Agent Profile Setup

This profile will power your Erowyn tools. Your saved profile can be used later for brochures, planning tools, support, and future chatbox workflows.

Profile Purpose

The Agent Profile saves the member’s business information so they do not have to retype their branding every time they create a brochure, guide, proposal, or client-facing document.

Agent Photo
Spot

Logo Upload
Spot

Business Card Area Agent Name
Business Name
Phone / Email
Website / License Info

Agent Name Used on brochures, guides, and support records.

Business Name Shows the agent’s company or agency.

Email Used for reports, account records, and support.

Phone Used for customer-facing contact sections.

Website Added to brochures and profile branding.

Agent Type Real estate agent, travel agent, or both.

Service Area Market, state, city, destination niche, or specialty region.

Specialty Relocation, buyers, sellers, cruises, Disney, honeymoons, groups, etc.

Where Profile Info Will Be Used

This profile becomes the saved identity behind the member’s Erowyn tools.

Brochure Creator: fills in agent photo, logo, business card, phone, email, website, and contact section.

Planning Tools: adds agent branding to relocation and vacation guide outputs.

Lead Helper: ties Lead IDs and reports to the correct member account.

Support: helps identify which member, tool, or account needs help.

Build Status

This page is currently the placeholder for the future Agent Profile Setup form.

Future connection:
Later, this page will connect to the actual profile form, saved member record, photo upload, logo upload, and brochure branding system.

Current purpose:
This page gives the dashboard Profile Setup button somewhere clean to go while the rest of the Erowyn member system is being built.

Back to Dashboard Return to the Erowyn Command Center. Brochure Creator See how saved profile branding will be used in brochures.