One business profile per account. Owners and admins maintain its details and account logo; NextAccord reuses them in Marketing Materials, Landing Pages, and branded email. The logo represents the business and is different from an agent’s profile photo.
Who can do this
- Owners and Admins — can do this for any record or setting in the account.
- Agents and Assistants — cannot do this.
Roles are predefined by NextAccord. See all roles & permissions
Steps
- Step 1: Open Settings and go to the business profile section.
- Step 2: Enter the legal business name and, if different, the DBA or team name customers know you by.
- Step 3: Add the website, phone, and mailing address.
- Step 4: Set the support email and the privacy and terms links you want referenced.
- Step 5: Add or replace the account logo used for business branding.
- Step 6: Save. These values are now used account-wide.
What success looks like
- The business profile shows your saved details with no required field blank.
Good to know
- These are business-identity and compliance-prep fields. NextAccord does not perform legal or advertising compliance for you.
- Active brokerage branding and mandatory compliance disclosures may override account preferences.
- Replacing the current logo updates live previews and new email sends. Existing immutable materials and published pages retain the exact logo version they captured.