Setting Up Your Professional Profile
Create a branded public page, share your referral link, and keep your logo in front of every homeowner you refer.
Written By Alex Brandes
Last updated 16 days ago
Why set up a professional profile
Your professional profile is a public page that showcases your business to homeowners. When you share your referral link, anyone who signs up through it gets your logo, name, and contact info pinned to their Dashboard — giving you ongoing visibility without any extra work on their end.
Who can use this
You need the Owner or Admin role in your organization. The feature is managed from your organization's Business details settings page.
How to set up your profile
Open Settings > Business details
Scroll down to the Professional profile card at the bottom of the page
Click Set up professional profile
You're taken to the Professional profile page, where you'll fill in three sections.
Referral link
At the top of the page you'll see Your referral link — a unique URL you can share with clients. Anyone who signs up through this link is automatically connected to your organization.
Click Copy link to copy the URL to your clipboard
To customize the end of the URL, edit the Custom URL field below the link (lowercase letters, numbers, and hyphens — 3 to 64 characters)
"URL is available" confirms the slug is free to use
Brand
The Brand card is where you set up how your business appears on the profile page and on your clients' Dashboards.
Logo — click Upload logo to add a square image (at least 256x256 pixels, JPG/PNG/WebP, up to 2 MB). You'll crop it before it saves.
Display name — the business name homeowners see on referrals and notifications
Tagline — one sentence about what you do (for example, "Roofing & exterior repair, Portland metro")
Business description — a longer overview of your company, specialties, and certifications (up to 500 characters)
Website and Email — shown on your public profile and referrer card
Phone number — displayed on your profile and the referral card on clients' Dashboards
Service area
The Service area card tells Real Estate Ledger where you operate.
Enter your Business address — this sets the center of your service radius
Drag the Service radius slider to set how far you cover (1 to 200 miles)
When you're done, click Save changes at the bottom of the page.
Publishing and hiding your profile
Use the toggle in the top-right corner of the Professional profile page to switch between Published and Hidden. You can also toggle visibility from the Professional profile card on the Business details page without opening the full editor.
When published, your profile is live at your referral link and visible to anyone with the URL. When hidden, the page shows a "Profile not found" message — but homeowners who already signed up through your link still see your referrer card on their Dashboard.
What homeowners see
When a homeowner signs up through your referral link, two things happen:
Your public profile page shows your logo, name, tagline, service area, description, and contact info. A Create my free account button lets them sign up directly.
Their Dashboard displays a Referred by card in the right sidebar with your logo, name, tagline, contact details, and a link to your website. A privacy note at the bottom reads "Your referrer can't see your private data."
Homeowners can hide the referrer card from their Dashboard by going to Settings > Preferences and turning off Show referrer card on dashboard.
Good to know:
Your custom URL slug must be unique — if someone else has claimed it, you'll see a "That URL is already taken" message
Logo images are cropped to a square before saving — upload at least 256x256 pixels for best quality
Hiding your profile doesn't remove your branding from existing referrals — homeowners who already signed up through your link keep your referrer card
Your referral link includes your slug:
https://app.realestateledger.io/profile/your-slug