Looking for Title Searcher Templates to download? See the main templates that a Title Searcher would use in their day-to-day work.
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Contents
There is a huge number of templates that someone in the Title Searcher role uses in their daily work. In this article, we’ll outline the main templates they use.
These templates are some of the most commonly used templates by a Title Searcher. 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. Property Ownership Report
3. Deed of Trust Template
4. Title Commitment Template
5. Title Insurance Policy Template
6. Property Tax Assessment Template
7. Legal Description Template
8. Affidavit of Title Template
9. Title Opinion Template
10. Property Lien Search Report
Reports are often prepared by a Title Searcher 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. Property Ownership Report
2. Title Search Report
3. Chain of Title Report
4. Liens and Encumbrances Report
5. Deed Report
6. Mortgage Report
7. Tax Assessment Report
8. Judgment and Lien Report
9. Easement and Restriction Report
10. Plat Map Report
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 Searcher does and how they do it.
1. Title Search SOP
2. Property Ownership Verification SOP
3. Liens and Encumbrances Check SOP
4. Deed and Mortgage Research SOP
5. Tax Assessment Review SOP
6. Easement and Right of Way Investigation SOP
7. Boundary Survey SOP
8. Title Insurance Policy Review SOP
9. Chain of Title Analysis SOP
10. Title Report Compilation SOP
Title Searcher 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 Report
3. Title Search Summary
4. Title Examination Findings
5. Title Clearance Recommendations
There are several key times when a Title Searcher 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 Report Template
2. Deed of Trust Template
3. Warranty Deed Template
4. Quitclaim Deed Template
5. Affidavit of Title Template
Health & Safety templates for a Title Searcher 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. Risk Assessment Template
4. Safety Inspection Checklist Template
5. Emergency Response Plan Template
Setting up Title Searcher calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Title Search Calendar
2. Property Closing Calendar
3. Title Examination Calendar
4. Document Retrieval Calendar
5. Title Clearance Calendar
Several types of Title Searcher 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. Property Ownership Report Invoice
3. Title Examination Invoice
4. Title Insurance Invoice
5. Property Lien Search Invoice
For a Title Searcher to get insights related to the work they do, they need to send out Title Searcher surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Market Research Survey
3. Property Evaluation Survey
4. Title Searcher Performance Survey
5. Client Feedback Survey
Having premade Title Searcher 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. Client Update Meeting
3. Vendor Negotiation Meeting
4. Training and Development Meeting
5. Project Planning Meeting
To manage finances well, a Title Searcher 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 Bills Tracker
4. Transportation and Travel Expenses
5. Miscellaneous Expenses Tracker
Dashboards are a useful way for a Title Searcher to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Title Search Summary Dashboard
2. Property Ownership Dashboard
3. Liens and Encumbrances Dashboard
4. Property Sales History Dashboard
5. Legal Documents Dashboard
For bidding or requesting work, a Title Searcher 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. Property Ownership Proposal
3. Lien Search Proposal
4. Title Insurance Proposal
5. Property Survey Proposal
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 Searcher 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.