---
title: "Easier Client Invitation Management: See New Features!"
description: "Inviting and managing clients just got easier! With the latest update, you can now track invitations, resend pending ones, and view who has accepted — all from one convenient dashboard."
url: https://help.titlecapture.com/en/articles/129-easier-client-invitation-management-see-new-features
collection: "Account Management (Admin)"
updated: 2026-08-17
language: en
---

# Easier Client Invitation Management: See New Features!

Inviting and managing clients just got easier! With the latest update, you can now track invitations, resend pending ones, and view who has accepted — all from one convenient dashboard.

### 🎥 **Watch the Video Walkthrough**

New updates to the 'Clients' page make tracking invites, managing clients, and following up easier—helping you boost app usage and grow your network.  

**Here's what's new:**

### **Enhancements to the “All” Tab**

We’ve also upgraded the **All Clients** tab. Now, you can **hover over the information icon** next to any invitation to see a quick snapshot of the client’s status and their last activity date—no extra clicks needed.

![](https://staticfiles.gleap.io/gattachments/IWzCrsFS8pSS4nBqDREt5vzPGH0kcaFHRKjW164vvu9pLP7lFCXsVxFkw6DLHiDrNv6f4hgfRgF.png)

### **New Client Invitation Status Tabs**

We’ve added **five new Client invitation statuses** to help you sort, filter, organize, export, and follow up with clients based on where they are in the invitation process.

![](https://staticfiles.gleap.io/gattachments/81w7lwomjaRAh8BUhih6ZzCDPVDJTfUUOfiYeMUM4QiNsKV7r9JFXNp0JSQyEDfralEbS4xhq3D.png)

-   **Active** – These clients have accepted your invitation and fully registered on your Title Company’s app.
    
-   **Invited** – These users were invited but haven’t accepted yet. They may need a reminder or a fresh invitation.
    
-   **Self-Sign Up** – These users self signed up but haven’t clicked the confirmation link in their email yet. They may need follow up to finish their registration. 
    
-   **Declined** – The Declined tab to monitor self sign-up requests that were not approved or did not move forward.
    
-   **Deactivated** – These clients were deactivated by an admin at your Title Company.
    

**Why This Matters  
**Each status now has its own dedicated tab, making it easier to track engagement and take action.  

### Client Invitation Activity Dates

Each new status tab now displays key dates—either the **Signed Up** date or the **Invited On** date—allowing you to quickly identify and prioritize client follow-ups at a glance, without needing to open individual records.

![](https://staticfiles.gleap.io/gattachments/mitke8fu6RoE6E7dohiGqGBStCiMZvooZB7OG6821VwVgjP2EdcssdPIooMIDwJ8m6DTTzZFsAI.png)

### No Expiration on Client Invitations

Client invitations no longer expire after 7 days—there are now **no expiration dates** at all! You can easily re-send prior invitations anytime with just one click, eliminating extra steps and making follow-ups more efficient.

![](https://staticfiles.gleap.io/gattachments/g1alySOnNyvJC011vm3XHxpW1p22N7C0FNBbPhXIB5JdQqXBBBWRPuba2h3AMbGCQr9EGeEHH74.png)

### **Export by Status Feature**

Need to follow up with a specific group? Now, you can **export client lists directly from any status tab**, making outreach and reporting easy.  

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![](https://staticfiles.gleap.io/gattachments/yPf6BIHJWfnMHw6g9pm0ypsACy0zxIWQnX7lEvdEhdbg4XW4mIalDk1jZVlfxkpfma351pzAKAQ.png)

Have questions or feedback? Contact us anytime at [**support@titlecapture.com**](mailto:support@titlecapture.com)—we’d love to hear from you!

* * *

**_You might also be interested in these related articles:  
_**

📄 [Inviting Clients](https://help.titlecapture.com/en/articles/3-inviting-clients.md)

📄 [Viewing and Managing Client Data & Usage](https://help.titlecapture.com/en/articles/88-view-and-manage-your-client-profile.md)

📄 [Organizing and Removing Clients](https://help.titlecapture.com/en/articles/44-organizing-and-removing-clients.md)

📄 [Enabling Threshold  "Big Deal" Notifications](https://help.titlecapture.com/en/articles/45-enabling-threshold-big-deal-notifications.md)