Configure Your Brokerage

This guide shows you how to set up your brokerage configuration in the admin dashboard.

Access Brokerage Settings

From the Admin Dashboard, navigate to Brokerages and select your brokerage to edit.

Note

If you’re logged in as a broker (not admin), you’ll be in “Suggest Changes Mode” where changes are queued for admin approval.

Setup Basic Information

1. Go to the General tab

2. Fill in your brokerage details:

   • Brokerage name (required)
   • Tagline for marketing
   • Full description
   • External website URL

3. Add licensing information:

   • License type (e.g., DRE)
   • License number

4. Enter your office address (used for local SEO and website display)

5. Click Save

Tip

The office address is displayed on your website and used for local SEO optimization.

Configure Branding

1. Navigate to the Branding tab

2. Upload your logo:

   • Use wide format (2:1 ratio recommended)
   • Minimum size: 600x300px
   • Formats: PNG, JPG, or SVG

3. Set your primary brand color using the color picker

4. Add social media URLs for platforms you use

5. Customize the hero section:

   • Write your headline
   • Add a subtitle
   • Enter search examples (one per line)

6. Configure navigation menus:

   • Add/edit header menu items
   • Configure footer links
   • Drag items to reorder
   • Toggle visibility as needed

7. Click Save

Connect a Domain

1. Go to the Domains tab

2. Click Add Domain

3. Enter your domain name (e.g., yourbrokerage.com)

4. Configure DNS at your domain registrar:

   • Add a CNAME record
   • Point to: idx.l.supported.systems

5. Wait for DNS propagation (can take up to 48 hours)

6. Click Verify to confirm setup

7. Optionally, click Set Primary to make this the canonical domain

Caution

DNS changes can take up to 48 hours to propagate. If verification fails immediately, wait and try again later.

Connect MLS Data Feed

1. Navigate to the Data Feeds tab

2. Click Add Feed

3. Choose your feed type:

   • MLSGrid (recommended for most brokerages)
   • RESO Web API (direct MLS connection)
   • RETS (legacy systems only)

4. Enter the required credentials:

   For MLSGrid:

   • Access Token (from MLSGrid)
   • Originating System Name (e.g., imls, sdar)

   For RESO Web API:

   • Web API URL
   • Server Token
   • Dataset ID (usually MLS)

   For RETS:

   • RETS Login URL
   • Username and Password

5. Click Test to verify the connection

6. If successful, enable the feed and click Save

Tip

Need MLS credentials? Contact your MLS via their member portal or support line. Each MLS has different application processes.

Configure Lead Routing

1. Go to the Features tab

2. Scroll to the Lead Routing section

3. Select your routing mode:

   • Primary Agent Only — All leads to one designated agent
   • Round Robin — Distribute evenly among eligible agents
   • Weighted — Assign based on performance/seniority

4. Configure routing options:

   • Enable Pre-Filter to use semantic matching before routing
   • Set Fallback behavior when no agent matches

5. Click Save

Note

Only agents with “Lead Recipient” enabled in their profile will receive leads. Make sure your agents have configured their Match Criteria.

Set Service Area Boundaries

1. Navigate to the Map tab

2. Drag the logo marker to set your default map center

3. Drag the orange corner circles to define your service area boundaries

4. Choose between Street or Satellite base map

5. The panel shows your current settings:

   • Center point coordinates
   • Default zoom level
   • Service area bounds (North, South, East, West)

6. Click Save

Note

Properties outside your service area bounds won’t appear in search results.

Enable Website Features

1. Go to the Features tab

2. Toggle features on/off based on what you want to offer:

   • Semantic Search
   • Map Search
   • Favorites
   • Contact Form
   • Virtual Tours
   • Mortgage Calculator

3. Set specializations if applicable:

   • VA Loans
   • Military Specialist

4. Click Save

Add Broker Contacts

1. Navigate to the Contacts tab

2. Click Add Contact

3. Fill in contact information:

   • Name
   • Email (required)
   • Phone number
   • License type and number
   • Upload profile photo

4. Check Primary if this is your main contact (unsets any existing primary)

5. Click Save

Tip

The primary contact receives fallback leads and is displayed prominently on your website.

Verify Your Configuration

After setting up all sections:

1. Click Save in the top-right corner
2. Wait for the confirmation message
3. Visit your website to verify changes appear correctly
4. Test lead forms and search functionality
5. Check that MLS data is syncing properly

Changes take effect immediately on your website once saved.