Your first week
A short, ordered setup. Do these in sequence and everything downstream — your website, your documents, your marketing pieces — inherits the right look and the right facts.
You do not have to finish this in one sitting. Each step leaves the app usable; later steps only make it better.
Day one — tell it who you are
Everything public wears your brand: your website, your listing pages, your print documents, your social graphics, and the emails that go to your clients. Setting it once means never setting it again.
Open the account menu (your initials, top right) and choose Brand.
- Profile. Your name, title, phone, email, brokerage, and licence number. Add a headshot — it appears on documents and social pieces. A full-length portrait is optional and used by the taller graphic formats.
- Brand. Your logo, a tagline, two colours, and two typefaces. The colours become the accents on every public surface; the typefaces set your headings and body copy.
- Social handles. Eight fields — Instagram, LinkedIn, Facebook, X, YouTube, TikTok, Zillow, Realtor. Paste either the handle or the full URL. They render across your website and on marketing pieces.
If you leave the brand contact email blank, client notices go to the workspace owners’ own addresses. That is a sensible default — fill it in only when you want a different address on the record.
Day two — put a property in
You can work either way round, or both.
- A property already on the MLS. Connect a feed on the Listings page and your listings arrive on their own, photographs included, and stay in step as the MLS record changes.
- A property that is not on a feed yet — a pocket listing, a coming-soon, a quiet ranch. Add it by hand, or just tell Elle: “Add a listing at 14 Ridgewood Lane, Houston, four bed, three bath, asking two point one five.”
See Adding listings.
Day three — put your website up
Your site is real from the first day. Pick a look, publish it, and the address works immediately.
- Open Website. On the Landing tab, pick one of the six designs. The choice saves as you click; use Preview to see it with your own content.
- Look at the Listing and Contact tabs and pick designs there too. They are separate surfaces on purpose — a dramatic dark listing page can sit under a bright landing page.
- Press Publish in the header. Your site is live at its Luxury Lab address.
- When you are ready, point your own domain at it. See Your own domain.
Day four — let the automatic parts start
Three things run quietly once there is something to run on.
- The morning briefing arrives by email between 7am and noon your time, and the same information lives on the Briefing page all day. It only sends when there is something worth reading.
- Buyer matches appear when a new listing fits a buyer’s brief. Give your buyer contacts a price band and a market or two and this starts working.
- Playbooks stage your own work — when a listing goes live, when a lead comes in, when a deal goes under contract. Starters are already switched on; look at Tasks → Playbooks and edit them to match how you actually work.
Day five — bring your people in
Import contacts from an existing CRM, or add them as you go. Either way, give your buyers a price band and a market: that one detail is what makes buyer matching, the briefing, and Elle’s “who should see this?” answers useful.
See Clients.
The order matters, a little
Brand first, because documents and graphics bake it in. Listings before the website, so the site has something to show. Everything else can happen whenever.