From source records to review-ready title reports.
Give title examiners one workspace to organize deeds, mortgages, and tax records, verify AI-extracted details against the original pages, and prepare reports for delivery.
Follow five steps through evidence collection, examination, quality review, and export.
Step 01
Open an order
Capture the order number, property details, and key dates.
OutputOrder record
Step 02
Add source records
Attach deeds, mortgages, tax records, and client instructions.
OutputSource file
Step 03
AI extraction and examination
AI extracts parties and recording details from source documents. Examiners verify the results, build the deed chain, and document vesting.
OutputExamination record
Step 04
Search and check quality
Review names and gather search evidence. Check the draft against that evidence and client requirements, then resolve findings before approval.
OutputReviewed report
Step 05
Export and complete
Export approved search notes, title reports, and source packages, then record completion.
OutputDelivery package
WORKSPACE CAPABILITIES
What teams can do in TitleFlow AI
Built for title agencies, search and abstracting providers, and the production teams that review their work.
Manage examination orders
Save and reopen orders with property details, client instructions, and source attachments in one Windows workspace.
Extract from PDFs and images
Use AI to capture parties, dates, recording references, and parcel details in editable fields. Verify each value against the original page.
Organize title evidence
Build the deed chain and record vesting, legal descriptions, mortgage assignments, judgments, and tax information.
Prepare supporting searches
Build a reviewable list of names from deeds, mortgages, and order details, then gather the evidence the assignment requires.
Check against client requirements
Review required fields from written instructions. Use quality findings linked to source pages to resolve missing or inconsistent details before delivery.
Track team production
In managed installations, authorized team leads can track completed orders and review production activity.
SOURCE VERIFICATION
What the reviewer checks
See how a reviewer compares a working record with its source using a fictional property file.
From source to reviewFictional example
01 / Source record
Sample deed
Property
100 Example Lane
Named party
Example Owner
Recording reference
DEMO-001
02 / Examiner review
Check the recording reference
The draft and the source show different values. The examiner checks the original deed before making a correction.
Source value
DEMO-001
Draft value
DEMO-010
Examiner correctionConfirm the source value and update the draft before final approval.
This example uses a fictional deed and invented values to illustrate examiner review.
REPORTS AND PACKAGES
What clients can receive
Choose the deliverables for each assignment. Client instructions can guide which additional fields appear in the notes, abstract, or report.
Search notes
Search and examination details for review or handoff.
TXT
Title abstract
Structured abstract for downstream title production.
TXT
Typed title report
A PDF for delivery and an editable Word document.
PDF / Word
Source document package
A merged file of the source documents selected for the order.
PDF
Assessor and tax packages
Separate packages when the corresponding records are attached.
PDF
Cost worksheet
An order cost summary when county pricing is configured.
PDF
Deliverables bundle
Generated files together in one download.
ZIP
PRIVATE DEMO
See TitleFlow AI on a sample order
Tell us what your team examines and what clients expect to receive. We’ll use a sample order to walk through source review, quality checks, and report preparation.
