How to Setup REDX: The First 5 Things Every Agent Should Do

Did you know that REDX real estate agents get 3x more listings than the average real estate agent? 

Here’s what separates top-producing real estate agents from everyone else: they’ve developed a system to go after and get new business every single day. 

While average agents wait for leads to come to them, the best agents have created predictable, repeatable processes that consistently generate new opportunities.

The difference is really simple. They have a systematic daily action that brings them business. 

With just one hour a day in REDX, many agents are filling their listing pipeline with consistent deals. But what are they doing in that hour? 

This guide walks you through the exact first five steps you need to take to transform REDX from a software purchase into a lead-generating machine. These are practical, actionable setup tasks that will have you making productive calls within your first week. 

Most importantly, they’ll help you maximize that crucial daily hour so every minute counts toward building your business.

Whether you’re brand new to prospecting technology or switching from another platform, these five foundational steps will ensure you’re using your daily REDX time effectively from day one.

1. Create Your First Lead Stack: Build Your Prospecting Foundation

The Problem: Most agents sit down to prospect and immediately feel overwhelmed. They ask themselves: “Who should I call first? Which leads are most likely to convert? Am I wasting time on the wrong people?”

The Solution: Create what REDX calls a “Lead Stack” – a prioritized, filtered list that puts your most motivated sellers at the top.

How to Create Your First Lead Stack

Your 5-minute action plan:

1. Log in to Vortex (your REDX dashboard)
2. Click on the “Expireds” lead type in the left-hand navigation
3. Click the “Filters” button
4. Navigate to “Prospects and Dates”
5. Filter for leads imported in the “past 21 days”
6. Click “Save As” and name it “Lead Stack 1: New Expireds”

Why this works: You’ve just created a dynamic list of homeowners who are statistically most likely to relist their property within the next 90 days. These are fresh leads who haven’t been called by dozens of other agents yet, giving you a significant competitive advantage.

Pro tip: This becomes your starting point every morning. No more decision fatigue about who to call – you simply work your way down the list. When you only have one focused hour each day, you can’t afford to waste time deciding who to contact. Your Lead Stack ensures every minute of your prospecting time is spent on the highest-probability leads.

2. Set Up Your Professional Dialer: Protect Your Personal Number

The Problem: Many agents make the mistake of calling leads from their personal cell phone, which can quickly get flagged as spam and hurt their connection rates.

The Solution: Set up REDX’s built-in dialer with a professional caller ID that protects your personal number while improving your connection rates.

Dialer Setup Steps

Your 5-minute action plan:

1. Log in to Vortex
2. Click the arrow next to the “Dialer” button
3. Select “Dialer Settings”
4. Under the “Numbers” section, claim your free, spam-protected number
5. Bonus step: Navigate to the “Voicemail” tab and record a simple voicemail drop

Sample voicemail script: “Hi, this is [Your Name] with [Your Brokerage], just giving you a quick call back. Thanks!”

Why this matters: Professional dialing isn’t just about speed – it’s about consistency and credibility. When you use a dedicated business line, you:

• Keep your personal number private
• Reduce the risk of being marked as spam
• Present a more professional image to prospects
• Can track and analyze your calling metrics more effectively

Learn more about the REDX Dialer here: https://www.redx.com/products/power-dialer/ 

3. Create Geographic Lead Lists: Focus on Your Target Neighborhoods

The Problem: Most agents cast too wide a net, calling leads scattered across their entire county. This makes it difficult to build local expertise and referral networks in specific areas. When you only have one hour per day to prospect, geographic focus becomes even more critical – you need every conversation to build toward something bigger.

The Solution: Use REDX’s GeoLeads feature to focus your efforts on the neighborhoods where you want to build your reputation and expertise.

Setting Up GeoLeads

Your 5-minute action plan:

1. Log in to Vortex
2. Click the “GeoLeads” icon in the top navigation
3. Click “Create GeoLead”
4. Enter your target address or area
5. Set your local radius (start with 50 miles for suburban areas, adjust based on your market)
6. Click “Save” and name it “My Local SOI” (Sphere of Influence)

The strategic advantage: When you consistently work the same neighborhoods, you become the local market expert. This expertise shows up in every conversation as you can discuss:

• Recent comparable sales in their specific area
• Neighborhood market trends
• Local amenities and selling points
• Community-specific buyer preferences

Real-world impact: Agents using this focused approach often win listings from homeowners who initially wouldn’t take calls from “generic” agents calling from across town.

