How to Set Brand Colors for AI-Designed Emails

Set primary and secondary brand colors in Company Settings so AI-designed campaign emails and your booking page match your mortgage brand.

Key takeaways

Open Company Settings

Click the gear icon at the top right of LoanOfficer.ai and open Company Settings. Stay on the Company Profile tab, where the release adds two fields: Primary Brand Color and Secondary Brand Color. Only someone who manages company branding should change them, because the colors apply across your AI-designed campaign emails.

Set your primary brand color

Click the primary color circle and pick a color, or paste the exact hex code from your brand guide or website. The change saves automatically; there is no separate save button. Your primary color becomes the header of AI-designed campaign emails and of your booking page, so choose the color borrowers and partners already associate with you.

Add a secondary accent color

Pick a secondary color to accent the second line of the email headline, the button, and links. If you leave it unset, it follows your primary color. Use Reset to clear either field. A contrasting secondary color can help the call to action stand out, but it should still look like part of the same brand.

Check readability before you send

The email header places your name, company, and NMLS number above a bold headline and short intro. Make sure that text stays easy to read on your primary color, especially on phones, and that buttons and links are clearly visible against the email background. If a color is hard to read, choose a darker or lighter shade from your brand palette.

Review a campaign email preview

Open an AI-designed campaign and look at the content preview. Before this release, every email used the same default purple header; now the header, accents, button, and links use your colors. Scroll the full email to confirm the result. Color changes affect presentation only: review the copy, links, and compliance details of every campaign as usual before publishing it.

FAQ

Where do I set my brand colors?

Click the gear icon at the top right, open Company Settings, and use the Primary Brand Color and Secondary Brand Color fields on the Company Profile tab.

Can I paste a hex code?

Yes. Click the color circle and pick a color or paste your hex code. It saves automatically.

What does the primary color change?

It becomes the header of your AI-designed campaign emails and your booking page.

What does the secondary color change?

It accents the second headline line, the button, and links.

What happens if I skip the secondary color?

If it is left unset, the secondary color follows your primary color. Reset clears either color.

What did emails look like before?

Before this release, every AI-designed email used the same default purple header.

Transcript

Your AI-designed emails can now match your brand. Here's how to set your brand colors in Loan Officer AI. Click the gear icon at the top right and open Company Settings. On the Company Profile tab, you'll see two new fields, Primary Brand Color and Secondary Brand Color. Click the primary color circle and pick your color, or paste your hex code. It saves automatically. Your primary color becomes the header of your AI-designed campaign emails and your booking page. Then pick a secondary color. It accents the second headline line, the button, and links. Leave it unset, and it follows your primary. Reset clears either one. Here's the new header. Before, every email used the same default purple. Now it's yours. Your name, company, and NMLS up top, a bold headline, and a short intro, all in your brand colors. Scroll down, and your links and button match, too. Whatever your brand looks like, every campaign email now looks like you. Questions? Join our daily training call, weekdays at 11 a.m. Pacific.