TITLE SEARCH & INSURANCE CHECKLIST

Created by ChecklistGuro (https://checklistguro.com)


--- INITIAL CLIENT CONSULTATION & INFORMATION GATHERING ---
[ ] Client Name
[ ] Property Address
[ ] Purchase Price
[ ] Loan Type (if applicable) (Conventional, FHA, VA, USDA, Cash)
[ ] Estimated Closing Date
[ ] Client Expectations & Concerns (Regarding Title)
[ ] Desired Title Insurance Coverage Level (Standard, Extended, Basic)
[ ] Existing Title Documents (if applicable)

--- ORDERING THE TITLE SEARCH ---
[ ] Property Address
[ ] Parcel Number (APN)
[ ] Title Company Selection (Company A, Company B, Company C, Other (Specify))
[ ] Special Instructions for Title Search (e.g., specific historical periods to investigate)
[ ] Effective Date of Title Search (if specific date is needed)
[ ] Deed or Existing Title Document (if available)
[ ] Ordering Agent Name
[ ] Ordering Agent Email

--- TITLE SEARCH REVIEW & EXAMINATION ---
[ ] Review Search Report for Accuracy of Legal Description
[ ] Verify Owner(s) Name(s) Match Legal Documents
[ ] Identify Potential Encumbrances (Select all that apply) (Mortgages, Liens, Easements, Judgments, Taxes, Restrictive Covenants, Other (Specify in Long Text))
[ ] Note any discrepancies or red flags observed in the report
[ ] Year of Original Deed (if available)
[ ] Type of Title Search Performed (Preliminary, Extended, Other (Specify in Long Text))
[ ] Summarize findings related to any potential title defects

--- TITLE COMMITMENT REVIEW & NEGOTIATION ---
[ ] Review Title Commitment Exceptions - Describe each exception and its potential impact.
[ ] Exception Type Classification (Curable, Non-Curable, Minor/Acceptable, Requires Further Investigation)
[ ] Proposed Solutions/Negotiation Points with Title Company
[ ] Estimated Cost of Exception Resolution (if applicable)
[ ] Which exceptions require negotiation? (Liens, Easements, Encroachments, Judgments, Mechanic's Liens, Other - Specify in Long Text)
[ ] Detailed notes regarding communication with the title company
[ ] Date of initial title commitment review

--- TITLE INSURANCE POLICY SELECTION & APPLICATION ---
[ ] Policy Type (Owner's/Lender's) (Owner's Policy, Lender's Policy, Both)
[ ] Coverage Amount (Insured Value)
[ ] Endorsement Options (if applicable) (Standard Endorsements, Extended Coverage, Specific Endorsement 1, Specific Endorsement 2)
[ ] Special Instructions or Requests for Title Company
[ ] Claim Recording Service? (Yes, No)
[ ] Effective Date of Policy (if different from Closing)
[ ] Supporting Documents (e.g., Purchase Agreement)
[ ] Client Signature (Authorization)

--- RESOLUTION OF TITLE ISSUES (IF ANY) ---
[ ] Describe the Title Issue Discovered
[ ] Explanation of Proposed Resolution
[ ] Resolution Method Chosen (Quiet Title Action, Lien Release, Affidavit of Disclosure, Other (Specify Below))
[ ] Specify Resolution Details (if 'Other' selected above)
[ ] Estimated Cost of Resolution (USD)
[ ] Date Resolution Action Initiated
[ ] Notes on Communication with Title Company Regarding Resolution
[ ] Resolution Status (Pending, In Progress, Completed)
[ ] Date of Resolution Completion (if applicable)

--- POLICY ISSUANCE & CLOSING ---
[ ] Scheduled Closing Date
[ ] Closing Agent Confirmation Received? (Yes, No)
[ ] Notes from Closing Agent (regarding title insurance)
[ ] Premium Amount Confirmed with Client? (Yes, No)
[ ] Total Premium Amount
[ ] Copy of Final Title Insurance Policy (Uploaded)
[ ] Policy Effective Date
[ ] Policy Number

--- POST-CLOSING REVIEW & FOLLOW-UP ---
[ ] Date of Closing
[ ] Policy Number
[ ] Was the policy recorded? (Yes, No, N/A)
[ ] Date Policy Recorded (if applicable)
[ ] Notes regarding recording process or any issues encountered
[ ] Were there any post-closing exceptions or claims? (Yes, No)
[ ] If yes, describe post-closing exceptions or claims and resolution (if any)
[ ] Client Confirmation Received? (Yes, No)
[ ] Any client feedback or concerns received?

--- END OF TEMPLATE ---
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