Onboarding plan
Title Examiner Onboarding Plan (30-60-90 Days)
A practical, printable plan to take a new title examiner from first day to full productivity.
Title Examiner onboarding at a glance
Week one covers orientation, safety and shadowing. Days 1–30 build vocabulary and supervised practice on core procedures; days 31–60 move to independent work with competency sign-offs; days 61–90 focus on full productivity, cross-training and a credential plan.
Before day one
- Confirm start date, schedule, pay and supervisor in writing
- Verify required credentials: State title agent license, Land Title Professional (as applicable)
- Prepare equipment and access: county recorder databases; title plant software; title production systems; GIS parcel maps
- Assign a buddy or preceptor
- Enroll the new hire in Title Examiner training so foundations are covered before or during week one
Week one: orient and protect
- Workplace tour, emergency procedures and incident reporting
- Protect personal data
- Follow recording laws
- Prevent wire fraud at closing
- Keep records accurate
- Shadow an experienced title examiner through a full shift
- Training modules 1–3: role foundations, a day on the job and essential vocabulary (15 terms)
Days 1–30: learn
Goal: perform core tasks safely under supervision.
- Supervised practice: run a full title search
- Supervised practice: spot a break in the chain of title
- Supervised practice: clear an old unreleased mortgage
- Training modules 4–7: duties, step-by-step tasks, tools and safety
- 30-day check-in: confidence, questions and early wins
Days 31–60: contribute
Goal: handle a regular workload independently.
- Search property records: independently
- Trace chain of title: independently
- Find liens and judgments: independently
- Review legal descriptions: independently
- Competency sign-offs completed (see checklist below)
- Training final knowledge check and certificate of completion
- 60-day check-in
Days 61–90: own
Goal: full productivity and a growth plan.
- Meet productivity and quality targets for the role
- Begin cross-training on a secondary task
- Agree on a credential goal (for example, State title agent license)
- Discuss the career path: Title Searcher → Title Examiner → Senior Examiner
- 90-day review
Competency checklist
| Skill or task | Trained | Observed | Signed off |
|---|---|---|---|
| Run a Full Title Search | |||
| Spot a Break in the Chain of Title | |||
| Clear an Old Unreleased Mortgage | |||
| Records searching | |||
| Chain of title analysis | |||
| Legal descriptions | |||
| Lien research |
How to measure onboarding success
- Time to independent work
- Error or rework rate
- Internal customer satisfaction
- 90-day retention
How Title Examiner training maps to this plan
- Introduction to the Title Examiner Role
- A Day on the Job
- Essential Title Examiner Vocabulary
- Core Duties and Responsibilities
- Common Tasks, Step by Step
- Tools, Equipment and Technology
- Safety, Compliance and Professional Standards
- Skills Employers Look For
- Launching Your Title Examiner Career
- Final Knowledge Check