This document covers how to configure your personal profile in Broki — the profile that appears in the client portal under Your Team — and how to set up, save, and manage your email signatures.
Sections Covered
1. What the Personal Profile Is & Why It Matters
2. Where to Find Profile Settings
3. Profile Tabs — What Each One Covers
4. Step-by-Step Profile Setup
5. Saving Your Profile
6. Editing Another User's Profile (Admins)
7. Email Signatures — Overview
8. Setting Up an Email Signature — Gmail Style (Recommended)
9. Setting Up an Email Signature — Custom HTML
10. Managing Multiple Signatures & Setting a Default
11. Quick Reference — Where Is That Button?
1. What the Personal Profile Is & Why It Matters
Your personal profile is the page a client sees when they click the About button next to your name in the Your Team section of their client portal. It gives clients a way to get to know you — your background, credentials, personality, and how to reach you — all in one place.
A complete profile builds trust, adds a personal touch to the client experience, and reinforces that they are working with a real person who cares about their file.
The About button only appears on your card in the client portal if you have configured your profile. A blank profile means clients see nothing when they click it. Take the time to fill this out — it makes a meaningful difference in the client experience.
2. Where to Find Profile Settings
Profile settings can be accessed in two ways:
Via Get Started page | Get Started page → Phase 2 (or the relevant phase) → click Edit Profile and Signatures. Opens a module with all profile tabs. |
Via Settings | Settings → My Account → Personal Profile tab. Full settings page with all options. |
3. Profile Tabs — What Each One Covers
Personal | Banner image, profile picture, bio, hobbies, interests, fun facts, hometown, birthday. The human side of your profile — what clients see when they want to know who you are. |
Professional | Years of experience, certifications, specialties, education, and a description of why you do what you do. The credibility side of your profile. |
Social proof | Google review link and any awards, recognitions, or industry achievements. Trust-building credentials. |
Connect | All your social media links, booking links, website, and any other relevant URLs. How clients (and partners) can connect with you beyond email. |
Media | Any videos you want embedded on your profile — introduction videos, testimonials, or educational content. |
Visibility | Controls whether your profile appears on the team page in the client portal. Toggle off if you want to be assigned to files without being visible to clients. |
4. Step-by-Step Profile Setup
Personal tab
1 | Add a banner image Upload a banner/header image for your profile page. This appears at the top of your profile when a client clicks About. Use a professional image — a team photo, office shot, or branded graphic works well. |
2 | Add a profile picture Upload a professional headshot. This appears on your card in the client portal's Your Team section and at the top of your profile. |
3 | Write your bio A short written introduction about yourself — who you are, what you do, and what makes you different. Keep it friendly and genuine. |
4 | Add personal details Fill in any of the optional personal fields: hobbies, interests, fun facts, hometown, birthday. These make your profile feel personal and memorable rather than generic. |
Professional tab
5 | Add years of experience Enter how long you have been in the mortgage industry. |
6 | List your certifications Add any professional designations or certifications (e.g. CFP, AMP, CMPS). |
7 | List your specialties What types of mortgages or client situations do you specialize in? (e.g. first-time buyers, self-employed, commercial, reverse mortgages) |
8 | Write your why A short statement about why you got into the mortgage industry and what drives you. Clients connect with authenticity — this field is worth taking seriously. |
Social proof tab
9 | Add your Google review link Paste the URL to your Google review page so clients can easily leave a review or see what others say about you. |
10 | Add awards and recognitions List any industry awards or recognitions (e.g. Top Producer, President's Club, Winners Circle). These build credibility at a glance. |
Connect tab
11 | Add your social media links Add your Instagram, LinkedIn, Facebook, or any other platforms you use professionally. |
12 | Add your booking link If you use a booking tool (e.g. Calendly), add the link here so clients can book time with you directly from your profile. |
Media tab
13 | Add videos Embed any video content you want on your profile — an introduction video, a client testimonial, or an educational piece. Paste the video URL. |
Visibility tab
14 | Set profile visibility Toggle whether your profile appears on the team page in the client portal. Leave ON if you want clients to see you and be able to click About. Toggle OFF if you want to be assigned to files without being publicly visible to clients. |
5. Saving Your Profile
After completing all desired tabs, click Save Profile.
Your profile is immediately live in the client portal — any client who clicks About on your card will see the updated profile.
You can return and edit your profile at any time. Changes take effect immediately upon saving.
6. Editing Another User's Profile (Admins)
Admins can edit the profile of other team members — useful for onboarding new staff or ensuring everyone's profile is complete.
Go to Settings → My Account → Personal Profile (or access via Get Started).
At the top of the profile editor, find the Editing For dropdown.
Click the dropdown and select the team member whose profile you want to edit.
Make changes and click Save Profile — the changes are applied to that user's profile.
This is particularly useful during team onboarding — an admin can set up basic profile information for new team members before they log in for the first time.
