👤 Profile & Settings - User Guide

Configure your account, business information, and communication settings. Set up email and SMS to communicate with property owners, agents, and buyers directly from RE-AI.

📋 Overview

Your profile page contains five main sections:

👤 Account Info

Username, email, and display name

🏢 Business Profile

Company details and contact information

📧 Email Config

SMTP or Gmail for sending emails

📱 SMS Config

TextMagic, Twilio, or other SMS providers

🔐 Security

Password changes and account security

👤 Account Information

Your basic account details that identify you in the system.

Fields

  • Username: Your login username (cannot be changed)
  • Email: Your account email address
  • Full Name: Your display name shown throughout the app
  • Role: Your account type (admin, wholesaler, etc.)
💡 Tip: Keep your email current - it's used for notifications and password resets.

🏢 Business Profile

Your company information appears in emails, contracts, and communications with sellers and buyers.

Company Information

  • Company Name: Your business name (e.g., "Pacific Investment Group")
  • Legal Name: Official registered business name (e.g., "Pacific Investment Group LLC")
  • Business Phone: Main contact number (used as fallback for SMS testing)
  • Business Email: Company email address
  • Website: Your company website URL

Experience & Track Record

  • Representative Name: Primary contact person
  • Years in Business: How long you've been investing
  • Properties Purchased: Total number of deals closed

Mailing Address

  • Address: Street address
  • City, State, ZIP: Complete mailing address
⚠️ Important: Accurate business information builds credibility with sellers and agents.

📧 Email Configuration

Set up your email to send messages to property owners, agents, and buyers from within RE-AI.

Email Provider Options

1

Gmail (Recommended)

Easiest setup - just authorize with Google OAuth

  • Click "Authorize Gmail"
  • Sign in with your Google account
  • Grant permissions
  • Done! No SMTP settings needed
2

SMTP (Any Email Provider)

Works with Yahoo, Outlook, custom domains

  • SMTP Host: smtp.yourdomain.com
  • Port: 587 (TLS) or 465 (SSL)
  • Username: Your email address
  • Password: Email password or app password
  • From Email: Sender email address
  • From Name: Display name (e.g., "John at Pacific Investments")

Common SMTP Settings

Yahoo Mail: Host: smtp.mail.yahoo.com Port: 465 (SSL) or 587 (TLS) Outlook/Hotmail: Host: smtp-mail.outlook.com Port: 587 (TLS) Gmail (SMTP): Host: smtp.gmail.com Port: 587 (TLS) Note: Requires App Password (not regular password)

Email Verification

After configuring email, verify ownership:

  1. Click "Send Verification Code"
  2. Check your inbox for 6-digit code
  3. Enter code and click "Verify"
  4. Email is now verified and ready to use

Testing Your Email

Click "Test Email" to send a test message to your configured email address. You should receive it within seconds.

💡 Tip: Use Gmail OAuth for easiest setup. SMTP requires app passwords for most providers.

📱 SMS Configuration

Set up SMS to send text messages to property owners, agents, and buyers. Each user configures their own SMS provider.

Supported SMS Providers

🎯 TextMagic

Recommended - Easy setup, no phone number required

🏠 Salesmsg

Best for real estate - Built for agents and investors

📞 Twilio

Most popular - Powerful API, requires phone number

📲 SimpleTexting

User-friendly interface, good for beginners

💬 Clerk Chat

Alternative option with competitive pricing

Why Per-User SMS?

Each user configures their own SMS provider because:

  • Cost Control: You pay for your own SMS usage
  • Your Number: Messages come from your business number
  • Compliance: You control your own SMS consent and opt-outs
  • Flexibility: Choose the provider that works best for you

🎯 TextMagic Setup (Recommended)

TextMagic is the easiest SMS provider to set up. No phone number required - uses shared numbers.

Step-by-Step Setup

1

Create TextMagic Account

Sign up at textmagic.com

  • Free trial available
  • Pay-as-you-go pricing
  • No monthly fees
2

Get API Credentials

Go to API Keys page

  • Your Username is shown at the top
  • Click "Generate new API key"
  • Copy the API key (starts with "key_")
3

Configure in RE-AI

In your profile, SMS Configuration section:

  • Select "TextMagic" from provider dropdown
  • Enter your TextMagic username
  • Paste your API key
  • Phone number is optional (leave empty to use shared number)
  • Click "Save SMS Configuration"
4

Test Your Setup

Click "Test SMS" button

  • Test SMS sent to your business phone
  • Check your phone for test message
  • Success! You're ready to send SMS

TextMagic Pricing

Pay-as-you-go (no monthly fee): - US/Canada: ~$0.04 per SMS - International: Varies by country - No setup fees - No minimum balance
💡 Tip: TextMagic is perfect for getting started. No phone number needed - just username and API key!

📞 Other SMS Providers

Twilio Setup

Most popular SMS API, requires phone number purchase.

  • Account SID: Found in Twilio console dashboard
  • Auth Token: Also in console dashboard
  • Phone Number: Purchase a number from Twilio ($1-2/month)

Dashboard: console.twilio.com

Salesmsg Setup

Built specifically for real estate professionals.

