Workflow Templates: Title Review Checklist

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Title Review Checklist

Ownership Verification

Confirm current property owner's name and information

Verify ownership history and ensure consistency with public records

Check for joint tenancy, tenancy in common, or other ownership rights

Legal Description and Vesting

Review the legal description of the property for accuracy

Ensure that the vesting deed matches the current owner's information

Cross-reference the legal description with the property's survey

Encumbrances and Liens

Search for any existing mortgages, liens, or deeds of trust recorded against the property

Identify any easements, restrictions, or covenants affecting the property

Check for any unresolved issues such as pending lawsuits or judgments

Taxes and Assessments

Verify that all property taxes are current and paid in full

Review assessments and special levies that may affect the property

Check for any delinquent taxes or tax liens

Endorsements and Exceptions

Review title insurance policy for endorsements that may be required

Identify standard exceptions and negotiate their removal if necessary

Examine any special exceptions and determine their impact on the property

Closing Documents Review

Ensure that all closing documents accurately reflect the terms of the sale

Check the accuracy of the deed, including names, legal description, and notarization

Review all affidavits, disclosures, and other documents required for closing

Use this template in Manifestly

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