<p><span><img alt="" src="/images/blog/3EasyStepstoGetStarted.jpg" style="width: 800px; height: 400px;" /></span></p>
<p>Welcome to Wise Agent! You’re about to embark on a journey to grow, organize, and simplify your real estate business. Don’t worry—we’ll make it easy for you to hit the ground running. Follow these three simple steps to get started!</p>
<h3>1. Set Up Your Profile</h3>
<p>The first step is to set up your profile so everything in your account syncs smoothly. Here’s how:</p>
<ol>
<li><strong>Click on the Gear Icon</strong> in the upper-right corner of your screen and go to the Profile tab.</li>
<li><strong>Update Your Contact Information and Time Zone</strong>. Keeping this information current is essential since it automatically updates across your account.</li>
</ol>
<p><img alt="" src="/images/blog/Profile%20Page%20Setup.png" style="width: 1200px; height: 630px;" /></p>
<p>Next, upload a few files to complete your profile:</p>
<ul>
<li><strong>Profile Photo</strong>: Upload a headshot to personalize your account.</li>
<li><strong>Company Logo</strong>: Keep your branding consistent by including your logo.</li>
<li><strong>Social Media Links</strong>: Paste the URLs of your social accounts so they appear in your email signature.</li>
</ul>
<p>Once you save these details, your profile photo, logo, and social links will automatically appear in your email signature.</p>
<p>You'll also be able to upload your team member information from this page. You can find more information about our different team solutions and setting up team permissions <a href="https://wiseagent.com/blog/wise-agent-crms-real-estate-team-solutions">here</a>.</p>
<h3>2. Create Your Email Signature</h3>
<p dir="ltr">Think of your email signature as your <strong>digital business card</strong>—it’s one of the first things your clients and leads will notice! Wise Agent makes it easy with a variety of pre-made templates to choose from. You can even create and store multiple email signatures for different purposes or for additional team members.</p>
<p dir="ltr">Here’s how to create your email signature:</p>
<ol dir="ltr">
<li>Navigate to the <strong>Email tab</strong> on the left-hand side of your account and click <strong>Email Signature</strong>.</li>
<li>Select your name (or a team member’s) from the dropdown menu to import their profile details.</li>
<li>Click <strong>Template</strong> to choose a design, then customize it with your information.</li>
<li>Hit <strong>Save</strong> when you’re done!</li>
</ol>
<p><img alt="" src="/images/blog/Edit%20Email%20Signature.png" style="width: 1200px; height: 630px;" /></p>
<h3>3. Add Your Contacts and Leads</h3>
<p>Having all your contacts in one place is key to staying organized and communicating effectively. Wise Agent offers several easy ways to add your contacts and leads. Here’s the step-by-step process:</p>
<h4>Step 1: Import Contacts from a CSV File</h4>
<ul>
<li>Export your contacts from your current system to a CSV file.</li>
<li>Import the file into Wise Agent using the <strong>Import/Export page</strong> under the <strong>Contacts tab</strong>. Need help? Email the file to help@wiseagent.com, and we’ll take care of formatting it for you!</li>
</ul>
<h4>Step 2: Connect Your Online Lead Sources</h4>
<p>Connect your online lead sources to automatically pull leads into their Wise Agent account through <strong>Email Parsing</strong> or <strong>API Integrations</strong>. (You must have an existing account with the integrated partner to set this up).</p>
<ul>
<li>Go to the <strong>Lead Rules page</strong> under the <strong>Contacts tab</strong>, where you’ll find a list of our integrated partners. Click on any of our partners for detailed instructions on how to connect them to Wise Agent.</li>
<li>For <strong>Email Lead Capture</strong> (Email Parsing), copy the unique parsing email address associated with your Wise Agent account.</li>
<li>For <strong>API Integrations</strong>, copy your Wise Agent API Key. You can even create separate API keys for team members who use their own integrated tools.</li>
</ul>
<h4>Step 3: Set up Lead Rules</h4>
<p>Now, you can create <strong>Lead Rules</strong> for leads that enter your account from these sources!</p>
<ul>
<li>Click the “+” button on the <strong>Lead Rules page</strong> to create a new rule for each lead source.</li>
<li>Options include sending automated responses, assigning leads to team members, or adding them to drip campaigns.</li>
</ul>
<p>To learn more about the dynamic capabilities of Lead Rules, click <a href="https://wiseagent.com/blog/lead-management-made-simple-save-time">here</a>.</p>
<p> </p>
<h4 dir="ltr" style="text-align: center;">Here's a detailed video tutorial explaining the steps we just went over:</h4>
<p> </p>
<p><iframe allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen="" frameborder="0" height="315" scrolling="no" src="https://www.youtube.com/embed/mNw_rYSdP0E?si=I_-odMCzDJW_6QRj" title="YouTube video player" width="560"></iframe></p>
<h3>What’s Next?</h3>
<p>Once you’ve set up your profile, email signature, and contacts, you’re ready to:</p>
<ul>
<li>Clean up and organize your database.</li>
<li>Create powerful marketing programs.</li>
<li>Set up transaction management checklists.</li>
</ul>
<p>Need help along the way? <a href="https://wiseagent.com/contact-us.asp">Contact us</a> for personalized training or reach out to our Member Success Team anytime. We’re here to help!</p>
Welcome to Wise Agent! You’re about to embark on a journey to grow, organize, and simplify your real estate business. Don’t worry—we’ll make it easy for you to hit the ground running. Follow these three simple steps to get started!
