By customizing elements like your logo and email appearance, you create a consistent and professional visual identity, reinforces credibility, and preempts clients communication questions and makes interactions feel reliable and secure. The Branding section lets your firm control the visual identity clients see across the platform. Whether clients are viewing reports, submitting information, or receiving emails, they see a unified design that uses your firm’s identity and supports a smooth, professional workflow. It also reduces the risk of messages being flagged as spam.
White-Label Email Setup
This window allows you to configure white-label email settings so that all outgoing messages appear to come directly from your firm’s own domain rather than from the platform. For example, it would show [email protected] vs [email protected]. Enabling this feature creates a more polished, professional experience for buyers, sellers, and clients by aligning emails with your firm’s branding.
White-Label Emails to Come From You
This setting allows you to customize the email template used when inviting clients to view their first report. With white-labeling enabled, these emails will appear to come directly from your firm’s email domain instead of the platform’s default domain.
To complete the white-label setup, you will need access to your DNS settings and the backend configuration of your domain. This allows you to authorize the platform to send emails on your behalf and ensures those messages are delivered securely and reliably.
DNS (Domain Name System) settings control how your domain handles traffic, including where your website loads and how your email is delivered. When you set up white-label email in the platform, you’ll need to add specific DNS records. These records confirm you own the domain and allow the system to send emails using your domain. Add these records in the DNS settings of your domain host (where you purchased or manage your domain), such as: GoDaddy, Google Domains, Hover, or Namecheap. Look for a section labeled DNS, DNS Settings, DNS Management, or Advanced DNS.
Fields Highlighted in Red
The highlighted fields collect the information needed to authenticate your domain and send emails on your behalf.
- Sender Name: The display name that recipients will see when they receive an email, such as your firm name or the name of the person sending the message.
- Sender Email: The email address that outgoing messages will come from. This should be a valid address within your firm’s domain.
- Domain Name: The domain you want emails to be sent from, typically your firm’s main website domain.
Purpose of This Setup
White-labeling your emails ensures that communications look consistent, branded, and trustworthy, and helps buyers and sellers recognize emails as coming directly from your firm rather than a generic system address. After entering the required information, selecting Next leads you through the verification steps needed to complete the setup.
Domain Verification Records for White-Label Emails
The next step in the white-label email setup process is adding DNS Records to your domain provider (such as GoDaddy, Namecheap, Cloudflare, or Google Domains). Adding these DNS records verifies that you own the domain and authorizes the system to send emails on your behalf.
How do I add DNS Records? Highlighted Records Explained
The red-outlined section contains the three DNS records you must copy and paste into your DNS management panel.
1. MX Record
2. TXT Record – SPF (Sender Policy Framework)
3. TXT Record – DKIM (DomainKeys Identified Mail)
We will walk through an example of how to find these records in your domain provider. In our example we will use Hover, but other domain hosting sites may vary slightly in appearance and navigation. If you need assistance, you should reach out to your IT services or directly to the hosting website on where the required DNS records can be found.
DNS Records Added to Your Domain Provider
These images show the DNS management screen inside your domain provider. The highlighted records confirm that you have successfully added the required DNS entries for white-label email verification.
After adding all three DNS records to your domain provider, you return to this screen and copy over the records exactly as they appear in your domain hosting platform and click Verify. Once the system detects the records, your domain is successfully authenticated and your firm can begin sending fully branded, white-labeled emails. Click the test button to send yourself a branded email and verify that the DNS settings have taken effect.
Troubleshooting DNS Verification Error (White-Label Email Setup)
This image shows a verification screen indicating that one or more DNS records required for white-label email setup did not validate correctly. The system is checking the records you added to your domain provider and confirming whether each one is installed properly.
When a record is missing, incorrect, or still loading, the system cannot verify it resulting in this warning screen.
Status Indicators
Each record in the list shows a status icon:
- Green checkmark: The record is successfully verified
- Red (highlighted in the screenshot): The record failed verification
Common reasons include:
- DNS creation delay (records can take minutes to hours to update)
- Incorrect value copied into the DNS field
- Wrong host name
- Extra spaces or formatting issues
Action Options
If a record shows an error, go back to your domain provider, delete the incorrect record, and re-add it exactly as instructed above. Then try verification again. If it still fails, it is most likely a DNS creation delay. Wait and try again later. If the record still won’t be verified after 24 hours, check with your IT team or reach out to us for support.
At the bottom of the modal, two highlighted options appear:
- Verify Again: After fixing the DNS entry, click this button to reattempt verification.
- Reach out to your IT Department: Your IT professional should be able to guide you through how to generate DNS records correctly.
- Start Support Ticket: If the issue persists, you can submit a support request. The system recommends noting it as a “DNS email setting problem.”
DNS Verification Success Message
Next you will see a confirmation pop-up indicating that your DNS records have been successfully verified. Once verification is complete, the system confirms that your firm’s portal is now authorized to send emails using your custom domain. The message includes a large “Done” button to close the screen and return to the branding section, where you can continue customizing items such as adding your firm’s logo and portal color scheme.
What the “Remove White-label” Button Does
The Remove White-label button turns off your firm’s custom email branding and reverts the portal to the default branding. You will need to re-enter DNS records if you remove white labeling.
This option is useful if you need to reset your email setup, switch to a new domain, or stop using custom branding.
Copy DNS and White Label Settings From Another Office
The highlighted button, “Copy Settings From Another Office,” gives you a shortcut for setting up branding for this office.
Instead of starting the white-label process from scratch, you can import all the white-label email settings that were already completed for another office in your firm.
Why This Is Useful
This feature is especially helpful if:
- Your firm has multiple offices using the same company domain.
You only have to complete DNS configuration one time. - You want email branding to stay consistent across all offices.
Every office will send emails using the same domain and appearance.
Next you have the option to choose an office from the list, the system will automatically copy that office’s verified domain, sender address, and all other white-label configurations into the current office.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
