Getting started with SAM means tailoring the experience to your unique business needs. In this guide, we will walk you through the entire process of setting up the Profile Settings, ensuring SAM's system works in harmony with your real estate goals.

1. Navigating to Profile: On the top right-hand side of the screen, select the white circle with your initials and from the drop down select "Profile" to access this section.

2. Completion Bar: A completion bar indicates your progress in filling out the requested information. The more accurate the information, the more personalized the content generated by SAM.

3. Filling Out Company Details: Include the name, address, phone, email, website, and any additional information about your company, such as core values, mission statements, or specific areas of expertise.

1. Entering Broker Information: Here you can provide specific information about the broker, including the name, license number, phone, email, philosophies, missions, and other specific areas of focus within real estate.

1. Adding Team Members: Click on the blue "Add Team Member" button to create a new profile, filling in details like name, role, address, email, phone, website, agent ID, and niches.

2. Defining Member Voice: Choose attributes or traits that embody the writing style of the team member.

3. Service Areas: Fill in information about the service areas they work in.

4. Additional Information: Include additional details such as likes, dislikes, hobbies, fun facts, about me sections, or profile sections.

5. Editing or Deleting: You can edit or delete team member profiles as needed.

1. Regular Reviews: Keep your information up to date with regular reviews to ensure accuracy.

2. Utilizing Additional Information: The additional information section can be a powerful tool for informing SAM about your company, broker, or team specifics.

3. Be Careful with Deletion: Once deleted, a profile cannot be undone, so ensure you want to delete before confirming.

By taking the time to accurately set up your Profile, you are paving the way for SAM to create 'highly tuned' Systems and Resources for your business, team, brokerage, and company. It's a foundational step that empowers you to make the most of all that SAM has to offer.

Don't forget to check out our video tutorial above for a guided walkthrough. Let's make something exceptional together with SAM!