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Complete your CommunitySync profile

Your profile is the foundation for everything else in CommunitySync. The name, photo, logo, and contact details you enter here are automatically stamped on every listing you publish, every report you generate, and every link you share — so a client always sees you, not a generic tool. Set it up before you do anything else.

Open your Account Settings

  1. Sign in to your community's member portal.
  2. Click your name or avatar at the top of the panel and choose Account Settings.
  3. You'll see four tabs: General, Agent Directory, Security, and Personalization.

Fill in the General tab

This is your core identity across the platform.

  1. Enter your first and last name and your title (e.g. "Investment Advisor").
  2. Add your business email and phone number — these appear on the contact details clients see.
  3. Enter your company / brokerage and your affiliation (Realtor, investor, or another designation).
  4. Click Save.

Add your branding

Your photo and logo live on the Agent Directory tab, and extra branding lives on Personalization. Both flow onto your client-facing tools — see Add your photo and logo for the step-by-step.

Why this comes first

Every tool builds on this information. When you create a listing or send a questionnaire, your branding and contact details sit at the top automatically. Skip this step and your first shared link goes out looking generic — so take five minutes here before you publish anything.

Troubleshooting

My changes didn't save

Make sure you clicked Save on the tab you edited — each tab saves independently. If a required field (like name or email) is empty, the save is blocked until you fill it in.

My details look wrong on a shared listing

Shared pages read your profile at the moment they load, so a fresh save shows up on the next page view. Re-open the shared link to confirm the update.