Assign client fees

To associate a client with a custom fee table:

  1. From the Fees section of Titan Office, click Assign Client Fees on the left.
  2. Locate the client or lender in the list.
    If the client or lender you're looking for isn't in the list, make sure you've added them to your Contacts database and that you've checked the box next to Client or Lender in the Contact Type section of their contact details.
  3. Then, to assign a custom fee list to a client, select the desired fee list from the drop‑down menu to the right of that client.