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Title company staff
Send forms, follow them, download the signed PDFs, and set up your team, Quotes and billing.
Send a form to a clientPick a form, add the client’s name and email, and send their secure link.Track a form and send it againSee who opened and signed, and resend or extend a link.Download the signed PDFsGet the signed form as a PDF, including the English copy of a Spanish form.Add or remove team membersInvite a processor by email and remove people who leave.Turn on two-factor loginAdd a 6-digit code from your phone to your password.Set up QuotesChoose counties and fees, check the numbers, set the language and publish.Share the calculator with partnersInvite agents, lenders and attorneys, and put the calculator on your website.Use more than one brandEach brand has its own link, logo, colors and fees.Plans and billingChoose a plan, update your card and download invoices.Send forms in SpanishSpanish forms, emails and signing screens, with an English copy for your file.Read “Review these items”Gentle checks on each submission. They are prompts to look closer, never a verdict.