The TitleFlex End User and Admin Quick Reference Guides are designed to be task centric and concise informational guides on using TitleFlex. Below is a list of downloadable PDF files for your convenience.
Proximity Searches Guide The Proximity search is designed to retrieve a desired quantity of properties in a radius around a subject property. It is accessed on the Subject Property tab.
Using the Interactive Map The map contains a wealth of features to locate and build farms, gather information about a property, or the area around the property. Using the map, a user can quickly generate mailing lists or sets of packages for customers.
Basic Farming Guide TItleFlex includes an Advanced Search feature designed to support Farms. Farms can be saved to specific Customers for quick and easy re-use when that Customer calls. Once saved, they can be modified and re-saved to incorporate updates from the Customer.
Filter Catalog 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.
Using Location Filters The advanced search features include several special location search options you can use to tailor your farm to very specific specialized areas.
Creating Export Templates 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.
Importing Farms The import farm feature allows the Title Customer Services Representative to upload a list of properties provided by their customer and quickly create a saved farm from that list. This greatly reduces the amount of time it takes to create a farm from a list of specific addresses or APNs.
Managing Farms This document covers saving, renaming, and deleting farms and the different export options available.
Creating and Managing Customers and Customer Packages TitleFlex includes a Customer Center feature that allows you to manage customer contact information, save their favorite packages and farms, import their farms, and keep notes and interaction information. Using the Center, you can keep all your customers at your fingertips and all their favorite farms and packages quickly accessible.
Creating Cover Pages The Company Administration features include managing your company packages, cover pages for farms and packages, logos, sales reps and tracking customer order history.
Retrieving Documents Document images can be retrieved through several methods. Depending upon your needs, you can access the Last Transfer and Finance document, order documents by document number, or through reports. This includes Abstractor Services.
FlexSearch Using FlexSearch, documents can be searched for a word, phrase, number, title, etc, and the relevant document retrieved and ordered. Since FlexSearch is looking at the characters, it is not saddled with a mandatory geographic filter requirement. FlexSearch provides two ways for your to query documents: Standard and Advanced Search.
User Settings This how to 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. Remember that these are user specific settings and do not change the settings for the company.
Browser Settings The three most common browsers are included in this guide, with instructions on how to set them up for best performance for TitleFlex. Additionally, learn how to retrieve your password or username.
End User Guide This User Guide will provide you with some basic steps for getting started quickly in TitleFlex.
Delegated User The Account Admin can create external users, provision and limit the users, organize them into groups and manage the users just as they can manage employee users. This manual will cover the Account Administrator’s role in setting up external users and the external users’ experience.
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