Every title company using TitleCapture should have at least one Admin Account. An Admin is a Title Rep who has been given additional admin-level permissions.
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 client profiles
Team Management
- View and manage all Title Reps
- Add or remove Title Reps
- Reassign Title Reps to different offices
- View the activity of specific Title Reps
- Edit Title Rep profiles and reset their passwords
System Settings
- Set a default office for anonymous quotes submitted via the widget or app
- Set the sender email address for anonymous quotes
- View and export captured leads from anonymous users who submitted their email
Quoting Access
- Generate quotes for any client, regardless of office or regional assignment
When to Contact TitleCapture Support
Some updates require assistance from our team. Please email support@titlecapture.com if you need help with any of the following:
|
Account & Configuration Help |
Feature & Technical Support |
|
Add or remove offices, states, or pricing tables |
Fee updates or rate changes |
|
Changes to your company branding or logos |
Profile settings or password issues |
|
Adding or removing clients or team members |
Issues with user permissions |
|
Adding or removing branches |
Changes to your app configuration |
|
General questions or feature requests |
Calculator functionality questions |
See the attached article for more information on how to contact TitleCapture Support.