How to Set Up Your Wise Agent Account | Virtual Onboarding Tutorial

Welcome to Wise Agent! 🦉 In this onboarding tutorial, we’ll walk you through the virtual setup of your Wise Agent CRM step by step, so you can get up and running with confidence. This guide covers everything you need to know to set up your account, personalize your branding, and start organizing your business right away. You’ll learn how to: • Set up your personal profile and professional details • Add your company information, branding, and logo • Connect your social media profiles • Understand how Wise Agent uses your setup across emails, marketing tools, and your CRM If you have questions along the way, our 24/7 support team is always here to help — and we recommend checking out the rest of our Getting Started playlist for more helpful tutorials. Thank you for choosing Wise Agent CRM. We’re excited to help you build a smarter, more organized real estate business! ___________________________________________________________ Disclaimer: This video has been edited to obscure any potentially identifying contact information in compliance with YouTube's privacy policy. Please note, all contact information shown or referenced in this video is entirely fictional and has been created solely for the purpose of demonstrating product features in a tutorial setting. ___________________________________________________________ Sign Up for a 14 Day Free Trial at https://www.wiseagent.com For more great tips, follow our Wise Blog at https://wiseagent.com/blog. Connect with us! Website: https://wiseagent.com Facebook Page: https://www.facebook.com/wiseagent Twitter: https://twitter.com/WiseAgent Instagram: https://www.instagram.com/wiseagentcrm