Title Searcher Onboarding Checklist

Title Searcher Onboarding Process

Are you looking for help setting up a staff orientation process so that when your new Title Searcher 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 Searcher, you’re in the right place. We’ve put together a sample Title Searcher onboarding checklist below and have created onboarding templates & resources to help.

Title Searcher Onboarding Checklist

1. Introduction to company policies and procedures: The new Title Searcher should be provided with a comprehensive overview of the company’s policies and procedures. This includes information on work hours, 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 Searcher 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 HR department or a designated company representative can perform this task.

3. Introduction to team members: The Title Searcher should be introduced to their immediate team members and other colleagues they will be working closely with. This task helps foster relationships and encourages collaboration. The team lead or supervisor typically handles these introductions.

4. Workspace setup: The new Title Searcher should be provided with a suitable workspace, including a desk, computer, necessary software, and any other tools required for their job. The IT department or office manager is responsible for ensuring the setup is complete.

5. Training on title search processes: As a Title Searcher, it is crucial to understand the specific processes and techniques involved in conducting title searches. This task involves providing comprehensive training on how to perform title searches, including using relevant software and databases. A senior Title Searcher or a designated trainer within the company typically performs this training.

6. Introduction to company software and tools: The new Title Searcher should receive training on any software or tools specific to the company’s title search processes. This may include training on proprietary software, databases, or other tools used for conducting searches. The IT department or a designated trainer typically handles this task.

7. Shadowing experienced Title Searchers: To gain practical experience and learn from experienced professionals, the new Title Searcher should be given the opportunity to shadow and observe experienced Title Searchers in action. This task helps the new employee understand real-world scenarios and learn best practices. The team lead or supervisor typically arranges these shadowing opportunities.

8. Review of legal and regulatory requirements: The Title Searcher should receive training on the legal and regulatory requirements related to title searches in the real estate industry. This includes understanding relevant laws, regulations, and compliance standards. The legal department or a designated trainer typically handles this task.

9. Introduction to company databases and resources: The new Title Searcher should be provided with access to relevant databases, resources, and reference materials necessary for conducting title searches. This task involves familiarizing the employee with the available resources and providing guidance on how to effectively utilize them. The IT department or a designated trainer typically handles this task.

10. Review of company’s quality control processes: The Title Searcher should be trained on the company’s quality control processes to ensure accuracy and consistency in their work. This task involves understanding the steps involved in reviewing and verifying title search results. The team lead or supervisor typically handles this training.

11. Introduction to company communication channels: The new Title Searcher should be familiarized with the company’s communication channels, including email, instant messaging platforms, and any other tools used for internal communication. This task ensures effective communication within the team and the organization as a whole. The IT department or a designated trainer typically handles this task.

12. Review of client expectations and deliverables: The Title Searcher should be provided with a clear understanding of client expectations and the deliverables they are responsible for. This task involves reviewing sample reports, discussing client requirements, and understanding the company’s service level agreements. The team lead or supervisor typically handles this task.

13. Introduction to company’s project management system: If the company utilizes a project management system, the new Title Searcher should receive training on how to use it effectively. This task involves understanding how to track and manage title search projects, update progress, and communicate with team members. The IT department or a designated trainer typically handles this task.

14. Performance evaluation and goal setting: The Title Searcher should be informed about the company’s performance evaluation process and how goals are set. This task involves discussing performance expectations, setting objectives, and understanding how performance will be assessed. The HR department or the team lead typically handles this task.

15. Ongoing professional development opportunities: The new Title Searcher should be made aware of any ongoing professional development opportunities available within the company. This task involves discussing training programs, workshops, conferences, or certifications that can enhance their skills and knowledge. The HR department or a designated trainer typically handles this task

Setting Up Your Employee Onboarding Process

From reading through the items in the example Title Searcher checklist above, you’ll now have an idea of how you can apply best practices to getting your new Title Searcher 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.