⚠️ This feature is currently in beta and not available to all users. For more information please see our article on Beta Features and/or reach out to Support or your Account Manager.
- Embedding Co-branding Forms
- Conclusion
Feature Overview
- Select a Loan Officer and/or Partner to display on a form.
- Preview updates dynamically to reflect contact data and branding.
- Ensure compliance with partner consent for marketing use.
- Embed customized forms into your website once branding is set.
Loan Officer Branding
You can now include Loan Officer branding directly in a form.
How it works:
- When given access All team members in the Enterprise are available for selection.
- Because some users are admins, they appear in every team dropdown.
- Once selected, the Loan Officer’s details (name, headshot, contact info) dynamically update in the form preview.
Note: The Loan Officer will always appear above the Partner in the form preview and final published version, regardless of selection order.
Partner Branding & Consent Requirements
Partner branding is conditional and requires marketing consent.
To check a partner’s consent status:
- Go to the Contacts Page.
- Open the Partner's Contact Record.
- Click the Partner Tab.
- Locate the Marketing Consent section.
- Consent Needed: The partner has not yet approved use of their branding.
- Consent Given: The partner has completed the process and is available for branding.
How to Obtain Partner Consent
Consent is captured via the Co-Branding Consent Form.
What the form includes:
- Name, email, phone number
- Partner-specific branding details
- Consent agreement for using branding (e.g., headshot, name)
The system automatically checks for existing contacts using email and phone number to prevent duplicate entries.
Once submitted, the partner's record will reflect “Consent Given” and their branding becomes selectable in forms.
Dynamic Branding Behavior
Form branding updates automatically based on the selected LO and Partner.
What updates dynamically:
- Form preview updates in real time as contact info changes.
- Field behavior:
- If only a cell phone is listed, only that will appear.
- If a license number or optional data is missing, the field will simply not show.
- Additional data appears automatically after a page refresh.
Tip: Use the live preview to confirm how branding appears before embedding the form.
Embedding Co-Branded Forms
Once both branding elements are applied:
- Navigate to the Embed Form section.
- Use the provided HTML snippet to place the form on your website.
- The embedded form reflects the latest approved and consented branding data.
Conclusion
The Co-Branding feature allows users to personalize forms by highlighting both Loan Officers and Partners, while ensuring marketing compliance through a consent-first process. With real-time updates, visual previews, and structured branding logic, your forms will stay accurate, professional, and compliant