Creating & Managing Your RealNex Account

Welcome to RealNex, the all-in-one platform designed for Commercial Real Estate professionals. Creating and managing your RealNex account is the first step towards leveraging integrated CRM, market analysis, marketing, and listing solutions. In this article, we provide a practical guide to help you get started and manage essential account settings efficiently.

 

Registering Your RealNex Account

1. Visit realnex.com and select "Create Account."
2. Enter your business email, contact details, and company information.
3. Follow the activation link sent to your email to verify your account.
   • If you do not see the email please check your spam/junk folders. If you are still unable to locate the confirmation email, then email [e-mail] with the subject "Confirmation Email not received" and your ticket will be escalated.
4. Set your password and complete your profile to align with your brokerage’s branding and preferences.

 

Updating RealNex Account Preferences

• Access "Account Admin" from the main Apps Nav Menu.
• Update your contact data, professional role, and brokerage information as needed in the Contact, Profile, and Company tabs.
• Set your notification, communication, and default landing page in the SMS/Text & Email Filters, Notification Defaults, and Display Preferences tabs.
• Review and update password and security settings regularly for account protection.

 

Setting Up Users

For multi-seat subscriptions, read the dedicated article, or access the "Guide Me" button in the top right corner of the RealNex screen after logging in. 

Select the guide called "Subscription Management" and it will automatically navigate you to the Subscriptions page. Follow the step by step instructions to set up your configuration and assignment of user licenses.

 

Managing Team Members and Permissions in CRM

• From your CRM, navigate to "Settings" > "Administration" > "User Management" to add team members.
• Assign appropriate User permissions to set general database access.
• Add the user to relevant Teams and use a Team's permissions to protect sensitive information and support collaborative workflows.

 

Deactivate Users

Account Admin → Subscriptions → Find Subscription, click 'View Details' → Find the User → Click the Actions icon the right side → Change Status to Un-Assigned → Save

 

Account Security Best Practices

• Enable two-factor authentication for enhanced security.
• Update your password every 3–6 months and avoid password reuse.

 

Conclusion: Start Strong with RealNex

Properly creating and managing your RealNex account sets the stage for seamless collaboration, security, and efficiency in your Commercial Real Estate operations. For deeper guidance on account setup, brokerage onboarding, or advanced integration, explore our comprehensive RealNex Knowledge Base or contact support for personalized assistance at [e-mail].