Your profile is how you appear to clients, lenders and your team. It lives on the Profile settings page, in the card titled Your Profile, and every field saves as you type. A pill at the bottom of the screen confirms the save, so there is no button to press.
What the Profile Card Holds
One card carries your headshot, Name, Professional Title, Tagline, Booking URL, time zone and Email Signature. The brokerage name and logo are not here: a brokerage admin sets them on the Brokerage settings page, and they are shared with your brand in Canvas, so changing either there changes it everywhere.
Add a Headshot
- Click the round frame beside Headshot.
- Pick a PNG, JPEG or WebP image. The upload limit is 2MB.
- Drag and zoom to frame your photo in Crop your headshot, then choose Crop & Upload.
Once a photo is saved, Change and Remove appear beside the label.
Name, Title, Tagline and Time Zone
Name and Professional Title are the two lines that travel together, so write the title the way you are licensed, such as Mortgage Agent, Level 2. Tagline is an optional one-liner under your contact information on feature sheets, capped at 120 characters.
Time zone sets reminder timing and the hour your digest is sent. Leave it on Use workspace default to follow the workspace zone.
Set Your Booking Link
Booking URL is where clients book time with you, and it is used on reports and feature sheets. Leave it blank and BrokerPlus uses your own calendar link. Paste an external link, such as Calendly, to use that instead. Set up your BrokerPlus calendar beside the label opens the booking tab.
Build Your Email Signature
Copy your signature straight from Gmail, or any email client, and paste it into Email Signature. Formatting, links and images are kept. Clear empties the box.
A missing image
An image that lives only inside your mail client cannot be fetched here, so it is left out with a note. Right-click the image in your mail client, choose Copy image, and paste it into the box.
Connect an inbox and a picker appears beside the label: Your default, plus each inbox you can manage. An inbox with an empty signature signs with your default and keeps following it, so deleting an override is the way back.
Who Can Edit What
Only a brokerage admin sees the Brokerage settings page, where the Brokerage Name and the logo live. Teammates see a second card, Broker Profile, for setting up the principal broker's identity; the broker never sees it on their own account. View-only members can read both cards but cannot change them.
What to Do Next
- Record Your Licence Details so your licence number prints beside your name.
- Set Your Brand Colours and Logo in Canvas.