When to Use Brokerage Settings
Use Brokerage Settings to control branding elements that apply to all agents within a brokerage.
Common use cases include:
Update the current brokerage logo for reports and materials.
Updating brand colors used in charts and reports.
Standardizing email templates used by agents.
Maintaining consistent branding across client-facing reports.
Changes made in Brokerage Settings apply to all agents associated with the brokerage.
Navigate to Brokerage Settings
Brokerage branding settings are accessed through the account menu.
Steps
Hover over your profile icon in the top right corner.
Click My Brokerage from the dropdown menu.
Select Branding.
From this page, you can manage brokerage colors, logos, reports, and email templates.
Customize Visualization Colors
Visualization colors control how charts and analytics appear in reports and dashboards.
Steps
Click Edit Settings.
Locate the Visualization Colors section.
Click a color field to open the color selector.
Enter a Hex color code or select a color using the picker.
Preview charts will update automatically to reflect your changes.
Update the Brokerage Logo
Upload a brokerage logo that will appear on reports and other branded materials.
Steps
Navigate to the Brokerage Details section.
Click the existing logo image.
Select a new image file from your computer.
Click Open or Confirm to upload the new logo.
The updated logo will apply across reports and other branding elements.
Customize Report Colors
Report colors control the appearance of charts and text elements within reports such as CMAs or Listing Reports.
Steps
Click Edit Settings.
Navigate to the Report Customization section.
Update colors using a Hex code or color selector.
Use the preview to confirm how colors will appear in reports.
Create and Manage Email Templates
Email templates allow brokerages to provide standardized messages that agents can use when sending emails through Perchwell.
Steps
In the left panel, click Email Copy Templates.
Select Edit Templates.
Click + Add Template.
Enter the following information:
Template name
Subject line
Message body
Click Save Template.
💡 Agents will be able to select these templates when sending emails, invitations, or reports.
Tips
Branding updates apply to all agents and administrators within the brokerage.
Visualization colors support up to eight custom colors.
Use the preview tools to confirm how branding appears in reports.
Deleting an email template removes it from all associated agent accounts.