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Branding My Floify Account Overview

  Update logo, email signature, landing page, branding my floify account

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Written by Foster Siebken

Branding a Floify account allows you to represent your brand to your borrowers and partners by uploading a logo, adding an email signature to the automated communications, and customizing the landing page.

Upload Your Logo To Your Account

How to update: From your team pipeline, select Settings and click on the Logo tab. Select Change Logo:

Then, click the pencil icon on the top right of the Floify logo. Next, select Change Logo:

You may either drag and drop your image or click "Select a File" from your computer:

Once your logo has been uploaded, you might need to use the sizing bar to fit the image in the designated area. You can also drag and drop your image in your preferred location. Once the logo is sized and placed to your preference, click the Save button:

Note: The uploaded image should have a height of 272 pixels or more and can be a PNG, JPEG or GIF. The uploaded logo will appear in the main navigation header for company users, borrowers, and partners.

Your Email Signature

From the team pipeline, select your email address in the top right-hand corner.

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Select Edit Email Signature.

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Use the Email Signature editor to type, add images, and customize fonts, color, sizing, etc. and select Save:

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Your Landing Page

From the active loan pipeline, navigate to Settings at the top of the page.

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From here, you'll go to the Team Info tab and scroll down to the Landing Page Configuration section. Select Edit Landing Page Configuration.

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From here you can edit any settings needed. Make sure you select Save when you are done making edits.

Settings may be disabled based on what is set at the company level.

If enabled on a company level, co-branding can be enabled directly at the team level here. Once enabled, you will want to navigate to the Realtors, Partners tab. You'll see an icon to the right of the realtor/partner's name that will allow you to enable the co-branding for the individual.

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Once you click on the icon, it will allow you to enable. You'll be able to enter additional information for the realtor/partner including their photo and the URL. Make sure you select Save to continue.

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You will now see an icon to preview the co-branded page.

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