|
Q – How Do I get started? A – Congratulations, you have a username and password to get this far. The first thing you need to do is confirm your Contact information along with your photo placed on the system for use with email and printable flyers. Click on the My Profile link at the top of the main menu to complete the necessary information for you to get started. You can then also attend one of the many webinars that are available. Contact support@titlerepsolutions.com for more help and assistance, if necessary. Back To Top
Q – I have additional questions – who can I contact, call or email A – You can contact sales@titleprosolutions.com or call 714-906-0550 and someone will either email you back directly in a timely manner or leave a message and someone will get back to you quickly. Back To Top
Q – How do I get my contacts into TitleRepSolutions – How do I import my contacts? A – The good news is that we can place your contacts into TitleRepSolutions. You can put any of your data into the system whether you export your Outlook contacts or have any .csv or .txt file that have the appropriate headings for the data columns, ie. Company, Contact Name, address, city, state, zip, phone, email etc. Contact support@titlerepsolutions.com and forward your file with your username and password and we will place the contacts into your system for you. To export your outlook contacts – follow the simple instructions or wizard that it steps you through. Back To Top
Q – How can I add a contact? A – Once you login to TitleRepSolutions.com – click on the Contacts tab and you will see your contacts database. In the far upper right corner – you will see a link to add a NEW Contact. Back To Top
Q – Can I download order sourcing data or information into TitleRepSolutions? A – The quick answer is NO – you must enter the open order information manually however, you can search the open order and then enter in the closed date and premium income without having to enter all the previous information on the opening. Entering open order information allows you to click on the agent or company pull down and select a client that is already in your contacts database. Back To Top
Q – Is the TitleRepSolutions Department Insurance compliant or SB133 compliant? A – ABSOLUTELY, management has the option to upload their own marketing content - flyers, video, powerpoint and eLetters that meet the State Department of Insurance regulations. For more information, contact support@titlerepsolutions.com Back To Top
Q – Who owns and operates TitleRepSolutions and does it have any affiliation with a Title Company? A – TitleRepSolutions is an independent company and not affiliated with a Title Company and does NOT offer any exclusives with a territory or Title Company. Back To Top |