Managing Your Presentation Settings

The Presentation Settings section allows you to customize the global defaults for your client reports. By tailoring these settings, you can ensure consistent branding, compliance disclosures, and introductory messaging across all the digital presentations you generate.

Customizing Settings by Report Type

You can configure distinct text defaults for individual report formats (such as Total Cost Analysis, Seller Buydown, Rent vs Own, Open House Flyer, or Single Option). Selecting a report type from the menu allows you to update the following standard fields:

• Welcome Message: Customize the greeting text that borrowers see when they first open your presentation.

• Disclosure Text: Add mandatory regulatory compliance language, disclosures, or specific company disclaimers.

• Payment Notes: Provide clarity or general caveats regarding how estimated monthly payments are calculated.

• Sidebar Text: Tailor the introductory copy for both the Short-Term and Long-Term analysis sections to guide your clients through the data.

Adjusting Layout & Theme Defaults

Beyond text overrides, you can control the visual experience and layout structure of your reports:

• Layout Style: Toggle between your preferred default presentation experience, such as Guided or Classic layouts.

• Theme Colors: Match the presentation to your personal or organization's branding.

  • Tip: If your account is unrestricted, a Custom Hex Code field is available, allowing you to input exact brand color values for a fully tailored look.

Why are some fields grayed out?

If you notice that certain text fields, disclosures, or color settings are grayed out and cannot be edited, these options have been locked at the corporate level.

• Enterprise Users: Many organizations lock compliance disclosures, payment notes, or brand colors to ensure company-wide regulatory alignment. If you need a restricted field updated or modified, please reach out directly to your Company Administrator for assistance.