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Set your broker brand colors and store the images your forms use. The Brand Assets page stores your broker colors and image assets.

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Who Can Do This

This page is Admin only. A Staff user who opens it sees Access Denied.
Brand Assets page header with the Brand Colors and Upload Asset buttons

Brand Page Actions

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Set Brand Colors

1

Open Brand

Open the Account section in the sidebar and select Brand.
2

Open Brand Colors

Select Brand Colors.
3

Set the Colors

Set Primary Color, Secondary Color, and Accent Color. Each setting has a color picker and a text field. A text value must use the #RRGGBB hex format.
4

Save

Select Save Colors. Cancel discards changes made since you opened the dialog.
The form builder reuses these values:
  • Select Logo in the form Appearance settings opens the brand asset library.
  • Import Brand Colors copies the saved Primary Color and Accent Color into the form. Secondary Color is not imported, because forms have no secondary color setting.
  • A color value outside the #RRGGBB format causes Invalid color format. Use hex format (#RRGGBB).
  • Another save failure causes Failed to update brand colors or shows the returned reason.

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Upload an Asset

Brand asset upload area with supported file types and limits

Brand Asset Upload Area

1

Open the Upload Area

Select Upload Asset.
2

Choose the Image

Select Choose File, then select a supported image. You can also drop one image in the upload area.
3

Done

The upload starts as soon as you select the file.
Supported types are PNG, JPG, GIF, and WebP, up to 5 MB, one file at a time. SVG files are not supported.
The panel checks the file before upload:

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Use the Asset Library

The Asset Library shows each uploaded image as a card with its preview, file name, file size, and upload date. An empty library shows No assets uploaded yet.
Asset Library with three uploaded image cards, each with Copy URL, external-link, and trash controls

Asset Library

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Replace an Asset

1

Upload the New File

Upload the new asset first.
2

Update Your Forms

Update the logo for every form that uses the old asset in Form Center.
3

Delete the Old Asset

Only then delete the old asset.

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Delete an Asset

1

Select the Trash Control

Select the trash control on the asset card.
2

Confirm

Review the Delete Asset message and select Delete.
Deleting an asset permanently removes the file and cannot be undone. A copied URL for that asset stops working.
A failed deletion shows Failed to delete asset with the returned reason, and the asset stays in the library.

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Next Step

Customize Email Templates

Brand the emails your clients receive.
Last modified on October 4, 2026