Your Real Geeks
Setup & Training Plan

BOOKMARK THIS PAGE, your guide to quickly build 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
Time to complete: 30 mins
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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
Time to complete: 1-14 days
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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
Time to complete: 15 mins
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Set up website: From home.realgeeks.com click "Start Now" → Complete Setup Wizard

View website: From home.realgeeks.com click "View Website"

 

Need help with the Setup Wizard? CLICK HERE

 

Once your website is set up, put on the FINISHING TOUCHES by attending our
suggested interactive 30-minute training sessions:

 

 

 

Step 4: CRM Setup
Time to complete: 30 mins
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Set up CRM: From leads.realgeeks.com complete Setup Wizard and Customization Checklist

Download CRM App:   App Store |   Google Play

 

Need help setting up your CRM? CLICK HERE

 

Once your CRM is set up, UPLOAD YOUR CONTACTS with help from our
suggested interactive 30-minute training sessions:

 

 

 

Step 5: Website Launch
Time to complete: 15 mins
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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.

 

 

Once you have completed the steps above CLICK HERE - learn how to start driving traffic to your site and generating leads with Real Geeks.