Title Management

Purpose/Overview

The Title Tab is designed to capture and manage all information related to the ownership and legal standing of a property parcel. Similar to how a vehicle requires proper title documentation for ownership transfer, land ownership must be supported by legally valid records.

This feature allows users to maintain a centralized repository of title-related data, including ownership documents, easements, leases, liens, tenants, and historical title records. It ensures transparency, reduces legal risks, and provides a complete audit trail of property ownership and associated obligations.

Navigation Path:

To access this feature: Parcel > Parcel Info > Title 

Things to Know:

• Users must have appropriate permissions to view, add, or edit title-related records.
• Title information is interconnected across multiple panels; updates in one section may reflect in the overall title chain.
• The Title Chain is automatically updated as new records are added.
• Incomplete or incorrect title data may impact downstream processes such as agreements or payments.

Key Benefits/Use Cases:

• Centralized Title Management: Maintain all ownership and legal documentation in one place, improving accessibility and audit readiness.
• Risk Identification & Mitigation: Track liens, encumbrances, and title issues to proactively identify risks that may impact ownership transfer.
• Historical Ownership Tracking: Use the Title Chain to view a complete history of ownership and legal changes over time.

How It Works:

Follow these steps to manage title information:

Step 1: Access Title Tab

• Navigate to Parcel > Title.

Step 2: Manage Parcel Information

• Go to Parcel > Title > Parcel Information.
• Add general notes and upload title-related documents using the Load Title Document option.

Step3: Update Title Status

• Navigate to Parcel > Title > Parcel Information Panel.
• Select the appropriate status from the Title Status dropdown.

Step 4: Track Milestone Dates

• Navigate to Parcel > Title > Milestone Dates.
• View or capture key dates such as:
  • LTC/OTC Reviewed
  • Survey Permission
  • Title Reviewed

Step 5: Monitor Title Progress

• Use the Title Tracking panel to monitor overall progress and status of title work.

Step 6: Add Vesting Ownership Records

• Navigate to Parcel > Title > Document Vesting Ownership.
• Click Add New Record.
• Enter required ownership details.
• Click Insert.

Step 7: Record Easements, Plats, and Leases

• Navigate to Parcel > Title > Easements, Plats, Oil & Gas Leases.
• Click Add New Record.
• Fill in details and click Insert.

Step 8: Capture Liens and Encumbrances

• Navigate to Parcel > Title > Involuntary Liens, Lis Pendens & Other Encumbrance.
• Click Add New Record.
• Enter required information and click Insert.

Step 9: Maintain Tenant Information

• Use the Tenant/Lessee panel to record tenant or lessee details associated with the parcel.

Step 10: Track Title Issues

• Use the Title Issues panel to document and monitor any issues identified during the title process.

Related Features/Next Steps:

• Survey Management (ROW)
• Acquisition Management 
• Parcel Overview

FAQ/Troubleshooting:

Q: Why is my Title Chain not showing recent updates?
A: Ensure that all new records are properly inserted and saved in their respective panels. The Title Chain updates automatically once records are successfully added.

Q: Can I edit previously added title records?
A: Yes, if you have the required permissions, you can update existing records in their respective panels.

Q: What should I do if I cannot see the Title Tab?
A: Verify your user permissions or contact your system administrator to gain access.

Questions?  Contact us!