Parties
Full legal names for grantor(s) and grantee(s), including entity identifiers and signatory titles for corporate transfers.
Full legal names for grantor(s) and grantee(s), including entity identifiers and signatory titles for corporate transfers.
Complete parcel description copied from the deed (metes and bounds, lot/block), ensuring exact wording to prevent ambiguity.
Recording details: county recorder, instrument number, book and page, or secured electronic record identifiers.
Clear statement of consideration or vesting change (e.g., joint tenants, tenants in common, trust vesting).
Notary acknowledgement or RON evidence, witness signatures when required, and signer identity verification steps.
Supporting exhibits such as lien releases, assignment instruments, settlement statements, and prior recorded deeds.
Distribution commonly includes the county recorder, title insurer, lender, and all parties to the transaction for recordkeeping.
An officer with delegated authority signs corporate transfers; include evidence of corporate resolution or signed officer certificate when required by the recorder or title insurer.
Trustees sign per trust terms; individual owners sign personally. Attach proof of trustee appointment or authority for non-individual signers.
| Field | Configuration |
|---|---|
| Owner Name Auto-fill | Enable magic field from signer profile |
| Signature Required | Set signer-required true for all parties |
| Notary Block | Add notary acknowledgment and date field |
| Document Attachments | Require deed and lien releases before finalization |
Choose a platform that produces tamper-evident signed PDFs, captures comprehensive audit trails, and supports notarization workflows where required by state law.
Provide confirmation and attachments on the closing date or immediately after.
County recorder processing commonly ranges from 1–4 weeks depending on workload.
Lien releases are usually recorded within days to weeks after payoff confirmation.
Audio-video and journal often retained 5–10 years per RON requirements.
Return recorded copy to title insurer, lender, and all involved parties promptly.
Ensure all signature lines and attachments are complete.
Verify signer ID in-person or via RON credentialing.
Notary completes and signs the acknowledgement block.
Collect witness signatures when state law requires them.
Record audio-video session and store per jurisdiction rules.
Assemble final executed document for recording.
File electronically or deliver paper to county clerk.
Obtain instrument number, then distribute to stakeholders.
Martin Properties shifted to online confirmations for remote closings and off-site clients.
Optica uses confirmations to link deeds to investment records and investor approvals.