Once your email is verified and you're logged into BrokerBlocks, it's time to personalize your profile. This step ensures every follow-up is polished, personal, and perfectly aligned with your brand.
Your profile powers all communication — including branded Touchpoints — while helping maintain consistency across your team. A few quick updates now unlock more professional messaging and stronger connections with every lead and client.
✅ What You'll Complete During Onboarding
After accepting your invite, BrokerBlocks guides you through a streamlined onboarding flow covering the essential setup steps. You can revisit and update your profile at any time by clicking the profile icon in the top-right corner of your account.
🧑 Personal Info
Set up the details that power your communication:
CRM Phone Number
Use the same number you call and text leads with. This often needs to match your CRM so BrokerBlocks can properly sync your communication history.Notification Number (Optional)
Prefer alerts on a different number? Set it here.Timezone and Postal Code
These ensure Touchpoints, timing, and calendar scheduling stay perfectly aligned.Agent Signature
Draw your signature, choose from elegant handwritten fonts, or upload your own file. Your signature is automatically applied to all branded messages you send.
🏢 Company Info
Keep your branding polished and consistent. Depending on your team settings, some fields may be locked to ensure unified messaging across all agents.
Logo
Add your logo if it hasn't already been applied by your team.Company Name and Website
Pre-filled with your team's information and editable unless locked by your team lead.Group Review Links
When enabled, your profile uses the team's shared review links. When disabled, your personal review links will be used instead.Google Business Reviews
Search for your Google Business Profile by name, select it from the dropdown, and the link populates automatically.Zillow Reviews
Even if your team tracks reviews under a shared profile, we recommend adding your personal Zillow link so your individual reviews appear by default in your Presentations and Touchpoints.
💡 Pro Tip: Newer agent? Leveraging your team's main review page is a smart way to build trust while you grow your own review history.
🔗 Personal Contact Links
Make it easy for leads to connect with you everywhere you show up online.
Supported Platforms
Add your profiles for Zillow, LinkedIn, Facebook, Instagram, and X (Twitter).Fast Setup
Each platform's URL is pre-filled — simply add your profile ID to complete the link.Automatic Visibility
Once saved, your social links appear across your presentations and all branded BrokerBlocks content, reinforcing trust and credibility at every touchpoint.
🔔 Notifications
Choose how you'd like to stay informed. Enable SMS, email, or both to receive real-time updates and reminders across key moments in your workflow.
Allow SMS Notifications
Authorize BrokerBlocks to send you text messages to unlock SMS notifications.
Notification Types
Appointment Reminders — Timely alerts before upcoming appointments
Appointment Cancellations — Instant alerts when an appointment is canceled
Appointment AI Rapport Reminder — Pre-appointment insights and AI-powered talking points
Unactioned Next Best Actions — Alerts when a recommended NBA hasn't been taken
Closing Day Notifications — Reminders tied to key closing milestones
Touchpoint Reactions — Alerts when a lead engages with your Touchpoints
Highly Engaged Leads — Notifications when a lead shows strong engagement signals
Team Wins — Celebrate important team activity as it happens
🧠 CRM Writeback Notifications
New NBA Available — Automatically adds a note in your CRM when a new Next Best Action is generated
BoldTrail Note Pin — Pin key AI notes directly into BoldTrail for clear visibility
🔐 Change My Password
Keep your BrokerBlocks account secure with strong password practices. We recommend a unique, complex password and avoiding reuse from other platforms.
If you signed in using Google SSO, you may not need a password. This option is available if you'd like to set or change one at any time.
⚙️ Settings
Global SMS Consent
Required to receive BrokerBlocks SMS notifications. Enable this to confirm your consent.
Google Integration
Connect your Google account to unlock personalized recommendations and deeper lead insights. BrokerBlocks securely ingests emails associated with your leads — your data is stored with industry-leading security standards and you remain in full control at all times.
Delete Account
This option permanently deletes your account and cannot be undone. Note: deleting your account does not cancel the entire subscription. To fully cancel, contact the BrokerBlocks Member Success Team at help@brokerblocks.com.
🔄 Can I Edit My Profile Later?
Yes. Your profile is always editable. Update or refine your information anytime from the Settings menu to keep your BrokerBlocks experience current and on brand.
Questions? Reach out to the BrokerBlocks Member Success team at help@brokerblocks.com — we're happy to help.