Step One: In the lower left corner of the screen, click the gear icon.

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: Click on App Config.

Step Four: Click on Open Configuration.

Step Five: From the menu on the left, under Leads Dashboard, Loans Dashboard or Realtor Dashboard, click Dashboard Builder. Choose the dashboard for which view you would like to edit, either a Lead's view, a Loan's view, or the Realtor's view.

Step Six: Click on +Create New Widget.

Step Seven: A box will pop up where you can choose what type of widget you would like to make. Click on the dropdown menu under Button Functionality. We recommend selecting the option to Open External Link in Mobile App, if that option does not work select Open External Link in a Browser Window.

Step Eight: Add your link to the text box below the dropdown menu.

Step Nine: Choose how you want your new widget to look, you can do this by clicking the option you are interested in under Style. There are three different styles of widget, Narrow, Short, or Tall.

Step Ten: Under Icon click Choose Icon and pick the icon that best fits your widget.

There are 3 styles of icon to choose from, Solid, Regular, Light.

Step Eleven: Under Title choose a title that fits your new widget. Click Save.

Step Twelve: You can move the new widget around in the configuration by hovering over the chosen widget, when the hand pops up click and move it to your preferred spot. Click Save Changes.