Set up your profile and brokerage

Your name, license number, brokerage and managing broker are printed on the agreements you send, so do this first.

Steps

1. Open the account menu at the bottom of the left sidebar and choose Profile. (It's also in Settings → Profile.)
2. Under Contact, fill in your Full Name, License # and Phone. Changes save by themselves.
3. Under Brokerage, pick your brokerage from the Brokerage list, or choose + Add Brokerage and type its name. If you're an independent broker, add your own name or LLC.
4. Once a brokerage is chosen, Managing Broker appears below it. Choose yourself (the first choice), one of your brokerage's managing brokers, or + Add managing broker.
5. Under Referral Matching, turn Accepting Referrals on or off, and add your Licensed States, Service Areas and Specializations.

Agreements print your brokerage's office address. Without a brokerage, Profile shows Brokerage missing, and so does Send for Signature.

Who sees your profile

Agents who have your email in their agent list see your profile on their record of you: your photo, name, contact details, brokerage, managing broker, Referral Matching and Sales Production. Nobody else does, and it's never in a directory or a search. Choose Preview profile to see it the way they do.