Keep your branding consistent and your CMAs and Market Reports looking professional by completing your profile in your Brivity CMA account. This profile would be different than your Brivity CRM, since CMA's are normally targeting sellers. You may want your profile to include your success stats as a listing agent or team.
Step 1: You can access your profile by clicking your name in the top right of the screen and selecting Profile.
Step 2: In the profile area, you have the opportunity to edit all of your team and personal contact information, including:
- Agent Photo
- Agent Name
- Company Name
- Team Name
- Cell Phone
- Office Phone
- License Number
- Agent Bio
Step 3: You can also choose a theme color and upload your company logo!
Step 4: Don't forget to hit the Save button! Your Brivity CMAs and Market Reports will now include all of your team and agent information.
It is highly advised that you also change your password from the default password.
Step 5: Click on your name in the upper right, and select Settings. There you can change your password.
Using the CMA tool from Brivity CRM
Step 6: Once you're logged into Brivity CMA in this browser, you should stay logged into that account. Moving forward, you'll build CMA reports from each contact record.