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. 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.
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Active – These clients have accepted your invitation and fully registered on your Title Company’s app.
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Invited – These users were invited but haven’t accepted yet. They may need a reminder or a fresh invitation.
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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.
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Declined – These users received the invitation but chose not to accept it.
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Deactivated – These clients were deactivated by an admin at your Title Company.
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Why This Matters
Each status now has its own dedicated tab, making it easier to track engagement and take action.
II. Client Invitation Activity Dates
Each of the five new tabs displays relevant dates—either the Signed Up date or the Invited At date—so you can quickly assess which clients to prioritize without clicking into each individual record.
III. Export by Status Feature
Need to follow up with a specific group? Now, you can export client lists directly from any status tab, making outreach and reporting easy.
IV. 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.
Please reach out to us at support@titlecapture.com if you have any questions or feedback regarding these feature enhancements.
You might also be interested in these related articles:
📄Viewing and Managing Client Data & Usage