Scalable solutions for effortless volume management with uncompromised compliance.

Ensure a smooth and secure property transaction with our Title and Settlement Services. From in-depth title searches to risk-free closings, we provide legally compliant and efficient solutions that safeguard your real estate investments. Trust our expertise to streamline the process and deliver peace of mind.

Title & Settlement Services

Comprehensive Title & Settlement Solutions for Seamless Transactions.

Our solutions are designed to be scalable, secure, comprehensive, and efficient, ensuring seamless operations and delivering optimal results. By leveraging our cutting-edge technology and expertise, businesses can streamline workflows, reduce manual efforts, and enhance overall productivity.

One of our clients successfully utilized our flexible and powerful solutions to handle an increasing number of orders, even those with complex and custom requirements. As a result, they experienced a 30% reduction in turnaround time, a 40% boost in productivity, and a remarkable 98% delivery accuracy rate. These improvements not only enhanced their operational efficiency but also helped them meet client expectations more effectively.

Our commitment to innovation and excellence allows businesses to scale effortlessly while maintaining high levels of accuracy and efficiency. Whether handling title and settlement services, tax research, audit support, or post-closing processes, our solutions provide the necessary tools to optimize performance.

With a focus on automation, accuracy, and reliability, our services empower organizations to streamline their processes, reduce costs, and improve service delivery. As industries continue to evolve, we ensure our clients stay ahead by offering future-ready solutions that drive success and operational excellence.

Flexible Engagement Models

Customizable pricing structures tailored to your unique business needs, ensuring cost-effective and scalable solutions.

Rapid Onboarding

With globally distributed delivery centers and a skilled talent pool, we ensure quick deployment and seamless integration.

Technology-Driven Efficiency

Harnessing AI/ML-powered tools and automation, we accelerate title report generation with unmatched accuracy and speed.

Unlock Seamless, Secure, and Scalable Transactions with Our End-to-End Title & Settlement Services

Ensure fast, accurate, and compliant real estate transactions with our Title & Settlement Services. From title searches and tax research to closing and post-closing support, we streamline workflows, minimize risks, and enhance efficiency. Our technology-driven solutions improve accuracy, reduce manual effort, and accelerate processing.
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Comprehensive Core Title Services You Can Trust

Our Core Title Services provide the foundation for accurate, efficient real estate transactions. From full title examinations to specialized property reports, each service is carefully designed to deliver thorough documentation and insights you can trust. Whether you're verifying ownership, checking for liens, or reviewing a property's foreclosure history, our team ensures every detail is compiled with precision and professionalism.

Full Title Search & Examination

We perform a complete property search using title plants or online tools. The results are reviewed, examined, and compiled into a PDF package with a cover note, taxes, deeds, liens, maps, and bankruptcy records, followed by a detailed search report.

Current Owner Search

We search for the current property owner using online records. All supporting documents—like deeds, taxes, and liens—are compiled into a PDF package, and we prepare a clear and concise search report based on the findings.

Two Owner Search

This detailed historical search traces ownership through the current and previous owners. We collect relevant documents, organize them in a PDF package, and prepare a report outlining ownership changes and recorded liens.

Update / Date Down / Bring-to-Date (BTD)

We update a prior search by checking for newly recorded deeds, liens, bankruptcies, and indexes from the last effective date to the present. All findings are provided in an organized report.

Lien Search

We perform a focused search to locate specific liens on the property. The report includes the lien document, supporting materials, and a summary, all presented in a structured PDF package.

30-Year Foreclosure Search

We conduct a 30-year search to identify foreclosure activity and the chain of title. The results are compiled into a PDF report, including deeds, liens, taxes, indexes, and maps for a comprehensive view.

Two Owner Foreclosure Search

This search traces two prior owners and focuses on foreclosure-related activity. We compile documents into a PDF package and provide a detailed summary of ownership and lien history.

Property Profiles

A concise and informative overview of a property showing the most recent deed, any open deeds of trust, tax information, and active liens. The data is compiled into a brief, easy-to-read report.

HELOC Search

We locate and verify Home Equity Line of Credit documents. The lien and supporting materials are compiled into a structured report for clarity and record-keeping.

Trustee Sale Guarantee (TSG)

We perform a full title search based on trustee requests for defaulted mortgages. All open liens and relevant contact details are reported in a compliant and easy-to-understand format.

Owners & Encumbrances (O&E)

We verify the current owner and all open encumbrances on a property. This includes deeds and liens, presented in a concise and well-organized report.

