Title review intake that captures recorded documents up front
This intake walks prospective clients through the specific title defect and whether it's tied to a pending sale, refinance, or underwriting deadline. Upload fields collect the title report, deed, survey, or lien notice so you see the paper trail before booking a consultation.
The exact intake your title review and curative work leads complete
This is the real 7-question guided intake for Title Review and Curative Work — the same flow your customers finish before you ever pick up the phone.
What a qualified title review and curative work lead should tell you
Examination of a property's recorded title history to identify defects such as liens, easements, boundary conflicts, or recording errors, and the corrective work needed to clear title for a sale, refinance, or other transaction.
- Matter About Title Defect,
- Have Title Report, Deed,
- Title Issue Arise During
- Defect Delayed Closing, Blocked
- There Recorded Date, Filing
- Any Prior Owner, Heir,
- Any Deed, Release, Satisfaction,
The questions your team needs answered
Every title review and curative work intake asks these — and why each one matters.
| Question | Why it matters |
|---|---|
| Is the matter about a title defect, lien, easement, boundary issue, or recording error affecting specific real property? | Confirms the matter is a genuine title defect affecting a specific property, not a general real estate question. |
| Do you have a title report, deed, survey, mortgage, lien notice, or recorded document tied to the issue? | A title report, deed, or lien notice in hand lets the firm assess merit before spending a consultation on it. |
| Did the title issue arise during a pending sale, refinance, probate, development, or insurance underwriting? | Title issues tied to a pending sale, refinance, or underwriting deadline carry real time pressure and often billable urgency. |
| Has the defect delayed closing, blocked financing, limited property use, or caused an ownership dispute? | A defect that has already delayed closing or blocked financing signals a client under active pressure to resolve it fast. |
| Is there a recorded date, filing office, parcel number, or policy number identifying when the title issue appeared? | A recorded date, filing office, or parcel number lets the firm pull records before the call instead of during it. |
| Has any prior owner, heir, spouse, or lender asserted an unrecorded ownership or lien interest in the property? | A competing claim from an heir, spouse, or lender points to a more contested curative matter than a routine defect. |
| Was any deed, release, satisfaction, or legal description executed, notarized, recorded, or indexed incorrectly in the land records? | An incorrectly executed or recorded document identifies a specific curative fix, such as a corrective deed or re-recording, rather than an open dispute. |
How Cliont scores title review and curative work leads
Every answer is weighted automatically — no manual review required.
Value signals
- Matter About Title Defect,: yes
- Have Title Report, Deed,: yes
- Title Issue Arise During: yes
- Defect Delayed Closing, Blocked: yes
- There Recorded Date, Filing: yes
- Any Prior Owner, Heir,: yes
See the lead your team receives
Title Review Lead
From first click to qualified lead
Follow people and businesses seeking counsel through one smooth, guided flow.
They land & meet you
Your video greeting plays instantly — a real face instead of a blank form.
They explain the matter
Smart questions adapt to their matter and capture the full scope.
They share the documents
The facts, dates, and any paperwork come attached, so you can assess the matter before the consultation.
You get a ready lead
Scored and qualified — waiting for you to win it.
Built for title review and curative work workflows
| Cliont capability | Title Review And Curative Work application |
|---|---|
| Document upload capture | Collects the title report, deed, survey, or lien notice referenced in the intake so you can review the actual recorded documents before the consultation. |
| Conditional lead scoring | Weighs whether the title issue is tied to a pending sale, refinance, probate, or underwriting deadline, so transactionally urgent matters surface above general inquiries. |
| Structured intake fields | Captures recorded date, filing office, and parcel number details up front, so your team isn't pulling land records mid-call to identify the property. |
| CRM routing | Sends qualified title matters to your CRM with the defect type, documentation status, and transaction trigger attached, so intake calls start with the file already framed. |
Common title review and curative work lead scenarios
Lien discovered during pending sale
A closing is on hold because a title search turned up an unreleased lien, and the client already has the lien notice in hand. The intake flags the pending-sale urgency and confirms supporting documentation exists.
Heir contests recorded deed
A prior heir or spouse has asserted an unrecorded ownership interest, but no title report has been pulled yet. The intake still scores this high on dispute risk while flagging that documentation is missing.
Refinance flagged by underwriting
A lender's underwriting review surfaced a title exception blocking financing, and the client has the title report ready. This combination of a transaction trigger and existing documentation scores strongly.
Boundary question, no survey yet
A homeowner suspects an encroachment but has no survey or recorded document to point to. The intake captures the defect type while noting the missing evidence, so the firm can decide whether to request a survey before scheduling.
Recording error caught by title company
A deed or release was indexed incorrectly in the land records, with a known filing office and recording date. The intake surfaces this as a defined curative fix rather than an open dispute.
Connect Cliont to your workflow
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HubSpot, HighLevel, Salesforce, JobNimbus
Book matters
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Notify your team
Email, SMS, Slack
Automate follow-up
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Simple, transparent pricing
Choose the plan that works for your business.
Professional
Unlimited intake forms and leads for your growing business.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Advanced analytics dashboard
Pay Per Lead
Only pay when you receive a qualified lead.
- Unlimited intake forms
- Custom video greetings
- AI-powered voice bot
- English + Spanish support
- Automatic lead scoring
- Digital estimates & e-signatures
- Photo, video & file upload
- Charged only for submitted leads
More real estate law intake templates
Title Review and Curative Work lead-intake FAQs
How does the intake distinguish a real title defect from a general property question?
The first question confirms the matter involves a specific defect, lien, easement, boundary issue, or recording error tied to a particular property. Leads that don't clear this threshold score lower and are less likely to warrant a consultation.
What happens if the prospective client doesn't have a title report or deed yet?
The intake still captures the rest of the matter, but the absence of a title report, deed, survey, or lien notice lowers the score relative to a lead with documentation already in hand, since there's less to evaluate before the call.
Can the intake tell whether a title issue is already blocking a closing or loan?
Yes. One question asks specifically whether the defect has delayed closing, blocked financing, limited property use, or caused an ownership dispute, which raises the priority of the lead.
Does the intake capture competing ownership claims from heirs or prior owners?
Yes. A dedicated question asks whether any prior owner, heir, spouse, or lender has asserted an unrecorded ownership or lien interest, since that points to a more contested curative matter than a routine defect.
How does Cliont handle matters tied to a pending sale versus probate or development?
The intake asks whether the title issue arose during a pending sale, refinance, probate, development, or insurance underwriting, which surfaces the transactional trigger and its urgency without you having to ask on the call.
What if the deed was recorded incorrectly rather than disputed?
A separate question asks whether a deed, release, satisfaction, or legal description was executed, notarized, recorded, or indexed incorrectly, which helps you identify a defined curative filing rather than an open-ended dispute.
Turn title review and curative work visitors into qualified cases
Give every title review and curative work visitor a guided intake instead of a dead contact form — and get a scored, qualified lead before you book a consultation.