Your Account Profile is where you manage the information and settings that help personalize your AGENTVIEW experience.

From updating your brokerage information and company logo to choosing how you communicate with clients, your Account Profile gives you control over important details used throughout AGENTVIEW.

Accessing Your Account Profile

1. From the left navigation menu, find Settings.

2. Click Account Profile.

Your Account Profile is organized into different areas, making it easy to find and update the information you need.

Your Account Overview

On the left side of your Account Profile, you'll find an overview of your account and branding.

Here, you can:

• Update Your Profile Photo: Add or change your professional headshot. Your photo helps personalize your AGENTVIEW account and supported client-facing features.

• Upload Your Company Logo: Add your brokerage or business logo and adjust how it appears throughout supported AGENTVIEW tools.

• Review Your Membership: Check your current membership information and access subscription management when needed.

• Review Account Connections: See information about available account connections and services.

Keeping your profile photo and company logo updated helps maintain a consistent professional appearance across your real estate business.

Managing Your Account Settings

Your main account settings are organized into five tabs.

1. Business Information

This section contains your professional and business contact information.

You can manage:

• Your name, brokerage, and business address

• Office and mobile phone numbers

• Real estate license number

• Business email address

• Agent website URL

• Social media profiles, including Facebook, Instagram, LinkedIn, and other supported platforms

• Facebook Pixel information for supported website tracking

These details may be used across your AGENTVIEW website, marketing tools, client communications, and other supported features.

For example, if you change brokerages or get a new phone number, this is where you'll want to update your information.

After making changes, click Save Business Information.

2. Preferences

The Preferences tab lets you customize how AGENTVIEW handles certain communication actions.

• Default Dialer: Choose which calling application AGENTVIEW should use when you initiate a phone call.

• Default Text Preference: Select your preferred application or service for sending text messages.

These settings help make contacting leads and clients more convenient based on how you prefer to work.

Available options may depend on your device and account configuration. Remember to save any changes you make.

3. Notifications

AGENTVIEW includes several notifications and automated messages designed to help you stay connected with clients and manage your business activities.

Available settings include:

• Move-in Anniversary Emails: Automatically send clients a message celebrating their home purchase anniversary.

• Birthday Emails: Send birthday greetings to your contacts.

• Comment Notifications: Receive alerts related to comments added to client records.

• Meeting Notifications: Get reminders about scheduled meetings and activities.

• Daily Briefing: Receive an email summary of business activity to help you stay informed.

You can turn each option On or Off and save your selection.

For birthday and move-in anniversary emails, you can also click Edit Message to personalize the message your clients receive.

4. Email Signature

Your email signature helps maintain a professional appearance when communicating with clients.

From this tab, you can:

• Create your own email signature

• Choose from available signature templates

• Add your name, brokerage, phone number, and website

• Customize your text and formatting

Once saved, your signature can be included in supported AGENTVIEW email communications.

5. Themes

Want to personalize the appearance of your AGENTVIEW workspace?

The Themes tab lets you select your preferred theme.

Choose an available option and click Save Theme to apply your selection.

Reviewing Your Account Status

Your Account Profile also provides information about your account and selected settings.

Depending on your account, you may see details such as your subscription status, account email, notification preferences, calling and texting options, and connected social media services.

This gives you a convenient way to review important account information without opening each setting individually.

Keeping Your Account Information Updated

It's a good idea to review your Account Profile whenever something changes in your real estate business.

For example, if you switch brokerages, update your phone number, change your website, or want to adjust your client communications, you can make those changes here.

Quick Tip: When setting up AGENTVIEW for the first time, start with your Business Information, profile photo, and company logo. These are some of the most important details for making sure your account reflects your professional brand.