The Ultimate Real Estate Investor Wholesale Onboarding

The Step By Step Onboarding Checklist


Getting Started

  • Connect A Domain
    1. Go to settings > domains > press "+Add New Domain"
    2. Add a subdomain example: "" you'll need to access your DNS settings
  • Connect SMTP & Mailgun Service

    If using Mailgun as SMTP Service

    1. Settings > SMTP and Mailgun Service > Select "Default Provider"
    2. Add Forwarding Address: (This can be multiple emails or a single email where all emails coming into CRM are forwarded to)
    3. Add BCC: If you'd like to have emails be BCC'd to another inbox add those here
    4. Enable "Forward to Assigned User" this forwards emails to the user assigned to the particular contact
    5. Press "SAVE"
  • Connect Twilio Phone Number

    If a Twilio existing account

    1. Go to agency view > settings > Twilio or click "Go to Twilio settings"
    2. Locate the account > press the "edit icon"
    3. Add SID and Auth Token from the existing Twilio account > Save

    If creating a new Twilio account

    1. Login to
    2. Create New Project
    3. Name The Project
    4. Add your cell Phone Number to Verify
    5. Click Upgrade Project > Enter in Address and Billing Information [Do Not CHECK "I have a registered business"]
    6. Add $20 and enable re-charge to $50 or $100 when balance drops below $20
    7. Now click BUY PHONE NUMBER > Choose SMS, VOICE, AND MMS
    8. Now click Home Icon > Find SID and AUTH Token
    9. Go to CRM agency view > settings > Twilio or click "Go to Twilio settings"
    10. Locate the account > press the "edit icon"
    11. Add SID and Auth Token from the existing Twilio account > Save

    Next: Select the Account

    1. Go to Settings > Twilio > press "ADD" next to the phone number
    2. Add a forwarding number where this should be forwarded
    3. Hit the "edit icon" Check "Whisper Message" only if you would like at the time of answering the call from this number to whisper a notification. example: Call from ABC
    4. Enable "Call Recording" if you'd like to the calls to be recorded
    5. Enable Incoming/Outbound call timeout and leave the fields empty

  • Add New Users

    Go to settings > Team Management

    1. Add Employee
    2. Enter user info as much as readily available
    3. Assign a temporary password
    4. Define User Permissions to Enable [For non-Admins Disable: Campaigns, Triggers, Online Listings, Settings, Tags, Marketing, Funnels, Bulk Requests]
    5. Select User Role
    6. SAVE
    7. Fore remaining information each user will need to follow "User Settings Checklist Column"

User Settings

  • Profile > Personal Data

    Go to settings > Profile

    1. Add headshot photo (optional)
    2. Make sure name is spelled correctly
    3. Make sure email is correct
    4. Add Phone Number > NOTE: this phone number will be used to forward calls to this number anytime this user is assigned to a contact in the CRM [DO NOT EXTENSION]
    5. Press "UPDATE PROFILE"
  • Connect Google Calendar

    Go to Settings > Profile

    1. Scroll to the bottom of the page under Calendar Configuration
    2. Add Primary Calendar
    3. Select Conflict Calendars

  • Connect Zoom (if using zoom)

    Go to settings > Profile

    1. Scroll down to bottom of the page
    2. Under integrations "Connect Zoom"

  • Update User Availability

    Go to settings > Profile

    1. Scroll down towards the bottom
    2. Under "User Availability" (Relates to when the user is available to take appointments)
    3. Select Meeting Location: Zoom or Custom (Custom can be a location address, a message, or a permanent online meeting link)
  • Add Email Signature

    Go to settings > Profile

    1. Scroll towards the bottom
    2. Under Email Signature
    3. "Check" Enable Signature on All Outgoing Messages
    4. "Check" Include this signature before quoted text in replies
    5. Add email signature or see below for a shortcut

    If your email already has an existing email signature

    1. Go to your email > copy the current signature text/logo everything as is
    2. Go to
    3. Paste the signature on left box
    4. Copy to HTML code in the right box
    5. Now go to CRM > Email Signature
    6. Press the "< > " Source Code button
    7. Paste the HTML code here > Press OK
    8. Press "SAVE"
  • Connect Google, FB & Stripe

    Go to settings > integrations

    1. Connect Google Analytics (if there is an analytics account otherwise skip)
    2. Connect Google My Business > Enable GMB Messaging (Do Not Enable Call Tracking)
    3. Connect Facebook > Enable Facebook Messenger
    4. Connect Stripe Account

More Settings

  • Confirm Calendar Settings

    Go to settings > Calendars

    1. Edit each calendar [DO NOT CHANGE NAME]
    2. Go to "Link to Calendar"
    3. Select Google
    4. Select Google Calendar to link the calendar to
    5. Sync Option: Choose One Way
    6. Make sure Meeting Location is accurate or add a meeting location > leave blank if using meeting location from "User's Profile"
    7. Press "SAVE"

    Next #2 Availability:

    1. Slot Duration: How long do you want the appointment slots to be?
    2. Slot Interval: At what intervals would you like to allow clients to schedule appointments on the calendar?
    3. Buffer Duration: In between appointments how much buffer time would you like before the next appointment can be booked?
    4. Appointments Per Slot: How many appointments per single-hour slot would you like to allow booking for? (Example you can have 2 different people book an appointment for 9am)
    5. Appointments Per Day: How many appointments per day on this calendar would you like to have booked? (Enter the maximum number before making the day unavailable)

    Scheduling Notice:

    Minimum Scheduling Notice: how many hours, or days before allowing someone to schedule a new appointment on this calendar?

    Date Range: How many days out in the future can someone schedule an appointment in this calendar?

    Office Hours:

    Select days, and times someone can book an appointment on this calendar.

    Press "SAVE"

    Form Settings: [DO NOT CHANGE]

    1. "Check" Let the calendar auto-confirm my appointment [if you would like to confirm all incoming appointments automatically or uncheck to manually confirm/reschedule]
    2. New Appointment Alerts Email: Who should an appointment alert email for this calendar go to?
    3. If auto confirming appointments is checked > "Check" Allow google calendar to send invitation or update emails to attendees [otherwise "uncheck"
    4. Additional Notes: Add any additional instruction regarding the appointment here [Do not remove any existing information in this box]

    Form Submissions:

    Select "Form Submit Redirect URL" > Enter the URL of a "thank you page" or Select Custom Thank You Message



  • Connect Funnels

    On the left Menu Bar > Funnels and Websites > Funnels

    1. Edit each funnel > Go to Settings
    2. Under Domain > Select subdomain URL
    3. If favicon is available add Favicon URL [otherwise skip]
    4. Press SAVE
  • Add Custom Values

    Go to settings > Custom Values

    1. Update all custom value fields with appropriate values
  • Setting Up Lead Optin [On Existing Website]
    1. Change form name > Options > update form name by adding "hyphen" after the "Lead Option Form # - "Form Name"
    2. Click on Button and update button action name
    3. Go to Triggers (z006 folder)
    4. Update Lead Optin Form Name but editing the appropriate trigger
    5. Go to Campaigns > Z-006 folder > update form name by adding "hyphen" after the "Lead Option Form # - "Form Name"
  • Forms URL Update

    Go to Marketing > Form Builder > Form 1 - Request Cash Offer

    Then OPTIONS >

    Under "ON SUBMIT" > OPEN URL

    update subdomain here, leave the remaining URL as is