Update your profile, company profile, and branding

Data, sources, and access to prepare

• A CREBuilder account
• Your current broker and company details
• A headshot and logo you have the right to use

Prepare these details

• Use a clear headshot that crops well to a circle
• Use a high-resolution logo with good contrast
• Confirm license and company information
• Choose the time zone for your CRM due dates
• Save open work before changing your password or deleting your account

1. 1

   Open Profile settings

   Settings > Account > Profile

   Select Profile.

   Expected result: Personal Information appears, with a link to Company logo, address, and office details.

   If this step does not work

   Sign in again if Settings is unavailable.

2. 2

   Choose a profile photo

   Profile > Personal Information > Profile Photo

   Select a photo file.

   Expected result: The crop dialog opens with your headshot.

   If this step does not work

   Use a JPG, PNG, GIF, or WebP file if the image is rejected.

3. 3

   Position the profile crop

   Crop profile photo dialog

   Position the circular crop around your face.

   Expected result: The preview shows your face clear and centered.

   If this step does not work

   Adjust the crop position and zoom if your face is clipped or too small.

4. 4

   Save the profile crop

   Crop profile photo dialog

   Select Apply Crop.

   Expected result: The circular profile preview updates after upload. The photo is kept with the Save profile step below.

   If this step does not work

   Wait for the upload to finish before reopening Crop.

5. 5

   Enter personal details

   Profile > Personal Information

   Complete your name, contact, title, license, and bio.

   Expected result: Required name fields are valid and your details are ready to save.

   If this step does not work

   Fix the message beside any field before saving.

   

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6. 6

   Set the public listing contact email

   Profile > Personal Information > Public listing contact email

   Enter the email address you want shown for your synced contact on public property pages, or leave it blank to use the saved contact email.

   Expected result: After Save profile, public property pages use that address. Login, PDF contact details and inquiry notification recipients keep their existing addresses.

   If this step does not work

   If the address remains hidden, check Listing Hub > Leads & access > Public broker email. The company visibility setting still applies; custom document contacts keep their own email.

7. 7

   Save profile changes

   Profile form

   Select Save profile.

   Expected result: CREBuilder confirms your profile is saved. Company details are untouched.

   If this step does not work

   Fix any validation message, then save again.

8. 8

   Open Company profile

   Settings > Company > Company profile

   Select Company profile, or the Company logo, address, and office details link on Profile.

   Expected result: Identity and branding, Business mailing address, and Office time zone appear.

   If this step does not work

   If the page says your company administrator manages these details, read them here and ask that person for changes.

9. 9

   Enter company details

   Company profile > Identity and branding

   Complete the company name, license number, office phone, and website.

   Expected result: The company identity is ready to save.

   If this step does not work

   Company name cannot be empty.

10. 10

    Choose a company logo

    Company profile > Identity and branding > Upload a logo

    Select your logo file.

    Expected result: The crop dialog opens with your logo.

    If this step does not work

    Use an image with padding and contrast if the mark is hard to read. Use Remove logo to clear it.

11. 11

    Position the logo crop

    Crop company logo dialog

    Position the crop around the whole mark.

    Expected result: The preview excludes extra blank space.

    If this step does not work

    Adjust the crop position and zoom if any part of the mark is cut off.

12. 12

    Save the logo crop

    Crop company logo dialog

    Select Apply Crop.

    Expected result: The logo preview updates once the upload finishes. Save company details keeps the uploaded logo on the company profile.

    If this step does not work

    If the upload fails, the page says so and keeps your other edits.

13. 13

    Enter the business mailing address

    Company profile > Business mailing address

    Complete street, city, state or province, and ZIP or postal code.

    Expected result: The complete address is ready to save. It appears in the required footer of every hosted email.

    If this step does not work

    Hosted email setup requires all four address parts to be saved before sending can be activated.

14. 14

    Choose the office time zone

    Company profile > Office time zone

    Select your company’s time zone.

    Expected result: Teammates who follow the company zone use your office day.

    If this step does not work

    Confirm the office location with your Admin if you have several offices.

15. 15

    Save company details

    Company profile > Save company details

    Select Save company details.

    Expected result: The page reads Company details saved, and documents, listings, and email setup pick up the change.

    If this step does not work

    Company name is required to save. Other text fields may be blank, but hosted sending requires a complete business mailing address. Leaving with unsaved changes asks you to keep editing or discard.

16. 16

    Set your CRM time zone

    Settings > CRM > Preferences

    Select your personal time zone.

    Expected result: The selected zone is ready to save.

    If this step does not work

    Choose Follow company if you want to use the office setting.

17. 17

    Save your CRM time zone

    Settings > CRM > Preferences

    Select Save time zones.

    Expected result: CRM due dates and Today labels use your working day.

    If this step does not work

    Resolve any validation message before leaving.

18. 18

    Inspect one downstream item

    An existing document or listing

    Open an important document or listing.

    Expected result: Your updated identity and branding appear, or you can see the item needs its own refresh.

