Introduction
A custom fund letterhead allows you to apply branded headers to investor documents for each fund. This supports professional communication and consistent branding across all outputs.
Navigation to This Section
From the main dashboard, select your fund using the dollar/star icon.
At the top-right, click Settings.
In the left-hand navigation, select Fund Letterhead or scroll to it.
Tip: If you cannot access Fund Letterhead, ensure you have the necessary permissions or check with your administrator.
Fund Letterhead
After selecting your fund and clicking Settings, navigate to the Fund Letterhead section in the left-hand menu or scroll to it manually.
Next, in the Upload Header area, either drag and drop your image file or click Choose File to locate it on your device.
Finally, click Upload to finish. The header image will be applied to all documents generated for that fund.
REQUIREMENTS:
File Format: .jpeg or .png
Dimensions: 2550px × 208px
Max File Size: 20MB
FAQs
Can I upload a different letterhead for each fund?
Yes. Each fund supports its own customizable letterhead.
Does the uploaded letterhead apply to all fund documents?
Yes. Once uploaded, it automatically appears on all documents associated with that fund.
What if my image doesn't meet the size requirements?
Resize your file to exactly 2550 × 208px before uploading. Incorrect sizing may result in rejection or distortion.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.