GenieREI Onboarding
Stuck? Text us +1 531 233 0818

Welcome to GenieREI

Work through the steps below to get your account fully set up and ready for your onboarding call. Each one builds on the last, so we'd suggest going in order.

⏱ About 45 minutes total 💾 Your progress saves automatically, leave and come back anytime
Your Progress 0% Complete

🎉 Onboarding Complete!

You're all set. Welcome to the GenieREI family — your team will be in touch shortly.

1

Activate your account

▶ Watch this video first

Before you start, watch this quick video. It walks you through activating your account and logging into your CRM for the first time.
My account is activated and bookmarked Once you've activated your account and bookmarked crm.genierei.com so you can find it easily, 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

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. 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.
4

Configure your admin settings

Before we start building out your account, there are a few admin settings that need to be in place. Watch the tutorial below and follow along inside your CRM.

How to configure your admin settings Follow this Loom step by step to set up your admin settings inside the CRM.
Admin settings configured Check this box once your settings are saved.
5

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.
6

Upload your sellers or buyers list

Upload your raw seller and buyer lists below. Any format works, we'll handle all the organizing and segmenting for you.

Lists uploaded Check this box once you've uploaded your lists above.
7

Add our weekly calls to your calendar

📅 Tech Tuesday

Every Tuesday at 2pm CST / 3pm EST. Your entire team is encouraged to join. You'll get reminders every week, but adding it to your calendar blocks off the time so nothing else gets booked over it.

Zoom link: https://us06web.zoom.us/j/89488450645?pwd=IjS74f9bulbUC2Op2DxZNicZJoDPkN.1

📅 Leaders Coaching Call

Every Wednesday at 2pm CST / 3pm EST. This call is for business owners only. You'll get reminders every week, but adding it to your calendar blocks off the time so nothing else gets booked over it.

Zoom link: https://us06web.zoom.us/j/81582809824?pwd=aY5UtbXLSb3CaYjf3p5Ld6DbvFHbGA.1

How to add the weekly calls to your calendar Watch this Loom to get both calls on your calendar.
Weekly calls added to my calendar Check this box once both calls are on your calendar.
8

Book your 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.

Please complete the steps above before your call so we can get you up and running without wasting any time.

📅 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 onboarding call using the calendar below:

Onboarding call scheduled Check this box once you've booked your call above.
9

Save our support number

Save our support number in your phone as GenieREI Support: +1 531 233 0818. This way you'll recognize us when we reach out, and you can text us anytime you need help.

Support number saved Check this box once the number is saved in your phone.
10

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.
GenieREI Acquisitions System Overview Get a full walkthrough of how your acquisitions system is set up and how everything works together.
Day in the Life of an Acquisitions Rep See how an acquisitions rep uses the system day to day to work leads and close deals.
Understanding Call Statuses and Pipelines Learn what each call status means and how leads move through your pipelines.
Journey of a New Lead Follow a new lead from the moment it comes in to see what happens at every stage.
Lead Manager Dialer and Drip Replies Learn how to use the Lead Manager dialer and handle replies from your drip campaigns.
11

Review your drip campaigns

Your account comes with SMS drip campaigns already built in. When a lead's status changes, we place them on the matching drip so they keep hearing from you automatically.

Make a copy of the document below, read through each campaign, and leave comments on anything you'd like changed. When you're done, share your copy with us by submitting a ticket in our support portal → We'll update the messages to match your voice and business.

📲 The campaigns, in order

1. Drip) New Leads
For leads that just came in and haven't been worked yet.

2. Drip) Not Contacted
For leads you've tried to reach but haven't been able to talk to.

3. Drip) Interested but Not Ready
For sellers who are open to selling but not ready to move yet.

4. Drip) Wants Retail
For sellers who want full retail price for their property.

5. Drip) Offer Rejected
For sellers who turned down your offer.

6. Drip) Already Listed
For sellers whose property is already listed with an agent.

7. Drip) Working with Competitor
For sellers who are talking to another investor or buyer.

8. Drip) Not Interested
For sellers who said they're not interested in selling right now.

9. Drip) Stale Leads Drip
For older leads that have gone quiet over time.

Drip campaigns reviewed Check this box once you've left your comments and submitted your copy in a support ticket.