Office and Company Admins will have access to edit the Office Profile settings. This is where you can provide vital information to your clients and make your Office website more robust and inviting.
The Office Profile can be accessed by going to the 'Offices' tab from the dropdown menu on the top right in BoldTrail.
Please Note: If you have multiple Offices you'll need to click into the specific Office that you'd like to edit.
To continue making edits click the 'Edit Profile' button to the right of the Office Details.
Main Office Details
In the main section of the Office Details, you'll be able to edit the following sections:
Office Logo: The Office logo can be updated here. It will be visible on the Office and Agent websites.
Office Name: This is the name of the Office that you'd like to appear to your clients.
Office Tagline: This is the phrase you'd like to appear on your site across the banner above your widget section.
Office Vanity Name: This is used purely for searches on the backend. This is the name that will appear when Admins search in the "Offices" tab.
Lead Routing: This button will redirect you to the Office lead routing rules.
View/Edit Website: This will redirect you to edit the Office website settings.
Office Hashtags: A popup will appear with a list of all of the hashtags added to the Office. All Agents assigned to the Office will have these hashtags added to their personal accounts for use.
Contact Info/Social Media & More
The following sections can be added into the Contact Info/Social Media & More sections:
Contact Info
Phone: The phone number linked to the Office.
Fax: The fax number (if applicable) linked to the Office.
Email: The email address linked to the Office.
Location: The physical address of the Office. This will be visible in the footer of the website by default.
Website: This is the Office website URL.
Please Note: You will NOT be able to update a website domain name from this spot. If you'd like to discuss updating a domain please reach out to support at support@insiderealestate.com.
MLS ID: The Office MLS ID should be input into this section. The "Our Listings" tab or carousel will not populate unless the proper MLS ID is inserted.
Please Note: If you have multiple MLS IDs at the Office level please separate them with a comma and no spaces.
Timezone: The timezone linked to your Office. This will be the timezone the office hours are set in.
Social Media & More
You can include social media links for the following platforms:
YouTube
These links will be visible at the top of the Office website, as well as the footer for all Agents linked to the particular Office.
About
The About section is where you can include information about this particular Office or your brokerage. It will be shown on the Office website underneath the widgets section.
Office Hours
The hours set for the office will reflect the times when automated communications are allowed to be sent for all Agents in the Office. This means that if the hours of the office are set to 11:00 PM automated communications will still go out as late as 11:00.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing support@insiderealestate.com!
(Keywords: office profile, profile, office admin)