Adding a User to Title and/or Lender Office (Manager)
Adding a Title User/Manager
*Note* A manager will need to add new title users and notaries
Step 1) Navigate to Products/Maintenance/ Office Maintenance/Office
*Note* A manager will need to add new title users and notaries
Step 1) Navigate to Products/Maintenance/ Office Maintenance/Office
Step 2)
Search a lender in the "Office Name" search box and select "search."
Step 3)
Ensure that the office shows as "title" underneath Office Type
Step 4)
Select Edit, and then click Managers.
Only a manager can add another manager.
Step 5)
Type in the user email address and click add.
Adding a Lender User/Manager
*Note* A manager associated with the lender office will need to add the new users.
Step 1)
Navigate to Products/Maintenance/ Office Maintenance/Office
Step 2)
Search a lender in the "Office Name" search box and select "search."
Step 3)
Ensure that the OfficeType says Lender underneath it.
Step 4)
Select the person icon and search for an email address.
Step 5)
Once the email address/user is selected, click Add.
Step 6)
You will now see the new user added under the manager list.
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