Article Overview
This article will teach how to setup Title Checks for your account.
Tip: This feature is only available on Pro plans and above.
Part 1 - Custom Lead Fields
1.) Navigate to "Custom Lead Fields" under "Setting" and add two text fields for property owners and publish.
| Field Name | Field Key | Field Type | Required/Optional | Description |
| Property Owner 1 | propertyOwner1 | Text | Required | First Owner on Title |
|
Property Owner 2 |
propertyOwner2 | Text | Required | First Owner on Title |
Part 2 - Form Setup
1.) Add Form Fields - For more general information on building forms please see the following article here.
| Field Name | Field Key | Field Type | Required/Optional | Description |
| Street Address | street1 | Lead | Required | First Line of Lead Address |
|
Apt/Suite |
street2 | Lead | Optional | Second Line of Lead Address |
|
City |
city | Lead | Required | City of Lead Address |
|
State |
state | Lead | Required | State of Lead Address |
|
Postal Code |
postalCode | Lead | Required | PostalCode/Zip of Lead Address |
2.) Name your form - Form naming conventions do not need to be followed exactly but they will help in finding the for during the configuration steps
3.) Turn on Custom Form Responses
4.) Click on the “Publish” button and confirm
Part 3 - Add-On Configuration
1.) Navigate to the Marketplace under "Add-Ons". (Must have admin access)
2.) Select the Title Checks Add-On Card
3.) Navigate to the "Configuration" tab and click "Enable"
4.) Select the Named Title Checks Form Created in Part 1 and 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.