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AI agent for land surveyors

Easement and Encumbrance Mapping Agent

Plot every locatable title exception and clearly list the rest.

CreatingReal estate and construction
See how it worksGet access
Easement and Encumbrance Mapping Agent: what goes in, what the agent does and what you get

What it does

On an ALTA survey, every title exception has to be plotted if it can be located, and missing one is a liability. This agent reads the title commitment exceptions one by one, extracts the legal description or recording reference of each easement or encumbrance, and plots those it can locate. For the ones it cannot place, such as a blanket easement or a vague description, it flags them and asks for the recorded document. It rechecks after new documents arrive. You approve the list of plotted items and the notes for the rest. Edge case: an easement refers to a plat that is not in your file, and the agent lists it as needing the document.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Title commitment arrives 2 USES A TOOL Read each exception and its recording reference 3 DOES Classify each exception as plottable, blanket or notlocatable 4 USES A TOOL Plot plottable items on the survey drawing 5 CHECKS THE RESULT Is every exception either plotted or listed with areason? If not: List exceptions with no document and ask for therecorded copy. Back to step 4. 6 USES A TOOL Request or read the missing documents 7 DOES Plot the newly locatable items 8 CHECKS THE RESULT Do the plotted items agree with the record and theboundary? If not: Return the items that conflict for a review.Back to step 5. 9 DOES Write the survey notes for blanket and not locatableitems 10 YOU APPROVE Surveyor approves the plotted items and notes 11 RESULT Easement plot and exception list
Read the steps as a list
  1. Title commitment arrives
  2. Read each exception and its recording reference
  3. Classify each exception as plottable, blanket or not locatable
  4. Plot plottable items on the survey drawing
  5. Is every exception either plotted or listed with a reason?If not: List exceptions with no document and ask for the recorded copy. Back to step 4.
  6. Request or read the missing documents
  7. Plot the newly locatable items
  8. Do the plotted items agree with the record and the boundary?If not: Return the items that conflict for a review. Back to step 5.
  9. Write the survey notes for blanket and not locatable items
  10. Surveyor approves the plotted items and notesThe agent waits here for your OK.
  11. Easement plot and exception list

How it decides

It classifies each exception as plottable, partly plottable, blanket or not locatable and plots only what the document supports.

  • Only plot what the document describes
  • Blanket easements are noted, not plotted
  • Every exception is accounted for in the notes
  • Conflict between plotted item and boundary needs review

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Exception classes
  • Drawing layers
  • Document sources
  • Notes style
  • Standard (default ALTA)

What keeps you in control

It always asks you first

  • The plotted items
  • Survey notes

Hard limits

  • Never invents easement locations
  • Never signs or certifies
  • Keeps document references

It stops when

  • Done: all exceptions plotted or noted
  • Stop: missing document cannot be obtained; noted in the survey

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA title commitment listed 14 exceptions. The agent plotted 8 and listed 4 as blanket or not locatable. Two needed recorded documents. After the documents arrived, it plotted one but a utility easement ran 4 ft over the building line, so the check failed. The agent returned it for review. The surveyor corrected the width and approved the plot.

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