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Agent EliteKnowledge Base

Getting started with Design Studio

Setting up your Account

Section titled “Setting up your Account”

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Step-By-Step Instructions

Section titled “Step-By-Step Instructions”

Step 1: Start Setup

  • Welcome to the Agent Elite Design Studio!
  • Begin by clicking on your name located in the upper right-hand corner of the screen.

Step 2: Access Account Information

  • Select the Account tab.
  • From the secondary menu, choose Account Information.

Step 3: Enter Personal Information

  • Enter your personal details, including:

    • Name
    • Title
    • Email address
    • Physical address
    • Phone numbers
    • Licensing information

  • Ensure that all information is accurate, as it will appear on all branded items you create.

Step 4: Select Primary Branding Color

  • Choose your primary branding color:

    • If your brokerage requires a specific color, enter the hexadecimal color code provided by them.
    • Otherwise, select a color that you prefer for your brand.

  • Click Set Color to confirm your choice.

Step 5: Upload Profile Photo

  • Scroll to the top of the field.
  • In the upper right-hand corner, click Upload next to the profile photo section.
  • Select your profile photo and click Open.
  • Ensure that your photo is centered and looks professional, as it will appear on all your marketing materials.
  • Once satisfied, click Submit.

Step 6: Upload Logos

  • Scroll down the page to find the sections for uploading your office and personal logos.

  • Upload both dark and light versions of your logos:

    • Dark logos will be used on light backgrounds.
    • Light logos will be used on dark backgrounds.

  • Be careful when cropping to ensure no part of your logo is cut off, especially if it blends with the background.

Step 7: Review and Save Information

  • Verify that all your information is correct, including:

    • Logos are centered
    • Headshot looks good

  • Scroll to the bottom of the page.

Step 8: Save Account Information

  • In the bottom left corner, click the Save Account Information button.

Step 9: Congratulations!

  • You’ve successfully set up your account in the Agent Elite Design Studio.
  • You can now create beautiful promotional items anytime!

Creating Your First Design

Section titled “Creating Your First Design”

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Step-By-Step Instructions

Section titled “Step-By-Step Instructions”

Step 1: Access Design Templates

  • In the left-hand column, select Real Estate Templates.

Step 2: Explore Design Options

  • Choose the type of design you want to make

    • Business cards
    • Email signatures
    • Listing presentations
    • Postcards
    • Property brochures

Step 3: Start Designing a Business Card

  • Navigate to the Business Card section.
  • Hover over your preferred template and click Create Design.
  • Click Create Design again to open the template.
  • A finished design will appear almost immediately.

Step 4: Customize Your Business Card

  • You can either accept the design as is or modify it further:

    • Back of the Card: Scroll to page one to edit.

      • Resize and recenter the logo if desired.

    • Front of the Card: Adjust the logo size if needed.

      • Ensure everything is centered.

      • Review all text fields for accuracy:

        • Check Capitalization
        • Check Formatting of telephone numbers and addresses

Step 5: Finalize Your Business Card and Choose Printing Options

  • At the top of the page, you’ll see three printing options:

    • Share your file if you have a third-party printer.
    • Download the design to print it yourself.
    • Order directly through the online print shop.

  • Let’s explore the Online Print Shop option.

Step 6: Make Finishing Decisions

  • In the print shop, choose your finishing options:

    • Select paper type (e.g., 24-point gloss cover).
    • Decide if you want UV coating on the finished product.

  • Choose the Quantity of cards and set your Shipping Options.

Step 7: Place Your Order

  • At the bottom of the page, you’ll see your order total.
  • Add the cards to your cart.
  • In the Print Cart, apply any promotional codes you may have.
  • Click Checkout to enter your billing information.

Step 8: Congratulations!

  • Your business cards are now on the way!

How to Add a Co-Branding Partner

Section titled “How to Add a Co-Branding Partner”

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Step-By-Step Instruction

Section titled “Step-By-Step Instruction”

Step 1: Access Partner Settings and Add a New Partner

  • Start by adding your referral partners into the Design Studio:

    • Click on your name in the upper right-hand corner.
    • In the drop-down menu, select Account.
    • From the sub-menu, choose Partners.
    • Click Add a New Partner

Step 2: Enter Partner Information

  • The procedure for adding a new partner is the same as when you set up your own account:

    • Enter the partner’s email address, web address, and other relevant details.
    • Take a few minutes to double-check spelling and capitalization.
    • Ensure everything is accurate, as this information will appear on your marketing materials.

Step 3: Upload Partner Graphics

  • Once you’re satisfied with the partner’s information, it’s time to upload their graphics:

    • Headshot: Upload the partner’s headshot and ensure it is centered correctly.

    • Logos:

      • If possible, upload both a light logo and a dark logo.
      • If the partner has a personal logo, upload that as well.
      • If you can’t obtain multiple logos, use what you have.

Step 4: Create Partner Profile

  • Review all the information and graphics to ensure they look good.
  • Scroll to the bottom of the screen and click Create Partner.

Step 5: Congratulations!

  • You’ve successfully created your first partner profile in the Design Studio and are ready for co-branded marketing.