REO Report

Designed for foreclosed properties, this search identifies the current owner and confirms foreclosure details through a full document review.

Assignment Verification Report

We confirm the accuracy and legitimacy of assignment records for mortgages or deeds of trust. All findings are presented in a verified, easy-to-read report.

What Comes After the Search? Document Perfection.

We take your verified title data and transform it into fully compliant and clearly formatted documents, ready for underwriting, review, and resolution.

Accuracy and presentation are just as important as research in the title process. Once the property and ownership details are uncovered through our Core Title Services, the next step is clear documentation. Our Typing and Document Preparation Services are designed to ensure that every piece of information is transformed into polished, professional, and compliance-ready outputs.

We offer Commitment Typing based on your search packages, ensuring every entry is checked for accuracy and formatted to your specifications. Policy Typing turns marked-up commitments into final title insurance policies that meet all regulatory standards. Our team also delivers Legal Description Reports and Legal & Vesting Reports, extracting and formatting precise property and ownership data for easy reference. For longer or more complex property descriptions, our Long Legal Typing service provides accurate, thoroughly proofread content that’s ready for use.

Whether you’re preparing for underwriting, issuing a policy, or closing a file, we make sure your documents are clear, compliant, and client-ready—saving you time while minimizing manual effort and risk.

Typing & Document Preparation Services

After uncovering critical property and title insights through our Core Title Services, the next step is turning that data into actionable, professionally formatted documents. Our Typing and Document Preparation Services ensure every detail is captured accurately and presented in compliance-ready formats. From title commitments and final policies to legal descriptions and vesting statements, we help you move seamlessly from research to resolution. This approach streamlines your operations, reduces manual effort, and accelerates turnaround.

Commitment Typing

We prepare commitment reports by typing them from the search packages you provided. All entries are checked for accuracy and formatted to your specifications.

Policy Typing

Using marked-up commitments or write-up sheets, we create final title insurance policies. Our team ensures all details are typed correctly and meet compliance standards.

Legal Description Report

We extract and present accurate legal descriptions from source documents. This service ensures descriptions are clear and professionally formatted for title use.

Legal & Vesting Report

We prepare reports detailing both legal descriptions and vesting information. These are formatted to support underwriting and title requirements.

Long Legal Typing

For extended legal descriptions, we type and proofread the content with precision. Final output is clear, accurate, and ready for title use.

Beyond the Title – Clarity on Taxes and Municipal Records

We deliver accurate, up-to-date tax data and municipal insights to ensure clean closings, reduce risk, and uncover hidden liabilities.

When it comes to real estate transactions, title clarity is only part of the picture. Tax status, unpaid utilities, code violations, and unrecorded municipal issues can cause major delays or even derail a closing. Our Tax and Municipal Services provide the missing layer of due diligence by verifying property tax obligations, assessing municipal lien risks, and compiling this critical data into clear, actionable reports.

We offer Tax Calling, where we connect directly with tax offices to confirm the most current information. Our Tax Online service pulls official data from verified municipal portals for digital delivery, while Tax Mail Away ensures certified tax certificates are acquired and delivered efficiently. For a broader municipal risk profile, our Municipal Lien Search checks for open permits, utility balances, code violations, and other hidden exposures.

By combining speed, accuracy, and local knowledge, we help you complete a more thorough review process. Whether it’s for underwriting, compliance, or post-closing support, our tax and municipal services bring you one step closer to a seamless transaction.

Tax & Municipal Services

We provide accurate, up-to-date tax and municipal data to help you avoid closing delays and hidden risks. From verifying taxes to identifying code violations and unrecorded liens, our services deliver the critical insights needed for informed decisions and smooth, compliant transactions.

Tax Calling

We call the appropriate tax authorities to gather the latest, verified tax data. A complete tax certificate is then generated based on the confirmed and accurate information.

Tax Online

We retrieve current tax information from online municipal or county websites. A digital tax certificate is prepared and delivered in a standardized format.

Tax Mail Away

We send secure payment to tax offices to obtain official certificates. Once received, these are promptly mailed or digitally delivered to your preferred recipients.

Municipal Lien Search

We check with local agencies for unpaid utilities, unrecorded assessments, code violations, open permits, and tax issues. Findings are documented in a clear report.

Where Online Records End, Our Abstractors Take Over

When digital access isn't available, our nationwide abstractor network ensures your title research never stops.

