Article Overview
This article will walk you through how to set up Title Checks in SalesRabbit
TIP: This feature is available to Pro Accounts or higher.
[Add a video tutorial here]
Part 1: Create Custom Lead Fields
This part will cover how to create the necessary Custom Lead Fields needed for this configuration.
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From the SalesRabbit Web App, navigate to "Settings" -> "Custom Lead Fields"
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Create two "Text" fields and rename them "Property Owner 1" and "Property Owner 2" respectively.
Field Name Field Type Required/Optional Description Field Key Property Owner 1 Text Required First Owner on Title propertyOwner1 Property Owner 2
Text Required First Owner on Title propertyOwner2 -
Click "Publish" to apply your changes.
Part 2: Setup a Form
This part will cover how to build the form your users will submit to run a Title Check from the mobile app.
- From the Web App, navigate to "Settings" -> "Form Builder".
- Create a new form and add the following form fields:
- Note: For more general information on building forms please see the following article here.
| Field Name | Field Type | Required/Optional | Description | Field Key |
| Street Address | Lead | Required | First Line of Lead Address | street1 |
|
Apt/Suite |
Lead | Optional | Second Line of Lead Address | street2 |
|
City |
Lead | Required | City of Lead Address | city |
|
State |
Lead | Required | State of Lead Address | state |
|
Postal Code |
Lead | Required | PostalCode/Zip of Lead Address | postalCode |
- A completed form should look like the example below:
- Before publishing your form, enable Custom Form Responses.
- Click "Publish" and confirm.
Part 3: Title Checks Configuration Wizard
This part will demonstrate how to complete the Title Check Configuration Wizard to finish your setup.
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From the Web App, navigate to "Integrations" -> "Marketplace" -> "Add-Ons" -> select the "Digital Contracts" tile.
- Note: Your user must have admin access to run this configuration.
- Navigate to the "Configuration" tab and click "Enable"
- Select the name of the form you created in Part 2 -> click "Finish".
That's it! Title Checks should now be enabled for your account. You can now submit title checks forms on a lead to check for titles. If you have any issues please reach out to customer support.
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