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How Do I Update My Personal Profile Information (Name, Phone, Brokerage)?

This is one of the first things you set up, but you can always change it:

  • Step 1: Go to “Settings”: Click on your profile picture or the “Settings” option in your main menu.
  • Step 2: Select the “Profile” Tab: Ensure you are on the “Profile” tab.
  • Step 3: Edit Fields: You can update your First Name, Last Name, Phone Number, License Number, License State, Brokerage, and Years of Experience. You can also upload a new profile picture (avatar) here.
  • Step 4: Click “Save Changes”: Always click the “Save Changes” button at the top right to make sure your updates are saved.

Best Practice Tip: Keep this information current! It helps the AI personalize your experience and ensures that any communications or generated content are accurate.