How-to: Branded reports & sharing

Turn a property report into a professional, branded deliverable — a PDF with your logo, or a secure link you can send a client, lender, or teammate.

Who this is for: professionals — Agents, Lenders, and Insurance Brokers. Where: the Reports Hub (/reports) and the Generate report / Share actions on a property. Time: ~5 min to set up branding, then seconds per report.

Branded reports and share links require the branded-reports feature (a paid, professional plan). On a plan without it you'll see an upgrade prompt.

Set up your brokerage branding (one-time)

1. Open Account → Company Branding (professionals only).
2. Add your logo, company name, and brand color.

This co-brands the app shell for you and stamps your identity onto branded reports. You can also manage report branding via Reports Hub (/reports).

Generate a branded PDF report

1. From a property, choose Generate report (branded).
2. Pick which sections to include — AI executive summary, risk-adjusted valuation,

overall risk summary, per-peril breakdown, insurability, active carriers, insurance cost estimate, property details & photos. (Sections are individually toggleable.)

1. The AI can tailor the report's emphasis / section copy to your audience.
2. Generate and download/share.

Branded PDF reports are a paid, professional-plan feature.

Share a secure link

Create a shareable insurability snapshot link from a property (Share). It's a signed, partner-embeddable link that:

• Shows a read-only insurability snapshot, served securely by CoverGuard.
• Expires after 90 days.
• Logs engagement — views, plus clicks on the full-report, quote, and lead calls to action.
• Can capture a lead — a viewer who acts becomes an attributed prospect client for

you (source: shared report), consent-gated and rate-limited.

Revoke a link anytime with Share → Revoke.

Creating share links requires the same branded-reports feature.

Where reports live

Generated reports are listed under Reports (/reports, your Property tab). Each entry is an audit record — what you generated and when.

Troubleshooting

• Branding didn't apply → confirm you saved it in Account → Company Branding and that

your role is a professional one (Agent/Lender/Insurance).

• Generate/Share is locked → it needs the branded-reports feature (paid, professional

plan). See Billing & plans.

• A shared link stopped working → links expire after 90 days, or it may have been

revoked. Generate a fresh one.

Do this next

Share a snapshot with a client, then watch who engages — and turn interest into a tracked relationship.

• Clients & deals pipeline
• Reading a property report
• Need the feature? See /pricing