Custom Fields are a simple way to keep your team organized using labels that align with your firm’s pre-existing workflows. Custom Fields will appear on your reports dashboard as another column next to the defaults. When labeled, they can hold any field data helpful for your organization. Examples include things like internal file identification or escrow numbers, deal types, office or team names, or to flag high-priority reports. When used in combination with our API, they allow you to easily connect a deal from your existing title software to the corresponding deal in the Fincen Real Estate Report software platform.
By adding your own labels, you make it easier to sort, filter, and find reports later, saving time and keeping everything running more smoothly as your transaction volume grows.
Enabling Custom Fields
To enable Custom Fields, head to your dashboard and click the Settings tab on the right side. From there, open Report Settings, where you can choose how many Custom Fields you want to use and give each one a name that makes sense for your team. You can turn on up to three Custom Fields to match how your team works.
Once enabled, the field becomes visible on the reports tab, you can enable them for a specific report using the toggle under Edit Columns.
If enabled, the custom fields will be visible inside the report as well.
You can fill in these fields manually as you work through a report, or have them automatically populated through integrations via the API when you create a report. This gives you flexibility to label and track reports in a way that fits your workflow, without adding extra steps for your team.
Custom Fields give you a flexible, firm-specific organization option without adding complexity to your compliance workflow.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
