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Multi-Brand Support

Operating under multiple business identities.

Intermediate3 min readUpdated 2024-12-06

A lot of appraisers run two or three legal entities for tax, liability, or relationship reasons. One LLC for carrier work, a separate name for insured side or attorney work, maybe a regional DBA in a state where you carry an additional license. Most software treats this as an edge case and forces you to pick one identity. That makes the other half of your practice look unprofessional.

Multi-brand support means you can run each side of the business with its own logo, address, license number, rate sheet, and templates, all from the same AwardLettr account. The right brand appears on the right file automatically based on how you set things up. Your books stay separated and your clients only ever see the brand they signed with.

Useful for appraisers with formal DBAs, separate LLCs, or any other arrangement where one identity does not fit every engagement type.

Common Scenarios

  • Different DBA for different regions
  • Separate brand for specific carrier relationships
  • Personal vs. company billing
  • Legacy business name transition

Setting Up Multi-Brand

  1. Create a business profile for each brand
  2. Upload different logos for each
  3. Set appropriate rate sheets
  4. Assign profiles to relevant carriers

Document Templates

You can also create different document templates for each business profile for fully customized branding.
Suggest an editLast updated 2024-12-06
Multi-Brand Support | AwardLettr Docs