If you are co-branding or co-listing, you can save partner information in your profile in order to quickly populate it into co-branded templates.
A partner is a profile of information of someone who you might be co-listing or co-branding with, like someone on your team, a lender, another agent, etc. This does not give them an account, just holds their contact info, headshot, and logo so that it loads automatically to a co-branded design.
To set up a partner profile, go to your Account by clicking your avatar, navigate to Partners, and fill in the required information for your new partner. This helps you easily create co-branded pieces with consistent branding and information. Don’t forget to click Create Partner to save!
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Click on your name or avatar in the top-right corner of the platform.
Select Account > Partners -
Click Add a new partner. Fill in your partner’s contact details.
Upload a profile picture. Set any necessary preferences. -
Click Create Partner at the bottom to save and finish the setup.
Now, when you open a co-branded design (two placeholders for headshots/contact information), you'll be prompted to select from your partner list and their information will automatically populate into the partner section on the design!
