Title Agent Templates

Title Agent Templates

There is a huge number of templates that someone in the Title Agent role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Title Agent. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Title Search Report
2. Title Commitment
3. Closing Disclosure
4. Deed of Trust
5. Warranty Deed
6. Affidavit of Title
7. Preliminary Title Report
8. HUD-1 Settlement Statement
9. Title Insurance Policy
10. Escrow Agreement

Reports

Reports are often prepared by a Title Agent to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Monthly Sales Report
2. Property Valuation Report
3. Title Search Report
4. Escrow Account Report
5. Closing Statement Report
6. Title Insurance Policy Report
7. Mortgage Payoff Report
8. Property Tax Report
9. Deed and Ownership Report
10. Commission and Fee Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Title Agent does and how they do it.

1. Title Search SOP
2. Title Examination SOP
3. Title Commitment SOP
4. Closing Disclosure SOP
5. Escrow Account SOP
6. Deed Preparation SOP
7. Title Insurance Policy SOP
8. Recording and Filing SOP
9. Post-Closing SOP
10. Title Agent Audit SOP

Presentations

Title Agent presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Sales Report
2. Property Listing Presentation
3. Title Insurance Overview
4. Market Analysis and Trends
5. Closing Process Explanation

Legal Docs

There are several key times when a Title Agent needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Purchase Agreement Template
2. Title Search Report Template
3. Deed of Conveyance Template
4. Closing Disclosure Template
5. Title Insurance Policy Template

Health & Safety Templates

Health & Safety templates for a Title Agent ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Meeting Minutes Template
3. Workplace Inspection Checklist Template
4. Emergency Evacuation Plan Template
5. Personal Protective Equipment (PPE) Assessment Template

Calendars

Setting up Title Agent calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Closing Calendar
2. Title Search Calendar
3. Escrow Calendar
4. Recording Calendar
5. Post-Closing Calendar

Invoice Templates

Several types of Title Agent invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Title Insurance Invoice
2. Escrow Services Invoice
3. Closing Fee Invoice
4. Document Preparation Invoice
5. Title Search Invoice

Survey Templates

For a Title Agent to get insights related to the work they do, they need to send out Title Agent surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Customer Satisfaction Survey
2. Property Inspection Survey
3. Market Research Survey
4. Title Search Feedback Survey
5. Closing Process Evaluation Survey

Meeting Agendas

Having premade Title Agent meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Sales Meeting
2. Team Collaboration Meeting
3. Client Update Meeting
4. Training and Development Meeting
5. Performance Review Meeting

Budget Templates

To manage finances well, a Title Agent would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Income and Expense Tracker
2. Mortgage and Loan Payment Schedule
3. Utilities and Household Expenses Budget
4. Transportation and Travel Expenses Tracker
5. Miscellaneous Expenses and Savings Budget

Dashboards

Dashboards are a useful way for a Title Agent to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Sales Performance Dashboard
2. Client Acquisition Dashboard
3. Property Inventory Dashboard
4. Financial Analysis Dashboard
5. Title Search Efficiency Dashboard

Proposal Templates

For bidding or requesting work, a Title Agent needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Purchase Agreement Proposal
2. Title Insurance Proposal
3. Escrow Services Proposal
4. Title Search Proposal
5. Closing Services Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Title Agent templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.