CLIENT KNOWLEDGE BASE

Title Readiness

Step-by-step instructions for Palm Bay Lot Intelligence features, what the results mean, and where the screening tools stop. Each topic includes a direct link to the related customer tool or section.

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Property Readiness

Title Readiness

Screen common ownership and recorded-document conditions that can delay or complicate a sale or financing.

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When to use it

Use it before listing, accepting an offer, planning a build, or whenever the ownership history contains a death, multiple parties, old mortgage, lien, entity, trust, or document discrepancy.

How to use it

  1. Choose the saved property for context.
  2. Answer each screening question based on what you actually know; use Not sure instead of assuming an item is clear.
  3. Select Review Title Readiness to generate the screening score and support path.
  4. Open the recommended PRISM topics for a structured explanation of the flagged issue.
  5. Gather the listed records before contacting the title company, closing professional, surveyor, tax professional, or attorney when professional review is appropriate.

What the result means

The screening output groups routine verification, unknowns, and issues that commonly need professional attention.

Important limitation

A readiness score is not a title opinion, title commitment, insurability determination, or legal advice.

STILL NOT SURE?

Start with the property, then the decision.

Use the top navigation by intent: Properties, Analyze, Monitor, Decide, or Help. Each Knowledge Base topic explains what the feature does, when to use it, how to use it, and where its limits are.

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