---
title: "How the unLocked CRM Client Portal Architecture Supports True White-Label"
description: "The Client Portal renders under your agency's domain, branding, and email sender — never unLocked CRM. Here's how the white-label architecture works."
url: https://unlockedcrm.ai/blog/client-portal-white-label-architecture
canonical: https://unlockedcrm.ai/blog/client-portal-white-label-architecture
category: "Client Portal"
published: 2026-04-16
author: "Jacob Lock"
source: unLocked CRM — AI CRM for insurance agents
---

# How the unLocked CRM Client Portal Architecture Supports True White-Label

## TL;DR

The unLocked Client Portal supports true white-label: custom subdomain (portal.youragency.com), agency logo and colors, your DKIM/SPF email sender, your support routing, and your privacy policy footer. FMOs and IMOs can run a separate white-label portal per downline.

Most "white-label" portals leak the underlying SaaS brand somewhere — the email sender, the login URL, the support footer. The unLocked CRM Client Portal is engineered for **true white-label** so clients only ever see your agency.

## What "True White-Label" Means

| Surface | Default | Configurable |
| --- | --- | --- |
| Login URL | portal.unlockedcrm.ai | ✓ Custom subdomain (portal.youragency.com) |
| Logo | unLocked CRM | ✓ Your agency logo |
| Color theme | unLocked palette | ✓ Your brand colors |
| Email sender | unLocked CRM | ✓ Your domain (DKIM/SPF) |
| Support contact | unLocked support | ✓ Your agency contact |
| Footer / copyright | unLocked CRM | ✓ Your agency name |
| Favicon | unLocked icon | ✓ Your favicon |

## Architecture

- **DNS:** You point a CNAME (portal.youragency.com) to unLocked's CDN.
- **TLS:** Auto-provisioned via Let's Encrypt; no manual cert work.
- **Email:** DKIM/SPF setup for your sending domain via the email infrastructure.
- **Brand assets:** Logo, colors, favicon configured in agency settings.
- **Support routing:** Portal contact links route to your support email/phone.

## For FMOs and IMOs

Each downline agency in an FMO/IMO can run its own white-label portal. The hierarchy keeps data scoped to the right agency while letting each downline brand the portal to their own clients.

## Compliance Considerations

- White-labeling does not change the underlying compliance — HIPAA, A2P 10DLC, CMS rules apply uniformly.
- Privacy policy footer can link to your agency's privacy policy instead of unLocked's.

## Bottom Line

The Client Portal is the most visible touchpoint between your agency and your clients in 2026. White-label architecture ensures every pixel reinforces your brand — not the platform's.

## FAQ

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Source: [How the unLocked CRM Client Portal Architecture Supports True White-Label](https://unlockedcrm.ai/blog/client-portal-white-label-architecture) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/client-portal-white-label-architecture.