Learn Relvara
The map of how your Office works, section by section. Written guides for each topic are being authored as the product ships — every new agent walks through them live during onboarding.
Written Guides · In Progress
Getting Started
Set up your account, connect Dotloop, and meet your Manager. Everything between signup and your first call to the line.
- Account setup and onboarding
- Connecting your Dotloop account
- Inviting team members
- Setting up your profile and branding
Manager (Voice + SMS)
Your Manager picks up the phone, answers texts, and works across your business on your behalf. Call or text it like you would your best teammate.
- Activating your Manager phone number
- What the Manager can do — capability registry
- Approving Manager actions from your phone
- Reading call transcripts and summaries
- Routing after-hours calls to Reception
Smart CRM
Manage contacts, leads, and your pipeline with lead scoring, follow-up drafting, and smart segmentation — all callable from the Manager.
- Adding and importing contacts
- Understanding lead scores
- Building pipeline stages
- Follow-up drafts and approval modes
- Filtering and segmenting contacts
Transaction Coordinator
Manage deals from contract to close. Upload documents, let your Manager extract deadlines, and track every task across your active transactions.
- Creating a new transaction
- AI Contract Reader — how it works
- Document uploads and checklists
- Deadline tracking and alerts
- Closing workflow
Content Engine
Drop in listing photos. Marketing drafts branded posts and ad copy — every word fair-housing checked — and waits for your approval.
- Generating content from listing photos
- Fair-housing compliance checks
- Reviewing and approving drafts
- Scheduling approved posts
Analytics
Dashboards for production, pipeline health, and commission tracking. The dashboard is the receipt — the phone is the work.
- Dashboard overview
- Transaction pipeline reports
- Commission tracking
- Exporting data and reports
Integrations
Connect Relvara with the tools you already use — Dotloop, DocuSign, Gmail, CincyMLS data feeds, and Twilio for voice and SMS.
- Dotloop setup and sync
- DocuSign
- Gmail and email providers
- CincyMLS data feeds
- Twilio for SMS and calls
Stuck On Something?
Support reads every message. And once you're onboarded, the fastest answer is the one you ask your Manager.