7. Email Signatures — Overview
Email signatures in Broki are used on all outgoing emails sent through the platform — document requests, scenario updates, offer notifications, partner updates, and any other communications. Having a well-formatted signature is important for professional and consistent client communications.
There are two ways to create a signature in Broki:
Gmail style rich text (recommended) | A visual editor where you paste or type your signature. No code required. Best for most users. |
Custom HTML | A code editor where you paste HTML code for a fully custom designed signature. Best for users who want a highly formatted signature with images, icons, and links. Can use an AI tool like ChatGPT to generate the HTML. |
8. Setting Up an Email Signature — Gmail Style (Recommended)
📍 Settings → My Account → Email Signatures
1 | Go to Email Signatures Navigate to Settings → My Account → Email Signatures. Alternatively, access it from the Get Started page → Edit Profile and Signatures → Email Signature tab. |
2 | Select Gmail style rich text Choose the Gmail Style Rich Text editor option — this is the visual editor. |
3 | Clear the placeholder content Delete any default or placeholder text that appears in the editor. |
4 | Copy your existing signature If you already have an email signature in Gmail, Outlook, or another email client, open that account and copy your existing signature (Ctrl+C or Cmd+C). |
5 | Paste into the editor Paste your copied signature directly into the rich text editor. The formatting, images, and links from your existing signature should carry over correctly. |
6 | Adjust if needed Review the pasted signature and make any edits to formatting, spacing, or content as needed. |
7 | Click Save Scroll to the bottom of the editor and click Save Signature. Your signature is now saved and active. |
✓ This is the fastest way to get a professional signature set up in Broki — especially if you already have a well-formatted signature in your email client. It takes under 2 minutes.
9. Setting Up an Email Signature — Custom HTML
For a more custom designed signature with images, award badges, social media icons, and styled layouts — use the Custom HTML editor.
1 | Go to Email Signatures and select Custom HTML Navigate to Settings → My Account → Email Signatures and select the Custom HTML editor option. |
2 | Generate your HTML code The easiest way to create a custom HTML signature is to use an AI tool like ChatGPT. Upload any reference images (logo, award badges, icons), describe the layout you want, and ask it to generate an HTML email signature code. Request the output as raw HTML code. |
3 | Paste the HTML code Copy the HTML code from ChatGPT and paste it into the Custom HTML editor in Broki. |
4 | Preview and adjust Review how the signature renders. If any images are not displaying, ensure the image URLs in the HTML are publicly accessible hosted URLs (not local file paths). Re-generate or adjust the HTML if needed. |
5 | Click Save Click Save Signature. Your custom HTML signature is now active. |
When asking an AI to generate your HTML signature, provide: your name and title, phone number, email, website, office address, any award badge image URLs, social media links, and a reference image of a signature you like. The more context you give, the better the output.
10. Managing Multiple Signatures & Setting a Default
You can save multiple email signatures in Broki — useful if you send different types of communications where different signatures are appropriate, or if you are a team lead managing multiple personas.
Each saved signature appears in your Signatures list at Settings → My Account → Email Signatures.
To set one as your default, click Set Default next to the signature you want. The default signature is automatically used on all outgoing communications unless you manually select a different one at the time of sending.
To edit an existing signature, click Edit next to it — the editor opens with the saved content ready to modify.
When sending any communication (document requests, offer updates, etc.), you can switch which signature is used by selecting from the signature dropdown in the send module.
11. Quick Reference — Where Is That Button?
Button / Feature | Location | What it does |
Edit Profile and Signatures | Get Started page (Phase 2 or relevant phase) | Opens the profile and signature setup module |
Personal Profile tab | Settings → My Account | Access all profile tabs — personal, professional, social proof, connect, media, visibility |
Banner image | Profile editor → Personal tab | Upload the header image for your profile page |
Profile picture | Profile editor → Personal tab | Upload your headshot — displays on your card in the client portal |
Bio / personal details | Profile editor → Personal tab | Written introduction, hobbies, fun facts, hometown, birthday |
Professional tab | Profile editor | Years of experience, certifications, specialties, why you do it |
Social proof tab | Profile editor | Google review link and awards/recognitions |
Connect tab | Profile editor | Social media links and booking links |
Media tab | Profile editor | Embedded videos on your profile |
Visibility tab | Profile editor | Toggle whether your profile is visible to clients in the portal |
Editing For dropdown | Top of the profile editor (admins only) | Select another team member to edit their profile |
Save Profile | Bottom of the profile editor | Saves all changes to the profile — takes effect immediately |
Email Signatures | Settings → My Account → Email Signatures | Create and manage email signatures |
Gmail Style Rich Text | Email signature editor — type selector | Visual paste-in editor — recommended for most users |
Custom HTML | Email signature editor — type selector | Code editor for fully custom HTML signatures |
Save Signature | Bottom of the email signature editor | Saves the current signature |
Set Default | Next to a saved signature in the signature list | Sets this signature as the default for all outgoing communications |
Edit (signature) | Next to a saved signature | Opens the signature for editing |