Logo & Brand Color

Upload your logo and set a primary brand color to make the portal feel like your own.

Your logo and brand color are the most visible parts of your branding — they appear at the top of every borrower's portal session. A well-branded portal signals professionalism and builds trust before the borrower even starts uploading.

Both are Starter and Pro features. Go to Settings → Branding to configure them.

Company Logo

Your logo appears in the portal header and on the cover sheet of exported document packages.

Uploading a logo

Go to Settings → Branding
Fill in your Company Name and Reply-to Email (required before you can upload)
Click Save Branding if you haven't already
Click the logo upload area and select an image file

Accepted formats: PNG, JPG, SVG, and other common image types. Keep the file under 50 MB (a logo should be far smaller — 200 KB or less is ideal).

Logo tips

Use a version with a transparent background (PNG with transparency) so it works on both light and dark portal themes
Landscape/horizontal logos fit the header better than tall square ones
If your logo has a white wordmark, make sure you have a dark-background version — borrowers can toggle between light and dark mode
Optimal resolution: 2× the display size to stay sharp on retina screens (e.g., if it displays at 120×40px, export at 240×80px)

Removing a logo

If you need to remove the logo (to revert to the text-only header), contact support — there's no delete button yet, but it's on the roadmap.

Brand Color

The brand color sets the background of the portal header. It replaces the default color with your primary brand color.

Choosing a color

Click the Brand Color swatch in the Branding form to open a color picker. You can:

Enter a hex value directly (e.g., #0052CC)
Use the visual color picker to select a shade
Paste an RGB or HSL value

The default is #6aa400 (a muted green). Any color you set is saved immediately when you click Save Branding.

Contrast and readability

The portal header shows your company name in white text over the brand color. Make sure there's enough contrast — dark or saturated colors work best.

Colors to avoid:

Near-white or light pastels (the white text becomes invisible)
Near-black (indistinguishable from the default dark theme)

A good rule: if you can read white text on the color in your head, it'll work. Use WebAIM's contrast checker if you want to be precise (aim for a ratio above 4.5:1).

How logo and color appear together

The portal header is a horizontal bar at the top of the borrower's screen. It shows:

[ Logo ]  Company Name                         [ Light/Dark toggle ]

If no logo is uploaded, just the company name shows. If a brand color is set, the bar uses that color as the background. If no color is set, the bar uses the app default.

Plan requirement

Logo upload and brand color are locked on the Free plan. The fields appear grayed out with an Upgrade to Unlock link. Upgrading to Starter or Pro unlocks them immediately — no page refresh needed after the upgrade completes.

Next steps

Branding Your Portal — required fields and the full branding overview
Adding Your NMLS Number — license number in the portal footer and exports
Free, Starter, and Pro — plan comparison and pricing