Loxo Resume Formatting: Native Options and the Branded-Template Workflow

Last updated: June 2026.

Loxo includes a native Branded Resume generator: open a candidate's profile, click the document icon, pick the fields to include, and export a PDF stamped with your agency's logo. For fully custom client templates, anonymized submittals, or DOCX output, agencies pair Loxo with an external formatter — file out of Loxo, formatted resume back in, about 60 seconds and $0.99 per document with a tool like FormaCV.

This guide covers both paths: what Loxo does natively, where agencies hit its limits, and the exact export-format-deliver workflow that needs no native integration at all.

What resume formatting does Loxo include natively?

Loxo's built-in feature is called Branded Resume (documented in Loxo's help center under "Generate branded custom resumes"). From any candidate profile, you click the document icon, choose which profile fields to include — so you can share only the information you want — and Loxo generates a white-labeled resume carrying your agency's logo and name. You export it by printing to PDF, and you can apply the same field selection across a range of candidates.

It's a genuinely useful quick-send tool: data flows straight from the Loxo profile, branding is automatic, and there's no copy-paste. Its design center is speed over design control — output is built from Loxo's structured profile fields and rendered in Loxo's layout, exported as PDF. For many submittals, especially internal ones or fast first-look sends, that's exactly enough.

When do agencies outgrow Loxo's Branded Resume?

The pattern we see is consistent: agencies outgrow the native feature when client expectations get specific. Typical triggers:

• Client-specific templates. A client demands their own submittal layout — cover sheet, specific section order, their margins and fonts. A field-based generator renders one house style; it doesn't replicate arbitrary client templates.
• DOCX delivery. Many clients and MSPs require editable Word documents; Loxo's Branded Resume exports via PDF.
• Anonymized submittals. Blind shortlists need names, photos, and identifying details stripped consistently — beyond choosing which profile fields to show, you need redaction inside free-text work history.
• The source document matters. When the candidate's original resume (or a scanned copy, or a screening-call transcript) contains richer detail than the parsed Loxo profile, regenerating from profile fields loses content.
• Volume. Reworking shortlists of 10-20 resumes into client templates is batch work, not one profile at a time.

If none of these apply to your desk, stay native — it's free and instant.

How do you export candidate data and resumes from Loxo?

Three export routes, all standard Loxo functionality:

1. The original resume file. Loxo stores documents attached to the candidate record; download the original PDF or DOCX from the profile's documents area. This is the best input for reformatting because it preserves the candidate's full detail.
2. The Branded Resume PDF. Generate it as above and save as PDF. Useful when you deliberately want the field-filtered version as your source.
3. Profile data. For candidates sourced directly into Loxo with no resume on file, the profile itself (or a LinkedIn profile export attached to it) is your source document.

Whichever route you use, you end with a file on disk — and that file is all an external formatter needs.

How do you format Loxo exports into a branded client template?

To be clear: FormaCV has no native Loxo integration, and doesn't need one — the workflow is file in, file out. Upload the exported resume (PDF, DOCX, TXT, a scanned document, a LinkedIn export, or even a screening-call transcript from Otter, Fireflies, Gong, or Fathom), pick the client's template, and FormaCV's AI CV formatting engine parses the content and rebuilds it into that template in about 60 seconds — branded, ATS-safe, output as DOCX or PDF.

You can keep an unlimited number of templates — one per client, per branch, or per brand — at $0.99 per resume with no per-seat fees, so a Loxo agency adds formatting capacity without adding subscription overhead. Anonymization for blind submittals, 40+ language translation, and unlimited AI tailoring are included. The finished file uploads back to the candidate's Loxo record like any other document, so your ATS stays the system of record. There's a 30-day free trial with no credit card if you want to test it against this week's actual submittals.

What does the end-to-end workflow look like?

A Loxo agency's submittal flow with an external formatter:

1. Source and screen in Loxo as normal — profile, notes, original resume attached.
2. Download the source document — original resume preferred; Branded Resume PDF or LinkedIn export if there's no resume on file.
3. Format — upload to the formatter, select the client's template (and anonymization if the shortlist is blind), review the output for 30 seconds.
4. Deliver — send the branded DOCX/PDF to the client.
5. Write back — upload the formatted file to the Loxo record and log the submittal.

Total added time per resume: about two minutes, most of it review. Compare that with the 20-40 minutes of manual template work it replaces, and the economics are straightforward even before per-resume pricing enters the picture. Agencies running screening calls can skip step 2 entirely for some candidates and build the first draft straight from the call transcript.

Native feature or external formatter: which should a Loxo agency use?

Both. Use Loxo's Branded Resume for what it's built for — instant, field-filtered, logo-stamped PDFs from profile data. Add an external formatter the day a client hands you their template, asks for blind resumes, or expects DOCX. The two don't conflict: Loxo remains the system of record, and the formatter is a per-document utility you pay for only when you use it.