Summarize title commitment requirements for closing

Turn a long title commitment into a checklist of requirements and exceptions to clear before closing.

The problem

Title commitments are dense, and the Schedule B requirements (payoffs, releases, affidavits, estate documents) are what hold up closings. Staff often find a missing requirement a day or two before closing.

Step by step

1. 1Use a business AI account that does not train on your data, since the commitment contains party names and property details.
2. 2Upload the title commitment PDF.
3. 3Ask for a numbered checklist of every requirement, who is responsible, and what document satisfies it, plus a plain-English list of the exceptions.
4. 4Have the attorney or title processor review the list against the commitment; it is a working aid, not a title opinion.
5. 5Add the requirements to your closing checklist and send requests to lenders, sellers and payoff contacts right away.

Copy-paste prompt

From the attached title commitment, make a numbered checklist of every requirement (Schedule B-I or equivalent). For each give: the requirement in plain English, who usually provides it (seller, buyer, lender, payoff holder, title company), the document that satisfies it, and the page/item number. Then list the exceptions (Schedule B-II) in plain English and flag any that look unusual for a residential closing. Do not guess; if something is unclear, say so.

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