Your Real Geeks
Setup & Training Plan

Bookmark this page, your guide to quickly set up your platform and start making the most of Real Geeks. View the details of each step below to learn more. Questions? Email us at onboarding@realgeeks.com

Step 1: Kick-Off Call
Typical time to complete: 30 mins*

Connect with an onboarding advisor to discuss your MLS approval instructions, training opportunities, and schedule your website launch.

Your onboarding advisor can answer any questions you have to help get you up and running as soon as possible.

Your Kick-Off call is typically scheduled during your sign-up process. Please contact us if you are unsure of your Kick-Off call date.

 

 

Step 2: MLS Approval
Typical time to complete: 1-14 days*

MLS Approval is required to display listings on your website. Follow the instructions provided during your Kick-Off call to obtain approval with your MLS board(s).

To get up and running as soon as possible - complete steps 3 & 4 while waiting for approval.

 

 

Step 3: Website Setup
Complete while waiting for MLS approval
Typical time to complete: 25 mins*

You're working with a third-party site designer to set up your website. Please follow all instructions they send.

To start your website set up the following form must be completed: Site Setup Information Form

 

I need help with the information form
Your website setup can take up to 5 business days to complete after the information form is submitted. Please complete the form as accurately as possible to prevent any delays.

 

 

Step 4: CRM Setup
Complete while waiting for MLS approval
Typical time to complete: 30 mins*

Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist

Download CRM App:   App Store |   Google Play

 

I need help setting up my CRM

 

Once your CRM is set up, upload and organize your contacts with help from our suggested interactive training:

 

 

 

Step 5: Website Launch
Typical time to complete: 15 mins*

Make your website available to the public with assistance from a member of our team during your Go Live call.

You must have MLS approval before going live. Once you have been approved, if you would like to launch your website on your own, contact us for instructions.

Your Go Live call is typically scheduled during your Kick-Off call. Please contact us if you are unsure of your Go Live call date.

 

 

  Steps above complete?

Learn how to start driving traffic to your website and generating leads →

 

*Timeframe to complete onboarding steps varies per client depending on individual MLS requirements as well as attendance/participation in scheduled advising and training sessions.