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Title Commitment and Policy

Draft Title Commitments in Minutes, Not Hours

8 minutes with CaseMark

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2. Upload the files you want analyzed.

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Title Commitment and Policy

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Workflow

Title Commitment and Policy

Overview

Preparing title commitments and policies manually is tedious and time-consuming, requiring attorneys to compile information from multiple sources, format complex schedules, and ensure every exception and requirement is properly documented. A single commitment can take 3-4 hours to draft, and errors in legal descriptions or missing exceptions can delay closings and expose clients to risk.

Preparing comprehensive title commitments requires meticulous review of title searches, precise legal descriptions, and detailed enumeration of requirements and exceptions. Manual drafting takes hours of attorney time, risks inconsistencies in formatting and terminology, and delays transaction timelines when multiple parties await title clearance.

CaseMark automates title commitment generation by transforming your title search results and transaction details into fully formatted, ALTA-compliant documents. Our AI structures Schedule A and Schedule B sections with proper legal descriptions, organizes requirements logically, and categorizes exceptions clearly—delivering professional commitments ready for attorney review in minutes.

How it works

  1. 1. Upload your documents

  2. 2. AI analyzes and extracts key information

  3. 3. Review and customize the generated content

  4. 4. Export in your preferred format (DOCX, PDF)

What you get

  • Commitment for Title Insurance Header

  • Schedule A - Policy Information

  • Schedule B, Part I - Requirements

  • Schedule B, Part II - Standard Exceptions

  • Schedule B, Part II - Specific Exceptions

  • Legal Description

  • Proposed Insured Information

  • Vested Owner Information

What it handles

  • Commitment for Title Insurance Header

  • Schedule A - Policy Information

  • Schedule B, Part I - Requirements

  • Schedule B, Part II - Standard Exceptions

  • Schedule B, Part II - Specific Exceptions

  • Legal Description

  • Proposed Insured Information

  • Vested Owner Information

Required documents

  • Current Deed or Title Documentation

    Most recent recorded deed showing current ownership and legal description

    .pdf, .docx, .jpg, .png

  • Title Search Results

    Preliminary title examination report identifying liens, encumbrances, and recorded documents

    .pdf, .docx

  • Transaction Details

    Purchase agreement, loan amount, buyer/lender information, and proposed insured parties

    .pdf, .docx, .txt

Supporting documents

  • Property Survey

    Current survey showing boundaries, easements, and potential encroachments

    .pdf, .jpg, .png

  • CC&Rs and Recorded Restrictions

    Covenants, conditions, restrictions, and subdivision declarations affecting the property

    .pdf, .docx

  • Payoff Statements

    Existing mortgage or lien payoff amounts and release requirements

    .pdf, .docx

  • Entity Documentation

    Corporate resolutions, certificates of good standing, or trust documents for entity parties

    .pdf, .docx

Why teams use it

Generate complete ALTA-compliant title commitments in 8 minutes instead of 3+ hours

Automatically populate Schedule A with policy details, legal descriptions, and ownership information

Create comprehensive Schedule B requirements and exceptions from source documents

Ensure consistency and accuracy across all title commitment sections

Reduce closing delays caused by incomplete or incorrect title documentation

Questions

What information do I need to generate a title commitment?

You'll need the title search results showing current ownership and any liens or encumbrances, the legal description from the most recent deed, transaction details including purchase price or loan amount, and the names of proposed insured parties. Optional documents like surveys, CC&Rs, and payoff statements help create more comprehensive commitments with specific exception language.

Does CaseMark generate ALTA-compliant title commitments?

Yes, CaseMark follows current American Land Title Association (ALTA) standards and formats. The system structures commitments with proper Schedule A and Schedule B sections, includes standard exceptions, and organizes requirements according to industry best practices. All generated documents should be reviewed by qualified attorneys to ensure compliance with specific state requirements and company underwriting guidelines.

How does CaseMark handle Schedule B exceptions?

CaseMark organizes Schedule B, Part II exceptions into clear categories including standard exceptions (parties in possession, unrecorded easements, survey matters), specific recorded exceptions (CC&Rs, easements, liens), and special items like mineral rights or pending litigation. Each exception includes complete recording information and descriptive language that helps parties understand the scope of coverage limitations.

Can I customize the title commitment for different transaction types?

Yes, CaseMark adapts to various transaction types including owner's policies, loan policies, and leasehold policies. You can specify the policy type, coverage amount, and proposed insured parties. The system adjusts requirements and language accordingly, whether you're handling a purchase transaction, refinance, or commercial lease with title insurance.

How much time does CaseMark save on title commitment preparation?

Manual title commitment drafting typically requires 3-4 hours of attorney or paralegal time for document assembly, formatting, and quality control. CaseMark reduces this to approximately 8 minutes for document generation plus attorney review time, allowing you to deliver commitments the same day you receive title search results and accelerate your closing timeline significantly.

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