INFINITY TITLE INFO
Banks & lenders
Packages that pass note boarding, credit and audit the first time.
Closing service
Closing packages,checked lender by lender.
Every closing package reviewed before and after the table — against each lender’s note boarding, legal, credit administration, treasury and audit requirements — so files are complete the first time.
5Lender requirement areas checked
2Reviews: pre & post-closing
8,000+Commitments every month
24/7Including U.S. holidays
Overview
A complete package, every time.
Every lender has its own checklist for a closing package. Miss one signature, one assignment or one disclosure and the file comes back — delaying funding, boarding and the final policy.
Our review team checks each package for accuracy, lender by lender, before and after closing. We make sure it meets the lender’s note boarding, legal, credit administration, treasury and audit requirements, and we complete the outstanding pieces: assignments, releases, document retrieval, builder certifications and disclosure checks.
- Accuracy checked against each lender’s requirements
- Note boarding, legal, credit, treasury and audit standards
- Assignments and releases prepared and executed
- Mortgage release searches completed
How it works
Two reviews, one complete file.
We review the package before it reaches the table and again afterwards, so nothing is missing when the file is boarded.
- 01
Receive
The closing package arrives with the lender’s requirements.
- 02
Pre-close review
Documents checked for accuracy and completeness before signing.
- 03
Post-close review
The signed package checked against the lender’s standards.
- 04
Complete
Assignments, releases and missing documents prepared or retrieved.
- 05
Deliver
The complete portfolio is delivered, ready for boarding and audit.
What's included
Checked against every requirement.
Each package is reviewed against five lender requirement areas and completed with the documents the portfolio needs.
- 01Note boardingThe package meets the lender’s note boarding requirements.
- 02LegalLegal requirements checked for every document.
- 03Credit administrationCredit administration standards met.
- 04TreasuryTreasury requirements reviewed.
- 05AuditThe file is complete and ready for audit.
- 06AssignmentsDocument assignments prepared and executed.
- 07ReleasesRelease preparation completed.
- 08Document retrievalMissing documents located and retrieved.
- 09Builder certificationCertifications from builders obtained.
- 10Certificate terminationCertificates terminated where required.
- 11Disclosure checkDisclosure documents checked for completeness.
- 12Mortgage release searchSearches for mortgage releases completed.
Who it's for
Complete files for every desk.
Whoever funds, boards or insures the loan needs the same thing: a package with nothing missing.
Title agencies
Closing packages checked before they reach the table.
Servicers
Portfolios completed with assignments, releases and retrieved documents.
Capital markets firms
Loan files reviewed and complete before purchase or audit.
What it fixes
The package problems we take away.
The lender sends the package back after closing.
How we fix itEach package is reviewed against that lender’s requirements first.
A signature or notarization is missing.
How we fix itGaps are flagged before signing, when they are easy to fix.
Assignments and releases are never prepared.
How we fix itWe prepare and execute them as part of the review.
Files fail audit months later.
How we fix itPackages are completed to audit standards before delivery.
What to expect
Turnaround, coverage and controls.
Turnaround
Typical package review: within 24 hours of receipt.
Coverage
Reviews for loans in all 50 U.S. states.
Quality
Every package checked lender by lender against five requirement areas.
Security
ISO 27001 certified. Our team works inside your platform under your access controls, so borrower data stays in your systems.
In depth
Why the package has to be complete.
Where document review fits
A closing package is more than a stack of signed pages. For the lender it is the record that boards the loan, satisfies credit administration and treasury, and stands up to audit. Every lender has its own checklist for what that record must contain.
Review happens twice: before closing, to catch what can still be fixed easily, and after closing, to confirm the signed package is complete.
A package that fails review after closing costs far more to fix than one checked before.
What goes wrong without it
Packages come back with a missing signature, an unrecorded assignment or a disclosure that does not match. Each one means chasing borrowers, re-executing documents and holding up note boarding and the final policy. Months later, the same gaps reappear as audit findings.
The cost grows with time. A missing notarization caught the day before closing takes a phone call to fix. The same gap found after the loan is boarded can mean tracking down a borrower who has already moved in, arranging a new signing and re-recording the document — while the final policy and the investor delivery both wait.
How our process prevents it
Our reviewers check every package for accuracy, lender by lender, against note boarding, legal, credit administration, treasury and audit requirements. They complete what is outstanding — document assignment preparation and execution, release preparation, document retrieval, builder certifications, certificate terminations and disclosure checks — and search for mortgage releases so the portfolio is genuinely complete.
One standard, every lender
Because the review is built around each lender’s requirements rather than a generic checklist, packages pass the first time far more often. And with a team working 24/7, packages reviewed overnight are ready for your closers the next morning — whatever your monthly volume. Review is also part of our five-service bundle, so it can be combined with tax reports, commitment typing, stacking and final policies at our most competitive price.
Packages reviewed in the platforms you run.
- Qualia
- ResWare
- RamQuest
- SoftPro
- TitlePoint
- NexTace
- Title Express
- AIM
Questions
Document review, answered.
Do you review before or after closing?
Both. We review closing packages before signing and the executed package after closing.
Which lender requirements do you check?
Note boarding, legal, credit administration, treasury and audit requirements, reviewed lender by lender.
Do you prepare assignments and releases?
Yes. We prepare and execute document assignments and prepare releases as part of completing the portfolio.
Can you retrieve missing documents?
Yes. Document retrieval, builder certifications and certificate terminations are included.
Do you search for mortgage releases?
Yes. Mortgage release searches are part of every review.
How is this different from post-close QC?
Document review completes the package against lender requirements. Post-close QC is a final error check for issues such as wrong names, amounts or missing endorsements. Many clients use both.
What is your typical turnaround?
Most packages are reviewed within 24 hours of receipt.
Is document review part of your bundle?
Yes. Pre- and post-closing review is one of our five core bundled services, offered together at our most competitive price.
Let's talk
Packages that pass the first time.
Tell us your lenders and monthly closing volume. We'll show you how our reviewers would check your packages.
877-463-8485