Customizations
Changing locations or offices within your title quote calculator
Last Updated: December 17, 2021Now if you have multiple locations or offices with different fees or title insurance rates, your clients will have the ability to switch between regions from within the title insurance calculator. NOTE: Each rate/fee schedule requires its own setup and calculator. As such, access to this feature requires additional fees.
How to reorder your calculators, sections and fees on your Net Sheet Calculator
Last Updated: December 17, 2021As a customer admin, you can now re-order your calculators, sections, and fees in your fee editor on the backend. Check it out in action below!
How to customize your closing quote calculator notifications your clients receive
Last Updated: December 17, 2021Every title company and real estate law firm is different. Different markets also have slightly different verbiage and fees for real estate closings. That’s why we added the ability to customize the verbiage your closing cost and net sheet calculator uses when it notifies your customers and their clients. To customize your email notifications Once...
How to Add or Import Realtor customers into your Net Sheet Calculator
Last Updated: December 17, 2021As a title company or real estate law firm, it can be easy to forget to ask your customers to sign up for yet another account. That is why we created a feature where periodically, you can simply import a list of customers and have your net sheet automatically create the user accounts for all...
How do I customize my call-to-action buttons within my calculator?
Last Updated: August 5, 2021Now you can customize your call-to-action (CTA) buttons/links at the top of your title quote app. By default, these are your office phone number and an “order” button. Now you have 5 options available in 2 slots. They include: Order Phone number Button: Custom URL Link: Custom URL Remove Button Here are the buttons/links that...
How do I update my fees in my net sheet or refinance calculator?
Last Updated: August 5, 2021We have multiples ways to update fees on your calculator: Basic/flat fee updates Now you can update your fees directly within your own app, without contacting support. See the video below. As a customer admin, go to “App Settings” > “App Fees” and edit there. Note: This works only for flat fees, formula or rate...