As of June 16, title company users will notice enhancements to the client invite and sign-up process.  This will streamline your ability to grow your user base of clients engaging with your TitleCapture app.

First, you’ll notice enhancements to the user interface for both the invite process and the self sign-up process.

Next, you’ll have the ability to resend an invite at the push of a button if your client is unable to find the original.

Finally, you’ll get email notifications when your clients and partners accept your invitation.

Visit our Knowledge Base for more detailed information.

• Inviting Clients https://help.titlecapture.com/article/211-how-to-invite-clients-through-your-platform
• Viewing & Managing Client Data/Usage https://help.titlecapture.com/article/210-client-profile-and-usage
• Organizing/Removing Clients https://help.titlecapture.com/article/218-organizing-and-removing-clients
• Notifications Page https://help.titlecapture.com/article/233-enabling-threshold-notifications

Contact support@titlecapture.com for additional help or training.

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As of Tuesday, May 10th, we are launching a new “Estimates” page and related upgrades to the user interface which will streamline your ability to manage your estimates in one central location.

First, you’ll notice enhancements to the styling of the “Estimates” dropdown menu with a more modern and clean look.

Next, your estimates now autosave, listing all your previous work with options for sorting and filtering. You can favorite estimates you’re working on, rename important estimates, search for specific keywords, and more! This will save you time, effort, and frustration trying to keep track of all your work and let you easily revisit any deal.

Visit our knowledge base for more detailed information.

For a quick overview, check out this video:

Contact support@titlecapture.com for additional help or training.

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