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Getting Started with AgentBright

AgentBright is more than a CRM.  It is a virtual assistant and virtual coach to make Real Estate Agents more successful.  It is a digital intelligence platform built for the Real Estate Agent, teammates and brokers.

Before You Start

Before you jump into the tasks ahead, here are a few helpful things to know.

  • AgentBright is a web-based application that works in most web browsers, which means you don’t need to download or install any software on your computer. To be sure AgentBright works properly in your browser, you should enable cookies, pop-ups, and JavaScript.
  • AgentBright is a fully native i-phone and/or Android App.  Once you sign up as an AgentBright customer, go to the Apple and/or Android to download the AgentBright App.
  • It’s important to note that when you create a AgentBright account, you agree to comply with our Terms of Use and Privacy Policy.
  • For support, please email us at support@agentbright.com where you’ll be met with a 24/48 hour response time.

On-boarding Overview

Here’s an overview of the tasks we’ll cover in this article.

  • Sign up for AgentBright
  • 20 Minute On-boarding
  • Demo feature
  • Mobile Apps

Signup for AgentBright

To sign up for an AgentBright account, enter your name and email address, and create a password and password confirmation.


AgentBright is simple and easy to use.  On-boarding is setup as 7 simple steps.

Take a tour

A five minute AgentBright video is a summary of the AgentBright app and key feature summary.

Import your contacts

To import your contacts, click where your Contacts stored to import your contacts.
NB:  On successful completion of a step (e.g Take a tour), it is marked with a green check (√).

Upload your headshot

Upload your headshot to build your profile and to include in your Marketing correspondence.

Add business info

Add your business info is to capture your profile details.  These is for use in your
AgentBright Marketing correspondence.

Set your goals

Set your goals is to calculate how many transactions you need to achieve your financial goals.  It will also calculate your referral marketing efforts required to achieve your financial goals.

Rank your Contacts

Rank your contacts is to rank your contacts to level of importance to your business.
There are 6 categories (A+, A, B, C, D, – ).

Sync your email

Sync your email is to connect your email with your existing email address.  Once your email is sync’d, view individual emails on the individual Contact, Lead and Client pages.


After completing the On-boarding steps, the Dashboard page is displayed.  If there are are on-boarding tasks that need to be completed, they are displayed here.  To successful use AgentBright, the setup process should be completed.

Demo Feature

From any page, the Demo buttons provides a simple step-by-step explanation of the page.  It is located on the top right hand navigation.

Mobile Apps

AgentBright is available for download on Apple and Android stores.