In this article, we’ll look at the best practices for onboarding your new Title Examiner. We’ll look at the employee onboarding process/steps you can add to your own reusable Title Examiner checklist.
Need help with onboarding new Real Estate team members? See the templates and resources we recommend for successful onboarding experiences.
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Are you looking for help setting up a staff orientation process so that when your new Title Examiner 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 Real Estate onboarding experience or just need an onboarding checklist for your new Title Examiner, you’re in the right place. We’ve put together a sample Title Examiner onboarding checklist below and have created onboarding templates & resources to help.
1. Introduction to company policies and procedures: The new Title Examiner should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on employee conduct, dress code, attendance, and any other relevant guidelines. The Human Resources department typically handles this task.
2. Familiarization with company culture: It is important for the Title Examiner to understand the company’s culture and values. This task involves introducing the new employee to the company’s mission, vision, and core values. The Human Resources department or a designated company representative can perform this task.
3. Introduction to team members: The new Title Examiner should be introduced to their immediate team members and other colleagues within the organization. This task helps foster relationships and encourages collaboration. The team lead or supervisor typically handles this introduction.
4. Training on software and tools: As a Title Examiner, proficiency in specific software and tools is crucial. The new employee should receive training on the company’s software systems, databases, and any other tools necessary for their role. This training is usually conducted by the IT department or a designated trainer.
5. Overview of job responsibilities: The new Title Examiner should receive a detailed overview of their job responsibilities, including the tasks they will be expected to perform and any specific goals or targets they need to achieve. This task is typically performed by the hiring manager or supervisor.
6. Shadowing experienced Title Examiners: To gain practical knowledge and understand the intricacies of the role, the new employee should have the opportunity to shadow experienced Title Examiners. This allows them to observe and learn from experienced professionals in real-world scenarios. The team lead or supervisor can arrange this shadowing experience.
7. Review of relevant legal and industry regulations: Title Examiners need to have a strong understanding of legal and industry regulations related to real estate. The new employee should receive training or materials that provide an overview of these regulations. This task can be performed by the legal department or a designated trainer.
8. Introduction to company’s clients and stakeholders: The new Title Examiner should be introduced to the company’s clients and stakeholders, such as real estate agents, lenders, and attorneys. This task helps establish relationships and provides an understanding of the key players in the industry. The team lead or supervisor can facilitate these introductions.
9. Review of sample title reports: Title Examiners are responsible for preparing title reports, so it is important for the new employee to review sample reports to understand the format, content, and expectations. This task can be performed by the team lead or supervisor, who can provide sample reports for review.
10. Ongoing mentorship and support: To ensure a smooth transition and continuous growth, the new Title Examiner should be assigned a mentor or a designated person who can provide ongoing support, answer questions, and offer guidance. This mentorship can be arranged by the team lead or supervisor.
11. Performance evaluation and feedback: Regular performance evaluations and feedback sessions should be conducted to assess the new Title Examiner’s progress, identify areas for improvement, and provide recognition for achievements. The team lead or supervisor typically conducts these evaluations.
12. Continued professional development opportunities: To enhance skills and stay updated with industry trends, the new Title Examiner should be provided with opportunities for professional development, such as attending workshops, conferences, or relevant training programs. The Human Resources department or the team lead can facilitate these opportunities.
13. Introduction to company benefits and perks: The new Title Examiner should receive information about the company’s benefits package, including health insurance, retirement plans, vacation policies, and any other perks offered. The Human Resources department typically handles this task.
14. Introduction to company communication channels: The new Title Examiner should be familiarized with the company’s communication channels, such as email, instant messaging platforms, and project management tools. This ensures effective communication within the organization. The IT department or a designated trainer can provide this training.
15. Introduction to company’s quality control processes: The new Title Examiner should be educated on the company’s quality control processes, including how to ensure accuracy, thoroughness, and compliance with company standards. The team lead or supervisor typically handles this task.
16. Introduction to company’s customer service standards: Title Examiners often interact with clients, so it is important for the new employee to understand the company’s customer service standards and expectations. The team lead or supervisor can provide guidance on how to deliver exceptional customer service.
17. Introduction to company’s performance metrics: The new Title Examiner should be informed about the company’s performance metrics and key performance indicators (KPIs) relevant to their role. This helps them understand how their performance will be evaluated. The team lead or supervisor typically handles this task.
18. Introduction to company’s reporting and documentation processes: The new Title Examiner should be trained on the company’s reporting and documentation processes, including how to maintain accurate records, complete necessary forms, and submit reports. The team lead or supervisor can provide this training.
19. Introduction to company’s safety protocols: The new Title Examiner should receive training on the company’s safety protocols, including emergency procedures, workplace safety guidelines, and any specific safety measures relevant to their role. The Human Resources department or a designated trainer typically handles this task.
20. Introduction to company’s ethical guidelines: The new Title Examiner should be educated on the company’s ethical guidelines and code of conduct, ensuring they understand the importance of integrity and ethical behavior in their role. The Human Resources department typically handles this task
From reading through the items in the example Title Examiner checklist above, you’ll now have an idea of how you can apply best practices to getting your new Title Examiner up to speed and working well in your Real Estate 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.
