What Triggers a Report?
A report is required when:
If you’re representing an LLC or trust buyer paying cash, assume this rule likely applies and loop us in early.
What This Means for You
In most cases, the title or settlement company – not the agent – will be responsible for filing the report. As your closing partner, Agency Title will handle the reporting obligation when required.
However, REALTORS® play a key role in:
The report requires information about the entity, its beneficial owners, and the individuals signing on its behalf. Gathering this information early will prevent delays at closing.
Timing Matters
Reports must be filed within 30 days of closing. While filing happens post-closing, documentation must be collected in advance — which makes early communication essential.
Our Commitment to You
Agency Title is fully prepared to manage compliance with these new regulations. Our goal is simple:
Protect your transaction
Protect your client
Keep your closing on time
If you have upcoming entity or trust buyers, reach out to our team early so we can guide you through the process.
We’re here to make this transition seamless for you and your clients.