Mortgage Lending · Business Development & Marketing
Brand guidelines
A rulebook showing how the lender's name, logo, colors, and wording should appear across all marketing and customer materials.
What it usually contains
- Logo versions, sizing, and clear-space rules
- Approved color palette and typefaces
- Tone of voice and writing style examples
- Templates for ads, flyers, email, and social posts
- Required legal lines such as equal housing and license disclosures
What the assistant uses it for
Answer questions about how to correctly display the logo, which colors and fonts to use, and how loan officers should present the brand in their own materials. Also used to check whether a piece of marketing meets internal and disclosure requirements before it goes out.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
More in Business Development & Marketing
Filed alongside this one.
On one AI system
Everything your company knows.
One version that counts.
You already own the documents. We make them the only thing your AI is allowed to answer from, and we keep them current — so nobody quotes last year’s price by accident again.