My Profile — Waypoint OS

License Information

Select the states where you hold an active license, then enter your license number and expiry for each.

NM UT ID CO

Personal Information

Date of Birth

Emergency Contact Name

Emergency Contact Phone

Mailing Address

MLS ID

Association Memberships

Start Date with Brokerage

Bio / Notes

My Website

Your Public Page

waypointnoven.com/realtor/... (not yet published)

Display Name

How your name appears on your public page (e.g. "Will Lambert"). Your legal name stays on file for licensing.

Publish status

Draft — not published

Your broker reviews and approves before your page goes live.

Public Headshot

Upload Headshot

A clear, professional photo. Square works best. Max 5MB.

Hero Background

Choose a background image for the top of your public page. Defaults to the standard navy.

Tagline

Optional marketing line shown under your license credential (e.g. “Santa Fe specialist”). Your title is set automatically from your license.

Areas I Serve

Add the cities or areas you serve in each state you're licensed in.

My Specialties

Pick the areas you focus on — they appear as tags on your public page.

Social Links

Paste full https:// URLs. Only Facebook, Instagram, LinkedIn, and YouTube links are shown.

Public Bio

Show reviews on my page

Display approved client reviews.

Show recent sales on my page

Display your approved closed sales (city + price range only — no address or client info). Off by default.

Client Reviews

Approve reviews to show them on your public page. Share your review link:

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Documents

Signed Agreements

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Uploaded Files

No uploaded files yet.

Upload a Document

License Copy E&O Insurance W-9 Banking Info Other Document

Click any button to upload. Max 20MB. PDF or image.

Google Calendar

Add a booking link so clients can schedule time with you from your public website.
Clients see only the open slots you choose — never your actual calendar events.

How to get your booking link

In Google Calendar, click Create → Appointment schedule
Set your available hours, then click "Open booking page"
Copy that booking-page URL (it contains /calendar/appointments/schedules/) and paste it below

This shows clients only your open booking slots — never your actual calendar events. (Calendly and Cal.com links also work.)

Booking Link

Relationship Intelligence No Data

Last Real Convo

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Total Convos

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Warmth

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Trend

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Relationship Warmth

Career Stage

Primary Motivator

Personal Context — private, never shown to agent

Real Conversations

A real conversation is one where you learned something about this agent — their headspace, concerns, goals, or life situation. Different from a business check-in.

Pre-Conversation Brief

Tap Generate before reaching out. The AI reads this agent's full profile — career stage, motivator, warmth, recent conversations, personal context — and gives you a ready brief so you show up as a broker who actually knows your people.