Branding Your Portal

Configure your company name, reply-to email, and premium branding for the borrower portal.

The Branding page is the first place to configure when you set up BorrowerDocs. Your branding appears in every borrower-facing touchpoint — the portal, the invitation email, and the PDF cover sheet on exports.

Go to Settings → Branding to access these settings.

Required fields

Two fields are required before you can create loan files or invite borrowers.

Company / DBA Name

Your company or DBA name as it should appear to borrowers. This shows:

In the portal header
In the invitation email subject line: "[Company Name] — your document portal is ready"
On the cover sheet of exported ZIP/PDF packages
In the sidebar warning indicator until it's filled in

Reply-to Email

The email address borrower replies go to. When a borrower replies to the invitation email or any system notification, it routes to this address.

This is also the From address used in all outbound emails — borrowers see your company name and this email, not a generic BorrowerDocs address.

Optional fields

Email From Name

The display name shown in the "From" line of emails. Defaults to your company name if left blank.

Examples:

Jane Smith — borrowers see "Jane Smith" in their inbox
Jane at Acme Mortgage — more personal for high-touch relationships
Leave blank — uses the company name automatically

Premium branding

These fields are available on Starter and Pro plans. On the Free plan, the fields are visible but locked. Click Upgrade to Unlock to go to the Billing page.

See Logo & Brand Color and Adding Your NMLS Number for details on those fields.

Field	Available on
Brand Color	Starter, Pro
Company Logo	Starter, Pro
NMLS / License Line	Starter, Pro
Borrower Portal Intro	Starter, Pro

Borrower Portal Intro

The intro text appears at the top of the borrower's checklist, above the document list. Use it for a welcome note, instructions, or a direct line to reach you.

The default placeholder is:

"Hi! Please upload the requested documents below. Reach out with any questions."

You can customize this to anything — keep it short (2–3 sentences). Borrowers read it once, then scroll past it.

Saving

Click Save Branding to apply your changes. Changes to company name and reply-to email take effect immediately for new emails — they don't retroactively change already-sent invitations.

Logo uploads are handled separately from the form — see Logo & Brand Color.

Where branding appears

Setting	Portal header	Invitation email	Export cover sheet
Company Name	✓	✓ (subject line)	✓
Reply-to Email	—	✓ (From + Reply-to)	—
From Name	—	✓ (display name)	—
Logo	✓	—	✓
Brand Color	✓ (header bg)	—	—
NMLS Line	✓ (footer)	—	✓
Intro Text	✓ (top of checklist)	—	—

Next steps

Logo & Brand Color — upload your logo and set a primary color
Adding Your NMLS Number — license line for the portal and exports
Automatic Borrower Reminders — configure email reminders for borrowers