1. Set Up Your Profile
The first step is to set up your profile so everything in your account syncs smoothly. Here’s how:
Click on the Gear Icon in the upper-right corner of your screen and go to the Profile tab.
Update Your Contact Information and Time Zone. Keeping this information current is essential since it automatically updates across your account.
Next, upload a few files to complete your profile:
Profile Photo: Upload a headshot to personalize your account.
Company Logo: Keep your branding consistent by including your logo.
Social Media Links: Paste the URLs of your social accounts so they appear in your email signature.
Once you save these details, your profile photo, logo, and social links will automatically appear in your email signature.
You'll also be able to upload your team member information from this page. You can find more information about our different team solutions and setting up team permissions here.
2. Create Your Email Signature
Think of your email signature as your digital business card—it’s one of the first things your clients and leads will notice! Wise Agent makes it easy with a variety of pre-made templates to choose from. You can even create and store multiple email signatures for different purposes or for additional team members.
Here’s how to create your email signature:
Navigate to the Email tab on the left-hand side of your account and click Email Signature.
Select your name (or a team member’s) from the dropdown menu to import their profile details.
Click Template to choose a design, then customize it with your information.
Hit Save when you’re done!
3. Add Your Contacts and Leads
Having all your contacts in one place is key to staying organized and communicating effectively. Wise Agent offers several easy ways to add your contacts and leads. Here’s the step-by-step process:
Step 1: Import Contacts from a CSV File
Export your contacts from your current system to a CSV file.
Import the file into Wise Agent using the Import/Export page under the Contacts tab. Need help? Email the file to help@wiseagent.com, and we’ll take care of formatting it for you!
Step 2: Connect Your Online Lead Sources
Connect your online lead sources to automatically pull leads into their Wise Agent account through Email Parsing or API Integrations. (You must have an existing account with the integrated partner to set this up).
Go to the Lead Rules page under the Contacts tab, where you’ll find a list of our integrated partners. Click on any of our partners for detailed instructions on how to connect them to Wise Agent.
For Email Lead Capture (Email Parsing), copy the unique parsing email address associated with your Wise Agent account.
For API Integrations, copy your Wise Agent API Key. You can even create separate API keys for team members who use their own integrated tools.
Step 3: Set up Lead Rules
Now, you can create Lead Rules for leads that enter your account from these sources!
Click the “+” button on the Lead Rules page to create a new rule for each lead source.
Options include sending automated responses, assigning leads to team members, or adding them to drip campaigns.
To learn more about the dynamic capabilities of Lead Rules, click here.
Here's a detailed video tutorial explaining the steps we just went over:
What’s Next?
Once you’ve set up your profile, email signature, and contacts, you’re ready to:
Clean up and organize your database.
Create powerful marketing programs.
Set up transaction management checklists.
Need help along the way? Contact us for personalized training or reach out to our Member Success Team anytime. We’re here to help!
Ready to Run a Smarter Business?
Sign up for Wise Agent today and start running your business more efficiently and effectively!
