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RealNex Knowledge Base

    Getting Started in RealNex (Playlist)

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    New to RealNex? Take a moment to review these videos for an overview of the KRM, MarketPlace, and MarketEdge.

    Click the respective hyperlink to view the video. If you're looking for a specific answer, take a look at the questions answered per video.

    Otherwise, access the entire Getting Started in RealNex playlist here.

    What is RealNex?

      • A general, introductory overview of RealNex Navigator

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    Adjust your Profile Settings

      • How do I adjust my profile?
      • How do I update my contact info on MarketPlace?
      • How can I display my Real Estate license information?
      • How can I adjust my education/bio/affiliations?
      • How can I adjust my default language or currency?
      • How can I adjust my system/email notifications?

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    Data In = Data Out: Adding Data to your KRM

      • How do I add a record?
      • How do I bulk import records?
      • How do I import a spreadsheet?
      • How do I import without duplicating records?

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    Data In = Data Out: Clean Duplicate Records

      • How do I find duplicate records in my KRM?
      • How do I clean duplicate records?
      • Can I pay someone to manage my data import?

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    RealNex KRM - Email Sync Setup (Gmail or Outlook)

      • How do I setup my email synchronization?
      • What can I synchronize between my email and KRM accounts?
      • Can I control what gets synchronized to/from my email?

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    Outlook Add-In for KRM

      • How do I add a new lead from my Outlook inbox as a Contact in my KRM?
      • How can I add a new Contact to my KRM from my Outlook inbox?

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    Gmail Add-In for KRM

      • How do I add a new lead from my Gmail inbox as a Contact in my KRM?
      • How can I add a new Contact to my KRM from my Gmail inbox?

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    Property Search Overview 

      • How do I search for properties?
      • How do I search for agents?
      • How do I save a search for quick access later?
      • How do I create Watch Lists?
      • What can I do with Watch Lists?

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    Listing Management Overview

      • How do I add my listings to my own website?
      • How do I navigate through the Listing Management homepage?
      • How do I add information to my listing?
      • How do I sent a listing to MarketEdge to create a flyer?
      • How do I make my listing searchable on the MarketPlace?

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    Presentation & Property Analysis Overview

      • How do I navigate Presentation & Property Analysis?
      • How do I add a new property?
      • How do I add other agents' contact info to my presentation?
      • How do I add my company branding to presentations?
      • What is "Financial Analysis" vs. "Rent Roll Only" vs. "Presentation Only"?

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    Comparison & Lease Analysis Overview

      • What is Comparison & Lease Analysis?
      • What type of agent is Comparison & Lease Analysis designed for?
      • How do I navigate Comparison & Lease Analysis?
      • How do I add a new property?
      • What are the "Lease" tabs for?
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