Co-Brand Your Real Estate Account

Overview

If you initiate transactions from your Real Estate account with Proof, you can display your brand logo and colors when customers use one of your links to have a document notarized. Customizing your landing pages and emails gives your customers confidence that Proof is a trusted partner.

🎯Primary Audience: Title Agents & Lenders

Limitations

Co-Branding will not:

• Allow you to customize your email copy.
• Display your email domain in the "from" field.
• Apply custom colors to buttons or links during Sign Ahead, Knowledge-Based Authentication, or the notary meeting.
• Allow you to change/customize existing copy on signer landing pages. 

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Brand Settings

Requirements

• Logos must be at least 36 pixels (px) tall.
• The file must not exceed 250 kilobytes (kb). 
• Colors must meet Web Content Accessibility Guidelines for color contrast. Visit https://webaim.org/resources/contrastchecker/ for more information.

Procedure

1. Click Settings from the left menu in your account.
2. Select the arrow next to Brand Customization from the Organization Settings menu on the left:
3. Click Brand Settings.
4. Update each component:
   • Logo & Header
     • Logo: Select the Logo & header tab > From the Logo box at the top of the page, click Upload your logo to browse for your logo, or drop your logo file into the box.
     • Co-branded header: From the Co-branded header box (below the Logo box), select Change header style to update how your email headers appear > Click the circle next to the style you want to use > Click Confirm
   • Brand Colors: Select the Brand colors tab to change the color of signer buttons and links with hex codes. 
     

     Option	Locations	Examples
     Web theme	Login screen Landing pages Signer progress bar
     Primary and secondary button	Login screen Landing pages Transaction emails
     Tertiary	Login screen Landing pages
     Inline link	Login screen Landing pages

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Signer Pages

Signer landing page

From the Signer Landing page/tab, add custom text on your landing pages for all signers:

• Choose your background color by selecting Theme color (from Brand Settings) or White.
  • Type a title in the Title box.
  • Under Body, select Paragraph or Bullet List.
  • Add your preferred text.
• If you'd like to preview the changes, click the dropdown arrow next to Preview Changes and select the type of transaction you'd like to see.
• Click Publish Landing Page (top right of the screen).

Signer login page

From the Signer Login page/tab, choose a template from the options:

• Update the theme color, button color, and header style from the Brand Settings section.
• Click Publish Login Page (top right of the screen).

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Brand Name

If you want a different name to be displayed to signers other than the official organization's name provided during account setup, you can add a brand name to your account.

Changing this setting only changes the display name for your email sender name, email templates, and signer landing pages; the business name associated with your account stays the same.

1. Click Settings from the menu on the left of your account.
2. Select Brand Customization.
3. Type the desired name under Brand Name in the Brand Settings tab.
4. Click Save Changes.

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Video Backgrounds

Notaries can remove the background during a meeting if needed.

Requirements

To change your video background, follow these guidelines:

• The image should be 16:9 ratio or 1280x720 pixels.
• The image should not have a transparent background.
• Any image used for video background must comply with our policies.

Change a custom background

1. Click Settings from the left menu in your account.
2. Click Brand Customization from the menu on the left.
3. Click the Video Backgrounds tab.
   1. Add a background image

      Click Upload to choose the image from your local drive that you'd like to display for all meetings.

   2. Change the background image

      Click Update image then choose a new image from your local drive to show during all meetings.

   3. Remove the background image

      Click Delete to remove the custom image for all meetings.

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