Title Check

The Title Check plugin lets reps verify property ownership by running an automatic check. Reps confirm that at least one property owner matches the customer applying for financing and can view the title report if more information is needed.

If your sales org wants to allow users to download the title results PDF while using an installer's title check, you'll need to add the plugin to the sales org and set the "Allow All Users to Access Title Check Files" Setting to Yes.

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In order for a sales rep to run a title check, the title check plugin and stage will need to be added to the deal template.

After running the check, a list of available homeowners will appear for selection.

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Clicking a name will automatically update the lead and deal details to match for financing and agreement signing

By default, the downloadable PDF is available only to admins. It becomes accessible to all users if the setting is enabled