Search to policy, one guided flow
A phase-based workflow that drives every property through Search, Examination, Commitment, and Final Policy—built on the same AI extraction engine that powers TitleTrackr abstracts.
Four phases, tracked end to end
A guided stepper keeps every file moving. Each phase has its own workspace, and the property carries its data forward.
Search
Build the search package and cert sheet. Drop in a raw PDF and the OCR pipeline populates the tab for you.
Examination
Work the full examination flow against extracted data—review deeds, liens, and exceptions in one place.
Commitment
Generate the title commitment inline from the data you've assembled—no re-keying.
Final Policy
Upload and manage the policy jacket to close out the file.
Three ways to start a Title
However the work comes in, there's a fast path to a live file.
Start from scratch
Pick a Title template and a property address, then work the phases from step one.
Drag & drop a PDF
Drop a raw search package and the OCR pipeline populates the Search tab automatically.
Pull from an Abstract
Deep-copy an existing abstract—custom fields, columns, grid data, and documents come along.
Built on TitleTrackr's extraction core
Title reuses the OCR and field-extraction engine that powers abstracts—so the data you rely on shows up in a clean, editable grid, ready to drive the commitment.
- OCR & field extraction into an editable grid
- AI cell refine & hidden source pages
- Starter file upload for Schedule B extraction
- Tenant-defined statuses, templates & audit logs
Start from a prior policy, not from scratch
A starter is a prior title policy or commitment on the same property. Instead of re-searching the entire chain, you pick up from the date of that prior policy—inheriting its exceptions—and only search forward. It's a standard shortcut that saves hours per file.
Upload the starter and TitleTrackr pulls its Schedule B exceptions— with their recording hyperlinks intact—straight into your new commitment, marked so you know exactly which items came from the starter.
- Search forward from the starter's date
- Schedule B exceptions carried in verbatim
- Recording hyperlinks travel with each exception
- Starter-sourced items badged so nothing is guessed
Take a property from search to policy
One guided flow, four phases, zero re-keying.