Workflow
◼ Workflow Status Breakdown
Work Queue
| File # | Address | Client | Due | Status |
|---|
Recently Opened
| File # | Address | Status |
|---|
Recently Completed
| File # | Address | Date |
|---|
✗ Recently Cancelled
| File # | Address | Client | Cancel Fee | |
|---|---|---|---|---|
| None | ||||
Production
Billing
Billing Summary
Client Balance Summary
| Client | Files | Total Billed | Total Received | Outstanding |
|---|
Open / Unpaid Files
| File # | Client | Address | Billed | Paid | Balance |
|---|
Work Queue
| File # | Address | Client | Due | Status |
|---|
Recently Opened
| File # | Address | Status |
|---|
Recently Completed
| File # | Address | Date |
|---|
Billing Summary
Production
Open / Unpaid Files
| File # | Client | Address | Billed | Paid | Balance | Days Out |
|---|
Client Balance Summary
| Client | Files | Total Billed | Total Received | Outstanding |
|---|
📅 Billing Forecast by Closing Month
Files with an expected closing date — projected income based on search type fee.
| Month | Files | Projected Income | Details |
|---|
Total Billed
—
Collected
—
Outstanding
—
Open Invoices
—
Client Balance Summary
| Client | Files | Total Billed | Collected | Outstanding |
|---|---|---|---|---|
| Apply filters to load | ||||
Open / Unpaid Invoices
| File # | Client | Address | Date Billed | Amount Due | Days Outstanding |
|---|---|---|---|---|---|
| Apply filters to load | |||||
📅 Billing Forecast by Closing Month
Files with an expected closing date — projected income grouped by month.
| Month | Files | Projected Income | File Numbers |
|---|---|---|---|
| Apply filters to load | |||
Clients & Title Companies
| Client / Company | Type | Contacts | Phone | Active |
|---|
Staff / Employees
| Name | Title | Phone | Active |
|---|
How Title is Held
| Name | Sort | Active |
|---|
Counties
| County | State |
|---|
File Statuses
| Status | Type | Sort | Active |
|---|
Search Types
| Search Type | Default Price | Active |
|---|
Document Types
| Document Type | Category |
|---|
Company Logo
PNG with transparent background recommended.
Email Templates
Email / SMTP Settings
Staff Users
| Name | Username | Role | Status | |
|---|---|---|---|---|
| Loading... | ||||
Live System Info
Staff Portal
portal.bmoreproservices.com
Client Portal
orders.bmoreproservices.com
Staff Login
gbrown / password
Database
bmore_portal @ localhost