Define the Interest Before Pricing It
The deal desk starts with the vesting owner, county, tract, legal description, mineral fraction, royalty burden, depth coverage, lease status, and rights proposed for conveyance. A price cannot be evaluated apart from that schedule.
Build a Run Sheet That Can Be Checked
Recorded deeds, reservations, assignments, probate instruments, trusts, entity records, leases, releases, and corrective filings are placed in sequence. Gaps and conflicts become explicit diligence items with an owner and next action.
Reconcile Acres, Royalty, and Decimal
Net mineral acres, ownership fraction, lease royalty, unit allocation, and payor decimal should follow the same math. Suspense releases, prior-period adjustments, tax lines, and recoupments are separated from recurring revenue.
Separate Market Evidence From Title Evidence
Production, permits, offsets, operator plans, commodity scenarios, and basin activity support underwriting. They do not prove ownership. We keep the market case and the title case distinct until both point to the same interest.
List Exceptions Before They Become Closing Surprises
Probate, affidavits, corrective deeds, trust authority, entity approvals, missing descriptions, unreleased liens, and conflicting decimals can affect timing or consideration. The file states the exception, required support, responsible party, and adjustment rule.
Match the Agreement, Schedule, and Deed
Grantor, grantee, counties, tracts, depths, formations, fractions, included rights, exclusions, reservations, effective date, warranty language, and adjustment mechanics should agree across every closing document.
Close From One Written Checklist
Funding, signatures, notarization, curative documents, intermediary instructions, tax forms, payment details, recordation, and post-closing payor notices are tracked against the same transaction facts. That is how a fast closing remains a controlled closing.
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