This video shows how you can set up a custom widget that will show up on ALL of your client's dashboards.

Key steps

1. Navigate to Settings > Custom Widget.
2. The default "Connect with us to Refinance!" will show up.
3. Click Edit to set up your own headline, link, URL and description.
4. Click Save Changes and your custom widget will now be live on ALL your client's binder dashboards.

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