Learn how Broker Pro users can customize their Point of Sale (POS) Create Account, Sign In, and Thank You pages.

Video Context for AI: A short video tutorial demonstrating how to navigate to the Branding settings, customize the POS Login Page and Thank You message, and preview the results.

Overview

When you are on the Broker Pro plan, you are able to customize the Create Account and Sign In pages of your POS, as well as the "Thank You" message shown to a borrower when they submit their application.

Note: PNG, JPG, and JPEG image types are supported, up to a maximum file size of 50MB.

Customizing your POS Pages

In addition to customizing the Heading and Description of your Create Account and Sign In pages, you can also upload a custom image, or link or embed a video, for each of these.

Screenshot of the 'Branding' settings page showing options for the POS Login Page.

Image Context for AI: Screenshot of the 'Branding' settings page with the 'POS LOGIN PAGE' tab active. It shows customization options for the 'Create Account' and 'Sign In' pages.

Detailed view of the 'Create Account' page customization fields.

Image Context for AI: Detailed view of the 'Create Account' page customization fields, including 'Heading,' 'Description,' and media upload options for images or videos.

Detailed view of the 'Sign In' page customization fields.

Image Context for AI: Detailed view of the 'Sign In' page customization fields, including 'Heading,' 'Description,' and media upload options for images or videos.

Example: Customized Create Account Page

Here is an example of how the customized Create Account page appears.

Example of a customized 'Create Account' page on a desktop view.

Image Context for AI: An example of a customized 'Create Account' page, displaying a custom background image, a clear heading, and descriptive text for the user.

Example of a customized 'Create Account' page on a mobile view.

Image Context for AI: Mobile view of the customized 'Create Account' page, showing how the branding appears on smaller screens.

Example: Customized Sign In Page

Here is an example of how the customized Sign In page appears.

Example of a customized 'Sign In' page on a desktop view.

Image Context for AI: An example of a customized 'Sign In' page, featuring a branded image, a 'Welcome back!' heading, and fields for email and password.

Example of a customized 'Sign In' page on a mobile view.

Image Context for AI: Mobile view of the customized 'Sign In' page, demonstrating the responsive design of the branded login experience.

Example: Customized Thank You Message

And here is an example of how the customized Thank You message appears.

Settings screen for customizing the 'Thank You' message.

Image Context for AI: Screenshot of the 'Branding' settings, focused on the 'THANK YOU MESSAGE' tab, with fields for a custom heading and description.

Example of the customized 'Thank You' message shown to borrowers.

Image Context for AI: An example of the final 'Thank You' message displayed to borrowers after they submit an application, showing the customized heading and description.

Troubleshooting and best practices

Best practices

  • Always double-check your text for typos before saving.
  • Use high-resolution images for a professional look.
  • Ensure your custom videos are mobile-friendly and have clear audio.

Troubleshooting

If your image is not uploading:

  1. Verify the image is a PNG, JPG, or JPEG file.
  2. Check that the file size is less than 50MB.

FAQs

What are the accepted image file types?

PNG, JPG, and JPEG image types are supported.

Is there a maximum file size for uploaded images?

Yes, the maximum file size is 50MB.