Day 1 with Rescover — Your First 30 Minutes
A 30-minute checklist for new Rescover users: set up your profile, configure company branding, connect MLS, and define your default search territory before sending anything to clients.
Welcome to Rescover. Before you run your first analysis or share anything with a client, walk through these four short setup steps. They take ~30 minutes total and they make sure everything you send out from this account looks polished and professional from day one.
Why you should do this first
Rescover generates a lot of client-facing material — analysis PDFs, shared property pages, scheduling links, marketing widgets you can embed on your own site. All of those pull data from your settings. If you skip setup and start sending things to clients, you'll end up with placeholder text, blank phone numbers, missing logos, and "Powered by Rescover" appearing instead of your own brand. You can't always unsend.
The four steps
Step 1 — Your personal profile (5 minutes)
This is what your name, photo, contact details, and bio look like to clients on every page and report you share.
Where: Click Hello, your name ▾ (top right) → Settings → Personal → Contact Information.
What to fill in:
- Profile photo (square, well-lit, looks professional)
- First and Last name
- Title (e.g., "Investment Advisor", "Senior Broker")
- Office Phone, Mobile Phone, Email Address
- Real Estate License — type it exactly as you want it to appear in fine print
- Scheduling URL — your Calendly or HubSpot meetings link
- Bio — 1-2 sentences, first-person, who you help
How to verify: Click the Branding Preview button (top right of the Contact Information page) to see how your card renders for clients.
Full article: Your Personal Profile (Contact Information)
Step 2 — Your company branding (5 minutes)
This is the firm-level white-label: your company logo and colors that appear on every client-facing page.
Where: Settings → Company → Company Branding.
What to upload:
- Company logo (PNG with transparent background works best)
- Brand color (the primary color used for buttons, headers, accents)
- Company name as it should appear
How to verify: Open any property in MLS Search and look at the top-left of the public page — it should show your logo, not a Rescover logo.
Step 3 — Configure your MLS access (10 minutes)
If your subscription includes MLS access, you connect it here. Without this, Property Suite and MLS Search can't surface listings.
Where: Settings → Investment Gateway → MLS Access.
What you'll need:
- Your MLS membership credentials (login + password)
- Or your agent number, depending on your MLS
If you're not licensed yourself, your broker may need to sponsor your access — contact Rescover Support if the form rejects your credentials.
Step 4 — Set your default search territory (5 minutes)
Tells Rescover which area you primarily serve, so search results, dashboard panels (like Rental Scout), and Portfolio Finder default to your market.
Where: Settings → Investment Gateway → Default Search Area.
What to set:
- Your primary market (city, county, or zip range)
- Optional: secondary markets if you cover more than one
What to do next
Once these four are done, you're ready for actual work. Pick the path that fits your role:
- You're an investor or buyer's agent. Open MLS Search, look up a property by address, and click Run Analysis to see your first deal analysis. Then experiment with Property Suite → Saved Searches to set up alerts.
- You're a Business Development Manager at a property management company. Open Portfolio Finder → Rental Scout to see today's new For-Rent-By-Owner listings in your territory and start outreach.
- You're a portfolio manager or asset manager. Open Portfolio Insights → Clients and add your first client and their portfolio.
- You're a listing agent. Open Off-MarketPlace → My Listings and create your first listing to expose properties to Rescover's investor network.
Quick reference: where each settings group lives
| What you want to set | Path |
|---|---|
| Your name, photo, contact, bio | Settings → Personal → Contact Information |
| Your password | Settings → User Options (or Hello, name → Change Password) |
| Company logo, colors | Settings → Company → Company Branding |
| Team members | Settings → Company → Team Members |
| MLS connection | Settings → Investment Gateway → MLS Access |
| Default search area | Settings → Investment Gateway → Default Search Area |
| Subscription / billing | Settings → Billing |
| Brand network (multi-office) | Hello, name → Brand Portal |
A common confusion
The Brand Portal in your account menu (top-right "Hello, name" dropdown) and Settings → Company → Company Branding sound similar but do different things:
- Settings → Company → Company Branding is your firm's white-label — what individual clients see.
- Brand Portal is for managing networks of offices under one brand (e.g. a franchise structure with many locations). Most users don't need it.
Start with Company Branding. Touch the Brand Portal only if you're administering a multi-office network.