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Add your fees and rate schedule

Load your title fees, default rates, and recurring charges so sponsored sheets use your numbers.

Title companies, lenders & brokerages4 min read

The whole point of sponsoring an agent is that their sheets use your numbers. That starts with entering those numbers once, in Settings.

  1. Open Settings and go to Default Rates.

  2. Enter your title premium schedule and the other rates you want to standardize.

  3. Open Fixed Transaction Costs and add any recurring fees you charge on every deal — pick from the list or add your own.

  4. Save. These become the numbers your sponsored agents inherit.

Good to know: Fixed transaction costs are added to closing costs on new net sheets automatically, so a compliance or transaction fee never gets forgotten.

Once your numbers are set, you can copy them onto the agents you already sponsor — see the guide on pushing your rates.

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