🪪 License Information
Add a license entry for each state where you hold an active license. Check the states that apply, then enter your license number and expiry date for each.
👤 Personal Information
🧠 Relationship Intelligence ⚪ No Data
Last Real Convo
Total Convos
Warmth
Trend
💬 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
Used for SMS notifications only. Never shared with clients.
Notification Preferences
🎓 CE Tracking
0 / 36 hours completed
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📅 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
  1. Open Google Calendar on desktop
  2. Click the ⚙️ gear icon → Settings
  3. In the left sidebar, click your calendar name under "My calendars"
  4. Scroll down to "Integrate calendar"
  5. Copy the URL from the Embed code (starts with https://calendar.google.com/calendar/embed?src=)
  6. Paste it below and click Save
Note: Your calendar must be set to public in Google for the embed to work.
📁 Documents View All Documents →
Signed Agreements
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