Welcome to Level Play Digital’s IDX Automator Pro — your all-in-one platform for real estate professionals ready to automate, elevate, and grow. One of the first things you'll want to do after getting started is to set up your Business Profile.
Your business profile ensures that your branding, contact info, and other vital details are synced throughout your site, CRM, automation, and client communication tools.
Where to Find the Business Profile Settings
- Log in to your IDX Automator Pro dashboard.
- In the left-hand menu, go to Settings.
- Select Business Profile.
If you’re on a Broker Plan and managing multiple agents, each agent can have their own business profile.
What’s Included in the Business Profile?
Here’s a breakdown of each field and how it’s used across IDX Automator Pro.
| Section | Field | Description | Where It Appears |
|---|---|---|---|
| General Info | Business Name | Your agency, team, or brand name. | Website, emails, footers, templates |
| Location ID | Unique sub-account ID used for support and internal tracking. | Support tickets, backend | |
| Website URL | Your official website address. | Emails, landing pages, templates | |
| Branded Domain | Custom domain for white-labeled communications and tracking links. | Email, funnels, automations | |
| Time Zone | Your business’s local time zone. | Calendars, appointment scheduling, automation timestamps | |
| Currency | Default currency used for invoices or price-based automations. | Invoices, billing workflows | |
| Locale | Regional formatting for dates, numbers, and language. | Email/text content formatting | |
| Contact Information | Business Email | Default business email address for outbound communications. | Emails, contact forms, marketing automations |
| Business Phone | Your customer-facing business phone number. | SMS, call tracking, text automations, contact pages | |
| Branding | Business Logo | Upload your agency or broker logo in high-res format. | Website, email headers, client dashboard, mobile previews |
| Physical Address | Street Address | The physical street address of your office or business. | Email footers, invoices, contact pages |
| City | The city where your business is located. | Included in mailing address fields | |
| State / Province | The state or province of your business. | Mailing address, location-based automations | |
| ZIP / Postal Code | Your postal code for accurate address representation. | Mailing and legal address formatting | |
| Country | The country where your business is located. | Regional compliance, mailing, and formatting settings |
Why Setting Up the Business Profile is Important
Setting this up allows you to:
✅ Brand all outbound communications
✅ Pre-fill info across automations and landing pages
✅ Keep everything consistent without needing to update each item manually
✅ Personalize your site and communications for your clients
Pro Tips for Real Estate Pros
Use a professional email domain (like you@yourrealestatebrand.com) to increase trust and email deliverability.
Upload a high-resolution transparent logo for best results across web and mobile.
Ensure your business phone number is SMS-enabled if you’re using IDX Automator Pro’s two-way text features.
If you're a broker managing agents, ensure each agent’s profile reflects their personal contact info but retains your branding.
Frequently Asked Questions
Q: Can I update my business profile later?
A: Yes! You can edit your Business Profile at any time by going to Settings > Business Profile in your IDX Automator Pro dashboard.
Q: Will these details show on my website?
A: Absolutely. Your profile settings are synced with your website and automation templates, so updating them here updates them everywhere else.
Q: Can I set different profiles for agents under my brokerage?
A: Yes! With our Broker Plan, each agent has their own workspace and business profile, while maintaining your brokerage branding across all sites.
Next Steps
Once you’ve updated your Business Profile:
Need help? Contact our support team anytime or book your complimentary onboarding call.
Powered by Level Play Digital — creators of IDX Automator Pro: the business-in-a-box for real estate success.
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