Accuracy and accessibility are key in the title search process. In counties where title plants or online recorder systems are unavailable, our Abstractor-Based Services fill the gap. Leveraging a trusted network of abstractors across both urban and rural areas, we deliver fast, high-quality property searches complete with detailed search packages—ensuring nothing is missed.

Our services include Current Owner Searches, Foreclosure Information, Two-Owner and 30-Year Searches, Legal & Vesting Reports, AVR (Assignment Verification Report), and Document Retrieval for both single and multiple documents. We also offer Update Searches and Limited Property Reports, covering a full range of needs with precision and care.

From search to delivery, every order is managed through a single point of contact—streamlining communication while upholding nationwide consistency, speed, and reliability.

Abstractor-Based Services

We provide accurate, timely property searches and comprehensive search packages, ensuring no details are overlooked. From verifying ownership to uncovering complex property data, our abstractors deliver the critical insights needed for informed decisions and seamless transactions, even in areas without digital records.

Fast, Accurate, and Organized Access to Critical Property Documents.

Fast, Accurate Access to Critical Real Estate Records for Smooth, Compliant Transactions

Our Document Retrieval Services are designed to provide seamless access to essential real estate records, supporting informed decisions and smooth transactions. Whether it’s a single document or a comprehensive set, we ensure accurate retrieval, clear organization, and prompt delivery.

From locating individual documents to assembling complete historical sets, our solutions simplify the process of sourcing records from county offices, title plants, and databases. Our Assignment Verification Reports (AVRs) further validate the authenticity and accuracy of mortgage or deed assignments, reducing risk and enhancing compliance.

Clients benefit from our streamlined retrieval process that eliminates manual bottlenecks and enhances efficiency. With fast turnaround times and a meticulous approach to detail, our services help you stay transaction-ready while maintaining a high standard of quality and accuracy.

Document Retrieval Services

At IDA, our Document Retrieval Services provide quick, reliable access to essential property documents including single records, bundled sets, and Assignment Verification Reports, helping you reduce delays, ensure accuracy, and maintain compliance throughout the title process.

Document Retrieval – Single Doc

We retrieve a single specific document from county records or title databases. The document is packaged and delivered with clear labeling.

Document Retrieval – Multiple Docs

We locate and retrieve multiple related documents from official sources. The documents are organized and delivered as a complete set.

Assignment Verification Report (AVR)

We verify assignments of mortgages or deeds of trust for authenticity and correct recording. The report is compiled with supporting documentation.

Smart Support, Tailored to You – Because One Size Doesn’t Fit All

Enhance productivity and clarity with services built around your needs—from easement plotting to performance reporting and dedicated staffing.

Our Custom & Non-Core Services are designed to handle specialized tasks with precision and speed. From Easement Plotting, where we visually map complex legal descriptions on plat maps, to Hyperlinking, which embeds source document links for faster navigation—each service is aimed at improving efficiency and usability. Our Reporting & Analytics solutions, powered by Power BI, give you meaningful insights into performance trends and operational data. Through Distribution Services, we ensure timely delivery of critical documents, whether by email or physical mail. And with our Dedicated Employee Model, you gain the advantage of team members who act as an extension of your staff, following your internal workflows and ensuring consistency.

By offering customized solutions that integrate seamlessly into your operations, we help reduce manual workload, improve turnaround times, and support scalable growth—bringing you one step closer to a smoother, smarter title process.

Custom & Non-Core Services

At IDA, our Custom & Non-Core Services improve efficiency through Easement Plotting, Hyperlinking, Power BI analytics, timely document delivery, and a Dedicated Employee Model. These solutions reduce manual work, speed up processes, and support scalable growth in the title process.

Easement Plotting

We visually map easement descriptions on plat maps using color coding. Pricing varies based on the number of units or easements plotted.

Hyperlinking

We embed hyperlinks to source documents in preliminary or commitment reports. This allows fast document access and enhances the overall usability of your reports.

Reporting & Analytics

We generate custom reports and data visualizations using Power BI. This service helps you uncover insights and track performance across your title operations.

Distribution Services

We send documents via email or physical mail to your recipients. You simply provide the list—our team handles the rest, accurately and on time.

Dedicated Employee Model

We assign dedicated team members to work as an extension of your staff. They follow your processes and are billed monthly for easy tracking.

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Schedule an appointment with us to
discuss your goals and needs.

Partner with us for scalable, compliant mortgage solutions that simplify every stage of the transaction. Get in touch today to elevate your mortgage and escrow processing with efficiency and precision.

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Give us a call or fill in the form below and we will contact you. We endeavor to answer all inquiries within 24 hours on business days.






