Branding and Signature Setup for Teams

Comprehensive Guide to Centralized Branding and Signature Setup

Brand consistency is paramount for real estate teams. Fello's branding setup allows real estate teams to centralize branding and signature settings at the account level, ensuring brand alignment, legal compliance, and offering extensive customization options to admins. This will help in separate signature setup for digital(emails, dashboards) and print(postcards, letters).


Key Benefits:

  1. Consistency and Compliance: Ensures all materials align with brand and legal standards.
  2. Customization: Adapt branding elements for digital and print marketing channels.
  3. Efficiency: Eliminate discrepancies and potential compliance issues by streamling the branding setup

Detailed Feature Breakdown:

1. Account-level Branding and Signature Setup:

  • Purpose: Empowers admins to oversee all branding and compliance settings.
  • Exclusive Control: Admins hold exclusive control; agents can’t make unauthorized alterations.
  • Universal Application: Modifications at the account level auto-update across all agent-specific materials.

2. Theme Tab:

  • Brand Logo:
    • Info: Upload the company's logo to ensure brand recognizability.
    • Preview: View how the logo appears on various platforms.
  • Brand Color & Text Color:
    • Info: Set primary and text colors to maintain visual consistency.
    • Preview: A real-time view of color schemes on communication materials.
  • Button Shape & Brand URL:
    • Info: Select button shapes and input the website URL.
    • Preview: Visualize aesthetics and accessibility.

3. Information Tab:

  • Brand & Brokerage Name, License#:
    • Info: Add Official names and license numbers for legitimacy.
    • Preview: Assess recognizability and legal compliance in signatures.
  • Contact Information:
    • Info: Include Email, Mobile, and Office details for accessibility.
    • Preview: Evaluate the visibility and layout of contact info.
  • Additional Fields:
    • Info: Insert Address, Privacy Policy, and Terms of Service for transparency.
    • Preview: Confirm the clarity and accessibility of essential information.

4. Digital Settings Tab:

  • Display Signature Level & Content:
    • Info: Choose signature displays and toggle visibility of components.
    • Preview: Ensure appropriate content visibility in digital communications.
  • Email Disclaimer & Default Reply Emails:
    • Info: Insert legal disclaimers and set default reply addresses.
    • Preview: Verify legal compliance and streamline email management.

5. Print Settings Tab:

  • Print Signature Level & Content:
    • Info: Customize print signatures and toggle visibility of components.
    • Preview: Evaluate content layout and clarity in print materials.
  • Disclaimer & Return Mailing Address:
    • Info: Include legal texts and specify return addresses.
    • Preview: Assess legal compliance and recipient response facilitation.
  • Print Logo:
    • Info: Upload a high-resolution logo for quality print visuals.
    • Preview: Inspect logo quality and placement in print communications.

6. Signature Flexibility:

Teams have the option to standardize account signatures or individualize agent signatures, offering a balance between uniformity and personalization.

7. Drag-and-Drop Customization:

Ease of use is at the forefront, with a user-friendly interface where information can be reordered effortlessly to fit the desired appearance. For both Digital and Print signature, user can drag and drop the fields to change the order of fields display in the signature. User can see the preview real time of the signature based on the order of the fields.


Conclusion:

Our centralised account-level branding and signature setup are tailored for real estate teams aspiring for seamless brand uniformity, legal compliance, and customization across communication channels. Admins are equipped with tools ensuring that every piece of communication aligns with the brand’s identity, enhancing professionalism and trust.