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What clients see on a co-branded net sheet

How the sponsor’s branding and call-to-action appear to your client, on screen, in the shared link, and on the PDF.

Agents2 min read

When you build a net sheet under a sponsor workspace, your client sees your details first, with the sponsor shown alongside as “powered by.” It is co-branding, not a claim that you endorse or recommend that provider over any other.

Where it appears

  • On screen and in the shared link — a co-branded call-to-action, e.g. “Get pre-approved” or “Order title.”

  • On the PDF — the same link is printed as a web address with a QR code, since a printed button cannot be tapped.

  • A short disclosure beneath it makes the advertising relationship clear to the client.

Good to know: The call-to-action is a paid advertising placement for the sponsor. You keep independent choice of provider on every deal — using the app is never conditioned on sending business to a sponsor.

Whatever branding a sheet carries, the figures are still estimates you are responsible for reviewing before you send it.

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