Title Checker Workflow Map

In this article, we’ve created a starter Title Checker Workflow Map that you can use to start planning out your product/service delivery and we’ve outlined a few examples of experiments that you can run in your Title Checker role.

Ready to get started? Download the Workflow Map template or get in touch to discuss how a workflow coach could help you fast-track your business improvement.

Systems & Processes for Title Checker

The path towards better systems and processes in your Title Checker role starts with mapping out your most important business processes. Being able to see your business processes laid out visually helps you to collaborate with your team on how to improve and grow. By repeating this collaboration process, you’ll develop a culture of continuous improvement that leads to a growing business and streamlined systems and processes that increase customer & staff experience.

To help you start mapping out your processes, we’ve developed a sample flow for a Title Checker Workflow Map that you can use with your team to start clarifying your processes and then run Business Experiments so you can build a better business.

Workflow Map For A Title Checker

1. Initial review: The title checker receives the title documents and conducts an initial review to ensure all necessary information is provided.
2. Document verification: The title checker verifies the authenticity and accuracy of the title documents, ensuring they meet the required legal standards.
3. Title search: Conducting a thorough title search to identify any potential issues or discrepancies related to the property’s ownership, liens, or encumbrances.
4. Examination and analysis: The title checker examines the search results and analyzes the findings to determine if there are any issues that need to be addressed or resolved.
5. Issue identification: Identifying any title defects, such as unresolved liens, conflicting ownership claims, or other legal issues that may affect the property’s marketability.
6. Resolution and clearance: Collaborating with relevant parties, such as attorneys or lenders, to resolve any identified title defects and clear the title for transfer or sale.
7. Documentation preparation: Preparing the necessary legal documents, such as title insurance policies, deeds, or affidavits, to ensure a smooth transfer of ownership.
8. Closing coordination: Coordinating with all parties involved in the transaction, including buyers, sellers, real estate agents, and attorneys, to facilitate a successful closing process.
9. Final review: Conducting a final review of all documentation and ensuring that all necessary steps have been completed accurately and in compliance with legal requirements.
10. Post-closing follow-up: Providing post-closing support and addressing any additional concerns or questions that may arise after the completion of the title transfer process

Business Growth & Improvement Experiments

1. Name: Automated Title Checking System
Description: Implement an automated title checking system that uses machine learning algorithms to verify the accuracy of titles in the quality assurance process. This system will scan and compare titles against a database of approved titles, flagging any discrepancies or errors for manual review.
Expected Outcome: Increased efficiency and accuracy in title verification, reducing the time and effort required for manual checks and minimizing the risk of incorrect titles being used.

2. Name: Cross-Training Program
Description: Develop a cross-training program for title checkers to enhance their skills and knowledge in other areas of quality assurance. This program will provide opportunities for title checkers to learn and practice different quality control techniques, such as document review, data analysis, or process improvement.
Expected Outcome: Improved versatility and flexibility among title checkers, enabling them to contribute to various quality assurance tasks and handle workload fluctuations more effectively.

3. Name: Standardized Title Guidelines
Description: Establish standardized guidelines for creating and verifying titles in the quality assurance process. These guidelines should include specific formatting rules, naming conventions, and best practices to ensure consistency and clarity in titles.
Expected Outcome: Enhanced uniformity and professionalism in titles, reducing confusion and improving communication within the organization and with external stakeholders.

4. Name: Performance Metrics Tracking
Description: Implement a system to track and analyze key performance metrics for title checkers, such as the number of titles verified per hour, error rates, and customer satisfaction ratings. Regularly review and discuss these metrics with title checkers to identify areas for improvement and provide targeted feedback and training.
Expected Outcome: Increased accountability and motivation among title checkers, leading to improved productivity, accuracy, and customer satisfaction.

5. Name: Continuous Process Improvement
Description: Establish a continuous process improvement initiative for title checking, encouraging title checkers to identify and propose process enhancements. This can include streamlining workflows, eliminating redundant steps, or leveraging technology to automate repetitive tasks.
Expected Outcome: Ongoing refinement and optimization of the title checking process, resulting in increased efficiency, reduced errors, and improved overall quality assurance operations.

6. Name: Peer Review System
Description: Implement a peer review system where title checkers review and provide feedback on each other’s work. This process can involve regular meetings or virtual collaboration platforms to facilitate knowledge sharing, identify common errors, and promote learning from each other’s experiences.
Expected Outcome: Improved accuracy and consistency in title checking, as well as a culture of continuous learning and collaboration among title checkers.

7. Name: Customer Feedback Surveys
Description: Conduct regular customer feedback surveys to gather insights on the quality and effectiveness of title checking services. Use this feedback to identify areas of improvement, address customer concerns, and tailor the title checking process to better meet customer expectations.
Expected Outcome: Enhanced customer satisfaction, increased customer loyalty, and improved alignment of title checking practices with customer needs and preferences

What Next?

The above map and experiments are just a basic outline that you can use to get started on your path towards business improvement. If you’d like custom experiments with the highest ROI, would like to work on multiple workflows in your business (for clients/customers, HR/staff and others) or need someone to help you implement business improvement strategies & software, get in touch to find out whether working with a workflow coach could help fast-track your progress.