Step One: Click the Gear icon in the bottom left corner of the screen.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Three: Go to App Config in the side menu under Personalization.

Step 4: Click on Open Configuration.

After clicking Open Configuration, a page should open in another tab that looks similar to the one pictured below. From here we can do all sorts of things, such as customizing the theme, widget placement etc. of your Mobile App.

*The side menu shows different sections that correspond to what your different types of users will see in the mobile app.*

From here we are going to start with the basics - Branding.

Step Five: The first thing we are going to edit is the Theme. From the side pull out menu, under App Settings, click Theme.

Step Six: From Theme, you can change your Mobile App Logo, Icon, App Name, Login Background, and the actual Theme (color scheme) of the mobile app. First click on Upload Logo. When you click Upload Logo you will be taken to your File Explorer, from here locate the logo you would like to upload. Repeat this step with the App Icon and Login Background.

*Note: Steps requiring the addition of a logo work best when the logo has a transparent background. If your logo does not have a transparent background, we highly recommend Remove Bg *

Step Seven: Under Theme there is a drop down menu that will allow you to choose your color scheme; Light, Dark, and Hybrid. There is also an option to Edit your color scheme or create a new color scheme. The color scheme you choose (light, dark, hybrid, or a new scheme) does not alter your primary company color.

Step Eight: In order to change your Primary Color for both your mobile app as well as web app, go back to Settings by clicking the Gear icon in the bottom left corner.

Step Nine: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Ten: Click on Branding under Personalization. A page will come up that looks similar to the image below. Under Personalization you will be able to edit the configuration for the Web App; this will include changing the Company Display Name, and App Name, Primary Color as well as editing the Application Logo, Application Favicon, and Portal Background.

Step Eleven: On the right side of the screen you can change your Primary Color by clicking on the color option box. This will bring up a color chart that allows you to choose any color you would like. Don't forget to click Save.

Step Twelve: In order to edit the Application Logo, Application Favicon, and Portal Background simply click on Upload Logo, Upload Favicon, or Upload Background. After clicking the upload button you will be taken to your File Explorer, from here locate the logo you would like to upload. Don't forget to Save.

Step Thirteen: If you would like to change your Company Display Name or App Name, simply click on the box and type in your new Company Name or App Name.

Now that we have gone over how to change the branding of your app, it's time to customize which widgets you show to your Leads and Loans. The steps in this portion of the guide are the same for your Leads and Loans. You are able to completely customize widgets depending on what you would like the selected party to see.

Step One: Click the Gear icon in the bottom left corner of the screen.

Step Two: A menu will come up with several options, from here choose if you would like to go into Company Settings in order to edit things for the whole company, or My Settings to edit your own settings.

Step Three: Under Personalization click on App Config.

Step Four: Click on Open Configuration.

Step Five: In the side menu, select Dashboard Builder from the section you want to edit - either Loans or Leads.

Step Six: Under the Dashboard Configuration click on Create New Widget near the bottom of the configuration.

Step Seven: After clicking on Create New Widget a box will pop up like the one pictured below. Under Button Functionality click on Open Custom Page Link and select the option that best fits your needs, and add any required information.

If you are adding a widget to link to an external website, we recommend using the Open External Link in Mobile App option for best functionality

Step Eight: Under Style, choose whether you would like your widget to be Narrow, Short, or Tall. You will be able to see how your widget will look by checking the top of the pop-up window.

Step Nine: In the pop-up box, under Title, click on the box and type in the name of your new widget. You can also choose your icon and set an image through this pop-up. Click Save.

Step Ten: After saving the widget, you will see your widget appear on the Dashboard Configuration. When you hover your curser over the widget you'll see a little hand, this means you can drag and drop the widget wherever you'd like in the configuration. After choosing your placement, make sure you save your changes. This is how your Mobile App will now appear to your Leads and/or Loans.

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