Account
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.

Profile
Section titled “Profile”| 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.
Your seat
Section titled “Your seat”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.
Next steps
Section titled “Next steps”CatalogsThe tasks your seat can run.
Find your way aroundEvery page in the portal.