Admins have access to features beyond those of a standard Title Rep. Here's what they can manage:
Client Management
View all clients in the app — not just those assigned to them
See detailed client analytics and activity
Edit client profiles
View and manage all Title Reps
Add or remove Title Reps
Reassign Title Reps to different offices
View the activity of specific Title Reps
Edit Title Rep profiles and reset their passwords
Set a default office for anonymous quotes submitted via the widget or app
Set the sender email address for anonymous quotes
View and export captured leads from anonymous users who submitted their email
Generate quotes for any client, regardless of office or regional assignment
Account Management Collection
Includes articles regarding capabilities available to Title Company Admins.
Some updates require assistance from our team. Please email [email protected] if you need help with any of the following:
Account & Configuration Help | Feature & Technical Support |
Add or remove offices, states, or pricing tables | Fee updates or rate changes |
Changes to your company branding or logos | Profile settings or password issues |
Adding or removing clients or team members | Issues with user permissions |
Adding or removing branches | Changes to your app configuration |
General questions or feature requests | Calculator functionality questions |
