Mortgage Lending · Closing & Post-Closing
Recording and trailing document procedures
An internal procedure guide for getting mortgage documents recorded with the county and tracking down the paperwork that comes back later.
What it usually contains
- Steps and deadlines for submitting deeds and mortgages or deeds of trust to county recorders
- Recording fee schedules and county-specific formatting requirements
- Tracking logs and follow-up timelines for outstanding trailing documents such as recorded originals, final title policies, and assignments
- Escalation steps for rejected recordings and aged or missing documents
- Roles, responsibilities, and handoffs between closing, post-closing, settlement agents, and custodians
What the assistant uses it for
Answer questions about when and how loan documents must be recorded, who is responsible for chasing missing final documents, and what to do when a recording is rejected or a trailing document is overdue.
How it is versioned
A document of this type has exactly one current version at a time. Upload a revision and it becomes the version that counts — the one before it is kept and dated, but is no longer what your assistant answers from. Nothing is ever deleted, so you can always show what this document said on a given date.
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