Settings User Guide

Organization Settings Guide

Master your Command Center. Configure your business model, team, and workflows.

Profile & Branding

Located in the Profile & General tab.

Use this section to establish your brand identity across the platform. Your logo and organization name appear on all reports, invoices, and invites.

Pro Tip: Upload a high-resolution logo with a transparent background (PNG) for the best look on generated PDFs and emails.

The MREA Business Model

This is the brain of your dashboard. LyncHub uses the Millionaire Real Estate Agent (MREA) economic model to reverse-engineer your daily activities.

How to configure:
  1. Annual Net Income Goal: Enter your desired 'take-home' profit goal.
  2. Expenses: Enter your Cost of Sales (splits) and Operating Expenses (marketing/rent). Standard MREA is 30% for each.
  3. Conversion Rates: Adjust rates like 'Appointment-to-Listing %' based on your history. If unsure, leave the industry standard defaults.

Once saved, the system auto-calculates your GCI Goal, Units Needed, and Leads Required. These numbers fuel your Growth Engine dashboard.

Team Management

Located in the Members & Invitations tab. Manage who has access to your data and what they can do.

Roles & Permissions
  • Admin Full access to settings, billing, and team management.
  • Manager Can view team performance and reassign leads.
  • Agent Can only view their own assigned leads, deals, and tasks.
Actions

Invite: Enter email, select role, and click 'Send Invitation'. They receive a unique link.

Manage: Admins can change roles dynamically via the dropdown or remove members using the trash icon.

Sales Pipelines

Customize how you track deals from 'New' to 'Closed'. You can have separate pipelines for Buyers and Sellers.

  • Click Add Stage to create steps like 'Inspection', 'Appraisal', or 'Doc Signing'.
  • Drag and drop stages to reorder them to match your workflow.
  • Use the 'Set as Default' button to choose which pipeline is used automatically for new deals.

Communication Hub

Configure SMTP and SMS to send messages directly from LyncHub using your own branding.

Email (SMTP)

To send emails that appear to come directly from you (better deliverability):

  1. Enter your Host (e.g., smtp.gmail.com) and Port (usually 587).
  2. Enter your Email and Password. (Note: For Gmail/Outlook with 2FA, you must use an App Password.)
  3. Click Test Settings to verify the connection.

Quick Actions

Throughout the settings page, you may see Quick Create buttons (e.g., 'Quick Lead'). These allow you to add data without leaving the settings page. Data is saved instantly via AJAX.

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