TitleFlex In A Minute Videos

Getting the Most from TitleFlex Videos

• Basic Searching in TitleFlex
  Start here to learn about TitleFlex

• DataTrace TaxSource
  Use DataTrace TaxSource to retrieve current tax information nationwide.

• Sales Comparables Report Part 1
  Learn how to use the Sales Comparable Report

• Modifying Sales Comp Filter Using the Map
  Advanced options for the Sales Comparable report

• Instant Recordable Legal Reports
  Learn how to use the Instant Recordable Legal Report

• Rapid Legal and Vesting
  Learn how to use the Rapid Legal and Vesting Report

• Schools Report
  Learn about the Schools report

• Internal Admin – Managing Users
  Learn how to create new users and managing existing ones in TitleFlex, including profile details, product provisioning and setting user status

• Internal Admin – Creating Customers
  View the process to create and manage customers under your TitleFlex admin account.

Farming Videos

• Proximity Searches
  How to search in a radius around the subject parcel

• Painting the Farm Using the Interactive Map
  Using the map to create your farming boundaries

• Basic Farming Part 1
  Learn basic farming techniques

• Basic Farming Part 2
  Learn basic farming techniques

• Custom Forms for Your Filters
  How to setup commonly used filters as your own personal form

• Address Bundles
  Did you know you can create sets of addresses from which to build a farm?

• Using Location Filters: Subdivision and HOA
  Using the subdivision and HOA filters in your farm

• Property Characteristics in Farms
  Farming by filtering for specific building physical characteristics

• Using School Names and School Districts in Farms
  Using the School Name or District in your farm

• Open Lien and Sales Information and Farming
  Farming using the sales and open lien information

• Farming for Owners with More Than One Property
  How to find owners of multiple properties

• PACE Filters
  Farming for properties with a PACE lien

• Creating Export Templates
  Creating and saving your own export templates

• Importing, Saving and Managing Farms
  How to manage your farms

• Opportunity Zones
  Farming by Opportunity Zones

• DataTrace MarketView
  Learn how to access MarketView, create and save searches, order reports and exports and schedule automatic report and delivery.

• DataTrace MarketView Automated Reports
  Schedule weekly or monthly market share reports directly to your inbox, or anyone in your organization with MarketView.

Packages Videos

• Creating and Managing Customers and Customer Packages
  How to create and manage customers and their packages

Finding Documents Videos

• Document Retrieval
  How to retrieve documents in TitleFlex

• Ordering Documents via Reports
  How to use reports to retreive documents

• Abstractor Services
  How to use the abstractor service

• FlexSearch
  Search for any document using FlexSearch

• Locate Probates with FlexSearch
  Learn how TitleFlex FlexSearch helps in locating probates. Identifying probates can assist in property transfer process from loved ones to their beneficiaries.