Title file opening checkerNew contract + title search → issues flagged, orders prepared, draft email to the agent

Before

  • A contract arrives by email. A processor opens the file and keys in the parties, parcel, price, lender and dates.
  • When the search comes back, someone reads it against the contract: who is on the deed, open mortgages and credit lines, liens, judgments, association, permits, taxes.
  • Payoffs, estoppels, lien searches and surveys are ordered one by one, and problems such as a spouse on the deed or an undisclosed HOA often surface close to closing.

After

  • The contract is lined up against the title search, check by check, the day the file opens.
  • Issues are flagged and anything unclear is marked needs a look. Your processors and closers make every call.
  • The orders and requests come out prepared with send-by dates, with a draft email to the agent asking only what's needed. Nothing is ordered or sent on its own.
New file (pick a sample, edit it, or paste your own)
Sample files:

This page reads text only. In a pilot, the contract PDF and the search package are read first, and anything that can't be read with confidence is shown as "needs a look" instead of being guessed. Demo date: Mon 16 Nov 2026.

Pick a sample file or paste your own.

How the check works

  1. Read. The contract becomes structured fields: parties, parcel, price, lender, closing date, HOA and survey answers. The search becomes vesting, parcel, mortgages, liens, judgments, association, taxes, permits and easements. This page uses a deterministic parser; a production build adds document reading for PDFs and is held to the same field list.
  2. Compare. Seller names are matched to everyone on the deed, parcel to parcel, HOA answer to the recorded declarations, and the closing date to how long each order usually takes.
  3. Hold, don't guess. A co-owner missing from the contract, a deceased owner, a lien, an open permit or an undisclosed association is an issue; a same-name judgment or a missing contact is marked for a person. Your team decides.
  4. Prepare. Payoff, credit-line freeze, estoppel, municipal lien search and survey orders come out with send-by dates, and the email to the agent asks only about what's open.

Production architecture

Architecture: contracts and search packages read, compared by rules, review queue, orders and email drafts for staff approval