The Closing is Over but What About the Post Closing

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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

1. Fiduciary Responsibility / Commitments
2. Disbursements
3. Risk Factors

What Is Post-Closing? 

1. Recordings
2. Money
3. Lien Release and Trustee Services
4. Original Documents
5. Culture – the details

Recording – Priority  

1. Importance of Immediate Recordation
   1. Compliance
   2. Policy Liability / Gap
   3. Customer Satisfaction
   4. Underwriter Relationship
   5. Minimize Title Liability
   6. Supports prompt funding
   7. What is E-Recording? How does it help?

Follow the Money

1. Payoffs
2. Insurance, Taxes, High Risk Items
3. Good Funds vs. Collected Funds

Reconciliation

1. 3 way reconciliation
2. Consumer funds
3. Balance in Files
4. Fraud
5. