Key concepts
TrueTone has a small, precise vocabulary. Learn it once and every demo, help article, and product screen reads the same way.
Why the words matter
TrueTone turns a loan officer’s own voice into marketing across five Channels. That promise only holds if everyone describes it the same way. Mixing up a Seed and a Creation, or a Seat and a member, is how a demo goes sideways and how a support answer sends someone to the wrong place.
This page is the shared glossary: one tight definition per term, plus the traps worth knowing. It splits into three groups. First, the building blocks a loan officer works with every day. Second, the people and the account structure behind an enterprise organization. Third, the mechanics that govern that organization.
Two house rules for anyone writing about TrueTone: say the TrueTone System, not the platform, and say Features, not capabilities.
Who this is for
Everyone who uses TrueTone or talks about it: loan officers using it, and the sales, marketing, product, and support teams who explain it. Keep this page open the first week; the terms become second nature fast.
The building blocks
Onboarding. The short guided setup a loan officer completes at first sign-in. It gathers a little company information, runs the Tru voice interview that seeds your TrueTone Profile, lets you choose your Interests, and connects your accounts, so you finish ready to generate your first Creation. It happens once; everything after is day-to-day use.
TrueTone Profile. The captured version of how you write and speak: your tone, phrasing, and style. It is built from a short voice interview with Tru (two to five minutes) and refined over time, and it is described by a schema of eight traits and six layers. Every Creation you generate is shaped by it, which is why your content sounds like you rather than a template. Always use the full name, TrueTone Profile, never “the product.” Tru runs the interview only; the analysis is delivered after the session, and content generation is never attributed to Tru.
Channels. The five places your voice shows up: Blog, Email, Social, Video, and Audiograms. Call them Channels, never surfaces or platforms. A few things are true per Channel and worth remembering: Social is one caption that works across every platform, with no per-platform tuning; Video is voice-aligned prose with a built-in teleprompter, not a beat-by-beat template; and Audiograms write their own scripts rather than pulling from a blog, email, or seed.
Seeds. Curated topic ideas: a subject worth posting about, with enough background to start from. Seed Curation is a core Feature because the blank page is the real pain. Which seeds you see follows the Interests you have chosen, and you can always add your own. You turn a seed into a Creation (a blog post, email, social post, or video) in your own voice. In an enterprise organization, org admins distribute Seeds (topics), never finished posts.
Interests. The topics you follow so your Seeds stay relevant to the audience you want to reach. Interests are grouped into Interest Groups such as Client Education and Brand Building, and the ones you follow shape the Seed digest that lands for you. In an organization, an admin can set sensible default Interests for every new Seat.
Creations. The finished pieces you generate and keep: blog posts, emails, social posts, video scripts, and audiograms. They live in your Creations library, each tied to its Channel. Email Creations are export-only, meaning you copy or download them to send yourself; TrueTone never sends an email on your behalf.
Media library. Your reusable store of uploaded images and media. Add a photo or graphic once and pull it into any Creation or your website, instead of re-uploading it every time.
Credits. The unit that meters AI generation. Generating a Creation draws credits from your allowance. On a personal plan that allowance is simply yours. When you reach your limit, the TrueTone System tells you plainly what happened and what to do next. How credits work inside an organization is its own entry below.
The people and the account
These four terms describe how an enterprise account is structured and who does what. The “don’t call it” column is the vocabulary discipline that keeps a demo clean.
| Term | One tight definition | Don’t call it |
|---|---|---|
| Organization | The enterprise customer and billing entity. It holds one subscription and pays per Seat, and it is a flat list of loan officers and admins with no branch or region hierarchy. | ”account” (too vague) |
| Seat | A licensed loan officer account inside an organization (role of user, with an enterprise license). One Seat, one loan officer. | ”member” (there is no member role) |
| Org admin | The person who runs the organization’s account: adds Seats, distributes Seeds, sets spending limits, runs the public roster, and can act on behalf of a loan officer. | ”manager” or “team lead” |
| Super admin | TrueTone staff, not a customer role. Operates across organizations to support and administer, always under the governed-impersonation doctrine. | ”admin” (ambiguous) |
Enterprise mechanics
These terms describe how work is organized, governed, and audited inside an organization.
Teams. An optional grouping of Seats inside an organization, with a name and the loan officers assigned to it. Teams help an admin organize and report on a large roster. A Team is a flat label for convenience, not a branch or region hierarchy; the organization itself stays flat.
Roster key. The LO Roster is a live, embeddable directory of an organization’s licensed loan officers that can sit on the company’s own website. The roster key is the unguessable public address that serves it. The list is drawn only from real, active Seats: an admin can hide someone, but nobody (not an admin, not TrueTone) can add a name that is not a genuine Seat, which is the guarantee the feature exists to make. Deactivate a Seat and that person drops off the published roster within minutes.
Credit pool vs per-Seat limit. In an organization the credits are one shared pool the whole org draws from. A per-Seat spending limit is not a separate stack of credits handed to each Seat; it is a cap on how much of the shared pool one Seat may pull. Because the credits already sit in the pool, raising a Seat’s limit is free and takes effect immediately. When a Seat reaches its limit the organization still has credits, so the fix is an admin raising a number, not a purchase.
Impersonation modes. When an admin (or TrueTone staff) opens a Seat’s account to help, they do it in one of two modes. View only shows exactly what the loan officer sees and changes nothing. Act on behalf lets them work as that person, which is the normal operating model in mortgage marketing where an admin produces content for loan officers. Acting on behalf is always chosen deliberately, never the default, and every session records who acted, who they acted for, and why.
Integrations. Connections to outside tools where your content or data can be delivered. Each connection runs in automatic or manual mode, so you control whether things flow on their own or only when you say so. In an organization, admins govern which integrations are available and how they behave.
Good to know
The enterprise mechanics are enterprise-tier words. A solo loan officer on a personal plan still has Onboarding, a TrueTone Profile, Channels, Seeds, Interests, a Media library, Creations, and Credits; they simply are not part of an organization, so Teams, the roster key, per-Seat limits, and impersonation do not apply.
The Compliance Gate (pre-publish compliance review) is designed and contracted but staged. It runs Channel by Channel in advisory mode and does not block content today. Never describe it as live and blocking.
Two attribution traps: Tru interviews, it does not write, so never credit content generation to Tru. And an Org admin distributes Seeds (topics), never finished posts, so fifty people never publish identical text.