TitleVerify · BrightPurpose AI

How TitleVerify Works — Process Flow

From a homeowner's first request to a recorded instrument, and the client file that holds everything. Drawn from Alan's 7 steps, with his team's answers of November 10, 2026 applied.

Client Our System TitleVerify Team ? = open question
Phase AEnrollment
1

Client request

ClientOur System

The homeowner fills the request form on the TitleVerify page — name, contact details, property address. (We rebuild this form: today it sends nothing anywhere.) The request lands instantly in the team's review queue and the team is notified.

Produces: a new client file, started · the team notified
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2

Team review

TitleVerify Team

The team reviews every request before anything goes out — Alan's call, "for now at least." One click approves and releases the packet. The gate is a setting: it can relax to automatic later without rebuilding.

Produces: an approved request · packet released
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3

Enrollment packet — one link

Our SystemClient

The client receives one link with three items in order: the welcome letter (personalized, read-only) → the intake form (details plus uploads: vesting deed, photo ID, any entity or trust papers — website answers pre-filled) → the Registry Agreement, generated from the completed intake and e-signed inside the packet.

Produces: completed intake + signed agreement, filed in the client's folder · team emailed on completion
? Should the $200 title-search fee come out of the agreement?  ·  ? Add a payment link ($995) with the packet?
Phase BDocuments
4

Deed & release generated

Our System

The system fills Alan's own templates — no free drafting. The Deed of Trust and Owner Authorization Agreement (beneficiary and trustee: Law Offices of T. Alan Ceshker, PC) and the Release of Lien, signed and held ready from day one, with a copy for the client. The legal description is taken from the uploaded vesting deed and verified by a person before use.

Produces: recording-ready deed · signed release on file
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5

Team QA review

TitleVerify Team

Alan or Jess — either one — reviews the generated documents. Approve, and the file moves to signing. Anything wrong loops back for correction before it can advance.

Produces: approved documents, cleared for signing
Phase CSigning & Recording
6

Online notary session

TitleVerify TeamClient

Signing happens online with TitleVerify's own licensed online notaries (2–3 staff, in house). The client signs and is notarized in one session — the documents never travel, nothing is printed, scanned, or mailed back.

Produces: signed + notarized deed, straight into the client's folder
? Which online-notary platform will the team use?
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◆

Does the property's county accept online-notarized documents?

TitleVerify Team
Yes

Straight to recording

The notarized document goes to the county as-is (e-recording where the county supports it).

No

Paper fallback

The same signing happens on paper instead — printed, wet-signed, notarized in person — then mailed or carried to the county.

? Who checks county acceptance — per file, or a launch-county list built up front? Is the paper fallback in scope?
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7

Recording

TitleVerify TeamOur System

The team records the instrument with the county. The system logs the county, recording date, and instrument number against the client's folder — the same details the release later relies on.

Produces: recorded instrument · folder marked Recorded
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8

Client confirmation

Our SystemClient

The client receives the recorded copy plus a short "how this works — contact us with any problems or questions" message. The send is logged in the folder.

Produces: client holding their recorded copy + instructions
? Alan to approve the wording of this message once drafted.
Phase DThe Record — Ongoing
9

Client folder & staff search

Our SystemTitleVerify Team

One secure folder per property holds everything, with a step-by-step trail that fills in as the file advances. The team finds any file in seconds from a staff-only search page (property address, owner name, or phone) — behind their own sign-in.

Produces: the complete, searchable record of every enrollment
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10

Verification & release — human only

TitleVerify Team

When a sale or refinance comes, the title company contacts TitleVerify (as the recorded deed instructs). The team verifies the owner using the original contact information from enrollment, files the release prepared on day one, and updates the folder to Released. Anything out of the norm escalates to Alan. No part of this step is automated — by design.

Produces: filed release · full enrollment-to-release history in one folder