Quick Setup Guide for Office Account Apps

🔍 Agent Carousel

The Agent Carousel app allows you to display agent profiles on your website and control how they appear through filters, themes, and layout options. You can manage agent data, update social media links, and customize the visual design of the carousel.

1. Setup Tab

The Setup tab displays a data table where you can manage agents’ profile information. Each row includes:

• Agent ID
• Display Name
• Email
• Cell Phone
• Social Media
• Primary County

Edit Social Media

Click the pencil icon in the Social Media column to open a pop-up and add URLs for:

• Facebook
• Twitter
• Instagram
• LinkedIn

Click Update Social Media to save changes.

Set Primary County

Click the county field to open a dropdown. Choose the primary county for that agent, then click Update to save.

2. Widget Section

This section lets you configure how agents are displayed on your site.

• Filter By: Choose how to group agents—by State, City, County, or ZIP Code.
• Filter Values: After selecting a filter type, a second dropdown will appear to pick the value (e.g., Miami, 33166).
• Title: Set a custom title to appear above the carousel.
• Color Selection: Choose button and dot colors for the carousel navigation.
• Sort By: Choose the display order:
  • Default
  • Alphabetical
  • Agent ID
  • Random

3. Themes Tab

Select the visual style for your carousel:

• Default
• Clovis

Once configured, copy the generated code snippet and paste it into your website where you'd like the carousel to appear.

4. Managing Agents in IDX Broker

You can manage agent information directly from your IDX Broker account: Account > Users > Agents

From here you can:

• Edit agent profiles
• View bios
• Login as an agent
• Send password reset emails
• Add new agents

After adding a new agent, return to the Agent Carousel app and click Refresh Agents Info to display them in the carousel setup.

🧑‍💼 Excellent Agent

The Excellent Agent app guides you through building fully branded IDX Broker agent pages. With a built-in wizard, customizable layout, and direct IDX integration, you can create polished, personalized agent pages in minutes.

When you first open the app, a wizard will walk you through the initial setup:

1. Wizard Setup

• Choose a Template: Select either Minimalist or Search Focused layout.
• Website Title: This will appear in the browser tab.
• Navigation Menu: Define universal menu items for your agent pages (e.g., Listings, About, Home Valuation).
• Logo: Paste the URL to your logo image in .png or .jpg format.
• Hero Section: Add a section title and the image link for the hero banner.

• Search Tool: The app will prompt you to include a search widget in the hero area.
• Fallback Widget: Configure what displays when the agent has no featured listings (e.g., a message or featured properties).
• Social Media Links: Add the main brokerage’s social media profiles.

Once complete, click the Generate Wrapper button to finish.

2. Setup Tab

In the Setup tab, the system will provide your Wrapper Code. This is essential for IDX integration.


• Wrapper Location: Paste this code into IDX Broker: Design > Website > Wrappers > Pages > Results > Agent Bio & Listings.
• Sub-Headers Script: Also in the Setup tab, you’ll find a script for sub-headers. Add this in IDX Broker: Design > Website > Sub-Headers > Pages > Results > Agent Bio & Listings.


These steps ensure the custom layout and widgets display properly on IDX agent pages.

3. Content Tab

Use the Content tab to personalize your agent pages:

• Site Title: Add a custom heading for the top of the page.
• Header Section: Add text or images to introduce your agent.
• Fallback Widget: Set what to display when no agent listings are available.
• Footer Section: Add your logo, text, and links to your social media accounts for a branded footer.

Click Update Wrapper Information to apply your changes.

4. Style Tab

Click Change Design to select between Design 1 and Design 2.



Open Advanced Settings to enter your Custom CSS (no <style> tags required).

This allows full control over fonts, spacing, colors, and layout adjustments.

5. Agent Social Media Tab

In the final tab, you can update or add social media links and profile details for each agent individually. This ensures every agent profile is accurate, complete, and branded.

🏢 Office Information Widget

The Office Information Widget allows you to display your office’s branding and contact details directly on IDX property detail pages. You can also choose to show the assigned agent instead of the office information.

1. Setup Tab

Enable this toggle to display the widget on all IDX details pages. Disable it to hide the widget completely.

Display Assigned Agent Info: Turn this on to show the assigned agent’s contact information in place of the office info.

Select Widget Theme

Choose from five theme options to match your branding:

• Basic
• Georgia
• Georgia Compact
• Tampa
• Zoom

Add a Logo

Paste the URL of your logo image to display it within the widget.

Office Details

Fill in the following fields to complete the widget content:

• Office Name or Brand
• Short Description
• Address
• Phone Number
• Email

Social Media Links

Add links to your office’s social media accounts.

✅ Make sure to click Save after making changes.

2. Advanced Settings

Use the Custom CSS Code field to apply your own styles (no <style> tags needed).

Click Save to apply the styling updates.

3. Get the Code Snippet (Optional)

If you're using a Premium IDX Template, the widget is automatically integrated.

If not:

• Click Copy Code to grab the widget embed code.
• Paste it into any page where you want the office information to appear.