Jamie Ellis' entity-source handoff

Send entity-status clues before they stall the file.

For investors, lenders, commercial agents, attorneys, builders and developers: collect the SOS or Comptroller source, exact entity name, checked date and one process question before authority review becomes urgent.

Audience and job

Built for entity-owned purchase, sale, refinance and development files.

An LLC, corporation, limited partnership or foreign entity can add a source question before title, escrow, lender or attorney review is ready. This handoff helps the sender separate SOS, Comptroller, lender and title-commitment clues without trying to decide authority, tax status, coverage, insurability or legal effect in the first public note.

The useful handoff

Send the exact entity name, the source checked, the date checked, the property and the first question. The Secretary of State, Comptroller, lender, underwriter and legal counsel still control their own records and decisions.

Current source check

Entity records help most when the source lane is clear.

These public sources were checked on August 24, 2026. They help a transaction professional collect a cleaner first packet, but they do not decide signing authority, tax consequences, title status, underwriting, coverage, insurability, lien priority or legal effect.

Texas Secretary of State copies and certificates, read August 24, 2026

A Certificate of Fact - Status is an SOS record, not a title decision.

The Secretary of State says a Certificate of Fact - Status is official evidence of an entity's existence or authority to transact business in Texas, and that it states the entity's current legal name, formation or registration date and status.

Read the source ->
SOSDirect certificate instructions, read August 24, 2026

The SOS file number or exact entity name belongs in the packet.

SOSDirect instructions say a temporary user may order certificates, choose Certificate of Fact and Status, and search by entity name if the SOS file number is not known. A title handoff should preserve the source searched and the identifiers used.

Read the source ->
Texas Secretary of State filing FAQ, read August 24, 2026

Timing context can help the closer route the request.

The Secretary of State FAQ says SOSDirect Certificates of Fact and certified copies of imaged documents are emailed back within two hours, plain copies of imaged documents may be printed immediately, and copies of documents not imaged can take up to three business days.

Read the source ->
Texas Comptroller franchise tax account status, read August 24, 2026

Comptroller account status is a separate source lane.

The Comptroller says Franchise Tax Account Status was previously referred to as Good Standing, reflects the Comptroller's records at the time of the query, and may be required for real estate or financial transactions.

Read the source ->
TDI Procedural Rule P-53, read August 24, 2026

The checklist is public education, not a referral benefit.

TDI's P-53 framework prohibits rebates, discounts and other things of value tied to solicitation or referral of title-insurance business. This page is available on the same terms to everyone and does not condition anything on choosing WG Title.

Read the source ->
What to send

Give the reviewer a source packet, not an authority opinion.

The best entity-status note is short, dated and tied to the exact SOS, Comptroller, lender, commitment or attorney source that raised the question. That makes it easier to route the item to title, escrow, lender, underwriting, entity representative or attorney review.

  1. Property address, county, contract role, entity legal name exactly as shown, SOS file number if available, Comptroller taxpayer number if available and the person asking the question
  2. Which source raised the question: Secretary of State search, Certificate of Fact - Status, certified copy, plain copy, franchise tax account status, title commitment requirement, lender request or attorney packet
  3. Source dates: when the SOS or Comptroller search was run, when the certificate or copy was ordered, when the result arrived and any closing or lender deadline creating pressure
  4. The document set already available: entity formation or registration record, assumed-name record, certificate, company agreement or resolution if counsel or the lender has provided it
  5. One routing question: what should the title team, escrow team, lender, underwriter, entity representative or attorney help identify next?
What to avoid

Keep private entity records and conclusions out of the first public note.

  • Do not ask the public form to decide signing authority, entity validity, tax forfeiture consequences, beneficial ownership, lien priority, title status, coverage, insurability or legal effect.
  • Do not paste Social Security numbers, driver's-license numbers, taxpayer passwords, portal credentials, complete company agreements, wire instructions, private resolutions or identity documents.
  • Do not treat an SOS search result, Comptroller account page, certificate, certified copy, title-commitment item or lender note as the complete authority package.
  • Do not offer or request a rebate, discount, commission, gift or any other benefit for sending the question or future closing.
TDI safety posture

No title-premium claim. No referral bargain. No legal, tax or authority advice.

This public resource is available to anyone on the same terms. It is not conditioned on sending a closing to WG Title and it does not offer a rebate, discount, commission, gift or thing of value for a referral.

Prepared as a courtesy. This document is available to any real estate professional on the same terms and is not conditioned on directing a closing to WG Title.

WG Title provides title and escrow services, not legal advice. WG Law is a separate, independently operated company and any relationship with it is governed by its own engagement.

Read TDI Procedural Rule P-53 ->
D1-first conversion path

Send the property and the first entity-status question.

This uses the existing closing-readiness form. The page URL, referrer, UTM fields and click IDs stay with the lead record, so the title team can see that the question came from this Texas entity-status handoff.

Do not paste wire instructions, taxpayer credentials, account numbers, Social Security numbers, identity-document numbers, private resolutions, company agreements or client documents into this form.

A source, five facts and one clear first question. We will tell you what to gather next.

Educational information only. Available on the same terms to everyone and not conditioned on directing a closing to WG Title. No quote, legal advice, underwriting decision or guaranteed closing date.