Feature · Commitment reader
Turn a title commitment into a checklist in seconds
Every requirement on Schedule B, Part I has to be cleared before the policy can issue. Instead of retyping them, upload the commitment and pick the ones to track.
Upload the commitment PDF
From the file’s page, choose the commitment. Schedule B is enough if the full document is large.
Requirements, in plain words
Each requirement comes back as a short task a closer can tick off, like “Pay off and record release of deed of trust to Example Bank,” keeping names and recording references.
You choose what to add
Untick anything you don’t need, then add the rest to the file’s task list next to the checklist. Boilerplate that every commitment has is left out.
Exceptions stay out
Schedule B, Part II exceptions and the legal description aren’t turned into tasks. This is a to-do list, not a title exam.
Good to know
- The PDF is sent to our AI provider for that one request and isn’t stored by Closing Desk.
- Social Security, loan and account numbers are left out of the tasks.
- It reads the document; it doesn’t examine title. Always check the tasks against the commitment.
- Owners and admins can turn AI features off for the whole agency in Settings.
Try it on your own files
Included on the Pro and Business plans; each commitment uses one of the day’s AI requests. Every plan starts with a 14-day free trial of Pro. No card needed.