Organizing and Removing Clients
Use the following instructions to organize your client's information and remove clients from the app
2.
Click on the "Clients" tab at the top left.
3. Look for the name of the client whose data you want to organize and click on the three dots to the right of the "Signed Up" date.
4. Click on the three dots, then click on "Edit Client" to:
- organize your client's information and user type (realtor, lender, or consumer)
- re-assign them to a different office (please note that the client will be notified upon the change in office assignment - please see 2nd image below)
- re-assign them to a different title representative (please note that the client will be notified upon the change in title representative assignment - please see 2nd image below)
5. Hit the "Update" button to key in changes.
DEACTIVATING A CLIENT'S LOGIN
1.
Click on the three dots then click on Deactivate Client to disable a client's access on the app.
2. Once a client's been deactivated you would have the option to reactivate their log-in by clicking on the Deactivated Tab.
3. On the Deactivated Tab click on the three dots then click on Reactivate Client.
If you need further assistance, please send us an email at support@titlecapture.com. We are more than happy to help!