Branding options
The following options are available in Settings → Branding. Changes take effect immediately for all new portal sessions.Logo
Upload your brokerage’s logo file. It appears at the top of every portal page and in email notifications sent to your customers.
Primary color
Set your brand’s main hex color. kycert applies it to buttons, the step progress bar, links, and interactive accents throughout the portal wizard.
Secondary color
Set a complementary accent color used for highlights and secondary UI elements. Defaults to
#D97757 if not configured.Company name & CNPJ
Your company name appears in the portal header and footer. Your CNPJ is displayed in the footer for regulatory transparency.
WhatsApp number
Enter your support WhatsApp number to add a floating WhatsApp button on every portal page, giving customers a direct line to your team during registration.
Social links
Add links for Instagram, Facebook, X (Twitter), LinkedIn, YouTube, and your website. All configured links appear as icons in the portal footer.
Portal URL
Your portal is always reachable atcadastro.kycert.com.br/{slug}, where {slug} is the unique identifier assigned to your brokerage when you created your kycert account. This slug appears in every customer-facing URL and in all communications. The slug cannot be changed after account creation, so share the full URL with your customers and in your marketing materials with confidence.
KYC policy settings
In addition to visual branding, you control the compliance behavior of the portal in Settings → KYC Policy.PEP policy
Configure how kycert handles a customer’s positive PEP (Politically Exposed Person) self-declaration:| Option | Behavior |
|---|---|
manual_review | The customer’s registration is paused and routed to your compliance team for manual review. This is the default. |
auto_approve | The registration proceeds to approved status automatically, even with a PEP declaration. Use only if your internal policy explicitly permits this. |
auto_reject | The registration is automatically rejected when the customer declares PEP status. |
Required documents
You configure which document types each customer must upload before they can submit. kycert ships with a default set per registration type:- PF (individuals): identity document front (
identidade_frente), proof of address (comprovante_endereco), selfie (selfie). - PJ (companies): articles of incorporation (
contrato_social), CNPJ proof (comprovante_cnpj).
Terms and conditions
Upload your custom terms text or provide a URL to your existing terms page. Customers must read and explicitly accept your terms before submitting. Every acceptance is timestamped and stored in an append-only audit log for LGPD compliance. If you do not configure custom terms, kycert’s standard terms are shown.Custom success screen
After a customer submits their registration, they land on the success screen. You configure the message they see in Settings → Portal → Success Message. You can set separate messages for each possible outcome state —approved, em_analise (in review), recusado (rejected), and pendencia (pending action) — and include a call-to-action label and URL to redirect customers (for example, back to your brokerage’s website).
Use this screen to set clear expectations: let customers know the typical review time and what to do while they wait.