Learn RealtyOS in minutes
Short, focused walk-throughs covering every feature — from your first lead to advanced integrations.
Getting started
Setting up your first pipeline
Configure your lead sources and start receiving qualified leads.
Understanding your dashboard
A walkthrough of every section of the CRM dashboard and what each metric means.
Sharing your inquiry link
How to copy and distribute your Sloane-powered link on social media.
Lead management
Working the lead detail panel
View lead profiles, send messages, and update status.
Lead scoring explained
How Sloane's AI scoring system works and what Hot/Warm/Cold means.
Assigning leads to agents
For brokerage admins: how to route leads to specific agents.
Team management
Inviting agents to your brokerage
Generate invite links and onboard new agents to your organization.
Managing permissions
The difference between Brokerage Admin, Agent, and Solo Agent roles.
Advanced
Customizing Sloane's behavior
Tune the AI qualification prompts for your specific market.
CRM integrations
Connect RealtyOS to Salesforce, HubSpot, or Follow Up Boss.
More on the way
We're recording new tutorials every week. Have a topic request? Email tutorials@realtyos.com.