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

👤 Personal Information

Date of Birth

Emergency Contact Name

Emergency Contact Phone

Mailing Address

MLS ID

Association Memberships

Start Date with Brokerage

Bio / Notes

📁 Documents

Signed Agreements

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

Connect your calendar so you can see availability when scheduling appointments.
This only shows your calendar to you — nothing is shared with contacts or other agents.

How to get your embed URL

Open Google Calendar on desktop
Click the ⚙️ gear icon → Settings
In the left sidebar, click your calendar name under "My calendars"
Scroll down to "Integrate calendar"
Copy the URL from the Embed code (starts with https://calendar.google.com/calendar/embed?src=)
Paste it below and click Save

Note: Your calendar must be set to public in Google for the embed to work.

Google Calendar Embed URL

🧠 Relationship Intelligence ⚪ No Data

Last Real Convo

—

Total Convos

—

Warmth

—

Trend

—

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.

📱 Phone & SMS Notifications

Cell Phone Number

Used for SMS notifications only. Never shared with clients.

Notification Preferences

All SMS Notifications

Master on/off switch

CDA Approved

Document Rejected

Closing Reminders (7d, 3d, 1d, day-of)

License Expiry Reminders

🎓 CE Tracking

0 / 36 hours completed

Loading CE records...