Site Owner/ Admin - Setup & Training Guide



Everything you need to get started with Real Geeks!

Follow this guide to set up your platform and start growing your business in no time. 

  1. Register for walkthrough training
  2. Set up your Website
  3. Set up your CRM
  4. Review how to use Real Geeks
  5. Ask Questions

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Website Setup

Set up the basics on your website by clicking the links below. Each will open in a new tab. Come back to this list when you are ready to continue!

  1. Complete your MLS approval steps 
  2. Complete the Website Setup Wizard
  3. Pick and purchase a domain 
  4. Launch your website

Will anyone else be editing your website? If so, be sure to:

  1. Add User Accounts
  2. Select and Enable Website Permissions

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CRM Setup

Get your CRM up and running by clicking the links below. Each of these will also open in a new tab. Come back to this list when you are ready to move on!

  1. Edit Your Profile
  2. Import Your Database
  3. Create Your First Saved Search for a Lead
  4. Enable Text Messaging
  5. Enable Website Chat 
  6. Review Email, Text, & Chat Templates
  7. Customize Your CRM
  8. Set up third-party integrations (if applicable)
  9. Download the CRM Mobile App

Will anyone else be using the CRM? If so, be sure to:

  1. Add Team Members to Your CRM
  2. Set Lead Assignment Rules (if applicable)
  3. Configure Lead Ponds (if applicable)

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Success Training

Discover how to get the most out of your Real Geeks platform!

  1. Attend your Kick-Off call (scheduled during sign-up) for your introduction to the platform.
  2. Customize Your Website: Discover how to personalize the design of your website to match your brand's unique style.
  3. CRM Training: Learn effective strategies for engaging your network of leads efficiently
  4. Speed to Lead: Set up the necessary tools to automate the initial communication sent to your lead once they have registered on your website.
  5. Automate Sending Listing Data: Discover how to use automated emails to send curated lists of properties to your clients, enabling you to stay connected with potential leads in your network.


Real Geeks Help Center 

Our searchable knowledge base includes articles, tutorial videos, and step-by-step instructions. 

Explore the following sections in the Real Geeks Help Center to review key items as you're getting started with the platform.




Settings & Customization


Team Management

Lead Management

Lead Nurturing & Automation

Third-Party Integrations 


General Information

Domain / DNS

Website Essentials

Page Types

Customizing Pages

Global Settings


Site Analytics & Verification

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Additional Resources

Real Geeks Support

Submit ticket requests to our support staff, or give us a call so we can assist you with any technical-related questions or requests!

Contact Us: | (844) 311-4969 ext 2 

Monday - Friday: 8 am - 8 pm CST 


Real Geeks Facebook Mastermind Group 

Our official user community - join the conversation! Collaborate with other users and discuss general real estate topics as well as topics related to the Real Geeks platform. 



If you have any questions, please reach out to our support team via email at or by phone at (844) 311-4969 ext 2.

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