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Setting Default Costs

The purpose of this tool is to minimize the number of times you or your clients have to input recurring charges that are part of an estimate tool.

 

     1. Log into your TitleCapture account.

     2. Select the "Profile" tab then "Default Costs".


You will see this screen. 

You can set the Default Cost by Branch and Office depending on the type of account you have. 

 

     3. Input the relevant amounts for each item. For example, here we will input the Annual Home Insurance Rate, setting it at 7%.

     4. Select "Update" to save your settings.

     5. Repeat these steps for each default costs that you want to set up.

Any fees entered below will appear in the following estimate tools only:
Seller Net Sheet, Sell To Net, Seller's Multiple Offers, Buyer Estimate, Monthly Affordability and Rent vs Buy.

Other Buyer/Seller Expenses and Credits will appear on all the estimated tools.
The changes on these default costs can also be done on the actual quote or estimate you are running.