1. Click settings

​

2. Under business, click business settings

​

3. Scroll down and click title insurance

​

4. You can set default provider from the drop down menu

​

5. Using the drop down menu, select where you would like the title insurance amount to be displayed: statement of account, trust ledger, or don't display

​

6. Under additional settings, you can select your preferences, but these options are not required
​
​

7. Click the checkbox if you would like to extend counsel credit to client, or you can keep it in office as a default
​
​

8. Click the checkbox if you would like to combine premium and counsel credit
​
​

​
​

​