profile settings

Profile Management

Manage your personal profile information including name, contact details, and address.

Accessing Profile Settings

Solo Agencies: Settings → Business & Profile tab Multi-User Agencies: Click your name → Profile

Profile Fields

FieldRequiredDescription
Full NameYesYour legal name
EmailYesLogin email (cannot be changed)
PhoneNoContact phone number
Job TitleNoYour role (e.g., Notary Public, Owner)
AddressNoBusiness or home address
CityNoCity for address
StateNoState abbreviation (e.g., FL)
ZIP CodeNoPostal code
CountyNoCounty for jurisdiction

Form Validation

All forms use real-time validation:

  • Green check - Field is valid
  • Red error - Field needs correction
  • 📧 Email format - Must be valid email address
  • 📞 Phone format - US format: (555) 123-4567

Confirmation Email

When you update your profile, you'll receive an email notification at your registered email address. If you did not make this change, contact support immediately.

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Last Updated: 2026-01-30 Version: 1.0.0