Setup Guide

Create Your Account

Visit login.pandaidx.com and create your account.

Required Information:

• Full name
• Email address
• Phone number
• Password

After signing up, verify your email by clicking the link sent to your inbox.

Choose Your Plan

Select the plan that best fits your needs.

Available Plans:

• Starter - For solo agents getting started
• Professional - For established agents and small teams
• Team - For growing teams with multiple agents
• Enterprise - For brokerages and large teams

You can upgrade or downgrade your plan at any time from Account Settings → Billing.

View Pricing Details

Connect Your Domain

Configure your custom domain to use with your IDX website.

Option A: Use Existing Domain

1. Go to Settings → Domain
2. Click "Connect Custom Domain"
3. Enter your domain name (e.g., yourname.com)
4. Add the following DNS records at your domain registrar:

Type: A Record
Name: @
Value: [Provided by Panda IDX]

Type: CNAME Record
Name: www
Value: [Provided by Panda IDX]

5. Wait for DNS propagation (24-48 hours, usually faster)

Option B: Use Panda Subdomain (Temporary)

Use the free subdomain: yourname.pandaidx.com

• Great for testing before going live
• Switch to custom domain anytime

Domain Setup Guide

Configure Basic Settings

Navigate to Pages → General Settings to set up your branding.

Logo & Branding

• Upload your logo (PNG or SVG recommended)
• Upload favicon (16x16 or 32x32 pixels)
• Set primary and secondary brand colors

SEO Settings

• Site title (e.g., "Jane Doe Real Estate")
• Site description for search engines
• Meta keywords (your name, real estate, city, neighborhoods)

Header & Footer

• Add your phone number and email
• Add social media links (Facebook, Instagram, LinkedIn)
• Add legal links (Privacy Policy, Terms of Service)

General Settings Guide

Build Your Homepage

Navigate to Pages → Home Page to create your main landing page.

Hero Section

• Upload background image (high-quality property photo or cityscape)
• Write compelling headline: "Find Your Dream Home in [Your City]"
• Add subheadline describing your service
• Enable property search bar (connected to MLS)
• Add CTA buttons ("Search Listings", "Contact Me")

Featured Listings

• Enable "Featured Listings" section
• Display 4-8 properties
• Select criteria: manual selection, newest listings, price range, or specific neighborhoods

About Me Section

• Upload professional headshot
• Write your bio (2-3 paragraphs covering experience, specialties, service area)
• Add credentials and certifications (license number, CRS, GRI, ABR)

Call-to-Action Section

• Choose layout style (banner, card, or split)
• Write compelling copy: "Ready to Buy or Sell? Let's Talk!"
• Add contact form or phone number

Click "Save" and "Preview" to test on desktop and mobile.

Homepage Guide

Create Your Profile Page

Navigate to Pages → Profile Page to showcase your credentials.

Profile Header

• Upload cover photo (professional photo or office location)
• Upload headshot
• Add name, title, and tagline

Bio & Credentials

• Write detailed bio (how you got into real estate, your approach, local expertise)
• Add license number and certifications
• List specialties (buyer/seller representation, luxury, first-time buyers, investment)

Contact Information

• Phone number (click-to-call enabled)
• Email address
• Office address and service areas
• Social media profiles

Statistics Showcase (Optional)

• Homes sold this year
• Years of experience
• Client satisfaction rating
• Average days on market

Save and preview your profile page.

Profile Page Guide

Set Up Contact Forms

Navigate to Settings → Lead Forms to configure lead capture.

Form Fields

• Full Name (required)
• Email (required)
• Phone (optional but recommended)
• Message (optional)

Notifications

• Enable email notifications for new leads
• Set notification email address
• Enable SMS notifications (optional)

Auto-Response

• Enable auto-response email to leads
• Customize welcome message
• Include your contact information and next steps

CRM Integration

All form submissions automatically sync to CRM → Contacts with:

• Lead source tracking (homepage, profile, listing)
• Timestamp of submission
• Contact information
• Form message

Forms are automatically added to:

• Homepage (in CTA sections)
• Profile page
• Contact page
• Individual property listings

Configure Your CRM

Navigate to CRM → Contacts to set up your contact management.

Contact Settings

• Import existing contacts (CSV upload available)
• Create contact segments (buyers, sellers, leads, past clients)
• Set up tags for organization

Inbox Settings

• Connect your email (Gmail, Outlook, or custom SMTP)
• Enable AI-suggested responses
• Set up email templates for quick replies

Transaction Pipelines

• Create custom pipeline stages (Lead → Showing → Offer → Under Contract → Closed)
• Set up multiple pipelines if needed (Buyer, Seller, Rental)
• Configure commission tracking

CRM Setup Guide

Connect Integrations

Navigate to Integrations to connect your favorite tools.

Recommended Integrations:

Analytics & Tracking

• Google Analytics (track website traffic)
• Facebook Pixel (track ad conversions)
• Google Tag Manager (manage tracking codes)

Communication

• WhatsApp (floating chat button)
• Telegram (chat widget)

CRM & Marketing

• HubSpot (marketing automation)
• Follow Up Boss (lead management)
• Zapier (connect 5,000+ apps)

Accessibility

• Userway (ADA compliance widget)

Click on each integration to get setup instructions and API keys.

Browse All Integrations

Test Your Website

Before going live, run through this comprehensive testing checklist:

Visual Check

• Homepage and profile page load correctly
• All images load properly and are optimized
• No typos or formatting issues
• Colors match your brand
• Logo and favicon display correctly

Mobile Check

• Test on your phone (iOS and Android if possible)
• Navigation menu works smoothly
• Images scale properly and load fast
• Buttons are tappable (not too small)
• Forms are easy to fill out on mobile
• Property search works on mobile

Functionality Check

• Contact forms submit successfully
• Property search bar returns results
• All navigation links go to correct pages
• Phone numbers are clickable (click-to-call)
• Email links open mail client
• Social media links work

Lead Capture Test

• Submit a test contact form
• Verify email notification received
• Check that lead appears in CRM → Contacts
• Test auto-response email (check spam folder)
• Verify lead source is tracked correctly

Performance Check

• Website loads quickly (under 3 seconds)
• No broken links (404 errors)
• Check browser console for errors (press F12)
• Test on multiple browsers (Chrome, Safari, Firefox)

Launch Your Website

You're ready to go live!

Pre-Launch Checklist

• ✅ Custom domain connected and working
• ✅ All pages reviewed and approved
• ✅ Contact forms tested and working
• ✅ Social media links added
• ✅ Mobile version tested
• ✅ Plan selected and payment configured

Going Live

1. Go to Settings → General
2. Toggle off "Maintenance Mode"
3. Ensure all pages are set to "Published" (not "Draft")
4. Go to Settings → Advanced
5. Click "Clear Cache" to ensure fresh content

Announce Your Launch

Share your new website with the world:

• Post on social media (Facebook, Instagram, LinkedIn)
• Update email signature with website URL
• Update MLS profile and listing descriptions
• Update Google Business Profile
• Send announcement email to sphere of influence
• Add website to business cards