SET UP YOUR PROFILE AND BRAND

  • From the Left Hand Side (LHS)  Menu, select [My Profile].
  • Once on the My Profile page, there are 3 sections to tailor to your brand:
    • Agent Details – Your agency contact details such as name, telephone number and email address (‘you can even add a picture of yourself if you like’)

    • Report Header – The logo and address that you want to display at the top of your reports (you can change this every time you want to run a different report)

    • Disclaimer – You can either insert your own company disclaimer or leave the text box blanc to revert to a default disclaimer. This disclaimer will show at the end of your reports.

 

  • Once you have set up your profile, press  to complete