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Parts of the Settings Page

  • Profile

    • This area allows you to modify the following:

      • Photo (select 'Browse' to upload from device)

      • Name

      • Phone number

      • Biography

      • Professional Designations and Associations

      • Years of Experience

      • Accredited Investor

      • Your default map type

      • Your company name and if you're the owner

      • Job Title

      • Role (which is required)

      • Company website

      • The address you want to use

      • Social links

    • Select 'Save Changes' after modifying the profile information.

  • Notifications

    • This area allows you to enable or disable the notifications from the following data updates.

      • Exclusive Listing Updates

      • Saved Search Updates

    • Select your preferred frequency for each update.

  • Tags

    • This area allows you to create, search, edit and delete your tags.


  • Call Template

    • This area allows you to create, modify and delete the call templates that you want to use. Call templates let you quickly work through your lists using predefined templates.

  • Subscription

    • This area shows your current subscription plan, credits reset date, and available credits.



      For the regional subscription plan, subscribed counties are shown below.

  • Exports

    • This section allows you to view your exported files from properties/activities, and mailers, with the option to download them as CSV files. It also displays the export date and the most recent download date.


  • Export Templates

    • This section shows export templates for properties/activities, and mailers you created, with options to add, edit, or delete.

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