For CRE Paralegals & Junior Associates
You know the drill. Forty-plus exceptions in Schedule B-II, each a dense block of recording references and metes-and-bounds language, and a survey plat where the corresponding easement is a hairline call-out in six-point type. Your job is to prove every recorded encumbrance is either plotted, addressed, or accounted for — one exception at a time, on no sleep.
The real fear is not the volume. It is the single miss: an access easement that never made it onto the drawing, a legal description that reads one boundary call differently than Schedule A, a transposed license number in the surveyor certification block. Any one of them lands on the partner’s desk with your initials on the memo.
So you build the ALTA survey checklist by hand, cross-reference title exceptions line by line, and hope you did not blur past the one that matters somewhere around exception 31.
How it works
Purpose-built to review a title commitment’s Schedule B against the ALTA/NSPS survey — the exact reconciliation you do manually, run in minutes.
Drop in the Title Commitment and the ALTA/NSPS survey as PDFs. No formatting, no data entry — the engine reads the plat, the certification block, and the Schedule A/B text directly.
It cross-references each Schedule B-II exception against the survey’s mapped easements and encroachments, verifies Table A items, checks the certification parties and surveyor license, and tests legal-description conformance against Schedule A.
You get a prioritized findings list and a Lender Readiness Score™ — every item quotes the exact language from the source so you can jump straight to the page and verify, not re-hunt.
A four-hour manual cross-reference becomes a fifteen-minute verification pass. You review what the engine flagged instead of reading all eighty pages twice.
At a typical associate billing rate, that is several hundred dollars of file time recovered — for a $39 preliminary check. More to the point: you stop being the person who missed the unplotted easement, and start being the one who caught it before the partner did.
Frequently asked
You match each Schedule B-II exception in the title commitment to the corresponding easement, encroachment, or encumbrance depicted on the survey, then confirm the legal description, Table A items, and certification block conform. Title & Survey Review automates this cross-reference and cites every finding to the source page.
The certification block and surveyor license, the Table A items the lender required, plotted easements matching Schedule B-II, legal-description conformance with Schedule A, flood zone and FIRM panel, encroachments, and legal access. The engine checks all of these automatically.
For a commitment with 30 to 50 Schedule B exceptions it commonly runs three to four hours by hand. An automated preliminary readiness check returns a cited punch list in minutes.