Enhanced Client Invite and Sign Up Process

The new enhancements include:

Updates to the user interface for the lender and real estate agent invite process
Updates to the user interface for the self sign-up process
Ability to resend an invite to lenders and real estate agents
Email notifications when your clients and partners accept your invitation
Threshold Notification moved to the new Notifications Page

Visit the below knowledge base links for more detailed information:

Inviting Clients
https://help.titlecapture.com/article/211-how-to-invite-clients-through-your-platform

Notifications Page
https://help.titlecapture.com/article/233-enabling-threshold-notifications