Agent User - Setup & Training Guide



Everything you need to get started with Real Geeks as an Agent User!

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

  1. Complete walkthrough training
  2. Set up your CRM Profile
  3. Review how to use Real Geeks
  4. Ask Questions


Walkthrough Training


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. Review Email, Text, & Chat Templates
  5. Customize Your CRM
  6. Set up third-party integrations (if applicable)
  7. Learn about Lead Ponds (if applicable)
  8. Download the CRM Mobile App


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.



Download the CRM Mobile App

The Real Geeks CRM App makes it easy to stay up to date and connect with your clients while on the go. Track lead activity with instant push notifications, stay organized, and quickly contact leads all within this easy-to-use application. To learn more about the CRM Mobile App, click here.





Additional Resources

Contact Real Geeks Support | (844) 311-4969 ext 2 

Monday - Friday: 8 am - 8 pm CST 

Saturday: 8 am - 4 pm CST 


Join our Facebook Community 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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