Financial Rebrand Docs

Guides

Help & how-to

Short guides to getting things done in Financial Rebrand. Stuck on something not here? Open the ✦ assistant in your dashboard, or sign in.

Getting started

Welcome — How the Platform Works
The dashboard, the products you have, and the quickest way to get help.
Using the AI Assistant
What the assistant can answer, the actions it can take, and how confirmations work.

Tokens & billing

How Tokens Work
Plan tokens vs top-up tokens, and how they're spent.
Buying More Tokens
Two ways to top up, and where to see current pricing.

Your team

Organizations & Switching
What an organization is and how to move between them.
Inviting Teammates
How owners add people, and what roles mean.

Website audits

Add a Website to Audit
Where sites live, and how to add one.
Running an audit & reading the report
What audits check, and how you get the results.

Reputation

Reputation: Set Up in Five Minutes
The one-question survey your patients or customers get after a visit, and the four steps to turn it on.
Sending surveys: one person, a list, a QR code, or automatically
Every way to get a survey to someone, and when it actually goes out.
Responses, Follow-Up and Reviews
Reading answers, following up with unhappy people, and how review requests work.

Client Work & websites

Client Work: asking our team for changes
How to request website, Google Business Profile, social media and content work — and when you're billed.
Your Websites
Adding the websites you want tracked, audited and worked on.

Chatbots

Create a Chatbot for Your Website
Pick a purpose, train it, and add it to your site.
Chatbot Handoffs & Conversations
How you hear about visitors who need a person, and where to read chats.

Accessibility & compliance

The Accessibility Bundle
The accessibility widget, statement template and monthly monitoring.

Marketing

Video: Automated Videos
Making videos once or on a schedule, and connecting your own voice and avatar.
Photos: Professional Photo Editing
Upload photos, ask for edits, and get them back from our editing team.
Content: Articles You Can Reuse
A library of articles to turn into posts, newsletters and videos.
Newsletters
Lists, subscribers, templates and campaigns.
Cold Email
Mailboxes, campaigns, the inbox, and how replies, opt-outs and bounces are handled.
Contacts: Your Organization's Address Book
One record per person across every campaign and channel, and how do not contact works.
Prospects: Finding and Downloading People
Search for free, see who matches without names, and pay tokens only for the people you download.
Finding Missing Emails and Phone Numbers
Look up a missing email or phone for people you've downloaded, charged only when one is found.
Paid Ads: every ad campaign in one place
Connect Google Ads, ChatGPT ads and Microsoft Advertising, and compare spend and cost per conversion side by side.
Cloning campaigns to Google Ads or Microsoft Advertising
Turn ChatGPT ads or Google Ads campaigns into reviewed drafts; nothing is created until you approve, and always paused.
Families and proposed changes in Paid Ads
A clone stays linked to its original. Changes are never copied automatically: you choose Off or Ask, and approve each one.

Real estate tools

Recruiting: Finding Agents to Recruit
Search agents, unlock contact details, and keep lists.
Real Estate CRM
Where your real estate leads come from, and the areas you cover.