Document Review
Our Review department receives and analyzes the documents generated by our clients
who have their own document preparation capabilities, but require that we prepare
or review the legal documents as required by applicable unauthorized practice of
law statutes.
While you may generate your own notes, security instruments, riders, etc., we have
the ability to prepare supplemental documents that will augment your package in
order to meet with federal and state regulations, as well as your investor's requirements.
These review services can be provided centrally in our offices or remotely in our
client’s offices with their employees or our employees. Typically, and as an example,
once the closing package has been prepared by the client, the legal documents and
source documents are provided to the Firm and checked for accuracy.
The source documents and legal documents will include:
Source Documents
- Title commitment, including completed schedules A, B, and C
- Survey
- Earnest money contract (if applicable)
Legal Documents
- Closing instructions
- Note
- Deed of trust
- Any riders
The written results of the review are provided to the client, including a response sheet outlining any recommendations for verification, notice of legal discrepancies, or conditions for closing. The entire review process is usually completed within 90 minutes.
Please contact our Client Services/Sales department so we can discuss what service alternatives would best suit your company's needs.
