A Paralegal's Guide to Reviewing Title Commitments, Exception Documents, and Surveys
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 07-18-2026 |
| Indiana Paralegal CLE |
|
3 Total | |
| Montana CLE Credit for Paralegals |
|
3 Total | 07-18-2026 |
| New Mexico Paralegal Division, State Bar of |
|
3 Total | 07-18-2026 |
| Texas State Bar of Paralegal Division |
|
3 Total | 07-18-2026 |
Buy This Course
OnDemand Video
Course Book Download
or
Overview
Recognize and Resolve Problems When You See Them
To ensure a clean title and policy, you need to know how to read title commitments and surveys. This practical guide to title and survey review will show you what to look for, where to find it, and what to do about it. Enhance your real estate skill set - register today!
- Communicate more effectively with title companies by knowing what goes on behind the scenes.
- Walk section-by-section through the title commitment.
- Delve deeper into specific exceptions by investigating the exception documents.
- Learn how to read land surveys and legal descriptions.
- Work to resolve title issues through objection letters, endorsements, and curative tools.
Abbreviated Agenda
- Title Insurance - Behind the Scenes
- Reviewing Title Commitments and Exception Documents
- Reading Surveys and Plats
- Drafting Title and Survey Objection Letters (With Samples)
- Assisting With Curative Work
Credit Details
Credits Available
| Credit | Status | Total | Until |
|---|---|---|---|
| California MCLE Paralegal |
|
3 Total | 07-18-2026 |
| Indiana Paralegal CLE |
|
3 Total | |
| Montana CLE Credit for Paralegals |
|
3 Total | 07-18-2026 |
| New Mexico Paralegal Division, State Bar of |
|
3 Total | 07-18-2026 |
| Texas State Bar of Paralegal Division |
|
3 Total | 07-18-2026 |
Select Jurisdiction
Paralegal
Agenda
-
Title Insurance - Behind the Scenes
- Title Search and Examination
- Title Abstracts / Reports
- Preparation of the Title Commitment and Policy
- Understanding Company and Underwriter Guidelines
-
Reviewing Title Commitments and Exception Documents
- Anatomy of the Title Commitment
- Schedule A - Are There Any Discrepancies?
- Schedule B-I Requirements/Conditions
- Schedule B-II Exceptions and Exclusions
- Reviewing Title Exception Documents
-
Reading Surveys and Plats
- Survey Standards and Practices
- Surveying Terms and Survey Types
- How to Read Survey Maps and Plats
- What to Look for, Where to Find it
- Preparing Survey Readings and Legal Descriptions
-
Drafting Title and Survey Objection Letters (With Samples)
- Objectionable Exceptions
- Writing Objection Letters
- Responding to Objection Letters
- Obtaining Title Endorsements
-
Assisting With Curative Work
Who Should Attend
This intermediate level course will provide attendees with practical skills for working with surveys, legal descriptions, plats, and title insurance. Those who should attend include:
- Paralegals
- Legal Assistants
- Legal Support Staff
Speakers
Speaker bio
Duane H. Wunsch
is vice president and Wisconsin state counsel for Fidelity National Title Group. He has more than 30 years of experience, including searching and examining titles, closing transactions, and handling title insurance claims. Mr. Wunsch is a member of the Milwaukee Bar Association, Wisconsin Land Title Association and State Bar of Wisconsin. He earned his B.A degree from the University of Wisconsin, Madison; and his J.D. degree from Emory University School of Law.
Speaker bio
Shane D. Sclichter
is a partner in the law firm of Vorys, Sater, Seymour and Pease LLP, where he is a member of the finance, energy and real estate group. He has nearly two decades of experience in banking and commercial finance law. In his practice, Mr. Sclichter primarily represents commercial banks and borrowers in a wide range of multi-lender and single lender secured and unsecured financing transactions, including real estate development and construction financing, asset-based lending facilities, acquisition financings, equipment financings, mezzanine financings, and intercreditor and subordination agreements. He also has experience with real estate sales and acquisitions (commercial and residential), including purchase and sales agreements, title insurance matters, inspection issues, transfer tax issues, survey requirements, and leasing issues. Prior to joining the firm, Mr. Sclichter was senior counsel at First Niagara Bank. He earned his B.A. degree from The Citadel, the Military College of South Carolina, and his J.D. degree from the Duquesne University School of Law. He is a member of The West Virginia Bar Association, Pennsylvania Bar Association, and New Jersey State Bar Association.
Top FAQs
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The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account.
If you're a subscriber, you'll have access to your course recordings until 7 days after the expiration date of the subscription.
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