Clients see your brand, not ours, from the first email to the client portal.
Who this is for: Enterprise admins
Upload your logo and favicon
Log in as the business admin and open your Profile.
Scroll to the bottom to find the Logo and Favicon boxes.
Click upload and choose your file.
A favicon is the small 16 脳 16 pixel icon in the browser tab. Simple images or one to three characters work best.
Add your privacy policy and terms
Go to Broker Business in the left-hand menu, select your business and click Edit.
Paste the full links to your Privacy Policy and Terms & Conditions. They must be public pages (no login).
Click Save. Clients see these links when they log in.
Branded emails
Document request emails and other client messages use your business header and footer. To change colours, fonts or the email banner across your white-label portals, contact your onboarding or account manager.
Need a hand?
Email [email protected] and our team will get back to you.