Every report you send is branded as yours. Your photo, your name, your title - and if you're at a brokerage, your brokerage logo too. Set it up once and it applies to every report going forward.
Setting Your Profile
- Go to Settings.
- Find the Profile card.
- Fill in:
- Name - your full name.
- Title - your role (e.g., "Mortgage Broker", "Mortgage Agent Level 2").
- Headshot - upload a clear, professional photo.
- Save.
Headshot Tips
A good headshot makes the report feel personal:
- Square crop, head and shoulders.
- Plain or neutral background.
- High enough resolution (at least 400x400px).
- Smile. Reports are sales documents - a friendly photo helps.
The crop modal lets you trim down a larger photo to a clean square.
Brokerage Logo
If you're at a brokerage, your principal broker (admin) uploads the brokerage logo from the Brokerage section. See Brokerage Branding (Logo).
Once uploaded, the logo appears on every report sent by anyone in the brokerage.
Solo agents - your reports don't include a brokerage logo, just your personal branding.
Where Branding Appears
On every report:
- Equity Report - header and footer of the web view.
- Consolidation Report - header and footer.
- Refinance Report PDF - cover page and footer of every page.
- Penalty Result PDF - cover page and footer.
Updating Later
Profile updates apply to future sends only. Reports already in a client's inbox (or already downloaded) don't update retroactively.
What To Do Next
- Add your Calendly link so reports include a Book a Call button: Calendly.
- Send your first branded report: Sending Equity And Consolidation Reports.