel. If you have old Listings2Leads and you want to Import them, there's the instructions for that:
Listings2Leads Import Instructions

Here's the instructions for importing Home Value Leads into RealtyJuggler:
Home Value Leads Import Instructions

Here's the instructions for importing Booj into RealtyJuggler:
Booj Import Instructions

Here's the instructions for importing Cole Leads into RealtyJuggler:
Cole Realty Resource Import Instructions

Here's the instructions for importing realvolve contacts into RealtyJuggler:
realvolve Import Instructions

Here's the instructions for importing PipeDrive contacts into RealtyJuggler:
PipeDrive Import Instructions

Here's the instructions for importing Nutshell contacts into RealtyJuggler:
Nutshell Import Instructions

Here's the instructions for importing LionDesk contacts into RealtyJuggler:
LionDesk Import Instructions

Here's the instructions for importing Insightly contacts into RealtyJuggler:
Insightly Import Instructions

Here's the instructions for importing FollowUpBoss contacts into RealtyJuggler:
FollowUpBoss Import Instructions

Here's the instructions for importing Contactually contacts into RealtyJuggler:
Contactually Import Instructions

The following page will walk you through importing your Yahoo! Contacts into RealtyJuggler:
Yahoo! Import Instructions

The link below contains instructions for transferring MoreSolds Contacts into RealtyJuggler:
MoreSolds Import Instructions

Follow the link below for the LandVoice import instructions:
LandVoice Import Instructions

Follow the link below for the Fusion MLS import instructions:
Fusion MLS Import Instructions

Follow the RedX import instructions through the link below:
RedX Import Instructions

Follow the link below to import your WiseAgent Contacts:
WiseAgent Import Instructions

Take a look at the following page to see the steps for transferring your Sharper Agent Contacts into RealtyJuggler:
Importing Sharper Agent Contacts

Use the instructions in the link below to transfer your Contacts from iXACT to RealtyJuggler:
iXACT Import Instructions

The following page lists the steps for transferring your Market Leader data to RealtyJuggler:
Market Leader Import Instructions

The following page lists the steps for transferring your Contacts from Keller Williams eEdge into RealtyJuggler:
eEdge Import Instructions

The following page lists the steps for transferring your Contacts from RE/MAX LeadStreet / MainStreet into RealtyJuggler:
LeadStreet Import Instructions

ReferralMaker Import Instructions

HubSpot Import Instructions

This users manual explains how you can track referrals:
Commissions and Referrals

Go to your Contacts or Prospects list and click on the "Search By Name" drop-down menu at the top of the screen. Change to "No Phone"

Go to your Contacts or Prospects list and click on the "Search By Name" drop-down menu at the top of the screen. Change to "No EMail"

YES. You can import Expired and FSBO leads into RealtyJuggler using Valet Import. For Single Property Websites and Call Capture, you can feed leads live into RealtyJuggler using Email Feed. Give us a call if you would like to help get those features configured. We would love to help.

Click on the image and then drag the lower left corner so that the size is the way you want.

There are a few tools that you can use to resize a PDF file.
pdfresizer.com Compress
pdfresizer.com Repair
ilovepdf.com

The primary benefits of RealtyJuggler is that is easy to use and comes with fantastic technical support and training. If you need help, we are just a phone call away. Free CRM's often lack features, usually lack good phone support, and will probably up-charge for useful features. If you ever become frustrated with your free CRM, please think of RealtyJuggler. We won't leave you waiting on hold and we don't up-charge you for essential features. Sometimes a free product is worth exactly that - nothing.

Each record in RealtyJuggler has a Service Report tab. When you click on this tab, you can see a summary of all of the information in that record. This summary is suitable for printing, review or even emailing to someone. For example, you can email a link to the Listing records' service report to your client and they can click on the link and see all of the showings that have taken place for that listing.

We recommend that you add the middle name to the end of the First Name field. You can also edit the way you address letters and greet someone within an email by clicking on the Address tab inside of the contact record. That way, you can decide to use the middle name (or initial) for addressing letters, but use the first name without the middle name when greeting someone within the email (or letter) itself.

You can use the Parties tab to enter additional parties to a transaction. In your case, click on that Parties tab, click "New Prospect" and change the "Role" drop-down to represent your tenant.

United States Postal Code (USPS) guidelines recommend two spaces between state and postal code.

The OptOut link and your return mailing address is added to all of your outbound emails to comply with federal law and to maximize deliverability of your emails. It is not removable. You can edit your return mailing address by going to Main:Settings:Preferences:Mail.

