Establish Plan Onboarding Guide

Welcome to Real Geeks! We’re excited to have you aboard.

This guide is your go-to resource for getting set up and started with the Real Geeks platform as quickly and efficiently as possible. Our goal is to help you launch fast, save time, and get your system working for you right away.

Think of Real Geeks as the engine of your business — built to help you stay connected, strengthen relationships, and reach more clients with less effort. Once your system is running, it keeps your business moving forward so you can focus on what matters most: helping people buy and sell homes.

When you finish these steps, you will have:

• A live, MLS-approved website
• Verified texting and email tools to nurture leads
• A platform to capture leads & strengthen relationships
  
  

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Table of Contents

This article includes the following sections:

• Complete Your Core Setup
• Log In and Verify Access
• Test and Launch Your Website
• Next Steps
• Need More Help
  
  

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Step 1: Complete Your Core Setup

Goal: Complete the required steps needed to launch your website.

MLS / IDX Approval

• Need approval from your MLS board to display listing data on your website
• Check your Onboarding Dashboard for MLS-specific instructions. This may include completing forms, obtaining broker signatures, or any additional fees 
• Once submitted, Real Geeks monitors approval and notifies you when complete.

Text Message Verification (A2P 10DLC)

• Required by phone carriers for all business texting.
• Without completing this step, you will not be able to text leads through Real Geeks.
• Go to https://realgeeksllc.typeform.com/texting-reg-us and follow the prompts to enter your business details and submit your information.
• Approval typically takes 1–2 weeks, so start this process right away.

Set Up Your Website

• Use the Website Setup Questionnaire to have your website fully generated in minutes. It will guide you step by step through each part of the setup process.
  
  
• Provide all requested details, including your contact information, logo, bio, and service areas. Each area you list will generate its own page.
• Take your time and make sure everything is accurate so your website is complete and ready to use right away.

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Step 2: Log In and Verify Access

Goal: Confirm you can access and personalize every part of your system.

Lead Manager (CRM)

• Log in at leads.realgeeks.com.
• Set Up Your Profile: Add your phone, photo, and company information. Confirm your contact info matches what is displayed on your site.
  
  
• Integrate Your Email:
  • Connect your business email to send and track messages directly from Lead Manager. All replies stay synced with each lead’s record.
  • Follow this guide for more detailed instructions: Email Integration Setup.

Website Editor

• From the Lead Manager, go to Settings → Edit Website.
• Branding & design changes can be made by clicking Edit Designs
  
  
  

Account & Billing

• View or update plan and payment details at accounts.realgeeks.com.

Download the Real Geeks CRM App (Recommended)

• The Real Geeks CRM App lets you manage leads and stay connected wherever you are.
  
  
• Get instant access to new leads, saved searches, and messages while you are in the field.
• Search for “Real Geeks” to download the app, or use the links below:
  • Apple App Store: Download Here
  • Google Play Store: Download Here
• Turn on notifications so you can respond the moment a lead registers or favorites a property.

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Step 3: Test and Launch Your Website

Goal: Make sure everything works and your site is live for clients.

✅ Test Your Website

• Open a new browser or Incognito window.
• Browse your site like a visitor: search for homes or request a market report.
• Register as a lead using a secondary email (or ask a friend to).
• Confirm the lead appears in your CRM and you receive notifications.

🚀 Connect Your Domain and Go Live

• Going live makes your site public and ready to share.
• You can:
  • Buy a new domain through Real Geeks, or
  • Use one you already own.
• If you already have a domain:
  • 📞 Call (844) 311-4969 or schedule time with our support team for help
  • 🧭 Follow our step-by-step guide to connect it yourself

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Next Steps

Once you've officially launched your website: Congratulations! Your Real Geeks system is live and ready to go!

Now it’s time to learn how to generate leads, build stronger relationships, and make the most of your new tools.

Use these resources to keep growing your business:

📘 Real Geeks Success Guide
Learn how to generate and convert leads effectively. (Coming Soon!)

🎓 Real Geeks University (RGU)
Watch short video lessons and on-demand training designed for agents at every level.
➡️ learn.realgeeks.com

📅 Live Events & Training Sessions
Join weekly sessions like Ask Us Anything, Ask the Expert, and Real Talk, Real Results to learn from top producers and Real Geeks coaches.
➡️ realgeeks.com/events

💬 Real Geeks Mastermind Community
Connect with thousands of other agents who share ideas, strategies, and success stories.
➡️ Join the group on Facebook.

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Need More Help?

If you ever need help, Real Geeks is here for you.

You can access all of our support and training resources directly from your Lead Manager.
Click the Help menu icon (the question mark symbol at the top of your screen) to open the Help Resource Guide, where you’ll find articles, tutorials, and learning tools to guide you through every step.

If you need additional assistance, contact us anytime:

📞 Call: 844-311-4969 (Mon–Fri, 8 AM–8 PM CST)
📧 Email: support@realgeeks.com
🎓 Learn: Watch training videos at learn.realgeeks.com
💬 Connect: Join the Real Geeks Mastermind Community on Facebook

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