Underwriter appointment application checklist

Title and Escrow Services | PublicProof Academy working document

Gather what underwriters typically ask for when you apply to become an appointed agent.

Business

State or jurisdiction

Prepared on

Owner

Official source saved

Next review

Company documents

Entity formation and good standing
State entity title license or application
Business plan with target market and volume estimate
Financial statements or startup capital proof

People

Resumes of title agent, escrow officer and examiner
Individual licenses and exam results
Background check authorizations

Controls

E&O binder
Surety and fidelity bond binders
Escrow procedures manual
Information security program
Wire verification policy

Agreement review

Premium split and remittance timing
Audit rights and frequency
Claims handling and deductible
Termination terms

Use rule: Education and organization only. Record the agency, official source, checked date, cost, proof saved and responsible person for every consequential requirement. Unknown means stop and confirm. Example rows are labeled EXAMPLE and are not your data.