Your Settings page is where you set your identity, your client-facing branding, your client notifications, your MLS connections and your plan. To open it, click your profile at the bottom left of the sidebar. Sections marked (admins) only show for admins on your team.
Personal Information
Profile photo: upload a JPG, PNG or GIF (up to 5MB). Clients see it beside your name in their portal and emails.
Email Address: the email you log in with. It can't be changed.
First Name, Last Name, Phone Number and Title (for example, "Broker"): your contact details.
Role: your permission level, shown for reference.
Click Update Profile to save. Admins also see these organization settings:
Team Name and Brokerage Name: how your business is identified to clients. Use your legal brokerage name for compliance.
Reply-to Email: client replies to your Homsie emails go here. If you leave it blank, replies to monthly updates go to the client's assigned agent, and replies to other emails go to Homsie's default address. Want every reply in one inbox for inbound leads? Set it here.
Face of the Company: whose name and photo clients see on client-facing pages, like their portal and your landing page. Leave it on Contact owner (default) to show each client's own agent, or pick a team member. Emails and replies still go to the assigned agent. New landing page leads are assigned to this person too.
Click Save Organization Settings to save these.
Portal Branding (admins)
This is your white-label branding. It makes the portal and client emails look like they come from you.
Organization Logo: PNG, SVG or JPG, up to 5MB. Use Upload, Change or Remove.
Color Theme: pick Sage, Cherry or Lavender, or choose Custom to match your brand colour.
Click Save Branding to apply.
Client notifications (admins)
Choose which automated messages your clients receive. Turn on Send monthly home value updates by text message to text your clients their monthly value along with their email. Texts go to clients with a mobile number on file, and they can reply STOP at any time. This setting is on by default and saves as soon as you switch it.
MLS Boards (admins)
These are the MLS boards your organization is connected to. Each board shows a status:
Live: connected and active.
Pending review: you've submitted your agreement and it's waiting on the remaining signatures.
Not started: the agreement isn't done yet. Click Complete agreement to finish it.
Click + Add board to connect another board. Homsie's estimates rely on being connected to the board that covers a property's area, so if a market isn't active for you yet, this is where it starts.
Plan & usage (admins)
Here you'll see your plan and whether it's billed monthly or yearly, how many properties you're using against your limit, and your seats. From here you can:
Buy packs: add 100 more properties at a time. Packs are prorated and tax is added automatically.
Upgrade plan: opens a modal in Homsie. Pick a higher plan, confirm, and the upgrade takes effect right away. We'll charge the prorated difference to your card on file.
Manage plan: opens Stripe in a new tab, where you can update your payment method, download invoices or cancel your subscription.
To move to a lower plan, contact us. Downgrades aren't available in the Stripe portal.
Billing (admins)
Click Manage billing to update your payment method and download invoices. It opens Stripe in a new tab.
When you're done, click Log Out at the bottom of the page to sign out.