Download Free Title and Escrow Services Invoice Templates

Download a template, then edit in PDF, Word, Excel, Google Docs or Google Sheets. Print or email when ready.

Sheets, Excel, Word and Doc Templates Coming November 21, 2025.

Custom Title and Escrow Services Invoice Template

Best for:

Logo, file, parcel and payoff IDs.

Editable Title and Escrow Services Invoice Template

Best for:

Edit fees, prorations, courier, extras.

Printable Title and Escrow Services Invoice Template

Best for:

Recording, wiring, signatures, dates.

Free Title and Escrow Services Invoice Template

Best for:

Escrow #, settlement charges, payoffs.

How to Invoice for Title and Escrow Services

Set clear expectations from open order to payment, so buyers, sellers, and lenders see what they’re paying for.

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In 5 Steps:

Open the file and confirm the bill-to party, property, and order/file numbers.
List expected services, premiums, and pass-through fees, noting who requested each.
Record any escrow deposit received, note payer and date, and hold it in the trust account.
At or after closing, itemize delivered services and third-party charges, attaching proofs.
Apply any deposit to the balance, add references (CD, policy, recordings), and send the invoice with payment options.

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What to Include in a Title and Escrow Services Invoice

These are the must-have fields for clear, compliant invoices.

Invoice number
Invoice date
Bill-to name and role (buyer, seller, lender, broker)
Property address and parcel/lot ID
Order/file number and closing/settlement date
Remit-to name and escrow trust account details
Business license/registration and title producer/underwriter ID
Policy numbers if issued (Owner’s, Lender’s)
Payment terms, due date, and accepted methods
Tax note and exemptions, if any (check local rules)

Billing Scenarios for Title and Escrow Services

How to label charges so every invoice makes sense the moment your clients see it.

Owner’s Policy Premium; Endorsement Fee

Issuing owner’s and lender’s policies with endorsements

Shows the base premium separate from optional coverage the lender or buyer requested.

Escrow/Settlement Fee; Incoming Wire Fee

Escrow/settlement services with bank wire funding

Separates the core settlement work from the bank charge to receive funds.

Recording - Deed; Recording - Mortgage

Recording deed and mortgage electronically

Each document has its own government fee, so separate lines prevent confusion.

After-Hours Signing; Mobile Notary Signing

Signing appointment outside normal hours

Use clear, client-friendly names for each service and note who requested it.

Lien Payoff Handling; HOA Statement Processing

Processing lien and HOA payoffs at closing

Shows your handling work apart from the payoff amounts themselves.

Escrow Holdback - Repairs; Holdback Release Fee

Makes the holdback and later release transparent to all parties.

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Title premiums and escrow fees

Itemize title insurance, escrow fees, recording, courier, and wiring with professional invoice line items.

Charge or Service

Unit

Taxable

When to use

How to show it

Settlement/Closing Fee

Item

Standard purchase or refinance closing

Qty × fixed rate. Covers coordination, balancing, and execution of closing documents to final sign-off.

Title Search & Examination

Time

Opened order needs chain-of-title review

Hours × hourly rate. Examine vesting, liens, and exceptions to clear defects before commitment.

Title Commitment Preparation

Item

Issuing commitment to lender/buyer

Qty × fixed rate. Draft requirements and exceptions; deliver on time to keep the file moving.

Lender’s Title Policy

Item

Lender requires policy at closing

Pass-through as billed. Issue per filed rate; include policy number and loan details in notes.

Owner’s Title Policy

Item

Buyer elects owner coverage

Pass-through as billed. Protects buyer equity; reference coverage amount and effective date.

Policy Endorsements (per form)

Item

Lender conditions call for specific forms

Count × unit rate. List endorsement codes in description to document coverage granted.

Recording Service

Item

Deed or mortgage must be recorded

Qty × fixed rate. Prepare, submit, and track recording; e-record when available for speed.

Government Recording Charges

Item

County recording fees apply

Pass-through as billed. Separate from service fee; attach receipt or fee schedule reference.

Wire Transfer Handling

Item

Sending or receiving closing funds

Per wire × unit rate. Log tracking/confirmation; verify account credentials per fraud policy.

Payoff & Lien Release Processing

Time

Clearing mortgages, judgments, or liens

Hours × hourly rate. Request payoffs, confirm figures, and track recorded releases to ensure clear title.

Save and reuse your title and escrow fees

Create a free account and save title premiums, escrow fees, and recording charges once, so nothing gets retyped.

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Common Title and Escrow Services Invoicing Mistakes

These slip-ups slow payment and spark disputes. Use the fixes to keep files clean and cash flowing.

Mistake

How to fix it

Mixing your service fees with government or pass-through charges hides who collected what and why.

Group your own fees apart from third-party and government charges, and name the source for each. Keep backup for pass-throughs.

Leaving off trust account or remittance details causes payment delays or misapplied funds.

Show your remit-to name, escrow trust account info, and payment methods on every invoice.

Add your business license, title producer or agency ID, and underwriter file or agency number; check local rules.

Use clear, client-friendly names for each service and note who requested it.

Charging tax on items that may be exempt creates overpayment and refunds work.

Flag tax-eligible items only and note exemptions or rate notes on the invoice; check local rules.

Forgetting to reference the closing file and property leads to rejected payables.

Include the file/order number, property address, and any required document references on every invoice.

Title & Escrow Services Invoice FAQs

Billing closings right: settlement fees, title premiums, endorsements, recording, wire, notary, HOA estoppel, holdbacks, and who pays what, with simple line items, terms, markup, clear answers.

How do we split settlement and escrow fees between buyer and seller?

Check your purchase contract and local custom. Add separate lines if split: “Settlement/Closing Fee: Buyer 50% $350” and “Settlement/Closing Fee: Seller 50% $350.” Rules vary: check local rules.

What should I list for lender and owner title policies, including endorsements?

Show each policy and each endorsement as its own line with the file number. Example: “Lender Policy (Loan #12345) $1,125; ALTA 9 Endorsement $75; Owner Policy $1,650.” Rules vary—check local rules.

Can I charge a cancellation fee after a title search is completed?

Yes, if disclosed in your engagement or fee sheet. Example: “Title Search/Exam: Cancellation After Commitment Issued $200” and “Courier/Abstract Retrieval $35.” Rules vary—check local rules.

How do I bill remote online notarization or a mobile signing trip?

Add a per-signing or per-trip fee and the vendor pass-through. Example: “RON Session (2 signers, 1 seal) $95” or “Mobile Notary Trip 25 miles $60; Signing Service Platform $30.”

What about pass-throughs like recording, transfer taxes, and HOA paperwork?

List them as government or third-party charges with document names. Example: “County Recording: Deed (2 pages) $36; Mortgage (8 pages) $64; State Transfer Tax $450; HOA Estoppel/Statement $299.”

When should I add a wire fee or CPL fee?

When you send or receive wires or when the lender requires a closing protection letter. Example: “Outgoing Wire Fee $35; Incoming Wire Fee $20; CPL: Lender $50; CPL: Buyer’s Lender $50.” Rules vary—check local rules.

How do I track hourly title curative or complex commercial work?

Use time entries tied to the file. Example: “Title Curative: Release old lien (Escrow Officer) 1.5 hrs @ $125/hr $187.50; UCC Search/Filings $120.” For large files, add a not-to-exceed note.

What’s the right way to show an escrow holdback and the later release?

Create two lines: one for the holdback and one for the disbursement on release. Example: “Escrow Holdback: Repair Roof $5,000” and on release “Holdback Release: Roof Repair Completed ($5,000).” Rules vary—check local rules.