Assignments & Queues
After the Underwriter marks “Title Findings Identified,” what must the Processor do first?
Select the "Assign me a new docket" button to self-assign the next available docket for processing.
What job aid can a Processor use to help guide them through completing the steps for an initial review?
Processor Checklist
What type of docket closes quickly with minimal processor involvement?
Fast Track Docket (AKA Title Grade 1)
Which details must be verified on the Property Fact Sheet?
Occupancy, Address, Legal Description, Vesting, APN
If you discover a discrepancy during review of the title report, what action should the processor take?
Notify the title company for correction
Which queue is used to self-assign new dockets?
Processing Queue located in Underwrite system
To check an application’s creation date, where do you look first?
Upper-right corner of Underwrite
What type of report can be used for docket investments of less than $250k?
Equismart
What’s the first step a processor takes when reviewing a new title report?
Check for outstanding liens or judgments
What should you do if a recorded legal description doesn’t match the property location?
Notify the title company to correct the issue
How many dockets should a Processor aim to self-assign per day and per week?
5 per day / 25 per week.
What are two main reasons for reviewing the title report during the initial review process for Processors?
Confirm all title findings have been identified and the tax certificate is current for closing.
For dockets over $250k in investment, which report is required?
ALTA Policy
True or False: All title findings must be marked “Resolved” before title can be cleared.
True
Which title report is used if the HO’s credit score is under 600?
ALTA
What does “With Active Work” in the Processing Queue mean?
Actions are required — follow-ups, reviews, or check-ins.
What must be entered on the “Review Title Report” screen?
Title report and tax cert details, such as Effective/Commitment Date, Lien Position, items to be removed, vesting details, Insured Amount, and property tax status and expiration.
True or False: When the title to the subject property is held in a Trust, a Power of Attorney can be used.
False
What is the purpose of the Initial File Review?
Ensuring homeowner information input into the system by AMs and UWs is correct and current
Ensuring all documentation is up to date before Closing.
The APN in the title report doesn’t match the Property Fact Sheet or assessor’s records. What impact could this have if not properly addressed?
The APN discrepancy could be referencing the wrong property causing recording errors that require correction post closing.
What is the SLA for completing an initial review after assignment?
Within 2 business days.
What final status must all title findings have before title is cleared?
Resolved
Where can you find the proposed insured amount on an ALTA Title Commitment?
Schedule A
Why should the processor review Property Fact Sheet details carefully?
To ensure consistency and accuracy across all title and property documentation
Where can you find the vesting issues on a docket and how they were resolved?
In the title findings section of Underwrite (under Preliminary Title)