Skip to content
English
Submit a Ticket
  • There are no suggestions because the search field is empty.

Site Owner and 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 our free video learning courses
  2. Set up your Website
  3. Set up your CRM
  4. Review how to use Real Geeks
  5. Ask Questions

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

 

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)

Success Training

Join our free video learning library, Real Geeks University! At RGU, we make the platform easy to understand with short and simple courses. These courses help you learn the system quickly and succeed faster!


Real Geeks Help Center

Our easy-to-use knowledge base is a helpful tool for everyone. It has lots of articles, how-to videos, and simple step-by-step guides. This collection of information is carefully put together to help you learn how to use the Real Geeks platform. Whether you need help fixing a problem, want to learn about new features, or just want to understand the system better, our knowledge base has the answers and solutions you need.

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:

support@realgeeks.com | (844) 311-4969 ext 1 

Monday - Friday: 8 am - 8 pm CST

Real Geeks Facebook Mastermind Group

facebook.com/groups/309162685782715 

Join our vibrant user community to connect with real estate professionals, share insights, and exchange ideas. Discuss trends, explore strategies, and learn about Real Geeks features to enhance your knowledge and network. Engage, seek advice, and contribute your expertise.

Questions?

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