---
title: Set up your brand kit & profile | Mortgage Clarity Help Center
description: Your identity and branding flow onto every client-facing report and workspace.
url: https://www.mortgageclarityplatform.com/help/getting-started/brand-kit-profile
site: Mortgage Clarity
updated: 2026-09-01
---

## 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.
    
    ![Brand Kit settings](https://www.mortgageclarityplatform.com/help-figures/getting-started__brand-kit-profile__1.png)
    
    Brand Kit settings Click to enlarge
    
3.  6
    
    Changes apply to reports and workspaces the next time a client opens them.
    

## Related articles

[Navigate Settings on mobile

Settings is a two-screen drill-down on phones. Here is the map.

](https://www.mortgageclarityplatform.com/help/settings/settings-mobile)[Create your advisor account & sign in

Set up your Mortgage Clarity advisor account and get to your dashboard.

](https://www.mortgageclarityplatform.com/help/getting-started/create-account-sign-in)

[PreviousTour of the advisor dashboard](https://www.mortgageclarityplatform.com/help/getting-started/dashboard-tour)[Next Replay the guided tour](https://www.mortgageclarityplatform.com/help/getting-started/guided-tour)

Still stuck?

Email [christian@mortgageclarityplatform.com](mailto:christian@mortgageclarityplatform.com), or use the Help button in your advisor top bar to send a message without leaving the app.