Title Checker Onboarding Checklist

Title Checker Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Title Checker starts their role, they can learn about their responsibilities and your company as quickly as possible? Whether you’re keen to use buddy onboarding, want to automate your Quality Assurance onboarding experience or just need an onboarding checklist for your new Title Checker, you’re in the right place. We’ve put together a sample Title Checker onboarding checklist below and have created onboarding templates & resources to help.

Title Checker Onboarding Checklist

1. Introduction to company policies and procedures: The new Title Checker should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on employee conduct, data security, confidentiality, and any other relevant guidelines. The Human Resources department typically handles this task, ensuring that the new employee understands and adheres to the company’s standards.

2. Familiarization with title checking software: As a Title Checker, it is crucial to become proficient in the software used for title checking. The IT department or a designated software trainer should provide training sessions to familiarize the new employee with the software’s features, functionalities, and best practices. This will enable the Title Checker to efficiently navigate through the system and perform their duties effectively.

3. Understanding the title checking process: The new Title Checker should receive detailed training on the title checking process specific to the company’s industry. This involves learning about the necessary documents, legal requirements, and steps involved in verifying the accuracy and validity of titles. Typically, a senior Title Checker or a designated supervisor will provide this training, sharing their expertise and experience.

4. Shadowing experienced Title Checkers: To gain practical knowledge and learn the intricacies of the job, the new Title Checker should have the opportunity to shadow experienced colleagues. This allows them to observe and learn from seasoned professionals, understand real-life scenarios, and ask questions. The supervisor or team lead should coordinate this shadowing process, ensuring that the new employee is paired with knowledgeable and approachable mentors.

5. Reviewing sample title reports: To familiarize themselves with the format and content of title reports, the new Title Checker should review sample reports. These reports should showcase different scenarios, such as clear titles, liens, encumbrances, or other issues that may arise during the title checking process. The supervisor or a designated team member can provide these samples and explain the key elements to focus on when preparing a title report.

6. Introduction to company-specific databases and resources: Many companies have their own databases and resources that Title Checkers rely on for research and verification purposes. The new employee should receive training on how to access and effectively utilize these databases, ensuring they can efficiently retrieve and analyze relevant information. The IT department or a designated trainer should provide this training, highlighting the specific features and functionalities of the company’s databases.

7. Understanding quality assurance protocols: Quality assurance is a vital aspect of the Title Checker’s role. The new employee should be introduced to the company’s quality assurance protocols, which may include double-checking reports, conducting peer reviews, or following specific guidelines to ensure accuracy and consistency. The supervisor or a designated quality assurance specialist should explain these protocols and provide examples of how they are implemented within the company.

8. Collaboration with other departments: Title Checkers often collaborate with various departments, such as legal, real estate, or mortgage teams. The new employee should be introduced to key personnel in these departments, understanding their roles and how they interact with the Title Checker’s responsibilities. This introduction can be facilitated by the supervisor or through departmental meetings, fostering effective communication and collaboration within the company.

9. Performance evaluation and feedback mechanisms: To ensure continuous improvement and professional growth, the new Title Checker should be informed about the company’s performance evaluation and feedback mechanisms. This includes understanding how performance is assessed, the frequency of evaluations, and the channels through which feedback is provided. The Human Resources department typically handles this task, ensuring that the new employee is aware of the company’s expectations and opportunities for development.

10. Ongoing training and professional development opportunities: As the industry and technology evolve, it is essential for Title Checkers to stay updated with the latest trends and best practices. The new employee should be informed about ongoing training programs, webinars, conferences, or other professional development opportunities available within the company or industry. The supervisor or the Human Resources department should provide this information, encouraging the Title Checker to enhance their skills and knowledge throughout their career

Setting Up Your Employee Onboarding Process

From reading through the items in the example Title Checker checklist above, you’ll now have an idea of how you can apply best practices to getting your new Title Checker up to speed and working well in your Quality Assurance team. Scroll up to see the link to our onboarding templates & resources or get in touch to discuss getting help setting up your systems and processes in this area.