Title Officer Templates

Title Officer Templates

There is a huge number of templates that someone in the Title Officer 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 Officer. 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. Deed of Trust
5. Warranty Deed
6. Quitclaim Deed
7. Affidavit of Title
8. Preliminary Title Report
9. Closing Statement
10. Title Release Form

Reports

Reports are often prepared by a Title Officer 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. Title Commitment Report
3. Property Ownership Report
4. Chain of Title Report
5. Judgment and Lien Report
6. Tax Assessment Report
7. Deed Report
8. Encumbrance Report
9. Easement Report
10. Survey 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 Officer does and how they do it.

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

Presentations

Title Officer 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 Title Analysis
3. Title Insurance Policy Overview
4. Title Examination Process
5. Title Clearance Procedures

Legal Docs

There are several key times when a Title Officer 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 Commitment Template
3. Title Insurance Policy Template
4. Deed Template
5. Affidavit of Title Template

Health & Safety Templates

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

1. Closing Calendar
2. Title Search Calendar
3. Recording Calendar
4. Escrow Calendar
5. Document Review Calendar

Invoice Templates

Several types of Title Officer 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 Insurance Policy Invoice
3. Property Survey Invoice
4. Title Examination Invoice
5. Closing Services Invoice

Survey Templates

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

1. Customer Satisfaction Survey: This survey is used to gather feedback from clients on their experience with the title officer and the overall service provided by the real estate company.

2. Title Search Survey: This survey is used to gather information on the accuracy and completeness of the title search conducted by the title officer.

3. Closing Process Survey: This survey is used to gather feedback from clients on their experience with the closing process and the efficiency of the title officer in handling the closing.

4. Title Insurance Survey: This survey is used to gather feedback from clients on their experience with the title insurance process and the effectiveness of the title officer in providing the necessary coverage.

5. Referral Survey: This survey is used to gather information on how clients heard about the real estate company and the title officer, and to identify potential areas for improvement in the company’s marketing and referral strategies

Meeting Agendas

Having premade Title Officer 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. Sales Strategy Meeting
3. Client Relationship Meeting
4. Project Status Meeting
5. Training and Development Meeting

Budget Templates

To manage finances well, a Title Officer 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 Budget

Dashboards

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

1. Sales Performance Dashboard
2. Title Search Dashboard
3. Escrow Status Dashboard
4. Property Ownership Dashboard
5. Title Insurance Claims Dashboard

Proposal Templates

For bidding or requesting work, a Title Officer 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 Insurance Proposal
3. Property Ownership Proposal
4. Title Examination Proposal
5. Title Clearance 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 Officer 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.