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Agent Profile Field Reference

Reference documentation for agent profile fields and configuration options.

Field Type Required Description
Agent Name String Yes Full display name
Email String (email) Yes Contact email address
Phone String No Contact phone number
MLS ID String No Multiple Listing Service identifier
Profile URL String (URL) No Link to external profile or website
Field Type Constraints Description
Biography Text Max 500 characters Professional bio describing experience and expertise

The biography editor displays:

  • Word count (live)
  • Character count (max 500)
Attribute Specification
Format JPEG, PNG, WebP
Recommended Size 400x400px or larger
Aspect Ratio Square (1:1)
Processing Automatically resized and optimized
Field Type Options Description
Active Boolean Active / Inactive Visibility on website and lead reception
Lead Recipient Boolean Enabled / Disabled Whether agent receives lead notifications
Primary Contact Boolean Yes / No Designated primary contact for brokerage
Active Lead Recipient Primary Result
Yes Yes Yes Visible, receives leads, receives fallback leads
Yes Yes No Visible, receives matched leads only
Yes No Any Visible, does not receive leads
No Any Any Hidden, does not receive leads
Field Type Description
Brokerage Foreign Key Reference to brokerage record

Each agent must belong to exactly one brokerage.

Field Type Constraints Description
Ideal Leads Text Max 1000 characters Natural language description of preferred clients

Multi-select field with these options:

Residential

Single-family homes

Luxury

High-end properties

Commercial

Business properties

Land

Vacant lots and acreage

New Construction

Builder homes

Condo

Condominiums

Townhome

Townhouses

Multi-Family

Duplexes, triplexes, apartments
Field Type Constraints Description
Min Price Integer Optional Minimum price point (leave empty for no minimum)
Max Price Integer Optional Maximum price point (leave empty for no maximum)
Field Type Description
Service Areas Array of Strings List of cities and neighborhoods where agent works

Empty array means agent accepts leads from all areas.

Multi-select field with these options:

Client Type Description
First-Time Buyer Clients purchasing their first home
Investor Real estate investment clients
Relocation Clients moving from another area
Military Active duty and veterans
Senior Older adults, often downsizing
Downsizing Clients moving to smaller homes
Upsizing Clients needing more space
Vacation Home Second home buyers
Field Type Description
Embedding Vector (768 dimensions) Semantic representation of lead matching preferences

The embedding is generated by combining:

  • Ideal leads description
  • Selected property types
  • Price range
  • Service areas
  • Preferred client types
Field Type Description
Created DateTime When the agent profile was first created
Updated DateTime When the profile was last modified

These fields are automatically maintained by the system and cannot be manually edited.

The agents list view shows:

Column Data Source Description
Photo Photo field Agent headshot thumbnail
Name Agent Name Display name
Email Email Contact email
Phone Phone Contact phone number
Status Active field Active or Inactive badge
Primary Primary Contact Primary contact indicator