{"id":702,"date":"2026-10-12T08:39:06","date_gmt":"2026-10-12T13:39:06","guid":{"rendered":"https:\/\/realdialer.com\/help\/crm-brand-kit\/"},"modified":"2026-10-12T15:07:59","modified_gmt":"2026-10-12T20:07:59","slug":"crm-brand-kit","status":"publish","type":"rd_doc","link":"https:\/\/realdialer.com\/help\/crm\/crm-brand-kit\/","title":{"rendered":"Fill in your brand kit"},"content":{"rendered":"<h2>What it is<\/h2>\n<p>The Brand Kit holds the facts every message carries: your name, licence number, brokerage, office address, direct phone and email, website, disclosure line, sign off, brand and accent colours, headshot and logo. Your booking page, template signatures and CMA reports read it.<\/p>\n<h2>Where to find it<\/h2>\n<p>CRM &gt; Brand Kit<\/p>\n<h2>Steps<\/h2>\n<ol>\n<li>Pick <strong>Yours<\/strong> to fill in your own kit, or <strong>Brokerage<\/strong> for the account kit.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-brand-kit-1.webp?v=1791835678\" alt=\"Pick Yours or Brokerage\" width=\"1440\" loading=\"lazy\" \/><figcaption>Pick Yours or Brokerage<\/figcaption><\/figure>\n<\/li>\n<li>Fill in the fields. Headshot and logo need a full https address to an image.<\/li>\n<li>Press <strong>Save<\/strong>. <strong>Undo changes<\/strong> puts back what was saved.<br \/>\n<figure class=\"rd-shot rd-shot-howto\"><img decoding=\"async\" src=\"https:\/\/realdialer.com\/blog\/wp-content\/uploads\/2026\/10\/realdialer-help-howto-crm-brand-kit-2.webp?v=1791835679\" alt=\"Fill in the fields, then press Save. Undo changes puts back what was saved\" width=\"1440\" loading=\"lazy\" \/><figcaption>Fill in the fields, then press Save. Undo changes puts back what was saved<\/figcaption><\/figure>\n<\/li>\n<li>Check the preview at the bottom to see how a signature reads.<\/li>\n<li>In CRM &gt; Templates, insert Brand kit fields from the merge field list.<\/li>\n<\/ol>\n<h2>Good to know<\/h2>\n<ul>\n<li>Anything you leave blank in Yours falls back to the brokerage kit, field by field. Your licence number stays yours.<\/li>\n<li>Only owners and managers can change the Brokerage kit.<\/li>\n<li>If there is no disclosure line, a warning shows. Most states require your brokerage&#8217;s wording, and RealDialer does not add it for you.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>The Brand Kit holds the facts every message carries: your name, licence number, brokerage, office address, direct phone and email, website, disclosure line, sign off, brand and accent colours, headshot and logo. Your booking page, template signatures and CMA reports read it.<\/p>\n","protected":false},"featured_media":1904,"menu_order":0,"template":"","meta":{"_rd_doc_route":"\/crm\/brand-kit","_rd_doc_source_id":"crm-brand-kit","_rd_doc_checked":"2026-10-12","_rd_doc_meta_description":"The Brand Kit holds the facts every message carries: your name, licence number, brokerage, office address, direct phone and email, website, disclosure line, sign off, brand and accent colours, headshot and logo. Your booking page, template signatures and CMA reports read it.","footnotes":""},"rd_doc_category":[19],"class_list":["post-702","rd_doc","type-rd_doc","status-publish","has-post-thumbnail","hentry","rd_doc_category-crm"],"_links":{"self":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/702","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc"}],"about":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/types\/rd_doc"}],"version-history":[{"count":3,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/702\/revisions"}],"predecessor-version":[{"id":1906,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc\/702\/revisions\/1906"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media\/1904"}],"wp:attachment":[{"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/media?parent=702"}],"wp:term":[{"taxonomy":"rd_doc_category","embeddable":true,"href":"https:\/\/realdialer.com\/blog\/wp-json\/wp\/v2\/rd_doc_category?post=702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}