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Add and Manage Broker Brands

  • Updated

Your branding information appears on several client facing BrokerEngine features, including reports and FinanceVault. As a broker, you might be operating under multiple brands. BrokerEngine gives you the ability to create and switch between multiple brands. With a couple of clicks, you can change brand information on leads and deals.

Contents

Prerequisites
Video walkthrough
Locating Brand Settings
Adding a broker brand
Changing the default brand
Applying a brand on lead or deal creation 
Change the brand on an existing lead or deal 
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Prerequisites

None.

Video walkthrough

Locating Brand Settings

  1. Log in to your BrokerEngine account.

  2. Go to the bottom left corner of the dashboard and click on your intials:

 

On the Personal Details page, expand the Brands section. The page shows your current branding information (e.g. email, address, logo, etc.).

 

 

Adding a broker brand

To create a new broker brand:

  1. Scroll down to the bottom of the Brands section.

  2. Click the Add New button.

  3. Fill in the fields.

  4. Click Save.

 

BrokerEngine adds the broker brand to the Brands section. This is a secondary brand. The first brand you created is the default.

 

Changing the default brand

To change a secondary brand into the primary (or default) brand, click the Make default button.

 

 

Applying a brand on lead or deal creation 

BrokerEngine automatically applies the default broker brand when you create a new lead or deal. To apply the secondary broker brand to a new lead or deal:

  1. Create a new lead or deal.

  2. When creating the applicant select the All Fields tab

  3. Click Additional Details
  4. Select the appropriate brand from the Broker Brand dropdown
  5. Add Applicant

If you skip this process the broker's default brand will be automatically applied.

Change the brand on an existing lead or deal 

If the wrong branding information is pulling through to your reports, you'll just need to change the brand applied to the Primary Applicant on the deal. Here are the steps:

1. Open the lead or deal you would like to change the brand on
2. Expand the Fact Find section
3. Select Applicants 
4. Scroll down to Additional Details 
5. Select the appropriate brand from the Broker Brand dropdown
6. Save


 

 

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