Managing Client Invitations: Update

We’ve launched updates to the "Clients" page, simplifying invitation tracking, client management, and follow-ups. Gain greater control and visibility to boost app usage and grow your network.

Here's what's new:

I. 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.

II. 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.

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.
Unconfirmed – These users self-registered but haven’t clicked the confirmation link in their email yet. They may need follow up to finish their registration.
Declined – These users received the invitation but chose not to accept it.
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.

III. 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.

IV. 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.