🏢 How to Set Up Your Business Profile

Your account profile is your business information. This is what appears on emails, documents, and anywhere your company name shows up.

How to Access Your Business Profile

Step 1: Click Settings in the left sidebar

Step 2: Click Business Profile or Company Settings

What to Update

Business Name

• Your company name (example: "ABC Home Buyers LLC")

• This appears on emails, contracts, and documents

Business Address

• Your official business mailing address

• Used on contracts and legal documents

Business Phone

• Your main business phone number

• Can be your REI Pulse number or a separate business line

Business Email

• Your main contact email (example: [email protected])

• Used as the "from" address on some automated emails

Website

• Your company website URL

• Shows up in your email footer and documents

Logo

• Upload your company logo

• Appears on emails, documents, calendar booking pages, and forms

• Use a PNG or JPG file with a transparent background for best results

Time Zone

• Set to your primary market's time zone

• Affects all scheduling, automations, and reporting

How to Save

Step 1: Make your changes

Step 2: Click Save at the bottom of the page

Step 3: Look for the confirmation message

Why This Matters

• Professional appearance - Your logo and business name show up on everything leads see

• Legal documents - Contracts pull your business name and address automatically

• Email deliverability - Matching your email domain to your website helps emails land in inboxes

• Scheduling - Wrong time zone means automations fire at the wrong time

Pro Tips

• Use your legal business name - Especially important for contracts and A2P registration

• Upload a high-quality logo - Blurry logos look unprofessional

• Double-check your time zone - A wrong time zone can mess up your entire follow-up schedule

Troubleshooting

Logo looks stretched or blurry? → Use a square image (same width and height) at least 500x500 pixels

Can't find Business Profile? → Look under Settings > Business Info or Settings > Company

Changes not showing up on emails? → Some templates cache old info. Edit the template and re-save it to pull the new data.

Need more help? Chat with our team, Post in The Pulse Community, or join our weekly live support call!