Want to create interactive content? It’s easy in Genially!

Get started free

Process or Problem? Document Checkpoint

Kaylani LaCosse

Created on May 15, 2025

Start designing with a free template

Discover more than 1500 professional designs like these:

Akihabara Agenda

Akihabara Content Repository

Internal Guidelines for Artificial Intelligence Use

Correct Concepts

Sorting Cards

Interactive Scoreboard

Semicircle Mind Map

Transcript

Process or Problem? Document Checkpoint

Start

On the next page, you will see your TE screen and a Power of Attorney (POA) document. You are reviewing a stock file as part of your daily processing duties. Your task is to assess whether the provided document is: ✅ Negotiable(can be used to transfer ownership), or ❌ Non-transferable (cannot be used and requires follow-up or replacement).

Next

Process

Problem

The signature on the POA does not match the name on the POA

The POA is missing the notary seal

The VIN on the POA doesn’t match the whats listed in ASAP

On the next page, you will see your TE screen and a title. You are reviewing a stock file as part of your daily processing duties. Your task is to assess whether the provided title is: ✅ Negotiable (can be used to transfer ownership), or ❌ Non-transferable (cannot be used and requires follow-up or replacement).

Next

Process

Problem

🗂️ Scenario: SPOA Document Review On the next page, you will see your TE screen and a Secure Power of Attorney (SPOA) document. You are reviewing a stock file as part of your daily processing duties. Your task is to assess whether the provided SPOA is: ✅ Negotiable"(can be legally used to transfer ownership), or ❌ Non-transferable (cannot be used and requires follow-up or correction).

Next

Process

Problem

The name on the POA doesn’t match what’s listed in ASAP.

The POA is not signed by the owner.

The VIN on the POA does not match what’s listed in ASAP.

🧠 Great job working through these scenarios! Whether you're the first or the tenth person reviewing the documents, your responsibility remains the same-always verify. It’s easy to assume someone else has already caught the issue, but errors can slip through, and your careful review helps prevent delays, compliance risks, and costly mistakes. 🔍 What to keep an eye on: VINs that don’t match ASAP Missing or incorrect signatures Mismatched lienholder names Altered or incomplete documents 🎯 Your attention to detail keeps the title process moving smoothly and accurately.

🎯 That’s right!

The Power of Attorney (POA) must be signed by the individual listed as the grantor of authority. When the signature doesn’t match the name on the document, the POA becomes non-negotiable, meaning it cannot be legally used to process the file. As Title Specialists, we are the first point of contact and act as document verifiers. It’s our responsibility to catch mismatches like this and set the correct Title Problem.

Next Scenario

Not quite.

While the POA may appear complete at a glance, it's essential to verify every detail, particularly critical fields such as the VIN, signature, and notarization. Assuming the document is usable without a careful review can lead to processing errors.

⚠️ Not quite.

The VIN on the POA matches what's in ASAP, so there's no discrepancy there. In this case, the real problem is the signature it doesn't match the name listed on the POA. It’s a good habit to verify VINs during your review, but this isn’t the error that needs attention here.

⚠️ Not quite.

The POA does include the owner's signature, so it's not considered invalid for that reason. A missing signature would be a problem, but here, you'll want to look for a different detail that makes the document nonnegotiable.

⚠️ Not quite.

The notary seal is present and valid in this scenario. While a missing notary seal would be a problem, it’s not the issue here.

Not quite.

In this case, the title is valid and ready for the next steps. The information on the title matches what’s listed in ASAP, and it is also signed correctly with no errors, alterations, or missing details. Remember: It's important to verify carefully, but it's equally important not to flag documents unnecessarily. Over-escalating can cause delays in processing files that are good to go.

Great Job!

You correctly identified that there's an issue with the Power of Attorney (POA). Spotting the problem is the first step. 🧐 What is the issue you have identified?

Next

Not quite.

The VIN on the POA does not match what’s listed in ASAP. That makes the document non-transferable and raises a red flag that must be resolved before processing. Processing the file with mismatched information can lead to title delays, legal issues, and breakdowns in compliance. As a Title Specialist, it's your job to verify and validate every document before moving forward — and mismatched VINs are one of the most critical issues to catch.

🎯 That’s right!

As a Title Specialist, it’s all about verifying information, and you did just that. The information on this title matches what’s listed in ASAP, and it’s also signed correctly with no errors or alterations. That makes this title acceptable for processing. Excellent attention to detail!

Next Scenario

🎉 Nice work catching that something’s off!

You were right to pause — this document isn’t ready to move forward. As a Title Specialist, one of your core responsibilities is to verify that all documents are accurate and aligned with ASAP before processing. Catching discrepancies like this helps prevent costly delays and ensures legal compliance. 🧐 Now, take a closer look... what issue did you identify that makes this POA non-transferable?

Next

❌ Not Quite Right Careful document review is a key part of the processing role. Always take the time to verify all information, including names, dates, and signatures. Even small mismatches can result in rejected paperwork, delays, or compliance issues. Be sure to double-check before moving forward!

🎯 That’s right!

For a POA to be valid, the Vehicle Identification Number (VIN) must match exactly across all documents. If the VIN on the POA doesn’t match what’s in ASAP, the document is considered non-negotiable and cannot be used to transfer ownership. Great job catching that!

Next