Your Account Profile is the central location for managing your personal information, business details, branding, communication preferences, notifications, email signature, and account appearance. Keeping this information up to date helps ensure the correct information is used throughout your AGENTVIEW account.

Understanding the Account Profile Workspace

The Account Profile page is organized into three main areas: your account overview, the main settings workspace, and your account status and additional settings.

Account Overview

The left side of the page provides a quick view of your profile, brokerage information, company logo, membership, and account connections.

   Profile Information
   Review your current profile photo, name, and brokerage information.

   Company Logo
   View your current company logo or use Change / Adjust Logo to upload or replace it.

   Membership
   Review your current membership status and select Manage Membership when you need to manage your subscription.

   Account Connections
   Review the services and connections currently available for your AGENTVIEW account.

Account Status & Additional Settings

The right side of the Account Profile page provides a quick overview of your account and several active settings.

   Account Status
   View your current AGENTVIEW subscription plan and account email.

   Notifications
   Review the status of supported account notifications.

   Default Dialer
   View the calling option currently selected for your account.

   Text Messaging
   Review your current outbound text messaging preference.

   Social Media Connections
   View the status of supported Meta social media connections.

   Theme
   See which AGENTVIEW workspace theme is currently active.

Account Profile Tabs

The center of the Account Profile page contains the primary settings for your account. Use the tabs across the top to move between Business Information, Preferences, Notifications, Email Signature, and Themes.

Business Information

The Business Information tab contains your primary contact, brokerage, licensing, and online profile information.

   Business & Contact Information
   Update your name, brokerage or business name, business address, office phone number, mobile number, mobile carrier, and other contact information.

   License & Email
   Enter or update your Real Estate License Number and primary email address.

   Website & Social Media
   Add or update your website, Facebook, Instagram, LinkedIn, TikTok, and Twitter/X links.

   Facebook Pixel
   Add your Facebook Pixel information when applicable.

Information saved in this section may be used throughout supported AGENTVIEW tools, marketing materials, emails, and client-facing pages.

When finished, click Save Business Information.

Preferences

The Preferences tab controls how AGENTVIEW handles certain communication actions.

   Default Dialer Preference
   Select the calling application you want AGENTVIEW to use when you initiate a phone call.

   Default Text Preference
   Select the application or service you prefer to use when initiating a text message.

Available options may vary depending on your device and account configuration.

Save your changes before leaving the section.

Notifications

The Notifications tab allows you to manage automated client messages and account notifications.

   Move-In Anniversary Emails
   Turn automatic anniversary messages on or off for eligible contacts. Select Edit Message when you want to customize the message.

   Birthday Emails
   Turn automatic birthday messages on or off. Select Edit Message when you want to customize the message.

   Comment Notifications
   Control notifications related to comments and CRM activity.

   Meeting Notifications
   Control notifications related to meetings and scheduled activity.

   Daily Briefing
   Turn your AGENTVIEW daily briefing notifications on or off.

Save your notification settings after making changes.

Email Signature

The Email Signature tab allows you to create and manage the signature used on supported outgoing AGENTVIEW emails.

   Use the editor to add and format your contact information, brokerage details, links, and other signature content.

   You can also insert images such as your headshot or company logo when needed.

When your signature is complete, click Save Email Signature.

Themes

The Themes tab allows you to personalize the appearance of your AGENTVIEW workspace.

   Select your preferred option from the Theme menu.

   Click Save Theme to apply your selection.

Updating Your Account Profile

Open Account Profile

   From the main AGENTVIEW navigation menu, click Account Profile.

Select the Section You Want to Update

   Choose Business Information, Preferences, Notifications, Email Signature, or Themes from the tabs at the top of the Account Profile workspace.

Make Your Changes

   Update the information or settings you want to change within the selected section.

Save Your Updates

   Click the appropriate Save button before leaving the section to make sure your changes are applied.