Mojo Dialer

Seamlessly integrate Mojo Dialer into your Real Geeks platform to communicate more efficiently with your leads

This guide will help you configure the integration between Mojo Dialer and Real Geeks, enabling seamless lead management and calling workflows.

Please Note

Every agent within Real Geeks is required to configure their own Mojo integration separately.

For teams, it is essential that each agent connects their own corresponding Mojo account. Please note that lenders are unable to send leads to Mojo.

Setting Up the Mojo Dialer Integration

Access the Real Geeks Third-Party Integrations Page
Click "Setup" next to the Mojo Integration
Enter your Mojo Dialer credentials

Sending Leads from Real Geeks to Mojo

Leads that are added to the Real Geeks Lead Manager do not automatically generate a profile in Mojo. Agents need to manually choose which contact details they wish to send to Mojo Dialer.

Go to the Real Geeks Leads List page
Select leads using the multi-select tool or apply lead filters to target specific contacts
Click Actions, then select Send to...
Select your Desired Calling Group

Please Note

Mojo ensures that any updates made are synchronized back to the Lead Manager in Real Geeks, keeping your information consistent and up-to-date.
Activities that are logged during calls in Mojo will automatically reflect in the lead's activity history within Real Geeks, providing a comprehensive view of your interactions.

Here is a breakdown of the fields that are sent from Real Geeks to Mojo:

Field Name in Real Geeks	Field Name in Mojo
Name
Address, City, State and Zip	Address
Email
Phone	Mobile Phone
Alt Phone	Home Phone
Office Phone	Work Phone
Notes
Note activities