Organizing and Removing Clients

Organizing and Removing Clients

Follow these steps to organize and edit your client's information, or remove clients from the app.

2.  Click on the "Clients" tab at the top left.


3. Look for the name of the client whose data you want to organize and click on the three dots to the right of the "Signed Up" date. 


Organizing and Editing Clients:

1. Click on the three dots, then click on "Edit Client" to:

  • organize your client's information and user type (realtor, lender, or consumer)

  • re-assign them to a different office (please note that the client will be notified upon the change in office assignment - please see 2nd image below)

  • re-assign them to a different title representative (please note that the client will be notified upon the change in title representative assignment - please see 2nd image below)

2. Click the "Update" button to save your changes.



 
 

Removing/Deactivating and Reactivating Clients:

1. Click on the three dots then click on Deactivate Client to disable a client's access on the app. 
  



2. After a client has been deactivated, you can easily restore their access by navigating to the Deactivated Tab.

3. Within the Deactivated Tab, click on the three dots, then select "Reactivate Client" to restore their login privileges.


 

 
You might also be interested in these related articles:
đź“„Managing Client Invitations: New Features Now Available

đź“„Inviting Clients

đź“„Viewing and Managing Client Data & Usage

đź“„Enabling Threshold  "Big Deal" Notifications

 
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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