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    Privacy Policy

    Please read and tap Accept at the end

    1. Policy:
    1.1 This Privacy Policy describes how IDA Automation Private Limited (https://idaautomation.com/) (“Company,” “we,” “us,” or “our”) collects, uses, and protects the personal data of users (“Data Principals”) in accordance with the Digital Personal Data Protection Act (DPDPA), 2023.

    1.2 Eligibility:
    The IDA website is intended solely for people aged 18 years or older. By registering, you confirm you meet this age requirement. We do not knowingly collect data from “children”.

    1.3 The Personal Data We Collect & Purposes of Processing:
    In accordance with the principle of “Purpose Limitation,” we collect only the data necessary for the following

    Sl. No. Data Category Purpose of Processing
    1 Registration Information (Name, Contact Details) To fulfil service requests, create accounts, and facilitate services.
    2 Technical Data (IP Address, Browser Type) To ensure software compatibility, site security, and improve web design/functionality.
    3 Cookies & Usage Data To track preferences, analyse site activity, and personalize “IDA Offers & Services.”

    1.4 Disclosure and Sharing of Data:
    We do not sell or rent your personal information. We share data only under the following conditions:

    • Service Providers: With third-party vendors (e.g., email hosting, recruitment partners) bound by strict confidentiality and DPDPA-compliant data processing agreements.

    • Legal Necessity: When required by law, subpoena, or to prevent illegal activities and enforce our Terms of Use.

    [A cookie is a data file that sits on your computer hard disk. The cookie is placed there by a remote web server that you have visited using a browser like Netscape or Internet Explorer. It is used to uniquely identify you during web interactions with a website and contains data parameters that allow the remote HTML server to keep a record of who you are, and what actions you take at the remote web site. You have the option to disable the cookie function in your browser but will be restricted from accessing many sites as a result.]

    1.5 Lawful Basis of Processing:
    Your Personal Data can be processed on the following lawful basis:

    Consent: Based on the explicit consent provided by you.
    Legal Basis: To comply with legal obligations i.e. required by laws and regulations
    Contractual Obligation: To fulfil a contract to which you are a party, such as a contract with you, or as needed to fulfil a contract or agreement between you and IDA.
    Legitimate Interest: Personal Data may be processed based on legitimate interest, as permitted by applicable laws.

    1.6 Use of Personal Data:

    IDA Automation Pvt. Ltd. may on occasion use your personal information to contact you about promotional offers; advise you of matters relevant to service provision and in some cases solicit your feedback. However, IDA Automation Pvt. Ltd. will provide you with an option within every communication to opt out of receiving any communications of this nature or you can contact our customer services representatives to ensure that you do not receive such promotional information.

    IDA Automation Pvt. Ltd. collects and shares aggregated user data with business partners, sponsors or other third parties for the purposes of developing content and ensuring relevant advertising and content, such user data will never be used to identify individual users. These business partners and affiliated companies do not have any independent right to share this information.

    IDA Automation Pvt. Ltd. may log onto the websites you visit; collect IP addresses and information about your operating system and the type of browser you use for the purposes of network/system administration; to report aggregate information to our advertisers, and to audit the use of our site. This data however will not be used to identify individual users who will at all times remain anonymous.

    • Any information IDA Automation Pvt. Ltd. collects from you through correspondence with us, whether via e-mail, telephonically or by written letter, will only be used to address the matters within that correspondence. If this requires referring such correspondence within IDA Automation Pvt. Ltd. or to a third party to ensure customer service, your personal information will only be disclosed to the point necessary to address your queries or concerns and will otherwise be kept confidential.

    1.7 Rights of Data Principals (As per DPDPA):
    As per the Digital Personal Data Protection Act (DPDPA), individuals (Data Principals) are entitled to exercise the following rights:

    Right to Access: Request access to their personal data and details on how it is processed.

    Right to Correction and Erasure: Request correction of inaccurate data or deletion of personal data no longer required.

    Right to Grievance Redressal: You have the right to register a grievance regarding any act or omission by us regarding your data. If you wish to make a complaint or are unhappy with the way we process your personal data or handle the exercise of your rights under applicable data protection laws, you may submit your grievance by contacting us as indicated below.

    Right to Withdraw Consent: You may withdraw consent at any time. Please note that withdrawing consent may impair the functionality of our services.

