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Updating your company branding

Customize your branch CMA settings

Branch administrators can update key CMA branding elements to keep reports consistent, professional, and aligned with your business identity. These settings help your team produce polished, on-brand CMAs more efficiently, with preview options available so you can review changes before saving.

Administrator access required

Only users with Administrator rights can change these settings.

If you do not see the relevant menu options, you do not have Administrator access. Check with your company contact or reach out to the Support Team for more information.

 What you can customize

Branch administrators can update:

  • Company logo shown on the CMA
  • Cover letter content included in each CMA created by the branch
  • Cover image shown on the front page of the CMA
  • Primary and secondary brand colours used for graphs and headings
  • Fonts for heading and body text on the new Sales CMA template (and soon Digital CMA)

Branch-wide impact

Any changes made by a Branch Administrator apply to all CMAs created by the branch across all available formats, unless otherwise noted. This helps maintain a consistent brand experience across every report.

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 Company logo

Your branch logo appears on the CMA templates configured for your account. This includes:

  • Digital CMA — currently available in Australia and coming soon to New Zealand
  • Standard CMA — Valocity Sales PDF

Using the recommended logo size helps ensure the logo displays clearly and proportionally in the selected template.

Recommended logo sizes:

  • Digital Template: 991 px wide × 281 px high
  • Valocity Sales Template: 712 px wide × 287 px high

 

Cover Image

 Cover image

The cover image lets you personalize the front page of your CMA at the branch level, helping create a stronger visual first impression.

Recommended cover image specifications:

  • Width: 794 px
  • Height: 784 px
  • File formats: JPEG or PNG
  • Maximum file size: 5 MB

Agents also have the option to change the Cover image at CMA level, if they wish so. 

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 Cover letter

You can add a personalized branch-level cover letter to strengthen communication with vendors and create a more tailored CMA experience.

Key details:

  • The cover letter is configured at the branch level
  • The signature is automatically pulled from the user profile of the agent preparing the CMA
  • Maximum length is 2000 characters

This cover letter applies to the CMA templates associated with your account, including:

  • Digital CMA 
  • Standard CMA — Longform and New Sales CMA template

Important: Existing legacy custom templates will not be automatically updated when you change the cover letter.

 Primary and secondary brand colours

You can choose the primary and secondary brand colours used in standard templates. These colours help reinforce brand consistency, but their use varies by template.

Colours on CMA templates

In the CMAs, the selected colours are used more extensively across the interface, including:

  • Menu navigation(Digital)
  • Buttons (Digital)
  • Footers
  • Page titles
  • Accents
  • Hover transitions (Digital)
  • Graphs
  • Other page elements

 

 Fonts

You can also configure fonts for the new Sales CMA template to create a more consistent and professional presentation.

What font settings include

Admin users can choose:

  • One font for headings
  • One font for body text

These fonts are selected from a curated list of free Google Fonts.

Where to change font settings

  1. Log in to Nexus as an admin user.
  2. Go to Admin Settings > Company Profile Details.
  3. Scroll to the Typography section.
  4. Select a font under Heading Font.
  5. Select a font under Body Font.
  6. Click Cover Preview or Letter Preview to review how the Sales CMA will look.
  7. Click Save when you are happy with your selection.

Font preview and page preview

All configurable elements on this page are now previewable in the two preview pages at the bottom, allowing you to review the visual impact before saving changes.

This means you can preview updates made to:

  • Logo
  • Cover image
  • Cover letter
  • Primary and Secondary brand colours
  • Font selections

You can use Cover Preview and Letter Preview to check how these changes appear in the Sales CMA layout.

Font availability and limitations

Available fonts currently include:

  • Montserrat
  • Poppins
  • Raleway
  • Inter
  • DM Sans
  • Open Sans
  • Lato
  • Source Sans Pro
  • Outfit
  • Nunito
  • Figtree
  • Quicksand
  • Playfair Display
  • Cormorant Garamond
  • DM Serif Display
  • Lora
  • Merriweather
  • EB Garamond
  • Mona Sans

Additional notes:

  • Fonts are sourced from Google Fonts
  • They are free to use
  • Licensed fonts are not available at this stage
  • Not all fonts are available for both heading and body use
  • Some fonts are optimized for either headings or body text
  • Nexus provides recommended font pairings to help you choose combinations that work well together
  • If needed, Reset returns both heading and body fonts to Open Sans

Important font limitation

Font selections apply to the Sales CMA only. They do not affect:

  • Longform CMA
  • Digital CMA(Coming Soon)

Important limitation

You cannot change the primary and secondary colours in custom CMA templates.