Setting Up Your Account
Confirm your details, set your preferences, and get your workspace ready to go.
Verify your email
Check your inbox for the confirmation link sent when you signed up. Until it’s verified, exporting and sharing stay locked.
Fill in your profile and brokerage info
Your name, headshot, license number, and brokerage details feed directly into every listing template’s contact block, so getting this right once saves you from editing it on every export.
Set your notification preferences
Choose how you want to hear about listing activity, teammate invites, and billing — email, in-app, or both.
Bring your team along
If you work with other agents or a brokerage, you can invite them next — see Team Collaboration and Members for the full walkthrough.
Upload a headshot on a plain background — it gets reused small (agent card, signature block), and busy backgrounds turn to noise at that size.
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