    Right to Nominate: You have the right to nominate another individual who can exercise your rights in the event of your death or incapacity. If you would like to designate a nominee, please send an email from your registered email address providing the nominee’s full name, contact number, email address, and relationship to you. We will respond to the nominee’s requests using both your email address and the nominee’s email address. We aim to complete the verification process and respond to your request in a manner and within the timeframe required by law. If additional time is needed,we will inform you of the reason and the expected timeframe for completion.

    Data Retention and Deletion: IDA may retain personal data in accordance with its Data Retention Policy and applicable legal or regulatory requirements and may archive such data to meet statutory or legal obligations. To exercise data subject rights, including requests for data retention, deletion, or withdrawal of consent, individuals may contact IDA at [email protected]

    2. Public Space:
    (Bulletin Boards, Chat Rooms and Third-Party Sites)
    2.1 Any information that customers disclose in a public space, including on any bulletin board, chat room or any site IDA Automation Pvt. Ltd. may host for you, is available to anyone else who visits that space. IDA Automation Pvt. Ltd. cannot safeguard any information you disclose there.

    3. Site Linking:
    3.1 IDA Automation Pvt. Ltd.’s websites contain many links to sites that belong to third parties unrelated to us. IDA Automation Pvt. Ltd. cannot be held responsible for any use of your personal information arising from you disclosing such personal information on third party sites. IDA Automation Pvt. Ltd. cannot protect any information you may disclose on these sites and recommends that you review the privacy policy statements of those sites you visit.

    4. Minors:
    4.1 IDA Automation Pvt. Ltd. will not enter into a service subscription contract with a minor unless such minor has explicit written consent from a parent or guardian to do so. IDA Automation Pvt. Ltd. undertakes not to contact minors about promotional offers or for marketing purposes without parental consent.

    5. Reservation of Rights:
    5.1 IDA Automation Pvt. Ltd. reserves the right to disclose information about customers where required in good faith, to do so by law or to exercise our legal rights or defend ourselves against legal claims.

    5.2 IDA Automation Pvt. Ltd. further reserves the right to share information with law enforcement to investigate or prevent illegal activities being committed over our network.

    5.3 IDA Automation Pvt. Ltd. reserves our rights to disclose your personal information where you have given us explicit legal written consent to do so.

    5.4 IDA Automation Pvt. Ltd. reserves the right to monitor user and network traffic for site security purposes and prevent any unauthorized attempts to tamper with our site or cause damage to our property.

    5.5 IDA Automation Pvt. Ltd. reserves the right to make changes to this privacy policy or update it. Where a major change is made, customers will be informed by e-mail notification or through a notice on our website. Customers and site visitors bear the responsibility to ensure that they have read the changes or updates as the case may be.

    6. Cookie Policy:
    6.1 Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with good experience when you browse our website and also allows us to improve our site. By continuing to browse the site, you are agreeing to our use of cookies.

    6.2 A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your
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    6.3 We use analytical/performance cookies. They allow us to recognize and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

    6.4 Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

    6.5 You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

    7. Grievance Redressal Mechanism:
    7.1 In compliance with DPDPA, if you have any concerns or complaints related to our services, data processing practices or requests to exercise your rights, or any conduct pertaining to IDA Automation Pvt Ltd, you may contact our External Grievance Redressal Committee at: [email protected]

    7.2 You may also reach out to the Compliance Officer directly:
    Name: Mr. Tushar B Sheth
    Designation: Risk & Compliance Manager
    Email id: [email protected]
    Group Compliance DL: [email protected]

    All submissions will be treated confidentially and addressed within 30 working days as per IDA’s grievance resolution guidelines.

    8. Breach Notification and Escalation:
    8.1 Data Breach Incident: In the event of a data breach involving your personal information, we will notify you and the Data Protection Board of India in an expedient manner and without unreasonable delay. Notifications will be provided in the form and manner prescribed by the regulatory body. The notification will include a description of the incident, the types of personal data affected, the measures we have taken to address the breach, and how you can contact us for more information.

    8.2 Any suspected or actual breach involving personal data must be reported immediately to the Compliance and IT teams to their email address Compliance External.Grievance [email protected] & IT Support [email protected]

    9. Consent Affirmation:
    9.1 By clicking “I Agree” or by continuing to use the IDA Platform, you provide your free, specific, informed, unconditional, and unambiguous consent to the processing of your personal data for the purposes mentioned above.

    9.2 I confirm that I am not a minor or otherwise disqualified to enter into contracts and in providing this consent, I am acting on behalf of myself or as guardian of the data principal.

    10. Non-Compliance:
    10.1 Failure to comply with the External Privacy Policy may result in disciplinary action as per IDA Policy.