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Setup Button (gear icon)

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The Setup button (gear icon) is where you control your personal and company information, as well as other things that go along with setting up, controlling and configuring your account.

From the Setup tab, you can:

  • enter and edit your personal and company information
  • upload your picture and logo
  • set up your Personal Bio
  • set up and edit your options, banner (if applicable) and intro page (if applicable)
  • IDX Setup
  • set up the loan scenarios for the Open House Flyer (if applicable)

NOTE:  Make sure you read all requirements and instructions.

Setup Tab Video for Agents:

Setup Tab Video for Sponsors:

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