Use this QuickStart Guide to view how to: Conduct a Search, Order Reports and Documents, View Reports, Save, Print and Share, and find Live Chat and Support, if you need help.
This guide is for client administrators and will cover managing your billing setup, checking usage, and user administration.
TitleFlex is your single source for real estate research, farming, property profile generation and customer service– that helps you serve customers quickly and build continued loyalty.
TitleFlex has a comprehensive filter functionality that allows clients to create custom searches for mailing lists and farms. This guide will provide details on how each filter works as well as functionality tips within the advanced filters.
For best performance, you will need to setup your browser with TitleFlex as a trusted site. Additionally, as the platform does use pop-ups, the browser will need to allow TitleFlex to use pop-ups.
The Company Administration features include managing your company packages, cover pages for farms and packages, logos, sales reps and tracking customer order history.
Add your customers to TitleFlex to track interactions and deliveries to them. You can create custom farms, cover pages, and packages for unique to each customer.
Exporting data from your TitleFlex list provides you with unlimited flexibility for merging your information into custom mail merge, your own multi-line reports, or for use in analytics.
Use the interactive map in TitleFlex to describe multiple, highly specific and geographically dissimilar locations to create custom farms. The map will also pull parcels that include multi-unit residences.
TitleFlex allows every character to be searchable on every document and provides access to those documents through FlexSearch. Documents can be searched for a word, phrase, number, title, and many other criteria.
Properties in the foreclosure process can be found by using the interactive map or through using the filters. Additionally, a Foreclosure Report is also available for individual properties.
This document covers saving, renaming, and deleting farms and the three different export options available. This guide includes details on saving and modifying farms, multiple reports, labels and exports.
The Open Lien Report focuses specifically on the current owner’s open liens, the lien position, last market sale, property tax status and foreclosure status, if any.
The Property Detail Report focuses primarily on the physical location and characteristics of a property. Information includes last and prior sales information, current owner conveyances, and county assessor tax information.
Use the Proximity search to retrieve a list of properties in a radius around a subject property that meet certain criteria. Common uses cases include mailing to homeowners near a listed property that might be interested in the property.
TitleFlex offers several options for retrieving documents. Depending upon your needs, you can access the Last Transfer and Finance document, order documents by document number, or through reports.
This Guide will cover how to modify the sales comparable report to meet your criteria. Additionally, it will cover how to create a sales comparable lists giving you additional control over what is in the final output.
This document covers how to use the following filter features: Subdivision Searches, Homeowners Association Name Searches, School District Searches, These filter options create a highly customized geography for your farm.
This Guide will cover how to use the Title Chain and Lien report. This report takes advantage of the historical depth of First American Title Plants to provide users with additional research ability for hard-to-find documents.
This Sales Guide will focus on the required steps to bring a new customer online in TitleFlex along with the typical provisioning defaults from a Sales perspective.
This guide will provide an overview of the Total View Report. This report is designed to provide a comprehensive holistic look at a property and combines Public Record, Home Owners Association, Listing Information, Title Plants and Market Trends.
This document will provide an overview of the Transaction History Basic and Full Reports. This report provides a quick look at a property’s sales and mortgages only.
This guide covers configuring the default user preferences and settings in TitleFlex and includes topics such as report options, notification emails, cover pages and usage statistics.
This document covers how to order property ownership, valuation, and appraisal reports thru TitleFlex.
This service provides the ability to upload a portfolio into TitleFlex and have TitleFlex find and return documents.