Getting Started Checklist

Modified on Thu, 07 Mar 2024 at 11:43 AM


The below checklist is designed to make sure you are set up with all apps and ready to launch!

Agent Profile

Make sure you profile is up to date. This includes: 

  • your photo (provide one to the marketing team if you haven't already)
  • your description (you can use AI to create one here
  • add your unique links 

  • update your stats 

  • add your awards 

  • add your specialty suburbs 

  • add your testimonials 

You can learn more about Agent Profiles here

@realty App

It is recommended you download the @realty App.

Be sure to turn on the Caller ID feature. Learn more below:

Pricefinder App

You can download the Pricefinder app on your phone for easier access to property data. Click here to learn how  

Virtual Assistant

If you want a VA to help you with creating documentation and entering information into the CRM, you can learn more about @realty's VA services here         

Property Credit (VPA Pay Later)

@realty has integrated with Property Credit to easily offer clients a low cost Pay Later option for Advertising and Renovation expenses. Click here to learn more 

Own account

If you have your own account, we can connect it to the CRM. To initiate this process please complete this form

If you would like to learn more about setting up your own account, click here 

Importing Listings

The only way listings can be imported into the CRM is via We will need to download a XML file from the account. Reach out to your onboarding manager or the support team to learn more.

Prospecting Set Up Checklist

Be sure to check out the Prospecting Set Up Checklist so that you get the most of the CRM. Click the link below to learn more.

Example Forms

If you want to learn more Listing Agreements and Contracts and view examples, click here. 

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