Getting Started
Assigning a team member to a Branch or Office
I. Assigning a Team Member/Title Rep to one of your Branch or Offices Log into your TitleCapture account. On the app home screen, click the “Team Management” tab. Click on the 3 dots button on the right side of a team member row then select ...
Logging Into Your Account
Logging into your account is easy! 1. Log in using your App URL. For Title Representatives - You can reach out to your admins if you don't have this URL For the Realtors/Lenders/Builders/Investors/Attorneys/Buyers/Sellers - Feel free to reach out to ...
Signing Up
Creating a TitleCapture account 1. To create an account please access the signup page by going to your Title Company's URL (you can get this from your Title Representative or Customer Relationship Manager). 2.Click "No account? Sign Up Now" on your ...
Finding additional estimate tools within the App?
Depending on the type of account you have been set up with, your profile will have the most commonly used tools by your account type displayed prominently in your platform. You will still have access to all other tools by clicking the "New Estimate" ...
Getting Started with TitleCapture - for Real Estate Agents & Lenders
Welcome to TitleCapture! To help you get started, we have curated a selection of our most valuable resources for agents and lenders. We encourage you to explore the Knowledge Base articles listed below! Quick Start Guides to Get You Up and Running ...
Setting Your Default Costs and Property Tax Rates
I. Setting Your Default Costs: Log into your TitleCapture account. Click your profile icon in the top-right corner of the TitleCapture app to open the dropdown menu, then select “My Default Costs.” On the My Costs tab, you'll see a list of fee types ...
Getting Started with TitleCapture - for Title Companies
Welcome to TitleCapture! To help you get started, we have curated a selection of our most valuable resources. We encourage you to explore the Knowledge Base articles listed below and share these links with your team! Getting Started Articles Adding ...
Updating Your Profile
Registered users can log in and edit their profile information from the Profile section. 1. Log in to your TitleCapture account. 2. Click on the arrow next to your profile name in the upper right hand corner of your screen. 3. Click on "Profile". 4. ...
Generating, Saving, and Organizing Estimates
I. Viewing and Generating Estimates From your home dashboard, you can: Open a new estimate by selecting an option from the "New Estimate" dropdown in the header menu, or by clicking the blue "New Estimate" button on the "All Estimates" page. Access ...
What Can an Admin Account Do?
What Admins Can Do Admins have access to features beyond those of a standard Title Rep. Here's what they can manage: Client Management View all clients in the app — not just those assigned to them See detailed client analytics and activity Edit ...