How to Set Default Costs and Fees

Setting default costs and fees helps streamline quoting and reduces the need for you or your clients to enter standard charges manually each time.

I. Setting Your Default Costs:

1. Log into your TitleCapture account.
2. Click your profile icon in the top-right corner of the TitleCapture app to open the dropdown menu, then select “My Default Costs.”
   
   
   
   
3. On the My Costs tab, you'll see a list of fee types you can customize.
   
   
   
   
4. Enter the default amount for each category you’d like to pre-fill in your quotes.
   Example: Set your default property tax rate to 0.75%.
   
   
   
   
5. Click “Update” to save your changes. A confirmation message will appear once your settings are saved.
   
   

6. Repeat these steps for each fee type you want to set up.

II. Setting Branch-Specific Costs

If your title company has multiple branches set up in TitleCapture, you can set unique default fees for each branch. This is useful if pricing or customary fees vary by location.

1. From the same Default Costs page, click the "Branch Costs" tab next to the "My Costs" tab.
   
   
   
   
2. Select the branch you'd like to update, then enter the relevant default amounts for that branch’s categories.
   Example: Set the property tax rate at 0.45% for Branch 1 only.
   
   
3. Click “Update” to save the changes for that branch.
4. Repeat as needed for each fee and for each additional branch.
   
   
   

Need additional help setting up your default costs?
Feel free to email us at support@titlecapture.com with any questions, or let us know if you’d like to schedule a video call with your Support Team. We’re happy to help!