The product · the whole trip
From sign-up to a finished commitment.
Every core surface, in the order you’d use it — set up your firm, teach it your standards, and watch one file go from a scan to a deliverable that carries its own proof.
How it works
One file, the whole system — and your people in the lead.
titletrace.io · Meridian Title
DR
New workspace
Create your workspace
Firm name
Meridian Title & Escrow
How you work
Examination
Processing
You're setting up
Workspace named
Mode · Examination
DR Dana R. · Examiner invited
Add your knowledge next
Knowledge base3 documents · 91 pages indexed Upload
Drop your firm's SOPs, statutes & standards
SOP — Title Examination.pdf
18 pages · firm standard
FL Homestead Requirements.pdf
just uploaded
Underwriting Guidelines.pdf
42 pages · firm standard
Your rules, QC, and the AI all reason against these — and cite them. Nothing is guessed.
RulesApprove a proposed rule
✦ Proposed from your knowledge
Homestead can't be conveyed unless the spouse signs.
drafted from FL Homestead Requirements.pdf
Reads back as
On any deed of the grantor's homestead, require the spouse to join. Flag the deed if the grantor is married and the spouse hasn't signed.
grounded in your KB FL Homestead Requirements.pdf → Fla. Const. art. X §4(c)
accepted · runs on every file
Your rules · 14
Homestead requires spousal joinder just now
Grantor matches prior owner of record
Legal description matches the survey
Open mortgage shows a recorded release
Marital status stated for each grantor
Tax / lien search comes back clear
Vesting carries forward from the prior policy
deterministic · runs the same way on every file
QC checksApprove a proposed QC check
✦ Proposed from your knowledge
Every easement in the deed should appear in Schedule B.
drafted from SOP — Title Examination.pdf
Runs as
A QC pass reads each file against your knowledge base and writes up anything that looks off — a second read, with citations. Not a pass/fail rule.
reads against your KB SOP — Title Examination.pdf
judgment · imperfect by design
accepted to your QC pass
Your QC pass · 6 checks
Easements appear in Schedule B just now
Vesting language is internally consistent
Parcel ID matches the legal description
Prior policy exceptions carried forward
Schedule B language matches underwriting
Legal description reads consistently across docs
judgment · each note cited to your KB
Project 24-2461Files1 upload · 3 documents
Drop the closing file — we read, split & sort it
Closing_Package.pdf
1 upload · 14 pages
Warranty_Deed.pdfWarranty Deedreading… ready
Mortgage_Sunstate.pdfMortgagereading…
Survey_Lot14B.pdfSurveyqueued
One upload — read, split, and classified into 3 documents. Even decades-old scans.
WARRANTY DEED
THIS INDENTURE, made the 14th day of March, 2026, between John A. Smith, a married man, of the County of Orange, State of Florida, party of the first part, and Maria L. Garcia, a married woman, party of the second part — WITNESSETH, that the said party of the first part, for and in consideration of the sum of $340,000.00 and other good and valuable consideration, the receipt whereof is hereby acknowledged, has granted, bargained and sold unto the party of the second part the following described land: Lot 14, Block B, MERIDIAN HEIGHTS, according to the plat thereof recorded in Plat Book 92, Page 18, Public Records of Orange County, Florida.
TO HAVE AND TO HOLD the same in fee simple forever; and the said grantor does hereby fully warrant the title to said land and will defend the same against the lawful claims of all persons whomsoever.
TO HAVE AND TO HOLD the same in fee simple forever; and the said grantor does hereby fully warrant the title to said land and will defend the same against the lawful claims of all persons whomsoever.
John A. Smith
NOTARY
SEAL
SEAL
page 1 of 3 · scanned 2014
ExtractChecksReview
GrantorJ. A. SmithAIlow · review
Consider.$340,000.00AIhigh
LegalLot 14, Blk BAIhigh
GranteeMaria L. GarciaAIhigh
ExecutedMar 14, 2026AIhigh
Plat refPlat Bk 92 · Pg 18AImed
1 of 11 needs your review
Open sourceConfirm field
each value pinned to its source line · your people confirm — nothing files itself
Project 24-2461Chain of title
Built from the file's entities · 3 transfers · 1 gap flagged
1998Alvarez → Cole
gap — no deed Cole → Reyes
2007Reyes → Smith
2026 · this deedSmith → Garcia
Each link checked grantor-to-grantee — breaks in the chain surface as findings.
