Setup takes one sitting.

1. 1

   Fill in your profile

   Your first sign-in walks you through this — a guided setup collects everything below, because until it has these answers the briefing has nothing to work from. To change any of it later, it all lives under Profile in the left column — which is where the video walks the same fields.

   • Your market zip code is the single most important field. It drives the market numbers that appear in your briefing, so use the area you actually farm.
   • Your bio and business details — license number, years of experience, service area. The AI writes emails from this, so thin answers produce generic drafts.
   • Your tone — the "Brand voice notes" field. Tell it how you actually sound. Joe's example: he's from Oklahoma, likes a friendly laid-back tone, and asks it to use "y'all." That's what makes the drafts sound like you rather than like software.
   • Your annual targets — commission, properties, sales volume. These show up on your briefing so you always know where you stand.

   Note: there's a field for your MLS region and ID, but Broker Intelligence doesn't talk to the MLS directly yet. Fill it in anyway — it's there for when that arrives.

2. 2

   Connect your accounts

   This is the step people skip, and it's the reason most agents don't get full value. Everything the system knows about your relationships comes from here. All three connections live on the Profile page.

   • Email — Gmail or Outlook. Connect the address your clients actually write to. If you've been splitting between a personal and a brokerage account, this is the moment to consolidate on one, so your whole history lands on the client cards. The first Google sign-in shows an "unverified app" warning — expected for now: choose Advanced, continue to Broker Intelligence, select the requested access, and you'll land back in the app with Gmail connected.
   • Transaction management — SkySlope. Connecting it pulls in your open transactions and the active clients attached to them, which saves you entering them by hand. Dotloop, Paperless Pipeline and Brokermint are in build; SkySlope is the one that's live today.
   • Plaud recorder, if you use one. Call and meeting transcripts flow straight into the client's communication history. Joe is recording a separate walkthrough for this.
3. 3

   Add your clients

   Go to Pipeline in the left column, then New client. If you connected SkySlope in step two, your active transaction clients are already there — this is for everyone else. Working from a spreadsheet? Import Contacts on the Pipeline page brings them in from a CSV.

   This is the point where the briefing stops being empty. It starts surfacing who's gone quiet, which files have deadlines coming, and what's worth doing first.

New here and still deciding? Start with the overview, or try the demo — no login, five minutes.