> ## Documentation Index
> Fetch the complete documentation index at: https://help.leaf360.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Brand Wiki

> Your company's one place for logos, colors, voice, and compliance details in Leaf360 Mortgage CRM, plus the media library that feeds your AI-generated content.

Brand Wiki is your company's one record of what it looks and sounds like: logos, colors, fonts, brand voice, licensing and disclaimers, plus a shared media library. Leaf360 checks this record every time it generates an email, an image, a video, a site, or any other piece of AI content on your behalf, so what you set here shows up everywhere else.

Open it from **Marketing**, then **Brand Wiki**, under **Tools** in the sidebar.

If your company hasn't created one yet, the screen shows a single **Get Started** button that opens the setup wizard below. Once one exists, the screen becomes five tabs: **Identity**, **Tone & Voice**, **Compliance**, **Media Studio** and **Preview**, with a **Setup Wizard** link in the header that reopens the same wizard.

<Note>
  Anyone in your workspace can view Brand Wiki. You need an administrator or marketing manager role to edit the four content tabs, upload a logo, delete a media item, or run the setup wizard. Anyone with access to the workspace can still upload to the media library and generate images or video there, even without that role.
</Note>

## Identity

Company name, tagline, and:

* **Logos**, five slots: primary, a dark mode variant, a secondary mark, an icon and a favicon. Drop a file or click to browse. An **AI Default Logo** selector picks which uploaded variant AI generation uses.
* **Color Palette**, nine swatches: primary, primary dark, secondary, accent, text, background, success, warning and error. Click a swatch to open a color picker.
* **Typography**, a heading font and a body font, each chosen from a fixed list of web fonts, with a live sample underneath.
* A live email preview at the bottom of the tab updates as you change any of the above.

**Save Identity** saves company name, tagline, logos, colors, and typography all at once.

## Tone & Voice

* **Brand Voice**: **Professional**, **Friendly**, **Authoritative**, **Casual** or **Luxurious**.
* **Target Audience** and **Brand Persona**, where you type in your own text.
* **Brand Keywords** and **Avoid Words**, both simple lists you build one word at a time.
* **Sample Brand Phrases**, a list of phrases to reuse.

**Save Tone & Voice** saves all of the above together.

## Compliance

* **NMLS ID** and an **Include Equal Housing Logo** checkbox.
* **State Licenses**, a state and a license number added one pair at a time.
* **Required Disclaimers**, one block of text per channel: email, SMS, website, social or video. Adding a second disclaimer for a channel replaces the first rather than adding to it.
* **Legal Links**: a privacy policy URL, a terms of service URL, and copyright text.

**Save Compliance** saves all of the above together. These fields feed the per-channel disclaimers that Email Templates and other AI-generated content pull in automatically.

## Media Studio

A shared library of images and video for your company, with two ways to add to it.

* **Drop files here**, or click to browse, accepts JPG, PNG, WEBP, GIF, SVG, HEIC, AVIF, BMP, TIFF, MP4, WEBM, MOV and PDF up to 25 MB each.
* **AI Generate** takes a prompt, a type (image or video), an aspect ratio, and either a style (image) or a duration (video), then generates and adds the result to the library.

Every prompt goes through a compliance check first. If it makes a banned marketing claim, names a competitor, or reads like an attempt to override the generator's instructions, Leaf360 rejects it and tells you which check it failed.

<Note>
  Image and video generation need a generation service set up for your company. If it isn't set up, clicking generate gives you an error saying so instead of producing anything.
</Note>

You can search the library or filter it by type. Hover over an item to see **View**, **Copy** the asset URL, and **Delete**. Deleting is permanent, and there's no confirmation box first — so double-check before you click it.

## Preview

A read-only tab showing your current Identity, Tone and Compliance settings rendered into four mockups: an email, an SMS thread, a social post and a landing page hero, plus the background text Leaf360 sends along with its AI generation requests, if your company has any set up.

## The setup wizard

The setup wizard is a four step flow: **Logo**, **Colors**, **Voice**, **Compliance**. Each step covers part of what the tabs above also edit. **Create Brand Wiki** on the last step saves company name, tagline, the uploaded logo, colors, tone and compliance all at once, then takes you back to the main screen.

Running the wizard again after a Brand Wiki already exists updates the same record. It doesn't create a second one.

## Where it gets used

You don't send anything from Brand Wiki itself. It's the reference every other AI-assisted screen checks before it creates anything on your behalf.

* The brand header and footer snippets saved from [Email Templates](/mortgage-crm/email-templates) are stored on this record and applied to every template that uses them.
* The [AI Email Builder](/mortgage-crm/ai-email-builder) and [AI SMS Builder](/mortgage-crm/ai-sms-builder) read your voice, keywords, avoid words and compliance details when they generate.
* Workflow AI steps, mortgage rate share cards, and other AI-generated content across Leaf360 pull from the same record.

## Common problems

<AccordionGroup>
  <Accordion title="Save fails or the setup wizard won't finish">
    Editing Brand Wiki requires an administrator or marketing manager role. Ask one of them to make the change, or to grant you the role.
  </Accordion>

  <Accordion title="Generate does nothing but show an error">
    Generation needs to be set up for your company. If it isn't, the error says so rather than producing an image or video.
  </Accordion>

  <Accordion title="My prompt was rejected">
    The compliance filter blocks banned claims such as guaranteed rates or approvals, named competitor mentions, and text that reads like an attempt to redirect the generator's instructions. Reword the prompt.
  </Accordion>

  <Accordion title="I added a second disclaimer for a channel and the first one is gone">
    Only one disclaimer is stored per channel. Adding a new one for a channel that already has one replaces it.
  </Accordion>
</AccordionGroup>

## Related

* [Email Templates](/mortgage-crm/email-templates)
* [AI Email Builder](/mortgage-crm/ai-email-builder)
* [AI SMS Builder](/mortgage-crm/ai-sms-builder)
* [Leaf360 Mortgage CRM](/mortgage-crm/overview)