The AI Platform Built for Title Professionals
TitleDoc AI unifies title search, document review, claims management, CPL & jacket issuance, and relationship management into one intelligent command center — built for agents and underwriters who demand precision.
Texas Title Workflow — 7 Stages
Five pillars. One platform.
Every capability title professionals need — unified, intelligent, and built to scale with your practice.
Search & Examination
Two-tier retrieval: Tier 1 pulls the 25-year geographic chain from your title plant (Title Data / TIMS) per Texas plant law; Tier 2 runs the CAD and tax pull. AI examination produces the T-7 commitment with Schedule A, B, and C — and feeds Schedule C requirements directly into the curative queue.
Curative Workflow
Every Schedule C requirement becomes a tracked curative action: payoff letters, lien releases, judgment resolution, heirship affidavits, HOA certificates, entity docs, and survey review. A rules engine maps defect type to standard action — with a human review gate before anything is marked cleared.
Closing & Settlement
From CD / HUD preparation and wire instruction verification (with deliberate-friction fraud controls) through RON or in-person signing, good-funds confirmation, and lender funding authorization — every step is tracked with full audit history.
Post-Closing & Policy Issuance
Disbursement per the settlement statement, e-recording through your hub with confirmation capture, T-1 Owner's and T-2 Loan Policy issuance, premium remittance to the underwriter, and automated lien-release follow-up ticklers to prevent future curative work.
CPL & Jacket Issuance
Issue Closing Protection Letters and Title Insurance Jackets in seconds. Auto-generated document numbers, policy tracking, effective and expiration dates, and full lifecycle status management — Draft → Issued → Voided → Expired.
AI-powered at every step.
From title search to claims resolution — every module is purpose-built for the title industry.
Two-Tier Search & AI Examination
Tier 1 pulls the 25-year geographic chain from your title plant (Title Data / TIMS) as required by Texas plant law — assembling the chain of title, open deeds of trust, liens, judgments, abstracts, lis pendens, easements, and restrictions. Tier 2 runs the CAD and tax pull automatically. The AI examination engine then produces the T-7 commitment: Schedule A parties and amounts, Schedule B exceptions, and Schedule C requirements that feed directly into the curative queue.
Smart Document Flagging
Every document is analyzed against a library of risk patterns. Problematic clauses, missing notarizations, and compliance issues are flagged before they reach the closing table.
Client Relationship Timeline
A unified view of every client interaction — orders, documents, communications, and milestones — so your team always knows exactly where every deal stands.
End-to-End Claims Handling
From first notice of loss to settlement, every claim is tracked with full agent detail, claim type classification, priority escalation, and exposure reporting — all in one place.
Instant CPL & Jacket Issuance
Generate Closing Protection Letters and Title Insurance Jackets with auto-assigned document numbers, policy amount tracking, effective and expiration dates, and full lifecycle status management.
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