Track Every Title Search's Document Checklist to Clear-to-Close
Title searches stall when a single lien release or survey goes missing. Track each file's required curative documents and chase every outstanding item to clear-to-close.
- 1
Build the File Checklist
List each title file's required curative documents.
- 2
Track Receipt
Mark documents as they arrive against the checklist.
- 3
Chase the Gaps
Add a
Gmailnode requesting outstanding releases, surveys or affidavits. - 4
Flag Clear-to-Close
Notify the closer when a file is document-complete.
- 5
Activate and Test
Activate the workflow with a test file. Confirm chasing and clear-to-close flagging work.
Frequently asked questions
Where do closings slip?
One un-chased lien release holds a whole closing — tracking every curative item is the fix.
Closing-date risk?
The gap list against the scheduled close date shows exactly which files are at risk, days early.
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