Setting Up Your Agent Profile
Last updated: February 10, 2026
Why Your Profile Matters
Your agent profile helps CloseDaily personalize your experience. The curriculum recommendations, AI suggestions, and community connections all improve when your profile is complete.
Accessing Your Profile
Click your name or avatar in the top-right corner of the dashboard, then select “Profile Settings.” You can also navigate directly to the Settings tab.
Key Fields to Complete
- Full Name: Displayed on the leaderboard and in the community.
- Brokerage: Your current brokerage or team name.
- Market Area: The city or region you primarily serve.
- Experience Level: New agent, 1-3 years, 3-5 years, or 5+ years. This adjusts the difficulty of your weekly action plans.
- Profile Photo: A headshot helps other community members recognize you.
- Goals: Set your annual transaction and GCI goals so the platform can track your progress.
Note: You can update your profile at any time. Changes take effect immediately across the platform.
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