TheGenie.ai

A team account is when you want more control over the agents on your team, as the team lead

What is a team account?

Learn all about what's in TheGenie PRO and how it can benefit you

What is TheGenie PRO?

steve Hundley

This collection includes tutorials for our Genie Agent users

TheGenie Agent Tutorials

View Area Details, Access Paisley, Request Owner Information, Download Audiences, Submit Area Requests, Discover Listings and more!

The Agent Dashboard - Full Overview

How to use the import area tool to add areas by utilizing APN (Parcel Numbers, Tax Account Numbers)

Agent Dashboard - Import Area

Zapier - Integration Overview

How do I find my Api Key to integrate with zapier?

Zapier - Api Key

Topics covering the Agent Dashboard section of TheGenie

The Agent Dashboard

Agent Dashboard - Marketing Settings

How to add your profile picture

How to add/update your logos

How to change your marketing profile

How to adjust your social profile

Keep your marketing profile up to date and adjust what shows on any marketing materials created in TheGenie

Marketing Settings

Agent Dashboard - Map Explorer

Save new areas or custom draw boundaries and get instant statistics

Map Explorer

Agent Dashboard - My Areas

My Areas

Agent Dashboard - Paisley Chat

Paisley Basic vs. Paisley+

Paisley

Agent Dashboard - Property Collections

Create "radius" audiences quickly and easily

Property Collections

Agent Dashboard - Optimized Audiences

Refreshing Your Optimized Audience

I don't see my optimized files. What do I do?

How do I see what addresses are on my optimized files?

What resources are used to capture the email and phone numbers for Data Append?

Can we see how many emails or phone numbers are captured and what the cost is BEFORE entering credit card info and/or buying the data to append?

Can we order specific optimize data types such as only phone numbers or only emails?

In this article we will take about the owner optimizer wizard (aka data append) and how the wizard estimates costs

Owner Optimizer Wizard

Custom preimum data added to your audiences

Optimize Audiences

1st and 2nd owners owners - husbands and wives have individual Facebook accounts - trusts to no match to Facebook accounts

Data Discrepancy on the Facebook Audience List - Why numbers are not the same in the file exports

Texas Specific Area Types

Does the Non-Owner Occupied list show renter's name or owner's name?

Loan To Value is blank in farm export

Mail Merge

I'm trying to signup and it says I already have an account

Tips on requesting cancellation for any paid plans with TheGenie

How do I cancel my paid plan?

We discuss how far back we store data like MLS Listings, Taxroll, Assessor, Mortgage and Deed

How far back does your data go?

Agent FAQs

Find answers and get help from Intercom Support and Community Experts

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