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  • Manage your Clients

    Check out how to Add a Client, multiple contacts and customized information about your Clients. 1. Click the ...

    Jan 14, 2016 04:43PM MST
  • How to Delete a Client

    How to delete a client Hover your mouse over the client, click 'Edit' Click 'Delete [Customer Name]' ...

    Apr 25, 2014 11:04PM MDT
  • Add Additional Contacts (ex. a client's spouse)

    Add additional contacts to your Primary contact when you first add a client or to an existing client. This sec...

    Jun 02, 2016 03:34PM MDT
  • Update Client Information

    To update an existing client's information:

    Aug 13, 2015 01:23PM MDT
  • How to Create and Share a Service Report

    Service reports serve as a summary for all activities and events that have occurred for a transaction. Aside f...

    Jun 10, 2014 03:23PM MDT
  • Does My Client Need To Be A repree User?

    Your client does not need to be a repree user, or have a repree account. They will: 1. Receive 'Documents for...

    Sep 16, 2015 04:33PM MDT
  • Adding Additional Fields

    Whether adding your clients nickname, an additional phone number or email, another country of residence or som...

    Aug 13, 2014 05:18PM MDT
  • Add Client

    The first and most important step of any transaction is explored in this repree tutorial as Colin takes you th...

    Aug 13, 2015 01:38PM MDT
  • Select Signers

    Nov 18, 2015 01:00PM MST
  • Market Intel - OREA

    The new Market Intel feature utilizes Ontario land title data and enables you to schedule automated reports ta...

    Apr 04, 2017 10:40AM MDT

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