Agent Getting Started

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Agent Getting Started Video:

There are 3 steps to setting up your account.

1. Set up your profile by hovering over the agent photo circle in the top left of your account and clicking on EDIT.

2.  Set up your MLS and IDX settings by clicking the Setup Icon (little gear on the top left).

3. Set up your Account Options by clicking the Setup Icon (little gear on the top left)>>Account Options.

Overview of Tabs:

We’ve simplified the system into 3 main sections.  Property, Personal, and Leads.

• Anything to do with your Properties can be done from the Property tab
• Anything to do with Personal Marketing/Websites can be done from the Personal tab
• Anything to do with Leads and Lead Generating can be done from the Leads tab
• If you click on the Property tab, you will see a drop down menu.  This drop down menu will lead you to different aspects of your Property Marketing. 
• If you click on your Personal tab, you will see a drop down menu.  This menu will lead you to different aspects of Personal Marketing and/or Personal websites. 
• If you click on your Leads tab, you will see a drop down menu.  This menu will lead you to different aspects of leads and lead generation. 

Need Help? Feel Free to Contact Customer Support:

• Chat us by using the ‘Chat’ button on the bottom right of your screen. We are available Monday – Friday from 8am – 4pm PST.
• Email us at help@agentmarketing.com