Platforms 101: Building Your Foundation [David Granados]

This session is designed to give new agents, or anyone in need of a refresher, a clear understanding of our tools, workflows, and best practices.
You’ll get an overview of our brand philosophy, learn how to navigate our key platforms like Follow Up Boss, FlexMLS, and Real Geeks, and pick up essential tips for organizing files, managing leads, and communicating effectively. Whether you’re just getting started or want to sharpen your foundation, this guide will help you hit the ground running.

Key Points

Text Here

Other Materials
2026 Recordings

Mastering Follow-Up

How Vero Aranda runs every lead through Follow Up Boss, Real Geeks, and Flex without losing any of them. A practical walkthrough of the daily system she uses for Aimee and Gabe’s pipeline, with the templates, tags, and shortcuts that keep the database clean.

Read More »
May 27, 2026 No Comments
Quick Guides

BW Chat Guide (Formilla)

📘 BW Chat Guide (Formilla) Purpose This guide explains how to use Formilla Chat while on floor duty so we can respond to website visitors

Read More »
March 9, 2026 No Comments
Quick Guides

Create a File Request Link

1. Navigate to https://cloudboardwalk.com/ and login 2. Use File Station 3. Click “Boardwalk Cloud” 4. Navigate to the listing / deal folder 5. Right click

Read More »
October 16, 2025 No Comments
Quick Guides

FUB Dupe Check

Learn how to properly search for existing leads and avoid duplicate entries in the system. This guide walks you through checking by name or email, recognizing system warnings, and following the correct steps when adding a new contact

Read More »
August 6, 2025 No Comments
Quick Guides

File Server 101

Learn how to access, share, and request files using our Synology-powered File Server. This step-by-step guide includes screenshots for logging in, sharing public links, requesting uploads from clients, and accessing files from your phone.

Read More »
July 16, 2025 No Comments
SOPs

Lead Handling & Duplication Protocol

To ensure consistency, accountability, and clarity when handling duplicate leads (“dupes”) across all platforms, ensuring the original agent retains the lead and preventing duplicate outreach.

Read More »
June 27, 2025 No Comments

This internal platform contains confidential and privileged information intended solely for authorized team members of Boardwalk Realty. The materials shared here, including training videos, documents, and internal processes, are for internal use only. Unauthorized access, distribution, copying, or disclosure of any content is strictly prohibited.