Configure Your Agent Profile

Complete guide to creating and maintaining your agent profile, including photo uploads, biography writing, and lead matching configuration.

Accessing the Profile Editor

1. Navigate to Admin Dashboard
2. Click Agents in the sidebar
3. Click your name in the agents list

Setting Up Basic Information

1. Enter Contact Details

Fill in the required fields:

1. Agent Name — Your full display name (required)
2. Email — Your contact email address (required)
3. Phone — Your contact phone number
4. MLS ID — Your Multiple Listing Service identifier (if applicable)
5. Profile URL — Link to your external profile or personal website

Tip

Use a consistent display name across all platforms for brand recognition.

2. Write Your Biography

Craft a compelling professional bio:

1. Click in the Biography text area
2. Write up to 500 characters describing your experience and expertise
3. Monitor the word count and character count below the editor

What to include:

• Years of experience
• Geographic specialties
• Property type expertise
• Unique value proposition
• Personal touch (hobbies, community involvement)

Example:

“10+ years helping families find their dream homes in Eagle and Meridian. I specialize in luxury properties and first-time buyers. Former teacher turned Realtor—I love educating clients through every step of the home buying process. Mountain biking enthusiast and Eagle Little League coach.”

3. Upload Your Photo

Add a professional headshot:

1. Click the photo upload area or drag and drop an image
2. Select a square image (at least 400x400px recommended)
3. Wait for automatic upload and optimization
4. Preview the uploaded photo

To replace your photo:

1. Click Replace
2. Select a new image

To remove your photo:

1. Click Remove
2. Confirm deletion

Caution

Use a professional headshot with good lighting and a neutral background. This photo appears throughout the website and represents you to potential clients.

4. Select Your Brokerage

Associate your profile with a brokerage:

1. Click the Brokerage dropdown
2. Select your brokerage from the list
3. Review the brokerage details in the preview panel

Configuring Settings

Set Your Status

1. Toggle Active to control website visibility
   • Active — Visible on website, receives leads
   • Inactive — Hidden from website, does not receive leads

Enable Lead Reception

1. Toggle Lead Recipient to receive lead notifications
   • Enabled — You’ll be considered for lead routing
   • Disabled — You won’t receive new lead assignments

Note

Both Active and Lead Recipient must be enabled to receive leads. If you’re going on vacation, disable Lead Recipient to pause new leads.

Designate Primary Contact (Optional)

If you’re the main contact for your brokerage:

1. Toggle Primary Contact to Yes
2. Confirm the change (this will unset any existing primary contact)

Primary contact benefits:

• Receives fallback leads when no agent matches
• Featured prominently on the website
• Represents the brokerage in marketing materials

Configuring Lead Matching Preferences

Set up intelligent lead routing based on your expertise.

1. Describe Your Ideal Leads

Write a natural language description of clients you work best with:

1. Click in the Ideal Leads text area
2. Describe your specialties in detail
3. Be specific about property types, areas, and client situations

Good example:

“I specialize in luxury homes in Eagle and Meridian, particularly properties with mountain views and modern architecture. I work best with first-time buyers, relocation clients from out of state, and professionals upgrading to executive homes. I’m experienced with land purchases and new construction coordination.”

Avoid vague descriptions:

“I work with all clients and all property types.” (Too generic for effective matching)

2. Select Property Types

Choose the property types you specialize in:

1. Check the boxes for your areas of expertise
2. Select multiple types if applicable

Available types:

• Residential
• Luxury
• Commercial
• Land
• New Construction
• Condo
• Townhome
• Multi-Family

Tip

Select 2-4 property types for best results. Being too broad dilutes your matching effectiveness.

3. Set Price Range

Define your preferred price points:

1. Enter Min Price (leave empty for no minimum)
2. Enter Max Price (leave empty for no maximum)

Examples:

• Luxury specialist: Min $800,000, Max $3,000,000
• First-time buyer specialist: Min $200,000, Max $450,000
• All ranges: Leave both empty

4. Add Service Areas

Specify where you work:

1. Type a city or neighborhood name in the input field
2. Click Add to include it
3. Repeat for each area you serve
4. Click the × on any tag to remove an area

Strategy:

• Leave empty to receive leads from all areas
• Add specific areas to focus on particular neighborhoods you know well

5. Choose Preferred Client Types

Select the client types you work best with:

1. Check the boxes for your specialties
2. Select multiple types if applicable

Available client types:

• First-Time Buyer
• Investor
• Relocation
• Military
• Senior
• Downsizing
• Upsizing
• Vacation Home

6. Generate Your Matching Profile

After configuring all preferences:

1. Review your selections
2. Click Save & Generate Embedding
3. Wait for the confirmation message
4. Verify “Embedding generated successfully” appears

Caution

You must generate the embedding for lead matching to work. The system converts your preferences into a searchable profile for semantic matching.

Maintaining Your Profile

When to Regenerate Embedding

Regenerate your embedding whenever you make significant changes:

• Update your ideal leads description
• Change property type specialties
• Modify price range significantly
• Add or remove service areas
• Change preferred client types

To regenerate:

1. Make your changes
2. Click Save & Generate Embedding again

Resetting Preferences

To start fresh with lead matching preferences:

1. Click Clear All
2. Confirm the reset
3. Reconfigure your preferences
4. Generate a new embedding

Saving Your Changes

After making any changes to your profile:

1. Click the Save button in the top-right corner
2. Wait for the success confirmation
3. Changes take effect immediately

Note

Basic information changes (name, email, bio, photo) are saved separately from the embedding generation. Remember to click Save & Generate Embedding if you updated lead matching preferences.

Troubleshooting

Embedding Won’t Generate

Possible causes:

• Missing ideal leads description
• No property types selected
• Network timeout

Solutions:

1. Ensure you’ve written an ideal leads description
2. Select at least one property type
3. Try again in a few minutes

Photo Upload Fails

Possible causes:

• File too large (>5MB)
• Unsupported format
• Network issue

Solutions:

1. Resize image to 400x400px before uploading
2. Use JPEG or PNG format
3. Check your internet connection

Changes Not Appearing on Website

Possible causes:

• Status is Inactive
• Browser cache

Solutions:

1. Verify Active status is enabled
2. Clear browser cache or try incognito mode
3. Wait 1-2 minutes for cache to refresh