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make an excel checklist for a commercial title company file in texas

Verify client information (name, contact details)

Confirm property address and legal description

Obtain and review the purchase agreement

Order title search from the title plant

Review title commitment for exceptions and conditions

Check for any outstanding liens or judgments

Obtain property surveys and plats

Review any existing title policies

Verify zoning and land use regulations

Determine type of title insurance needed (owner's policy, lender's policy)

Prepare title insurance application

Calculate premium and fees associated with the title insurance

Schedule closing date and location

Prepare closing documents (deeds, affidavits, etc.)

Coordinate with lenders for funding instructions

Conduct final title examination

Verify that all liens and encumbrances are cleared

Confirm all required documents are executed and in order

Disburse funds as per closing statement

Record deeds and other necessary documents with the county

Issue title insurance policy to the appropriate parties

Send thank-you letters to clients and referrals

Conduct a post-closing review to ensure all steps were completed

Archive file according to company policy

This checklist can be tailored further based on specific company practices or additional requirements.

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