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Principal Guide
Profile Setup
Setting up your agency profile (Principal)
Setting up your agency profile (Principal)

It all starts with your agency profile. Follow the below steps to get started.

Bairave Jeyasothy avatar
Written by Bairave Jeyasothy
Updated over a week ago

Step 1

Provide all your agency information to your Managed App Account Manager and they will create you a profile in the system.

Step 2

Upon your profile being created, an email invitation will be sent to your inbox.

Tip: Please be sure to check your junk folder just in case it's been misplaced.

Step 3

Set your password. Make it nice and secure!
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Then agree to our T&Cs and click Next
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Step 4

Enter your agency's bank account. This is where you will receive all management fees, lettings fees and any other revenue.

Step 5

Enter a payment method for any fees, charges or reimbursements you may need to process. This payment method will also be used for any subscription charges.
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Click the T&Cs box before clicking Next

Click Confirm and this will take you to the app.

Step 5

Once logged in, click your profile icon to double-check your information add in any missing fields to complete your profile.

Set up 2FA for your account by generating an SMS code and enabling the feature

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