Learn more about circle prospecting with GeoLeads^TM

4. Master Your Opening Script: Confidence in the First 7 Seconds

The Problem: Even experienced agents can struggle with phone confidence when using new leads. Without a practiced opening line, you waste mental energy worrying about what to say instead of listening to the prospect.

The Solution: Practice your opening script until it becomes second nature, allowing you to focus completely on the prospect’s responses.

Script Practice Method

Your 5-minute action plan:

1. Open your “Lead Stack 1” filter in Vortex
2. Click on the first lead to view their details (name and property address)
3. Read this script out loud: “Hi, [Lead Name]? This is [Your Name] with [Your Brokerage]. I was calling about your house on [Address]. I saw it was on the market but came off unsold. Are you still looking to sell?”
4. Repeat this process with three different leads from your list

Why practice matters: This might feel awkward at first, but this micro-commitment builds crucial muscle memory. When you make real calls, you’ll sound confident and natural because the opening is automatic.

Advanced tip: The goal of your opening isn’t to get a listing – it’s simply to start a conversation. Keep your tone curious and helpful, not pushy or sales-focused.

Practice Tip: Did you know REDX has a dedicated roleplay line for customers? Every business day from 12P.M. to 4P.M., their live team is available for customers to call in , practice their scripts and get free feedback on how to improve their prospecting. Call into REDX to learn more: (801) 731-7339

5. Establish Your Daily Prospecting Routine: Build Consistency

The Problem: Without a clear daily plan, even the best tools and lists become ineffective. Most agents either avoid prospecting entirely or waste their limited time on low-value activities. The truth is, you don’t need to spend all day prospecting – but you do need to make that daily hour count.

The Solution: Create a simple, repeatable 3-step routine that maximizes your one hour of daily prospecting time and ensures you’re always focused on the highest-income-generating activities.

Your One-Hour Daily Prospecting System

This system takes exactly 60 minutes and delivers consistent results:

1. Call “Lead Stack 1: New Expireds” (20-25 minutes – your highest-converting prospects)
2. Call “Lead Stack 2: New FSBOs” (20-25 minutes – create this filter using the same process as your expired leads)
3. Follow up with yesterday’s contacts (10-15 minutes – nurture warm leads and schedule callbacks)

Why this one-hour system works:

• Time-boxed focus: You can’t procrastinate when you know exactly how long each activity takes
• Prioritization: You tackle your best leads when your energy is highest
• Variety: Different lead types keep your conversations fresh and prevent burnout
• Follow-through: You never let warm prospects go cold
• Scalability: The system grows with your business without requiring more time

The key insight: Successful agents don’t spend more hours prospecting – they spend their hours more strategically. One focused hour following this system beats four hours of random calling every single time.

Setting Yourself Up for Long-Term Success

These five foundational steps create the infrastructure for a predictable, profitable prospecting business that runs on just one focused hour per day. Remember: the best agents in real estate aren’t necessarily the ones who work the most hours – they’re the ones who have systematized their approach to getting new business.

Your next steps:

• Complete these five setup tasks within your first week
• Commit to your one-hour daily system for at least 30 days
• Track your metrics (calls made, conversations started, appointments set)
• Refine your approach based on what works in your specific market

The bottom line: REDX is a powerful platform, but like any tool, its effectiveness depends on proper setup and consistent use. By following these five steps, you’re building the systematic daily approach that separates top-producing agents from those who struggle with inconsistent results.

The power of one hour: When you properly set up REDX using these five steps, you’ll discover what thousands of successful agents already know – one systematic hour of prospecting each day can transform your entire business. No more feast-or-famine cycles. No more hoping the phone will ring. Just predictable, daily action that generates predictable results.

Start with step one today, and within a week, you’ll have a complete prospecting system that delivers maximum results in minimum time. Your future self (and your bank account) will thank you for taking the time to build this foundation correctly.

Ready to find your next listing? These five setup steps are your roadmap to turning one daily hour into consistent business growth – there are dozens of advanced features and strategies within REDX that can multiply your results once you’ve mastered these fundamentals.