btPRO Settings
Access help content about how to build and manage your account and profile settings.
13 articles
My Profile OverviewLearn about managing your Agent Profile and personal settings.
Password SecurityForgot or need to change your password? Learn how in this article.
[btPRO] Lead Privacy Overview & FAQLearn more about Lead Privacy and keeping your contacts hidden from Admins.
[btPRO Admin] How to Enable Team Lead PrivacyThe leads that are generated and owned by your team can be set to private, hiding their contact information from office or company admins.
[btPRO Admin] Profile Settings - OfficeLearn how to set your Office Profile up for success!
[btPRO - Admin] How to Add LendersLearn more about what Lenders can do in btPRO and why you should include your Lender partners.
[btPRO - Admin] How to Generate an Agent SubdomainLearn how to easily generate a btPRO website for your Agents.
[btPRO - Admin] Roster Only and Inactive vs. Hide AgentLearn what the Roster Only and Inactive status does and how it compares to the Hide Agent option.
[btPRO - Admin] How to Add AgentsLearn how to add new Agent users to your btPRO account and the different options associated with new users.
[btPRO - Admin] How to Make a User an AdminLearn how to easily give Admin permissions to a user in btPRO or revoke their current Admin permissions.
[btPRO] Lead Routing OverviewLearn how to configure Lead Routing for your Team, Office or Company.
[btPRO - Admin] Agent Accountability ToolsWhat Agent Accountability Settings Are and How to Set Them as an Admin (Video Instructions Inside)
[btPRO - Admin] BoldTrail BackOffice