What Branding controls
Branding settings apply to everyone in your brokerage and update client-facing materials.
Add or replace your Brokerage Logo
Update Visualization Colors for charts and analytics
Update Report Customization colors for presentations and reports
Create, edit, and save Email Copy Templates for agents
Open Branding settings
Steps:
Hover over your profile icon in the top right
Click My Brokerage
Click Branding
From this page, you can manage brokerage colors, logos, reports, and email templates.
Update colors and branding assets
Edit visualization colors (charts):
Steps:
Click Edit Settings
Find Visualization Colors
Click a color tile
Pick a color or enter a Hex color code
Upload or replace the brokerage logo
Steps:
Find Brokerage Details
Click the logo image
Choose an image file
Click Open (or Confirm, depending on your browser)
Edit report colors (presentations and reports)
Steps:
Click Edit Settings
Find Report Customization
Click a color field
Pick a color or enter a Hex color code
Create and manage email templates
Email templates help your agents send consistent messaging from Perchwell.
Add templates with a standard Subject and Message
Edit existing templates to update approved language
Save changes so templates are available to the whole brokerage
Add a new email template:
In the left panel, click Email Copy Templates
Click Edit Templates
Click + Add Template
Enter your Template name, Subject line, and Message body
Click Save Template
Tips
Make changes during off-hours if your brokerage is actively creating reports
Keep a saved list of approved Hex color codes so colors stay consistent across materials
After updates, open a sample report to confirm the new colors and logo look correct
Removing an email template removes it from all agent accounts
Connect with our Support Team:
✉️ Email: support@perchwell.com
💬 Chat: Navigate to chat icon the bottom of the page to get in contact with our support team.