Title Examiner Templates

Title Examiner Templates

There is a huge number of templates that someone in the Title Examiner 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 Examiner. 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. Title Insurance Policy
4. Title Opinion
5. Title Examination Checklist
6. Title Clearance Letter
7. Title Abstract
8. Title Endorsement
9. Title Affidavit
10. Title Release Form

Reports

Reports are often prepared by a Title Examiner 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. Title Search Report
2. Property Ownership Report
3. Chain of Title Report
4. Liens and Encumbrances Report
5. Deed Report
6. Mortgage Report
7. Judgment and Lien Report
8. Tax Assessment Report
9. Easement and Restriction Report
10. Title Insurance 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 Examiner does and how they do it.

1. Title Search SOP
2. Title Examination SOP
3. Title Clearance SOP
4. Title Report SOP
5. Title Insurance SOP
6. Title Commitment SOP
7. Title Document Review SOP
8. Title Recording SOP
9. Title Closing SOP
10. Title Policy Issuance SOP

Presentations

Title Examiner 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 Market Analysis
2. Property Title Research
3. Title Examination Report
4. Title Clearance Process
5. Title Insurance Overview

Legal Docs

There are several key times when a Title Examiner 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. Title Search Template
2. Title Examination Report Template
3. Title Commitment Template
4. Title Insurance Policy Template
5. Title Opinion Template

Health & Safety Templates

Health & Safety templates for a Title Examiner 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 Examiner calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Title Examination Calendar
2. Property Closing Calendar
3. Title Search and Research Calendar
4. Document Recording Calendar
5. Title Insurance Policy Expiration Calendar

Invoice Templates

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

1. Monthly Title Search Invoice
2. Title Examination Fee Invoice
3. Property Ownership Report Invoice
4. Title Insurance Policy Invoice
5. Title Clearance Invoice

Survey Templates

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

1. Customer Satisfaction Survey
2. Market Research Survey
3. Title Search Efficiency Survey
4. Client Feedback Survey
5. Industry Trends Survey

Meeting Agendas

Having premade Title Examiner 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 Team Meeting
2. Weekly Project Update Meeting
3. Quarterly Performance Review Meeting
4. Monthly Training and Development Meeting
5. Bi-weekly Client Meeting

Budget Templates

To manage finances well, a Title Examiner 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 Commuting Expenses Tracker
5. Savings and Investment Plan

Dashboards

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

1. Title Search Dashboard
2. Property Ownership Dashboard
3. Title Clearance Dashboard
4. Document Review Dashboard
5. Title Insurance Dashboard

Proposal Templates

For bidding or requesting work, a Title Examiner 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. Title Search Proposal
2. Title Examination Proposal
3. Title Report Proposal
4. Title Clearance Proposal
5. Title Insurance 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 Examiner 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.