Step One: From the menu on the left, click on Contacts.
Step Two: Find your realtor and click on their name to enter the realtor view.
Step Three: From the realtor page, add any information you can to make sure the branding for the realtor profile is set up properly.
Step Four: Scroll down to the bottom of the realtor profile to Realtor Cobranding. Under Realtor Cobranding you can copy the link to add to email signature, website, etc.
Step Five: If you copy the link and paste it in the search bar, you will be directed to the Cobranded Landing Page. You'll see your added realtor's information on the landing page.
Step Six: At the top of the landing page, in the search bar at the end of the URL a realtor ID will be connected to the end.
Step Seven: When a borrower clicks Apply for a Loan, the realtor ID will still be connected to the URL even though there is no realtor information within the loan itself, so the realtor will still be connected throughout the whole process.
Now that we've figured out how to get the realtor link and what to do with it; let's talk about Realtor Theming.
Step Eight: From the Realtor Profile, from the menu on the left side of the screen click on Realtor Theming.
Step Nine: After clicking Realtor Theming a new window will open. Realtor Theming allows you to build custom tools to add to your Realtor's mobile app or website. In the middle of the page, click +Create New Widget.
Step Ten: After clicking +Create New Widget will open the Edit Widget box. From the Button Functionality dropdown menu, choose one of the two options; Open External Link in a Browser Window or Open External App in Mobile App (recommended).
Step Eleven: In the text box, enter the link to the website you would like the new widget to direct your borrower to.
Step Twelve: Choose the Style of your widget.
There are three options to choose from; Narrow, Short, or Tall.
Step Thirteen: From the Icon box, click on Choose Icon.
Step Fourteen: After clicking Choose Icon, a box will pop up with three different style options for the icon you choose. Select the icon you want, click Save.
Step Fifteen: Using the Title box, enter your chosen widget title. Click Save. Your new widget will be added to your mobile app.
Step Sixteen: You can also add options to the left side menu of the mobile app.
Step Seventeen: In order to add things to your mobile app menu, click on Personal Menu Links from the left side menu. In order to add items to Personal Menu Links you will need to follow the same steps that you followed to create a widget on the app home page.
Hopefully this guide helps!