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Profile, license and your photo
Add your name, photo, license and a verified mobile in Settings, and see where clients see them.
1:12 · Captions included · 5 chapters
Updated since this video was made
- Changed (Nov 1, 2026): “Verify my phone” now saves a newly typed number itself, and “Send a new code” unlocks after 60 seconds.
- Changed (Nov 1, 2026): TCs who only work other agents' deals see this card as “Your details”, without license fields.
- Changed (Nov 1, 2026): Settings has a new Sign-in & security section: optional two-step sign-in with an authenticator app, your signed-in devices (with Sign out), and Sign-in email to change the email you sign in with (the Email field under Profile points there).
Read the transcript
Set up how clients see you: your name, photo, license and a verified phone, all in Settings.
Settings opens on You. The name here is the name clients see.
Under Profile photo, click Add a photo. JPG, PNG, WebP or HEIC, up to 40 megabytes.
Drag to move it and zoom to fill the circle. The preview shows it on the board, in emails and in lists.
Click Save photo. It's on your account right away.
Under Agent credentials, add a title, your brokerage, license number and state, and your mobile.
Click Save credentials. Clients see them on their invite and their deal board.
Then click Verify my phone. It's required before you create real deals, and we text a six-digit code.
Here's the text. The code works for ten minutes.
Type it and click Confirm. Your number shows as verified, and clients see it as your confirmed number.
Your photo, title, brokerage and license show on every invite you send.
And at the top of their deal board, with buttons to call or email you.
Add your photo, license and phone once in Settings, and every client sees exactly who they're working with.
Still stuck?
The Help chat in the app answers questions about your own account, any time.
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