Popular Articles
Maximizing Your Presence: Your Profile Setup
? Maximizing Your Presence: Your Profile Setup Your Back At You account serves as an all-in-one marketing hub, allowing you to seamlessly promote yourself, your listings, and generate new leads. The foundation of this system is your professional ...
Access Groups - Settings for Transactions
Settings for Transactions in your Access Groups You all asked and we are delivering! Many of you have asked for finer control over what can be seen within Transactions as well as what administrative functions your staff has access to. The new ...
Your NEW Market Watch
? Automated Expertise: Leveraging Market Watch Emails Market Watch is your ultimate tool for establishing yourself as a local market expert. This feature allows you to send scheduled, automatic emails packed with timely market statistics, real ...
Lead Notifications
? Setting Up Lead Notification Preferences Now that your Back At You Back At You account is fully operational, the next crucial step is to configure how and when you receive notifications for new leads. Accessing Notification Settings Navigate to ...
Creating An Action Plan
? Mastering Action Plans in Back At You Action Plans are your secret weapon for staying organized. They allow you to attach a curated series of events, automated emails, and follow-up requests to your Contacts, Leads, and Listings. Think of it as ...
Recent Articles
Back At You Office Strategy and Training Sessions
Welcome to your Back At You Quarterly Strategy Sessions! Designed to help you maximize efficiency, automate your pipeline, and position your real estate business for growth, these live strategy sessions and webinars cover everything from dashboard ...
COMING SOON: How to Update Your Profile Photo
Managing your profile photos across different parts of the platform is now easier than ever. With our updated profile photo tool, you can upload a single main headshot and customize its cropping for every square, circle, or banner format used across ...
COMING SOON: ADMIN New Preview Mode For Your Email Templates
?️ How to Preview Your Email Templates Using Test Data ? Overview Seeing your design come to life before publishing helps you create flawless marketing materials. This guide will show you how to use test data, custom variables, and fallback ...
COMING SOON: New Preview Mode For Your Email Templates
? Previewing Your Design with Dynamic Data and Test Variables ? Overview When designing templates, seeing how real property details look in your layout makes all the difference. This guide explains how our preview tool uses actual listing data and ...
🏠 Getting Started with the New e-Sign: Frequently Asked Questions
? Overview Welcome to the new and improved e-Sign experience! This guide will help you navigate the transition from our old (legacy) system to the new one, walk you through creating your first document packet, and answer common questions about ...