Setting Up Business Profile

Watch the vide0 below to guide you on how to set up your business profile. Upon logging into your Flow Fusion account, the first essential task is to set up your business profile. 

Here are the key steps:

1. Accessing Settings: Click on "Settings" in the left panel of the dashboard upon logging in.

2. Completing General Information: Fill out essential details such as the friendly business name, legal business name (as per EIN), business email, phone number, website (if applicable), and business niche (set as real estate). Update the information once completed.

3. Providing Business Physical Address: Enter the complete business physical address, ensuring it matches the details on your EIN application. After filling this out, click "Update."

4. Fill out Authorized Representative Information: Enter the first name, last name, personal email (distinct from business email), job position, and personal phone number. This information is for internal purposes and business registration. Click "Update Information" when finished.

5. Completing Business Information: Select the type of business, industry (real estate), and business registration ID type (EIN). Enter the EIN in the correct format (two numbers, dash, followed by other numbers). Click "Update Information" after entering the EIN.

6. Finalizing: Confirm your location (USA or Canada) and click "Update Information" to complete the setup process.