You can manage your settings by accessing the drop down menu in the top-right corner of the platform.  Click your name in the top-right and you will see options for:


Account Settings

Email Settings (Agent accounts only)

Integration Settings

Phone Number Settings

Marketing Profile

MLS/IDX Settings (Agent accounts only)

Payment Methods

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Account Settings


From the account settings menu, you can view your name, address, email, phone number, change your password, and view other information about your account.  


Note: Your organization might limit the fields that you can edit in your account settings menu.  If you need assistance in changing your settings and you do not know who to contact, feel free to contact our support team using the blue chat icon in the lower-right corner and we can direct your request to the appropriate team.









Integration Settings

From the Integration Settings menu, you can integrate with any third-parties available for your account.

Click here to view the articles about Integration Services




Phone Number Settings

If you use Total Expert's Twilio integration to send SMS text messgaes to contacts, this menu is where you can view your Twilio account balance (for sending/receiving messages), buy additional messages, and buy additional phone numbers.  Click here for more information about the Twilio Integraiton.



Marketing Profile


Your Marketing Profile will contain your headshot, company logo, NMLS#, social media settings and disclaimers. Note: your organization may use an organization logo instead of a logo within your marketing profile.  



Note: Your organization might limit the fields that you can edit in your marketing profile menu.  If you need assistance in changing your settings and you do not know who to contact, feel free to contact our support team using the blue chat icon in the lower-right corner and we can direct your request to the appropriate team.



Note: When updating your profile image or company logo, if the new picture does not show after saving the page, you may need to hard refresh your page. On a PC: “ctrl+F5;” on a Mac: “command+ctrl+F5.”






MLS/IDX Settings (Agent Only)


The "MLS Agent ID" will be the ID# that your listings are tied to in your MLS market.  Inputting this will ensure that your listings show automatically when creating print materials or single property sites.

Select your MLS Association in the drop-down menu.  If you do not see your MLS association available, please check the "MLS Association Not Listed" box.  This will allow your listings from listhub (if applicable) to show when creating print materials or single property sites, as well as instruct you to email mls@totalexpertinc.com so that we can begin the process of connecting to your MLS association.







Payment Methods



In order to place orders for print marketing materials through Total Expert, a payment method can entered within this menu.