Getting started

You're in the right place.

Follow the guide for your role and you'll be processing title orders, reviewing documents, and managing relationships in under 15 minutes.

Select your role to get started

Title Agent setup

Five steps to your first workflow

01

Create your account

Sign up with your work email. Your account is tied to your agency license — you'll enter your license number in the next step.

Tip:Use your agency email address so your team can find you easily.
Go to Sign Up
02

Complete your profile

Add your agency name, license number, and contact details. This information pre-fills every CPL and jacket you issue.

Tip:Your license number is validated against state records — double-check it before saving.
Open Settings
03

Create your first order

Open the Orders dashboard and click New Order. Enter the property address, buyer and seller details, and assign an underwriter.

Tip:Orders move through five statuses: Open → Title Search → Doc Review → Clear to Close → Closed.
Go to Orders
04

Add your contacts

Import or manually add buyers, sellers, lenders, and attorneys. Every contact links to their orders and documents automatically.

Tip:Role color-coding (buyer, seller, lender, attorney) makes it easy to scan large contact lists.
Go to Contacts
05

Issue a CPL or Jacket

Navigate to CPL & Jackets, select the document type, fill in the protected party and property details, and click Issue. Your document number is assigned automatically.

Tip:CPLs and Jackets each have their own lifecycle: Draft → Issued → Voided → Expired.
Go to CPL & Jackets
Common questions

Frequently asked questions

Ready to get started?

Your account takes less than two minutes to create.