Threshold Notifications are designed to alert Title Representative and Account Executives whenever an agent generate a quote that exceeds a specified dollar amount for either Sales Price or Loan Amount. Here’s how to configure these notifications.
To view your Notifications settings, click on the dropdown arrow located next to your name in the upper right corner of the home dashboard and click on Profile Settings.
Click Email Notifications under Profile Settings to manage the alerts you want to receive. From this section, you can enable or disable notifications such as Big Deal Notifications, where you'll receive an automatic email when a client’s estimate exceeds your specified Minimum Sale Price or Minimum Loan Amount.
Then, specify the dollar amount at which you would like to receive notifications for both Sales Price and Loan Amount. This setting will trigger the system to send you an email whenever one of your agents generates a quote that meets or exceeds the specified amount. Rest assured, your changes will be saved automatically.
If you need further assistance, please send us an email at support@titlecapture.com. We are more than happy to help!
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