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Quick Setup

Manage your personal preferences, account details, and subscription options.

Updated over 3 weeks ago

Your dashboard provides instant shortcuts to your most important tools, including your latest templates, brokerage resources, upcoming events, recently generated listing assets, and much more.

Before you dive into the platform, take a few moments to apply these essential settings to ensure your account is ready.

1. Personal Information

- Edit your name, phone number, and contact email.

- Upload or change your profile photo (JPG or PNG, 300x300 pixels recommended).

- Some fields may be locked depending on brokerage settings. Contact support if edits are restricted.

2. Display Preferences

- Customize how your information appears on marketing assets.

- Add or update your brokerage name, nickname, or title.

- These settings help maintain a consistent public-facing brand.

3. Password Management

- Change your password from within the Settings panel.

- You’ll need your current password to complete the change.

4. Branding Configuration (Premium Members)

- Upload your personal or team logo.

- Define your brand’s primary color code.

- Add multiple headshots to apply across various templates.

5. Subscription Management

- View your current plan, renewal dates, and payment history.

- Upgrade or downgrade your plan directly from this section.

- Cancel your subscription if needed.

Note: If your brokerage has a partnership with us, you have been automatically enrolled in the Complimentary Plan. No action is required to start using your provided features immediately. You can choose to upgrade to Premium for advanced tools at any time, or simply continue with the membership level provided by your Brokerage.

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