Business Profile Setup

IDX Automator Pro Business Profile Setup

Author: Stephanie Ragsdale
Steps: 35
Source: Supademo

1. To get started, enter your email addressed used to subscribe to IDX Automator Pro

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2. Next, click the 'Sign in' button to proceed.

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3. Then, click 'Send Security Code'.

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4. Paste your security code here

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5. Once you are logged into your account, Navigate to your menu link labeled 'Settings'

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6. From the Settings menu, click on the menu link entitled 'Business Profile'

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7. Your Business Name or your Full name shoulld already be added here.

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8. Add your DBA or Doing Business As name here if you have one. If not, add your full name here

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9. This field may be pre-populated with the email address you used to order IDX Automator pro. This should be your email address that you do business with.

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10. Add your professional phone number here.

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11. Your Branded domain is a subdomain of your broker's domain used for your branded emails, sms, funnels and websites. So use the format your name.broker-domain.com. Branded domain and business website CAN be the same domain name.

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12. Choose 'Real Estate Agent' from the options.

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13. We will set up the branded domain at a later stage

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14. The business website is the website address of your website

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15. Specify your business niche which is Real Estate

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16. If necessary, click checkbox options to select.

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17. The Information added under the Business Information session is for compulsory purposes only.

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18. Set your time zone by clicking 'GMT-04:00 US/Eastern (EDT)'.

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26. Under the Business Physicall Address section add your Broker's main contact information. Also include your time zone

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28. Don't forget to select your language

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29. Next up, click on "English (United States)".

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30. Click on "Update".

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31. Authorized Representative is your personal contact information.

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32. This email address can be your business email account or your personal email account

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33. Put Real Estate agent here

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34. Click on "Other".

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35. Add your phone number

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