The decision to make first
An agent profile can become misleading when awards, experience, credentials or specialties are copied from old material without a current source. Publish factual, approved information that helps visitors understand the agent’s role and contact path, with an owner for future corrections.
What the handoff should contain
Maintain approved name, role, business contact, authorized biography, substantiated achievements and the team member responsible for reviewing changes.
Suggested wording to approve
Example wording: “This profile describes the agent’s approved business role and contact information. The team can confirm who is responsible for a particular listing or inquiry.”
Test the difficult case
Compare the public biography with the agent-approved version and test whether a listing inquiry reaches the correct current team member. Do not invent testimonials, ranking claims, credentials or production figures to make a new profile appear more established.
Worked example
Fictional example: An agent changes their team role and no longer handles a particular listing. Their biography, contact link and assignment map should be reviewed together. An old award or production claim should not be retained merely because it looks impressive; the public profile needs an approved source and a current reason for including it.
Review it in operation
Review profiles when roles or affiliations change and remove stale contact routes before they continue receiving client inquiries.
Check before you launch
- Publish factual, approved information that helps visitors understand the agent’s role and contact path, with an owner for future corrections.
- Maintain approved name, role, business contact, authorized biography, substantiated achievements and the team member responsible for reviewing changes.
- Compare the public biography with the agent-approved version and test whether a listing inquiry reaches the correct current team member.
- Review profiles when roles or affiliations change and remove stale contact routes before they continue receiving client inquiries.
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