MMR management system
Portfolio dashboard
Live client and title-protection pipeline.
Clients
0Open title cases
0Closing ready
0Fee pipeline
$0Pipeline
Current title files
Client portfolio
Clients
| Client | Property | Purchase price | Title status | Risk | Next action | MMR fee |
|---|
Attorney-review workflow
Digital legal-form packets
Customer personal information is aligned automatically. MMR completes the remaining operational fields.
Attorney Review Draft: These records are working drafts. Do not mark a form ready for signature until Dominican counsel has approved the final Spanish execution version and applicable insurance structure.
No client packets yet.
Administration
Representatives
Invite reps and track each book of business.
After creating the invite, send the rep to the Rep Login page. They activate using the same email address.
Website leads
New inquiries
| Name | Property | Price | Language | Status | Received |
|---|