Your profile page for the client — a place to put a name, a face, and credentials behind the person guiding them. This page works the same way on buy-side and sell-side journeys.
What it is
A client-facing agent profile showing your photo, contact details, professional background, and client testimonials.
Where to find it
Client view in a journey, then the Your agent tab.
What you can do
Present your contact info — email, mobile, work phone, and license numbers.
Share a professional bio.
Link your social profiles.
Feature client reviews.
Point a Learn more link to your website.
The content on this page is generated from your account profile, so update it there.
What your client sees
Your headshot and name, a My contact info card with email, phone numbers, and state license numbers, a bio describing your experience and approach, social links, a link to share your profile with others, a link to your website, and a set of testimonials from past clients.