Skip to content
How It WorksSample ReportsUse CasesClaude & ChatGPTPricingLog inStart Your Free Trial

Set up your branding

Type what you want to do.

Your branding is what prints on every report: your name and contact lines, your brokerage’s name, address and logo, and two colors. Set it once from customize on the Reports page, and every report you make afterwards carries it.

The same Austin report cover twice. Left, before: AgentIntel's lightbulb at the top, orange and blue accents, and the agent's name and email at the bottom. Right, after: the Fernhollow Realty logo, green and rust accents, and a phone number under the email

The cover on the left is a first report with nothing filled in for its logo or colors; the one on the right is the same market after the steps below. AgentIntel may already have filled in some of yours when you joined, so check what’s there as you go: Where your branding came from explains each piece.

Set up your branding

  1. Select Reports in the left menu, then customize at the top right. On a phone or a narrow window, the button shows only its icon. The Headshot & Settings page opens, with a preview of a report on the left. There is no Save button: each change saves by itself, and the preview redraws.

    The Reports page with the customize button at the top right, above the Generate a Report box and an Austin report

    The Headshot & Settings page: a preview of an Austin report on the left; Agent Info, Organization Info with an empty Logo square, and Colors on the right

  2. Under Agent Info, check Name, Line 1 and Line 2. Use the two lines for how clients reach you, such as your phone number and email address; each one is plain text.

    Agent Info with the Headshot circle, the name Avery Whitlock, an email address in Line 1 and a phone number in Line 2

  3. Under Organization Info, enter your brokerage’s name in Name, and its street address and city in Line 1 and Line 2.

    Organization Info with an empty Logo square, Fernhollow Realty in Name, a street address in Line 1 and Austin, TX 78745 in Line 2

  4. Select the Logo square. In the Logo Picker, select Manage if it isn’t already selected, then Click or Drag & Drop images anywhere, and choose your logo file.

    The Logo Picker on its Manage tab, with the box Click or Drag & Drop images anywhere

  5. When the upload finishes, the picker shows the versions of your logo. Select the one you want on your reports, such as optimized, even if a version already shows a tick: your choice is saved only when you select it. Add and choose a logo explains each version. The picker closes, and the preview shows your logo.

    The Logo Picker on its Choose tab, showing four versions of the Fernhollow Realty logo: optimized, already ticked, original, white and black

    The top of the report preview with the Fernhollow Realty logo in place of the lightbulb

  6. Under Colors, select the Primary square. A color code needs the # and all six characters after it, such as #527F38; a shorter code isn’t saved. Type your code in the box under the color wheel, or pick the color on the wheel, then select update.

    The color picker open above the Primary square: a color wheel, a shade slider, the code #527F38 typed in the box, and update beside it

  7. Do the same for Secondary. Primary colors the charts and most accents; Secondary colors the area on the cover map and the lower part of the stripe down the cover’s left edge. The full list is in Change your colors.

    Agent Info with a name, an email line and a phone line; Organization Info with the Fernhollow Realty logo, name and address; Colors with a green Primary and a rust Secondary

  8. Make a new report to see your branding: on the Reports page, pick a market in the Generate a Report box. See Make your first report.

    The Reports page with Austin typed in the Generate a Report box and a list of U.S. Markets under it, Austin, TX first

    The new Austin report in the viewer: the Fernhollow Realty logo, green and rust accents, and the agent's name, email and phone at the bottom of the cover

Your new report carries your branding. To add a photo of yourself, select the round Headshot circle under Agent Info; see Add or change your headshot.

If your first report’s Customize Report screen is open, it has these same settings: you can do steps 2 to 7 there, then select Save & Generate.

On a team, you may have been given your team’s logo, colors and brokerage lines when you were invited. You can still change your own copy here. See Team branding for reports and social.

What happens next

  • Reports you make from now on use your branding.
  • Reports you have already made don’t change. A report keeps the branding it was made with. To update one, make a new report on the same market; the earlier report stays on your Reports page, because reports can’t be deleted.
  • Your social posts are styled separately. See Style your templates.

Change it later

Select customize on the Reports page at any time and change any setting; reports you make after that use the change. To replace your logo, add the new one and select a version of it, then remove the old one: see Add and choose a logo. There is no option to print no logo.

Last updated October 6, 2026