Alongside your brokerage's logo and colours, Canvas holds a personal section just for you: your photo, title, phone and booking link. These only show up on what you personally send, so setting yours doesn't touch anyone else on your team.
Watch Mandric walk you through this topic
2:45Upload and Crop a Headshot
Under Canvas > Your Brand > Personal, select your headshot tile and choose an image. You'll get a crop step before it saves, so you can frame it before it goes live. Confirm the crop and it uploads right away, no separate save step needed.
Name, Title and Website
Fill in your name, your title (something like "Mortgage Agent") and your personal website. These are free text, so they read exactly as you type them on anything that shows your identity.
Your Direct Line Against Your BrokerPlus Line
The phone field here is your direct line, separate from any number BrokerPlus has provisioned for you. If you haven't set one up yet, there's a shortcut next to the field to set up your BrokerPlus phone.
Having both doesn't automatically mean your direct line is the one clients see. Feature sheets print your BrokerPlus line by default unless you switch the preference on that sheet to your direct line instead, so check that setting if you expect your own number to show and a BrokerPlus one still does.
The Booking Link Clients Get
Leave the booking field blank and it falls back to your BrokerPlus calendar link automatically, so clients can always book time with you. Fill it in yourself if you'd rather send them somewhere else, such as an external booking page. There's a shortcut next to the field to set up your BrokerPlus calendar if you haven't yet.
Where These Details Appear
Your name, title, phone, website and booking link appear on the reports and feature sheets you send, and in the live preview right in Canvas. Unlike your brokerage's logo and colours, which paint everything across your whole team, this section is personal: only your own outgoing material carries it.
Common Gotchas
Don't assume a direct line you just typed in will show up on a feature sheet automatically. That sheet has its own phone preference, defaulting to your BrokerPlus line, and only switches to your direct one when you tell it to.
What to Do Next
Set a signature for each inbox you send from, or build a feature sheet that pulls in these same details.