Your custom header automatically brands the shareable content you can export from MBS Highway with your photo, logo, contact information, disclosures, and more.
How to Create a Header
To create your own custom header that can be applied to client-facing reports, follow the steps below:
- Hover over the profile icon at the top right corner.
- Click on Custom Settings.
- You can also access your header settings under Edit Profile>Edit Header.
- Click Custom Header under Header Settings.
- Add or change your headshot under the Headshot tab.
- Click New to upload a new photo from your computer for your headshot.
- All photos must be in a .png, .gif, or .jpg format.
- Click Edit to adjust your current headshot photo.
- Click New to upload a new photo from your computer for your headshot.
- Click the Logo tab.
- Click New to upload a new photo from your computer for your logo.
- All photos must be in a .png, .gif, or .jpg format.
- Click Edit to adjust your current logo photo.
- Click New to upload a new photo from your computer for your logo.
- Click the Info tab.
- Update your company, title, NMLS#, address, city, state, zip code, primary phone type and number, website URL, and a custom field.
- Name and email address cannot be changed within your header. Please contact support@mbshighway.com to make changes.
- Corporate sponsored accounts may have certain settings that will override a corporate approved logo, disclaimer and compliance logos. When corporate settings are applied, “Restricted from Editing” will appear.
- Update your company, title, NMLS#, address, city, state, zip code, primary phone type and number, website URL, and a custom field.
- Click the Compliance tab
- Update your Disclaimer and choose the appropriate Compliance Logos.
- To include your custom header in exported reports, make sure to check the Use Header on exports checkbox.
- Click Preview to review your custom header.
- Click Save to save your new custom header and header settings.
A green bar will appear at the top to confirm that your information has been successfully saved. Your header will not save unless all required fields (indicated with a *) are filled out including the disclaimer within the compliance tab.
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