You can choose to place title orders using the platform. Agents placing orders can view their sent orders in the “Orders” tab of their home dashboard.
Orders placed will be received in the following 3 areas:
Designated external orders email inbox of your choosing
Inside of the Selected Escrow Officer/Title Rep's account under the "Orders" tab.
The email address associated with the Selected Escrow Officer/Title Rep's account.
1. Once a client completes a title quote, they will see the "Order" button on the top right (see below).
2. Click the "Order" button. This will take all the information entered for the quote and use it to prefill an order form.
Users will be able to attach additional documents and also add any specific buyer or seller information to the order form.
3. Users will then select the Escrow Officer/Title Rep that they would like to receive the order, and press “Send Order”.
If you'd ever need further assistance please send us an email at support@titlecapture.com. We are more than happy to help!
