Account Management
Changing your Password
To change your password in the TitleCapture app: 1. Log in to your TitleCapture app 2. Once you are logged in, click on your photo on the top right of your screen and choose "Profile Settings" from the dropdown 3. Click the "Email & Password" Tab 4. ...
Viewing and Managing Client Data / Usage
1. Login to your account. 2. Click on the "Clients" tab at the top left. 3. Click on your client's name/s, click on the three dots to the right of the "Signed Up" column, then click on "View Client" to: All - track their activities (Log-ins and ...
Sharing my app on Facebook, Twitter or LinkedIn
Social media is a great way to promote your business! Here is how you can share your TitleCapture app on several social media platforms. First, please add your own social media URLs to your profile (see our article on setting up your profile). Login ...
Managing Title Orders
When you join TitleCapture, you can choose to have your clients place title orders using the platform. You can view their sent orders in the “Orders” tab of your home dashboard. Orders placed will be received in the following 3 areas: Designated ...
How do I update the address or phone number for my company?
If you have moved or changed your phone number, please send an email to support@titlecapture.com and we will be glad to make the update in your application. Did this answer your question? Thanks for the feedback There was a problem submitting your ...
Enabling Threshold "Big Deal" Notifications
Threshold Notifications are designed to alert Title Representatives and Account Executives whenever an agent generates a quote that exceeds a specified dollar amount for either Sales Price or Loan Amount. Here's how to configure these notifications. ...
Organizing and Removing Clients
Follow these steps to organize and edit your client's information, or remove clients from the app. 1. Login to your TitleCapture account. 2. Click on the "Clients" tab at the top left. 3. Look for the name of the client whose data you want to ...
Managing & Tracking Leads
Widget Leads enabled users can have access to track and manage leads coming from the Widget on your Website. Your Clients may come across your TitleCapture widget on your website, run an anonymous quote (no sign up needed) and reach out to you ...
Updating Fees
Changing/Updating my company charged fees on the TitleCapture calculator Anytime you need to change your fees in your app, you can email us at support@titlecapture.com and let us know what changes or updates are needed. Feel free to send us in this ...
Adding & Inviting New Team Members (Title Reps)
Learn how to invite new team members to TitleCapture, either individually or in bulk via a CSV file import. I. Inviting a New Team Member Individually Log in to your TitleCapture account. From the app's home screen, navigate to the "Admin Tools" ...
Editing Team Member Permissions
1. Log into your TitleCapture admin account. 2. On the app home screen, click on Admin Tools tab, followed by Manage Team Members. 3. Click on the three dots on the right hand side of the row, then click on Permissions. 4. Enable or disable a certain ...
Updating my logo displayed on the App
Updating your logo in your App If you need to change or make updates to your logo, please email support@titlecapture.com and include your new logo (in jpg & png format) min. 300 pixels (a square logo is preferred) and/or 2 branding colors. Our team ...
Disabling Team Members and Reassigning Clients to New Title Reps and Branches
Disclaimer: We strongly recommend exporting a record of your current client assignments by team member before disabling any team members or reassigning clients. This ensures you maintain an accurate record of client allocation changes and facilitates ...
Inviting Clients
I. Inviting Clients Individually Login to your TitleCapture account. From the app's home screen, navigate to the "Clients" dropdown or click on the "Invite Your Clients" shortcut to take you to the main Clients page. Click the "+ Invite Client" ...
Easier Client Invitation Management: See New Features!
New updates to the 'Clients' page make tracking invites, managing clients, and following up easier—helping you 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, ...