Setting Up Your Agent Profile
Last updated: February 15, 2026
Your Agent Profile
Your agent profile powers multiple features across CloseDaily — your agent website, CRM email signatures, leaderboard listing, and community presence. Taking a few minutes to complete it properly makes everything else work better.
Profile Fields
| Field | Where It Appears |
|---|---|
| Professional Headshot | Agent website, leaderboard, community posts, CRM emails |
| Full Name | Everywhere — website, emails, CRM, leaderboard |
| Login, CRM notifications, lead alerts | |
| Phone Number | Agent website contact section, CRM caller ID |
| Brokerage | Agent website, leaderboard, community profile |
| License Number | Agent website footer (compliance) |
| Market Area | Leaderboard filtering, community matching |
| Years of Experience | Leaderboard, community profile |
| Bio / About | Agent website About section |
| Social Media Links | Agent website, community profile |
Tips for a Strong Profile
Use a professional headshot with good lighting and a clean background. Write your bio in third person and focus on your market expertise and results. Include your phone number so leads from your agent website can reach you directly. Link your active social media accounts to build trust with potential clients visiting your site.
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