Real Geeks
Setup & Training Plan
General 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
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.
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.
You are working with a website design team to set up your website. You will need to submit information to your design team so they can begin work on your website.
Follow the instructions provided during your Kick-Off call to submit your website information to your design team as soon as possible.
Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist
Download CRM App: App Store | Google Play
Once your CRM is set up, upload and organize your contacts with help from our suggested interactive training:
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.
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.