WARRANTY DEED
THIS INDENTURE, made the 14th day of March, 2026, between John A. Smith, a married man, of the County of Orange, State of Florida, party of the first part, and Maria L. Garcia, a married woman, party of the second part — WITNESSETH, that the said party of the first part, for and in consideration of the sum of $340,000.00 and other good and valuable consideration, the receipt whereof is hereby acknowledged, has granted, bargained and sold unto the party of the second part the following described land: Lot 14, Block B, MERIDIAN HEIGHTS, according to the plat thereof recorded in Plat Book 92, Page 18, Public Records of Orange County, Florida.
TO HAVE AND TO HOLD the same in fee simple forever; and the said grantor does hereby fully warrant the title to said land and will defend the same against the lawful claims of all persons whomsoever.
TO HAVE AND TO HOLD the same in fee simple forever; and the said grantor does hereby fully warrant the title to said land and will defend the same against the lawful claims of all persons whomsoever.
John A. Smith
NOTARY
SEAL
SEAL
page 1 of 3 · scanned 2014
ExtractChecksReview
Grantor matches prior owner of record pass
Homestead requires spousal joinderyour rule flag
Legal description matches the survey pass
Marital status stated for each grantor pass
Consideration is stated on the deed pass
Notary acknowledgment is complete pass
No model decides pass/fail — your rules run the same way every time.
Project 24-2461When something changes
edit
Grantor corrected — “J. A. Smith” → “John A. Smith”
re-running…
a confirmed value changed · 2:14 PM
What re-ran3 affected · nothing else touched
Homestead — spouse joinderyour ruleprior finding superseded
Chain of title — rebuilt from updated entitiesre-checked
Schedule B-I requirement — refreshed in the commitmentupdated
Here's how it works — change ripples through the right checks, and nothing goes silently stale.
Project session · 24-2461QC pass Run QC
Run a QC pass on this file.
AI
read against your 6 QC checks · capped at 10 steps / 90s
One thing stands out — the deed references a 20-ft drainage easement on page 2 that isn't listed in Schedule B yet. Consider adding it as an exception.deed · p2
A session message — narrative, cited from the source. Not a finding. Your people decide.
FindingYour people decide
DefectHomestead conveyed without the spouse joining
…by John A. Smith, a married man, to Maria L. Garcia…this deed · p1
Florida homestead can't be conveyed unless the spouse joins (Fla. Const. art. X §4(c)). Signed by one spouse, the deed is void — no title insurer will cover it.
citation · the deed + your KB — fetched, not written
sent back · cited
Where it's from
…by John A. Smith, a married man, to Maria L. Garcia…
Warranty_Deed.pdf · p1
verbatim · fetched & frozen
The AI emits only a location — the system fetches the exact text and freezes it.
Calibration · GrantorIt earns trust
Per-field confidence · last 200 confirmations
Grantorearning ↑
Considerationhigh · steady
Legal descriptionhigh
earned as your people confirm — not a fixed score
Auto-accept · Grantor
A trust your team grants
Switches on only when you decide — never one the system takes.
off
needs your sign-off to enable
Here's how it works — confidence is earned per field; nothing auto-files until a person grants it.
Title commitment5 items · all traced Export
With provenance · every line traceable
Schedule A · Vesting
Maria L. Garcia, a married woman● deed p1 · confirmed
Schedule B-I · Requirement
Re-execute deed with spousal joinder● homestead finding · cited
Schedule B-II · Exception
Mortgage — first lien, unreleased● 2014 doc · confirmed
Schedule B-II · Exception
Easement to FP&L per Plat Book 92● plat · cited
01 · Set up
Stand up your firm — pick how you work, bring your people in.
TitleTrace · You don't trust the AI. You verify it.
See it run on your own files.
Request access, or book a walkthrough and we’ll take one of your files the whole way — citations and all.