  • API Key: Get from Salesmsg settings
  • Phone Number: Your Salesmsg number

Dashboard: app.salesmessage.com/settings/api

SimpleTexting Setup

User-friendly with good support.

  • API Key: Generate in account settings
  • Phone Number: Your SimpleTexting number

Clerk Chat Setup

Alternative provider with competitive rates.

  • API Key: From Clerk Chat dashboard
  • Phone Number: Your Clerk Chat number

🔐 Phone Number Verification

To prevent SMS spoofing, you must verify ownership of any phone number you use for sending SMS.

Verification Process

  1. Save Configuration: Enter your SMS provider details and phone number
  2. Verification Prompt: Yellow box appears asking to verify your number
  3. Send Code: Click "Send Verification Code"
  4. Check Phone: You'll receive a 6-digit code via SMS
  5. Enter Code: Type the code in the verification box
  6. Verify: Click "Verify Code"
  7. Verified: Your phone number is now verified and ready to use

Why Verification?

  • Security: Prevents unauthorized use of phone numbers
  • Compliance: Ensures you own the number you're sending from
  • Anti-Spam: Prevents SMS spoofing and abuse
⚠️ Important: Verification codes expire in 15 minutes. Request a new code if it expires.

No Phone Number?

If you're using TextMagic without a dedicated phone number:

  • Leave the phone number field empty
  • TextMagic will use shared numbers
  • No verification needed
  • Test SMS will be sent to your business phone

✅ Testing Your Setup

Test Email

  1. Configure your email settings
  2. Click "Test Email" button
  3. Check your inbox (the email you configured)
  4. You should receive a test email within seconds

Test SMS

  1. Configure your SMS settings
  2. Click "Test SMS" button
  3. Check your phone (business phone or configured SMS number)
  4. You should receive: "RE-AI SMS Configuration Test: Your SMS is working correctly! 🎉"

Troubleshooting Tests

Email Test Failed: - Check SMTP credentials are correct - Verify port (587 for TLS, 465 for SSL) - Use app password for Gmail/Yahoo - Check spam/junk folder SMS Test Failed: - Verify API credentials are correct - Check phone number format (E.164: +1234567890) - Ensure account has credits/balance - Verify phone number if required

🔐 Security & Password

Changing Your Password

  1. Scroll to "Change Password" section
  2. Enter your current password
  3. Enter new password (min 8 characters)
  4. Confirm new password
  5. Click "Change Password"

Password Requirements

  • Minimum 8 characters
  • At least one uppercase letter
  • At least one lowercase letter
  • At least one number
  • Special characters recommended

Security Best Practices

  • Strong Passwords: Use unique, complex passwords
  • API Keys: Never share your API keys or passwords
  • Regular Updates: Change passwords periodically
  • Secure Storage: All API keys are encrypted in the database
💡 Tip: API keys are encrypted and never shown after saving. You'll need to re-enter them if changing providers.

🔧 Troubleshooting

Email Not Sending

Problem: "Authentication failed" error Solution: - Gmail: Use App Password, not regular password - Yahoo: Enable "Allow apps that use less secure sign in" - Outlook: Check account settings allow SMTP Problem: "Connection timeout" Solution: - Check SMTP host is correct - Try port 587 (TLS) instead of 465 (SSL) - Check firewall isn't blocking SMTP

SMS Not Sending

Problem: "Invalid credentials" Solution: - Double-check API key is copied correctly - Verify username is correct (TextMagic) - Check Account SID and Auth Token (Twilio) Problem: "Insufficient balance" Solution: - Add credits to your SMS provider account - Check account status is active Problem: "Phone number not verified" Solution: - Complete phone verification process - Request new verification code if expired - Check you entered the correct 6-digit code

Configuration Not Saving

Problem: Settings disappear after reload Solution: - Check you clicked "Save" button - Look for success message - Hard refresh page (Ctrl+Shift+R) - Check browser console for errors Problem: Username field is empty after reload Solution: - This is expected for TextMagic (security) - Username is saved, just not displayed - Re-enter only if changing providers

Getting Help

If you're still having issues:

  • Check Provider Status: Visit your SMS/email provider's status page
  • Review Logs: Check browser console (F12) for error messages
  • Test Credentials: Try logging into provider's dashboard directly
  • Contact Support: Reach out with specific error messages
💡 Tip: Most issues are due to incorrect credentials or insufficient account balance. Double-check these first!

📚 Quick Reference

Provider Links

TextMagic: Dashboard: https://my.textmagic.com API Keys: https://my.textmagic.com/online/api/rest-api/keys Twilio: Console: https://console.twilio.com Salesmsg: API Settings: https://app.salesmessage.com/settings/api Gmail: App Passwords: https://myaccount.google.com/apppasswords

Common SMTP Ports

  • 587: TLS (recommended)
  • 465: SSL (legacy)
  • 25: Unencrypted (not recommended)

Phone Number Format

Use E.164 format: +[country code][number]

  • US: +18053009136
  • UK: +447700900123
  • No spaces, dashes, or parentheses