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Agent Profile Field Reference

Reference documentation for agent profile fields and configuration options.

FieldTypeRequiredDescription
Agent NameStringYesFull display name
EmailString (email)YesContact email address
PhoneStringNoContact phone number
MLS IDStringNoMultiple Listing Service identifier
Profile URLString (URL)NoLink to external profile or website
FieldTypeConstraintsDescription
BiographyTextMax 500 charactersProfessional bio describing experience and expertise

The biography editor displays:

  • Word count (live)
  • Character count (max 500)
AttributeSpecification
FormatJPEG, PNG, WebP
Recommended Size400x400px or larger
Aspect RatioSquare (1:1)
ProcessingAutomatically resized and optimized
FieldTypeOptionsDescription
ActiveBooleanActive / InactiveVisibility on website and lead reception
Lead RecipientBooleanEnabled / DisabledWhether agent receives lead notifications
Primary ContactBooleanYes / NoDesignated primary contact for brokerage
ActiveLead RecipientPrimaryResult
YesYesYesVisible, receives leads, receives fallback leads
YesYesNoVisible, receives matched leads only
YesNoAnyVisible, does not receive leads
NoAnyAnyHidden, does not receive leads
FieldTypeDescription
BrokerageForeign KeyReference to brokerage record

Each agent must belong to exactly one brokerage.

FieldTypeConstraintsDescription
Ideal LeadsTextMax 1000 charactersNatural language description of preferred clients

Multi-select field with these options:

Residential

Single-family homes

Luxury

High-end properties

Commercial

Business properties

Land

Vacant lots and acreage

New Construction

Builder homes

Condo

Condominiums

Townhome

Townhouses

Multi-Family

Duplexes, triplexes, apartments
FieldTypeConstraintsDescription
Min PriceIntegerOptionalMinimum price point (leave empty for no minimum)
Max PriceIntegerOptionalMaximum price point (leave empty for no maximum)
FieldTypeDescription
Service AreasArray of StringsList of cities and neighborhoods where agent works

Empty array means agent accepts leads from all areas.

Multi-select field with these options:

Client TypeDescription
First-Time BuyerClients purchasing their first home
InvestorReal estate investment clients
RelocationClients moving from another area
MilitaryActive duty and veterans
SeniorOlder adults, often downsizing
DownsizingClients moving to smaller homes
UpsizingClients needing more space
Vacation HomeSecond home buyers
FieldTypeDescription
EmbeddingVector (768 dimensions)Semantic representation of lead matching preferences

The embedding is generated by combining:

  • Ideal leads description
  • Selected property types
  • Price range
  • Service areas
  • Preferred client types
FieldTypeDescription
CreatedDateTimeWhen the agent profile was first created
UpdatedDateTimeWhen the profile was last modified

These fields are automatically maintained by the system and cannot be manually edited.

The agents list view shows:

ColumnData SourceDescription
PhotoPhoto fieldAgent headshot thumbnail
NameAgent NameDisplay name
EmailEmailContact email
PhonePhoneContact phone number
StatusActive fieldActive or Inactive badge
PrimaryPrimary ContactPrimary contact indicator