First Steps Checklist

Use this checklist to make sure your site is complete and ready for clients.

Essential Setup

These items should be completed before sharing your site:

1. Complete Your Profile

Your profile information appears on your About page and throughout your site.

• Upload your professional headshot
• Add your name and title
• Write a brief bio (2-3 paragraphs recommended)
• Enter your contact information (phone, email)
• Add your license number

Where: Settings → Profile

2. Set Up Your Branding

Make the site yours with your professional colors and logo.

• Upload your logo (light and dark versions if available)
• Choose a theme preset that matches your brand
• Review the color scheme
• Add your brokerage logo and information

Where: Settings → Branding

See the full branding guide for detailed instructions.

3. Customize Your Homepage

Your homepage is the first thing visitors see.

• Upload a hero image (high-quality property or lifestyle photo)
• Write a compelling tagline
• Select a featured listing to showcase
• Review the homepage sections

Where: Settings → Homepage

See the homepage customization guide for tips.

4. Set Up MLS Compliance

MLS rules require certain disclosures on your site.

• Enter your MLS attribution text
• Add any required disclaimers
• Verify the attribution appears on listing pages

Where: Settings → Compliance

See the compliance guide for requirements.

Recommended Setup

These items enhance your site but can be done after launch:

5. Create Service Areas

Showcase the neighborhoods you specialize in.

• Add at least 2-3 service areas
• Upload hero images for each area
• Write descriptions for SEO
• Set appropriate listing filters

Where: Service Areas

See the service areas guide for step-by-step instructions.

6. Review Your Listings

Make sure your properties look great.

• Check that listing photos are displaying
• Upload additional photos if needed
• Verify pricing and property details are correct
• Set a featured listing for your homepage

Where: Listings

7. Configure Features

Turn on features that match your business needs.

• Review available features
• Enable favorites if you want clients to save listings
• Enable social sharing if desired
• Consider the mortgage calculator feature

Where: Settings → Features

See the features guide for what each option does.

Final Check

Before sharing your site:

• Visit your site on your phone to check mobile appearance
• Click through each page to verify links work
• Submit a test contact form to verify you receive leads
• Check your site on both light and dark mode (if enabled)

You're Ready!

Once you've completed the essential items, your site is ready to share with clients. You can continue improving it over time with service areas, additional photos, and feature customization.

Need help with any of these steps? Check the detailed guides in the Guides section.