    If this step does not work

    Refresh or edit the item directly if it kept earlier contact details.

19. 19

    Enter the current password

    Profile > Change Password

    Type your current password.

    Expected result: The current-password field is complete.

    If this step does not work

    Use account recovery if you do not know your current password.

20. 20

    Enter a compliant new password

    Profile > Change Password

    Type the new password in both new-password fields.

    Expected result: Both entries match and meet the password rules.

    If this step does not work

    Use at least eight characters with uppercase, lowercase, and a number.

21. 21

    Submit the password change

    Profile > Change Password

    Select Change Password.

    Expected result: A Password updated confirmation appears.

    If this step does not work

    Wait for the request to finish before trying again.

22. 22

    Review the deletion warning

    Profile > Delete Account

    Expand Delete My Account only when you intend to delete the account permanently.

    Expected result: The page shows what deletion requires and removes.

    If this step does not work

    Close the panel without entering credentials to keep your account.

1. 1

   Enter your professional expertise

   Profile > CREBrokerList > Markets and professional expertise

   Open Basics for optional background, Markets for the places you serve, and Expertise for property types or described specialties.

   Expected result: The private profile preview updates as you edit, using your saved CREBuilder identity and draft expertise. The Markets summary shows your places. Recommended-detail links open the matching field or expertise section, and Add profile photo returns to the photo control above. Company website opens Company settings for administrators; other members see that their company administrator manages it. The preview does not save or publish anything. Publication needs a property type or a described specialty of at least three characters; a transaction focus alone does not qualify. A company office address does not fill service markets or license state.

   If this step does not work

   Choose a US state for each market. Use an HTTPS LinkedIn /in/ profile URL; tracking parameters are removed. Leave experience blank if unknown; zero means zero years.

2. 2

   Save professional details

   Markets and professional expertise

   Select Save professional details.

   Expected result: The saved version persists. Saving alone does not enable sync or publish your profile. If sync is already enabled, CREBuilder queues that saved version for delivery.

   If this step does not work

   Keep your draft if saving fails. Preview labels distinguish unsaved drafts, saved details and retained source drafts. If another tab saved first, load the newer saved details before trying again.

   

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3. 3

   Recover a changed saved version

   Markets and professional expertise > newer saved version notice

   Choose Keep my draft for another save to retain your edits, or Discard this draft and load the saved details to replace them.

   Expected result: The editor uses the latest saved version for your next deliberate save. Refresh saved details checks for newer saved work, keeps an open draft, and updates a clean editor automatically.

   If this step does not work

   Review the other saved edits before choosing to replace them. If a save says another update is in progress, keep the draft and try saving again.

   

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4. 4

   Enable profile sync

   Profile > CREBrokerList

   Turn on Prepare my CREBrokerList profile after saving your personal and professional details.

   Expected result: CREBuilder records your opt-in and prepares a private profile. The card shows delivery and claim status.

   If this step does not work

   Save any open edits first. During a pause, existing opt-ins and saved changes stay queued. New opt-ins reopen when profile delivery resumes. Withdrawal requests continue during the pause.

5. 5

   Claim your prepared profile

   CREBrokerList > Claim your profile

   Select Claim on CREBrokerList after the latest saved version finishes syncing.

   Expected result: CREBrokerList asks for the matching account email and sends the one-time claim link. Complete the claim while signed in there with that email.

   If this step does not work

   If the link is withheld, save your edits and wait for sync. Use Check status after completing the claim when delivery is running; the Check status action is hidden while paused and returns after delivery resumes.

   

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6. 6

   Submit your profile for publication review

   CREBrokerList account > Profile

   Complete the required profile details, directory consent, and publication review submission on CREBrokerList.

   Expected result: CREBuilder shows Connected after the claim is confirmed. A public-profile link appears only after CREBrokerList confirms publication.

   If this step does not work

   Manage claimed details directly on CREBrokerList. If ownership changes while you edit, use Dismiss retained draft after reviewing your read-only draft. For an ownership dispute, contact its support team.

   

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7. 7

   Turn off future profile sync

   Profile > CREBrokerList

   Turn off Prepare my CREBrokerList profile when you want to withdraw this integration.

   Expected result: CREBuilder queues a withdrawal. An unclaimed prepared profile is suppressed; a claimed profile stays under its owner’s control on CREBrokerList.

   If this step does not work

   Manage an already claimed profile and its visibility in your CREBrokerList account.

   

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Important fields

Required means the field is needed to complete or support this workflow. Some screens allow a draft to save before every required item is complete. The steps and troubleshooting call out controls the product actively blocks.

Final verification

• Your saved name is correct
• The headshot and logo are not clipped
• Personal and office time zones are right
• The business mailing address is complete
• Read-only company fields are managed by the right company manager
• An important document or listing shows your updated details
• Password and deletion controls were used only when intended
• No blocking warning, failed status, or unresolved validation message remains in the completed workflow.

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