Registration and Account Management

Transcription

1 Registration and Account Management

2 how to register Click on the plus sign in the green, I m a Closing Agent box

3 creating your individual account Complete required fields with your name, your , password and phone number Select Create Account

4 comparing costs and benefits compare benefits with our dynamic calculator Allows you to input your specific details to determine your exact costs and preview member benefits, before you complete your profile.

5 creating your company profile

6 creating a company profile Create your company profile. Here s what you ll need company name, address, phone number, website, address for orders and company hours. registration tip: if you need to leave registration at any point before completion, you will need to save.

7 company details These details will be public for anyone searching for a provider: Your company description (stand out!), logo, slogan, fee notation, filter selections, owned by, languages, industry designations, ALTA ID, approved lenders, year business started.

8 customizing your website and app

9 custom website Customize your own website by selecting yes Create a website with a free custom domain name (i.e. yourcompany.titleclose.com) Add your company name, logo and slogan (utilize this field to advertise if you are local etc.) Subscription charges apply (see Costs and Benefits)

10 customizing a website and app Add your own branding colors for a tailored look Select the colors: primary, secondary, third, background, header and default button. There are four ways to choose colors: HSV panel, sliders, swatches or by color number

11 previewing design Preview your website design Your website is visible and live in two business days. Main Header color Secondary color Default button color Background color

12 previewing design Preview your app design Once registration is complete, you will receive a Mobile Application Agent packet from TitleClose. When completed, the set-up process in the itunes/google Play Store will begin and you will turn it over to the TitleClose implementation team. your company

13 completing your company account

14 setting service areas Add states and counties you service Step 1: Click the Add States button to add the states your company services. Step 2: Click the Add/Edit Counties button to add the counties you serve

15 adding branches to add a branch click Include your branch name, branch type: physical or virtual, physical address or state, county, phone number, address (for orders,) hours (if different from main branch,) and languages. Please note: that all added branches will have the same logo as the main branch and you must create a virtual branch for each serviced state without a physical office. Subscription of $9.00 / month applies

16 adding users to add a user click These are additional people at your company, in addition to yourself, that will have access and specific permissions.

17 managing fees and premiums

18 adding a fee schedule under your products and pricing choose Name: Make sure this is descriptive enough to describe the fee schedule. We recommend state abbreviation and product(s) i.e. GA Purchase w/ Loan or GA Refinance/Home Equity. Products: Purchase with Loan, Purchase with Cash, Refinance, Home Equity. States & Counties: Include all applicable states counties that pertain to this specific fee schedule. Office locations: Include all applicable counties that pertain to this specific fee schedule. you assume liability for all fees published

19 adding fees select add fees please note: If you have different customs and practices by county and/or your fees differ (product, price, who pays, etc.), separate fee schedules will need to be created.

20 adding fees premiums buyer/seller % (actual premiums are added later in the premiums tab) Owners Title Insurance (based on local customs/practices) Lenders Title Insurance (based on local customs/practices) other title charges Select your additional fees from the dropdown (abstract, doc prep, CPL), input the fee amount and buyer/seller % (based on local customs/practices) Some lenders require the selection one of the pre-populated fees from the drop down in order to maintain consistent naming conventions If your fee is not shown, select other or don t include that fee

21 adding fees select your endorsement type from the menu Flat Fee Percent of Premium (select which applies) Full Owners Premium Lenders Title Insurance Simultaneous Premium (Simultaneous) Full Lenders Title Insurance Premium (Basic) Full Owners Premium + Lenders Title Insurance Simultaneous Premium (usually used in FL) Rate Per Thousand Amount Min / Max Buyer / Seller % (based on local customs and practices)

22 adding fees miscellaneous fees Select your endorsements from the dropdown menu. These fees will not roll up into the quote amount. These are for reference only and should include any fees that are not required for every loan, but may apply based on the specific transaction; Power of Attorney, Condo Endorsement, e-recording fee, etc.

23 edit fee schedule check your input

24 premiums Adding premiums to a fee schedule Once premiums are uploaded, you have the ability to edit them by line item if required. Select the fee schedule name from the menu. Select download Blank Template (complete this template with your premiums to upload into the system) Sample (make sure these match your premiums if you plan to use the sample) Select upload Basic Upload (select the premium file (.xls) from your computer) Auto Load/Refresh Sample (update a premium table or load table from download)

25 paying for your membership

26 payment options paying for your membership Membership fee The cost calculator is based on the actual branches and additional services (website, mobile app) you requested within the set-up process (to make any changes select the back button) Payment Options Monthly Annually: 20% discount if you choose to pay annually. Select the Apply 20% discount box to redeem. Terms & Conditions You must select I agree to the Full Terms and Conditions box. Click on the link to review and print the conditions.

27 payment summary

28 payment methods Paying for your membership The payment is itemized by the service(s) you have selected. A credit card is required to activate your account. Select your card type and supply the credit card number and details. Click Pay to finalize your registration

29 payment confirmation Welcome to titleclose We ll send you a welcome once you have activated your membership and your company will show up in search results in your service areas.

30 navigating the member dashboard

31 member dashboard Viewing results: a real-time dashboard driven by Google Analytics will display: Number of times you appeared in a search (broken down by branch) were included in comparison (side-by-side) were selected (get more details, rate & review, fee detail) completed an order (order was ed to you expand this field to get a break-down of the actual orders)

32 manage user account To manage your account select Manage My User Account from the dashboard screen then add information or make changes.

33 manage user account Manage ratings and reviews Respond to ratings & reviews. We suggest you respond to all ratings & reviews to enhance your company image as well as the consumer experience

34 manage company account Select Manage my Company Account To edit any company details, fees, premiums, payment information, etc. or to add any additional services (website, mobile app, eclose)

35 registration tips and assistance

36 registration tips titleclose tips Forgotten password: On the sign-in screen, select Forgot your Password We ll send an to reset your password. Saving your changes: Hitting the next button automatically saves your progress and takes you to the next page, if you need to leave registration before completion, you will need to hit Save. Creating Fee Schedules: If you have different customs and practices by county and/ or your fees differ in any way (product, price, who pays, etc.), you will need to create separate fee schedules accordingly. Profile Completion: Your company will not be visible in the search results until you have completed the fee schedules and associated each one with a premium table.

37 We hope your registration experience is a good one. For additional questions, visit our website for printable instructions and video tutorials. TitleClose Benefits: Access your account 24/7 Additional channel of business with no commission costs Your own personalized website and mobile app No more calling or ing for quotes Online fees for title providers, fast Fees can populate the Loan Estimate If you need further assistance, please contact customer support info@titleclose.com or

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