GenieREI Onboarding

1

Fill out your A2P form

As part of our onboarding service, we handle your A2P (Application-to-Person) 10DLC registration so your account is approved to send text messages. To submit this on your behalf, we need accurate business information from you.

⚠️ Important — please read before filling out the form:

1. The details you provide must exactly match what's on file with the IRS. Any discrepancies will delay your A2P approval.

2. Do not submit your A2P registration on your own. We had a client do this and it significantly delayed their approval. Let us handle the submission for you.

Click the link below to fill out the form, then come back here and check the box once submitted.

Fill out the A2P Information Form →

A2P form submitted Once you've completed and submitted the form above, check this box to continue.

2

Verify your ID & get your phone number

📋 Before you begin, have your government-issued ID ready (driver's license or passport). You'll need it during this process.

Follow the steps in the Loom video below carefully. You'll need to log into your CRM, navigate to the Phone System settings, and complete the identity verification to get your phone number assigned.

Open CRM in a new tab → then go to Settings → Phone System from the left menu.

Watch the step-by-step tutorial Follow this Loom video exactly to complete your ID verification and get your phone number.

🆘 Running into issues? Send a screenshot to +1 531 233 0818 and we'll help you sort it out.

I have a phone number in my account Once you can see an active phone number assigned in your account, check this box.

3

Add your team members

If you have team members who will be using the platform, add them to your account now. Watch the tutorial below for step-by-step instructions.

💡 If you're the only person on your team, you can skip this step and mark it complete.

How to add team members Watch this Loom to learn how to invite and set up your team inside the CRM.

Team members added (or not applicable) Check this box once your team is set up, or if you're the only one on your team.

4

Schedule your first onboarding call

👤 Only the account holder needs to attend this first call. Your team will be invited to a separate call scheduled within 48 hours of this one.

This call is specifically for us to collect your data and lists so we can properly segment everything for you and your team. Please review the sections below and have everything ready before the call — this helps us get you up and running without wasting any time.

📋 Buyers List

Here's how we segment buyers in your account. You don't need to upload your lists yourself — we organize and do it for you. Just watch the video so you understand what we're looking for, and have your list ready so we can hit the ground running.

▶ Watch Buyers List Tutorial 📄 Make a Copy of the Spreadsheet

📋 Sellers List

Here's a breakdown of all the statuses we use in our system for Leads (sellers). Again, you don't need to upload your lists yourself — we handle the organization for you. Watch the video so you know what to prepare, and have your list ready before the call.

▶ Watch Sellers List Tutorial 📄 Make a Copy of the Spreadsheet

🗺️ Your Markets

Have a clear idea of the following before your call:

• Buyer Markets — the markets you're actively buying in
• Seller Markets — the markets you're actively selling in

📅 During this call, we'll schedule your team training call within 48 hours. At that call, the account owner and any closers must be present. (Dispo will be covered in a separate call.)

Book your first onboarding call using the calendar below:

Onboarding call scheduled Check this box once you've booked your call above.

5

Watch tutorials before your call

🎯 Watch all of these before your onboarding call so you're familiar with the platform and we can hit the ground running together.

Best Practices for Setting Up Phone Numbers in Your Acquisition System Learn how to properly configure your phone numbers for maximum deliverability.

Basics of the Opportunities Understand how to use the Opportunities pipeline to manage and track your deals.

How to Upload Multiple Phone Numbers in Your Contact List Step-by-step guide to bulk uploading phone numbers into your contacts.

Creating a Personalized Text Template Learn how to create text templates that feel personal and drive responses.

Resolving Access Issues for the Attack List Troubleshoot and fix common access issues with the Attack List.

🎉 Onboarding Complete!