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Setting Up Your Profile

Getting Started

5 min read

Setting Up Your Profile

Complete your profile to build trust and maintain brand consistency.


5 min setup

Why Your Profile Matters

Your profile information and branding settings power your entire platform presence—from your website header and branding colors to listing post graphics and email signatures. Complete it once, and Orchestate automatically applies your brand identity across all touchpoints.

Profile Setup Walkthrough - Video tutorial thumbnail

0:29

Video Tutorial

Profile Setup Walkthrough

Follow along as we complete a profile from start to finish.

Audio included

1

Access Your Profile

orchestate.ca/settings

Account Settings

Manage your profile and social media accounts

Profile Setup

Manage your profile, branding, and website configuration.

Profile Setup

Setup

Complete your profile

Profile

Social

Branding

Website

Profile

Complete your professional information

PERSONAL INFORMATION

First Name

John

Last Name

Doe

Email

john@example.com

Phone

(416) 555-0123

Brokerage

RE/MAX Success Realty


SERVICE LOCATIONS

Service Areas

Toronto, Halton, Peel

Select the areas where you provide services

Service Cities

Toronto, Oakville, Mississauga

Select the cities where you provide services (3/8 max)


ABOUT

Profile Description

Licensed Realtor for 8 years in Toronto/GTA. Expert in luxury condos, investments, first-time buyers...

Used to personalize and improve your AI-generated content

Try Example

142/500

Save & Continue

Click the "Profile Setup" button in Settings to open the onboarding modal with 4 steps

2

Fill Required Fields

Full Name

Required

Sarah Johnson

Email

Required

sarah@remax-success.ca

Phone

Required

(555) 123-4567

Brokerage

Required

RE/MAX Success Realty

Service Locations

Website Header

Displayed in your website header to showcase your niche local expertise

Service Areas

Toronto, Halton, Peel

Service Cities

Toronto, Oakville, Mississauga, Milton

Bio

Website Hero

Brief professional description (150 characters max) - featured in your website's Hero Section and used to personalize AI-generated content

3

Social Account Setup

Connect Your Social Media Pages

Link your social media pages for seamless posting and engagement tracking

Instagram

Facebook

LinkedIn

X

For detailed setup instructions, visit the Social Media Accounts Wiki page

4

Branding Setup

Brand Assets

Profile Picture

Professional headshot

Website header & listing posts

400×400px

Max 2MB

JPEG/PNG

Brokerage Logo

Company logo

Listing posts & website header

400×160px

Max 1MB

JPEG/PNG

Personal Logo

Personal brand

Optional for listing posts

400×160px

Max 1MB

JPEG/PNG

Brand Colors

Used for website design and listing post graphics

Primary Color

Headers & Buttons

Used in headers, buttons, and key elements

Secondary Color

Accents & Highlights

Accents and highlights throughout

Popular Brokerage Presets

RE/MAX

Royal LePage

Century 21

Keller Williams

Coldwell Banker

eXp Realty

Note

Don't have brand colors? Use your brokerage colors or pick from our curated palettes (RE/MAX, Royal LePage, Century 21, and more) designed for real estate professionals.

5

Website Domain Setup

Required for Website Initialization

Your website will not be created until you set up your subdomain. This is your unique web address where clients will find your branded IDX website with live MLS listings.

Orchestate Subdomain

Quick setup with instant SSL certificate

Your Subdomain Format

your-name

.orchestate.ca

Example: sarah-johnson.orchestate.ca

Subdomain Requirements

Minimum 3 characters

Lowercase letters and numbers only

Hyphens allowed (not at start or end)

Must be unique (availability checked in real-time)

COMING SOON

Custom domains (yourname.com) with SSL will be available soon

Success

Pro Tip: Choose a professional subdomain that's easy to remember and share with clients. We recommend using your full name (e.g., john-smith) or your business name for best brand recognition.

Don't forget to save!

Click Save Profile at the bottom. Changes sync across all platforms within minutes.

Next Steps

Understanding the Dashboard

Learn to navigate Orchestate

Connect Social Accounts

Link your platforms

Previous

Welcome to Orchestate

Next

Requesting IDX Access for MLS Integrations

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