Institutional-grade resources for title companies, attorneys, realtors, wholesalers, investors, and institutions. Download guides, intake forms, and educational materials to streamline your curative title diagnostic process.
Institutional Grade
Professional Forms
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Comprehensive guides for professionals referring or engaging diagnostics
Institutional overview for title companies, attorneys, and lenders. Explains service scope, engagement terms, and professional referral protocols.
Safe language and liability-free referral protocol for real estate brokers and agents. Includes compliant scripts and disclosure statements.
Pre-acquisition diagnostic protocol for wholesalers, flippers, and investors. Learn when to order diagnostics to confirm assignability and insurability.
Professional risk classification system explained. Learn how diagnostics categorize title defects by curability, cost exposure, and timeline risk.
Role-specific intake forms for streamlined diagnostic requests
Simplified intake form for property owners, heirs, and estate representatives requesting curative title diagnostics.
Access FormPortfolio triage intake for servicers, special assets, hedge funds, land banks, and institutional portfolio managers.
Access FormReferral intake for title companies, attorneys, realtors, and wholesalers referring clients for diagnostics.
Access FormEngagement agreement and payment terms. Includes scope, deliverables, non-contingent fee structure, and disclaimers.
Request DocumentComprehensive disclaimer clarifying non-legal, non-insurance status. Required reading for all professional partners.
View DocumentRedacted sample showing report format, risk rating, defect analysis, and resolution path recommendations.
Request SamplePractical tools to help you assess heirship readiness, evaluate resolution paths, and coordinate with heirs professionally.
A comprehensive checklist to determine if you have all necessary documents, heir information, and legal clarity before starting the title resolution process.
A visual decision framework showing when Affidavit of Heirship is viable versus when formal probate is required based on your state, heirs, and title company requirements.
Step-by-step protocol for coordinating heir deed signatures, notarization, escrow delivery, and closing day recording to ensure insurable title transfer.
Plain-language talking points for explaining the title resolution process to heirs, managing expectations, and addressing common concerns without legal advice.
A paid diagnostic includes customized documentation pathways and heir coordination tools specific to your property, state, and title situation.
Start Paid DiagnosticContact our team to request specific partner packets, institutional onboarding documents, or custom engagement agreements for your organization.
Title Rescue Desk is a division of Acquire, Inc., serving the Raleigh, NC region.