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Your CRE Agents profile (job title, seat in deals, property focus) helps Vic lean toward your work. Your seat tab covers your plan and leaving.

Account has two tabs: Profile and Your seat.

The Account page, Profile tab: Name, Email, Job title and Company, your seat in deals, the AI you work in most, property focus, and Terms and Privacy accepted, with Save changes.
Profile. Vic uses it to lean toward the work you do.
Field Why it matters
Name, job title, company How you appear to your firm and on your work.
Your seat in deals GP or sponsor, LP, broker, lender, asset manager or developer. Vic leans toward tasks for your seat.
The AI you work in most Claude, ChatGPT, Copilot, Perplexity, Codex, Manus or Grok.
Property focus Up to four property types. Your AI leans toward these.

Click Save changes when you’re done. Your email is your sign-in. To change it, ask your firm’s admin.

Who manages your plan, and how to leave. Delete my account shows you exactly what’s removed before anything happens. The last admin of a firm has to make someone else an admin first.