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How do I remove someone from the transaction in Title | Pipe™?

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Please note that for security reasons, only the Escrow Officer or the Escrow Officer Assistant can remove a transaction participant from a transaction. If you are not the Escrow Officer/Escrow Officer Assistant and wish to have a transaction participant removed you will need to assign a task to the Escrow Officer/Escrow Officer Assistant with this request. For information on how to assign a task, click here.

If you are the Escrow Officer/Escrow Officer Assistant, the steps for removing a transaction participant are noted below.

  • Go to the transaction page and click on the Plus__2_.jpg icon in the upper right corner of the screen
  • Select the "X" beside the participant you wish to remove and complete the confirmation step 

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  • The participant will be removed from the transaction and a notification will be sent to the participant notifying them that they have been removed

Please note that a record of all transaction activities is kept in the Activity Feed, including the adding and removing of transaction participants.  For more information on the Activity Feed, click here.

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