Freestone Solutions
SOCIAL PUBLISHING
Freestone Solutions

Posts

Scheduled posts publish automatically, including autopilot posts. Drafts wait for your approval. Pull back anything you don't want to go out.
All Drafts Scheduled Published Needs attention

Clients

Send each loan officer their connect link. They click it once to connect their Facebook Page, Instagram, and LinkedIn.
📱 Texting photos

Library

Each brand has its own library, used only for that brand's clients. Claude reviews each upload and picks fitting ones for posts. Items marked Needs review aren't used by autopilot until you approve them. For videos, Claude reviews what's on screen but can't hear the audio.
All Autopilot can use Needs review

Brands

Each client company is its own brand, with its own voice, compliance rules, look, and media library. Claude writes every post from its client's brand, and the footer is added to every post automatically.

About the brand

Singular. Used in prompts and as the default job title.
One phrase that finishes "Brand name is…". Claude and the image reviewer both use it.

Compliance

If set, each person's own license ID must be in every post.
Use {name}, {title}, and {nmls} (the person's license ID). They're filled in from each client's profile.

Look

View
PDF or image. Claude reads it and fills in the colors, fonts, and tagline (and the brand voice, if the board has one and the field is empty). Review, then click Save brand.
Upload every version you have (full color, white, dark, icon only). Transparent PNGs work best. Each is marked for the backgrounds it suits, and image cards use the right one. Change it if the guess is wrong.
Save to refresh. These are the cards made when a post has no library image.

Activity