Getting started

Set up your title company or mortgage lender account

The full first-run checklist: create the account, claim your page, load your rates, and send your first invite.

Title companies & lenders5 min read

This is the one-sitting setup for a title company or mortgage lender. Work through it once and you are ready to sponsor agents.

Create the account

  1. Go to the sign-up page and choose Title Company or Mortgage Lender.

  2. Enter your company name and the state you operate in.

  3. Add your name, email, and a password, then confirm your email.

Get ready to sponsor

  1. Open Settings and fill in Company Info & Branding — your logo and contact details appear on your public page.

  2. Add your closing costs under Default Rates and Fixed Transaction Costs, so the numbers you sponsor are yours, not generic defaults.

  3. Open the sponsor dashboard and claim your page address under Your Sponsor Page (netsheetsapp.com/your-company).

  4. Invite your first agent by email under Agents You Sponsor, or share your page link.

  • A branded public page you can send to any agent.

  • Sponsored agents who keep their own accounts but pick up your rates.

  • The option to pay for an agent’s seat when you choose to.

Good to know: Nothing here charges you. Creating the account, claiming your page, and inviting agents are all free — paid seats are optional and covered in the billing guides.

Related guides

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