Tax and Settlement Support Services

Title Search & Examination

Prelim & commitment reports

Review quality check of initial disclosure

  • Review of fees, cost, and other documents to ensure accuracy and verify the defined disclosure timelines and guidelines are met.

Easement plotting

  • Plotting the PIQ and associated easements on a color-coded map.

Timeshares reporting

  • Review of PI intervals for Deed or Deed of Trust information in a subdivision.

Title agent operations

  • An end to end workflow solution for back-office title operations for title agents.

Property title search reports

Preliminary Report Preparation

Order entry

  • Setting up the search order in the client’s production system


Deed report/legal description

  • Find a missing interest in or ownership of a property as part of the legal due diligence process and prepare a comprehensive report that shows deeds or chain of title between owners.


  • Identifying the re-conveyance on a title chain for the subject DOT/Mortgage and key in the same information in the client production system.

Title Plant Building Services

Legal/title/alpha indexin


  • Indexing the documents on the correct property index by interpreting the legal description on the documents that did not get posted initially.


  • Retrieving all the pertinent documents from the title plant using the recording information mentioned in the preliminary reports and hyperlinking the documents to the recording information within the Preliminary Report for the customer to retrieve the docs real time.

Plat/condo edits

  • Capturing re-platted and condominium information along with the legal information from documents to a database.

Property Tax Services

Current/delinquent tax information

Property tax search

Municipal lien search

  • Research to discover unrecorded municipal liens, water and sewer, code violations, special assessments, utility, and open or expired permits issues that are associated with residential or commercial real estate.

Real time property tax certificates

Tax, water sewer & municipal code violations

  • Nationwide real-time property tax and municipal lien certificates at the click of a button.
  • Avoid costly penalties from outstanding property taxes, code violations, etc.

End to end tax services (residential/commercial)

Settlement Services

Closing worksheet preparation

Closing review

  • A comprehensive review of loan to check for outstanding conditions, and to verify that information is consistent, complete and matches the origination system.
  • 37% reduction in closing pend rates for a large lender.

Post close review

  • Post close validation of documents to check all documents are complete, review of up to 45 documents for closed conventional, FHA/ VA (government) and investor loans to check for outstanding conditions, consistency and completeness.
  • 85% reduction in mortgage post-closing “pend” errors.

Flood zone determination

  • Determination of the flood zone severity levels for any property using the Property Information Databases, GIS imaging, overlay software and Federal Emergency Management Agency (FEMA) Flood Insurance Rate Maps (FIRM). Additional calls to the local agencies if needed.


  • Document images received from closing agents via electronic transmission are sent to the recorder's office online for recording and the recorded copies of the documents to the closing agent.
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