Manage approved company identities, logos, colors, typography, creative rules and company disclosures.
Manage BrandsManage approved product knowledge, guidelines, restrictions, marketing language and sources.
Manage KnowledgeReview finished flyer submissions and approve them for the shared library.
Review Marketing LibraryAdmins can designate Brand Managers and Knowledge Base Managers for any user.
Download the template, add one loan officer per row, and use the exact Brand ID from the Brand Library. Separate licensed states with | (for example MI|FL|CA). Email is required. CSV imports save profiles; users still create their own sign-in accounts.
CSV imports create or update saved profiles. Users sign in or create an account with the matching email to use their profile. This does not create login accounts or send invitations. Contact columns update existing values; photos and partners are retained.