App Resources Guide

Previously called Custom Links.

Add a customizable menu of partner links, vendors, and resources directly into your branded app. Choose what your clients see and what stays internal to your team.

Setup ~5 min

Audiences Global / Agent

Updates go live Instantly

Don't see App Resources in your dashboard? Either your plan doesn't include it, or you're not the account admin. Check with your admin first, then contact [e-mail] if you still need access. 

In this article

• What you're building
• How it's organized
• Add your resources
• Field rules
• Rearrange resources
• What to add
• Common questions

Watch the overview video

What you're building

A resources menu inside your branded app — what users see depends on whether they're on the new app or the legacy version. Tap a tab below to see each.

New app version (current)

Clients see resources under Profile Helpful Resources. Agents see them under Profile Resources.

Client view · Profile › Helpful Resources

Agent view · Profile › Resources

Legacy app (older version)

Both clients and agents tap Menu to find resources. Clients see only Global content; agents see Global plus Agent sections, all listed by category.

Client view · Menu

Agent view · Menu

How it's organized

In the dashboard, App Resources lives in two fixed buckets: Global and Agent. On the mobile app, that same content surfaces in two different places depending on who's looking.

Global Visible to clients and agents Use for: Public-facing partners, preferred vendors, community resources, special offers — anything every app user should see.

Agent Visible to agents only Use for: Internal tools, agent-only training, lender contacts, back-office vendors — anything clients shouldn't see.

Dashboard structure

Both buckets follow the same nesting: Section Subsection Entry.

Where it appears in the mobile app

Clients and agents reach App Resources from different places. The path differs between the new app and the legacy app — tap a tab below to see each.

New app version (current)

Clients tap Profile Helpful Resources. Agents tap Profile Resources.

Legacy app (older version)

Both clients and agents tap Menu. Clients see only Global content; agents see Global plus Agent sections, all listed by category.

Add your resources

Follow these steps inside whichever bucket you're adding to.

1. Open the agent dashboard. Log in to the Agent Dashboard, then click App Resources in the left sidebar.

   

2. Add a section. Inside your chosen bucket, click Add new section and type a name in the textbox.

   

3. Add a subsection. Click Edit on your new section, then add a subsection inside it. Subsections group related links together.

   

4. Add an entry. Click Edit on the subsection, then click Add new entry.

5. Fill in the three fields:

   • Heading: Business or person's name
   • Text: Business type, phone, email, or other details
   • Link URL: Full website only — leave blank if the vendor has no website

   

6. Save twice — don't skip this. Click Update on the entry form, then click Update again in the Sections column. Skipping the second save is the #1 reason changes don't appear in the app.

   

7. Force-close and reopen the app. If you had the app open while editing, fully close it (not just background it) and reopen to see your new resources.

Field rules

Three fields, simple rules. The most common mistake is putting a phone number in the Link URL field — that goes in Text.

Heading

Business or individual name. Keep it short — this is the tappable label users see.

Good Acme Home Warranty

Avoid Click here for warranty info

Text

Business type, phone, email — anything that helps users decide whether to tap. Put contact info here if the vendor has no website.

Good Home warranty · [phone]

Avoid More info available

Link URL

Full website URL only. No phone or email links here — those go in the Text field. Leave blank if the vendor has no website.

Good https://acmewarranty.com

Avoid tel:[phone]

Rearrange resources

Order matters — your most-used resources should be at the top. You can reorder sections, subsections, and individual links anytime.

1. Open App Resources in the dashboard. Same starting point as setup.
2. Move sections with the blue arrows. Click the blue arrow up or down once per position you want to shift.
3. Move subsections and links with Move up / Move down. Inside any section or subsection, use the Move up / Move down buttons.
4. Save twice (again). Click Update at the bottom of the entry, then Update in the Sections column.
5. Force-close and reopen the app to see the new order.

What to add

Common section ideas — mix and match across Global and Agent depending on your audience.

Global ideas (clients + agents see) Community news Home warranty providers Neighborhood vendors Special offers Client testimonials

Agent ideas (agents only) Lender pre-qualifications Internal training resources Back-office tools Compliance checklists Team contacts

Common questions

I don't see App Resources in my dashboard.
Two possible reasons: either your plan doesn't include this feature (it's Pro & Enterprise only), or you're not an admin on your account. Check with your account admin first. If you should have access and still don't, email [e-mail].

My changes aren't appearing in the app.
99% of the time this is the "save twice" issue. Make sure you clicked Update on both the entry form and the Sections column. Then force-close the app (not just background it) and reopen.

Where do clients find App Resources in the mobile app?
Clients tap the Profile tab in the bottom navigation, then Helpful Resources. They only see content you put in the Global bucket.

Where do agents find App Resources in the mobile app?
Agents tap the Profile tab, then Resources. Global content appears grouped under App Resources, with any Agent-only sections listed alongside.

A client says they can't find a section I added.
Check whether you added it to the Global bucket. Anything in the Agent bucket is invisible to clients — that's the whole point of having two buckets. Move the section to Global if it should be public.

The vendor I want to add doesn't have a website.
No problem. Put their phone number or email in the Text field, and leave the Link URL field blank. The Link URL field accepts websites only — putting a phone number there will break.

Can I move a section from Global to Agent (or vice versa)?
Yes — edit the section and change its bucket. The structure and all entries inside are preserved.

Can I add this feature if I'm not on Pro or Enterprise?
Yes — App Resources can be added À La Carte to your existing plan. Contact [e-mail] for pricing.

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Disclaimer: This feature is exclusively accessible to Admins. If you are not an Admin, please consult with your organization's administrator for assistance or further information.

Please Note: This feature is included in our Pro and Enterprise plans. If you believe you should have access to it but don't, please reach out to [e-mail]. If you're not currently on our Pro or Enterprise plan and would like to add this premium feature À La Carte, please contact [e-mail] for further information.