How-to config your Branding in the Partner Dashboard so that your details appear in the co-branding inside the Client Dashboard.


  • Name or Team Name
  • Company Name
  • Logo
  • NMLS
  • Phone
  • Website
  • Email
  • Socials  
  • Headshot 

ALWAYS click Save to record your changes, even if you just change the Logo or Headshot.

Click on the Branding Tab



Business Details:



Personal Details:



NMLS should be personal NMLS, not Branch or Company.



Social Media Details

  • Facebook
  • Twitter
  • Instagram


This is what the Co-Branding will look like in the lower right of the Client Dashboard!


What does the Client Dashboard look like?

 


See Also: