Set up your brand kit & profile

Your profile

1. 1

   Open Settings from the top bar (desktop) or the bottom tab bar (mobile).

2. 2

   Under the You group, open Account. This holds your contact details, NMLS, license, and login details.

3. 3

   Fill in your name, phone, and NMLS number. These appear on client-facing reports and in the client workspace banner.

Brand kit

On a phone, Settings is a two-screen drill-down: pick a section from the menu, then use the All settings button at the top to come back.

1. 4

   In Settings, open Brand Kit (under the Business group).

2. 5

   Upload your logo and set the colors and styling shown on client-facing reports.

   

3. 6

   Changes apply to reports and workspaces the next time a client opens them.