The Closing is Over but What About the Post Closing
This course is approved in several states. Choose one to enroll and get continuing education credit.
This course is approved for 1 credit.
The following is an outline of what will be covered in the course:
Eye on the Prize/ Get it Closed
- Fiduciary Responsibility / Commitments
- Disbursements
- Risk Factors
What Is Post-Closing?
- Recordings
- Money
- Lien Release and Trustee Services
- Original Documents
- Culture – the details
Recording – Priority
- Importance of Immediate Recordation
- Compliance
- Policy Liability / Gap
- Customer Satisfaction
- Underwriter Relationship
- Minimize Title Liability
- Supports prompt funding
- What is E-Recording? How does it help?
Follow the Money
- Payoffs
- Insurance, Taxes, High Risk Items
- Good Funds vs. Collected Funds
Reconciliation
- 3 way reconciliation
- Consumer funds
- Balance in Files
- Fraud
- Security
- Escheat
- Protecting consumer funds
Lien Release Tracking
- Have a process
- Follow through
- What to do when you can’t wrap it up
Outsourcing
- How does it all work?
- Curative
- Settlement
The Challenge of Change
- Getting Staff buy in
- Creating a culture that supports thorough post-closing processes
This course is approved in several states. Choose one to enroll and get continuing education credit.
Presenting this course are:
 Vicki DiPasqualeNational Sales Manager Simplifile |
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Liz Tanner Tanner Law, Ltd. Final Trac 16B Gooding Ave, Bristol RI 02809 (401) 253-7854 |