The AutoTasks for Closing records will go away once the status of your Closing has been changed to "Complete". If you have old tasks for Touch Cycle, click on the body of the task. That will take you to the record where you have set up your Touch Cycle. Change the "Contact Every" drop-down to "Stop Contacting".

Yes, the preference you are looking for is located at Main:Settings:Preferences:General and is called "Remember Scroll Position for Lists".
You can also delete or edit categories for multiple records using the Select Multiple Records feature. Video Tutorial 41 shows how to do that.

YES! What would you do if a dear friend of yours asked you to help sell their house? We recommend partnering with a younger agent who you can mentor and feed leads to. Your database is gold in the right hands, and you can still generate revenue by acting as an intermediary and elder statesman to a younger agent. Instead of abruptly retiring, consider reducing your hours instead. This strategy is common practice for other professionals such as Attorneys, Doctors and Dentists and provides a win-win situation for both the younger agent as well as the retiring agent.

YES! We recommend printing mailing labels like this:
Tutorial 11 - Mailing Labels/Envelopes
We recommend you send Christmas cards in the mail (not email) to everyone that you know, and perhaps even some people you don't know. Multiple studies have shown that professional Christmas cards sent in the mail have one of the highest levels of engagement of any form of communication.

We recommend that you let us know what columns you are looking to add. We are always looking for ways to improve RealtyJuggler and your feedback is much appreciated.
>We might already have those columns in another database. For example, the Buyer's database has columns for city, price range and home features. All of the database list views also offer Categories / Extra Status values, which allows for information like CashBuyer, ColdLead and so on.

you can edit the list of Referral Sources by going to Main:Settings:Preferences:General. We recommend that you only add common referral sources to that list. The Referral Source field is a text field and you can type anything you like into it. The Referral Sources accelerator menu is best used for common referral sources.

We recommend that you use the Referral Source field to list the general source of the lead. For example, Open House. The Source Info field can optionally add additional information about the Referral Source, for example, the address of the open house. These two fields are particularly useful if you have multiple contact me forms on your web site or various web sites. It would allow you to track which forms are producing the best results for you.

Each RealtyJuggler account can have up to 5,000 contact records and an additional 5,000 prospect records for a total of 10,000 records. Contact records are for past clients other agents vendors, and other people you know. The Prospects database is for strangers, unqualified leads, and farm lists. If you have a large office, this would be an individual limit for each team member. Configuration is described in this video:
Tutorial 09 - Sharing for an Office
For a small work-group, this 10,000 limit would be for the work-group. This video shows how to configure for that:
Tutorial 08 - Sharing with a Partner/Assistant

Matterport has the ability to create a teaser video of your 3d model. You can save that teaser video as an animated gif or an mp4. The animated GIF format can be uploaded into RealtyJuggler and the mp4 can be uploaded to YouTube, Vimeo, VidYard, BombBomb or Loom. Either can be embedded into your RealtyJuggler Mail Form. Give us a call and we can walk you through the process over the phone.

BackLinks are a way to see what databases are connected to a record. To demonstrate, go to any Contact record. Click on the Appointments tab and enter a description, date and time. Add that Appointment to your Calendar. Click on the blue >> arrow to the right of that appointment to go to the individual Appointment record in your Calendar. Click on the Backlinks tab on the left and you will see your Contact record listed. Click on that row to go back to that Contact record.
You can connect Appointments to Contact and deal records like that. You can also connect Contact records top deal records using the Parties tab like that as well. That way, when you click on the Contact record that represents a loan officer that you have worked with on several deals, click on the Backlinks tab and you can see all of the deals that your Loan Officer worked with you on.
You can connect Home records as well. For example, if you have an investor who owns several properties, you can create a Home record for each property. Click on the Owner tab inside of each Home record and click on the First Name field. Select Look Up Contact menu item and pick the Contact record that represents your Investor. Once you have done that, you can click on the Backlinks tab inside of the Contact record of your Investor and see all of the Home records that investor owns as well as all of the deals you have done with that Investor.

RealtyJuggler adds the category 'Unread' to Contact and Prospect records when you send several emails in a row and they are not read. The two most common reasons for this are sending to an old email address, and having your emails pre-positioned in the junk email folder by a spam filter. We recommend giving these recipients a call to get their latest email address and have them pull your email out of the junk email folder. This will maximize your email deliverability and maintain a good email reputation.