Explainer videos

How to Use Title Capture: The Quoting Tool for Agents & Lenders

Title Capture is a platform for agents and lenders to quickly generate seller net sheets, buyer estimates, and title quotes. Here are the steps to generate a quote for each request type:


Loan Estimates (Purchases):        

  1. Input property details
  2. Select transaction type: Purchase with Financing
  3. Input sales price
  4. Input loan amount
  5. Select party responsible for purchasing title insurance
  6. If applicable, input prior policy liability amount
  7. Adjust endorsements as needed for property type
  8. Select “calculate”
  9. Fees will be accessible on the next screen and a PDF copy will be emailed to you
  10. Save the quote for future reference


Loan Estimates (Refinances):

  1. Input property details
  2. Select transaction type: Refinance
  3. Input loan amount
  4. If applicable, input any additional transaction details and endorsements
  5. Select “Calculate”
  6. Fees will be accessible on the next screen and a PDF copy will be emailed to you
  7. Save the quote for future reference


Buyers Estimates:

  1. Input property details
  2. Select Transaction Type: Purchase with Financing
  3. Select Loan Type: Conventional, VA, or FHA
  4. Input sales price
  5. Input down payment (the percentage will auto-calculate)
  6. Input loan amount
  7. Input interest rate
  8. Select loan term
  9. Input closing date
  10. Additional transaction details: Select party responsible for purchasing title insurance
  11. Adjust endorsements as needed
  12. Input estimated annual home insurance
  13. Input annual property tax amount
  14. Input real estate broker fees as applicable
  15. If applicable, add HOA details
  16. Input applicable impound fields
  17. Select “Calculate”
  18. Fees will be accessible on the next screen and a PDF copy will be emailed to you
  19. Save the quote for future reference

Explainer Videos

Learn more about title and how to utilize our software platforms in these explainer videos.

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