The Settings section allows you to manage your Property Intelligence configuration, team access, and branding settings.
You can access these settings by navigating to Settings in the left-hand menu of your admin dashboard.
Company Settings
In the Company tab, you can manage the core details that define how your Property Intelligence experience appears to members.
- Organization Name: The name of your financial institution.
- Feature Name: The feature label members see within your app (e.g., My Home Tracker).
- Logo: Upload your institution’s logo (PNG or JPEG format).
- Primary Color: Choose a brand color used across buttons and other interface elements. For best results, use a darker tone for accessibility.
Click Save Changes after making updates. These changes will reflect instantly within your member experience.
Team Management
The Team tab allows you to control who has access to your Property Intelligence admin dashboard.
Here you can:
- View all active members.
- See when each user was added.
- Check the invitation status of their account.
- Active: The member currently has access to the admin dashboard.
- Invited: Invitation link sent to the teammember.
- Expired: Invitation expired and a new invite is needed for them to gain access to the platform.
- Add new teammates by clicking Invite, then entering their name and email.
- Remove teammates by clicking the trash icon next to their name.
Once invited, users will receive an email with a secure link to access the dashboard.
Contact Settings
Under Contact, you can manage how homeowners reach your team directly from within the Property Intelligence experience.
You can configure:
- Email Address: Enable and set a contact email for homeowner inquiries.
- Meeting Link: Add a scheduling link for users to book a call or meeting.
- Phone Number: Display a phone number so users can call your team directly.
You can toggle each contact method on or off depending on what you want displayed.
Opt-Out Message
The Opt-Out Message tab lets you customize what non-homeowners see when they choose not to participate in the Property Intelligence experience.
You can edit:
- Tag: A product label (e.g., Mortgage).
- Headline: A short, attention-grabbing title.
- Benefits: Quick value points about your offer.
- Button Copy and URL: The text and link for the call-to-action.
A live preview appears on the right-hand side as you edit, so you can see exactly how the message will display to users.
