Company Onboarding

Create the reviewed company, broker, brokerage, contact, service area, agent, and profile facts before running the audit.

Company and Agent Facts

Save the facts you know now. Only enter information you have reviewed; the audit can help find gaps and old signals later.

For fields with multiple values, use one value per line. Press Enter to add another item. Keep commas inside a single address or label when they belong to that one value.

Business/team name

Legal business name, optional

DBA names

One DBA per line. Press Enter for another DBA.Previous names

One former name per line. Press Enter for another previous name.Broker name

Brokerage name

Primary market

State

Former brokerages

Service areas

One service area per line. Press Enter for another market or area.Current phone numbers

One number per line. Press Enter for another phone number.Retired/old phone numbers

One old number per line. Press Enter for another old number.Current emails

One email per line. Press Enter for another email.Retired/old emails

One old email per line. Press Enter for another old email.Current website/domain

Use one current site or domain per line. Press Enter for another current domain.Old domains

One retired domain per line. Press Enter for another old domain.Office address

If you track more than one office address, use one full address per line. Commas inside one address are okay.Agent/team member names

One current public team member name per line. Press Enter for another person.

Pilot notes

Start HereCompany OnboardingPrivate Owner Tool

Save the owner workspace

Once this is saved, Presence Audit opens directly to the audit workflow. You can return here later to add profiles, aliases, phone numbers, agents, old names, and brokerage details.

Fields marked with * are required to save the owner workspace.

Add the business or team name first. Everything else can be completed during the audit.

What happens after onboarding

1. Add profile URLs

Inventory Google, Zillow, Realtor.com, social, brokerage, and other public profiles.

2. Run safe checks

Compare profiles and owned website pages against the reviewed company facts.

3. Send fixes to the queue

Prioritize correction work with evidence, expected impact, and review notes.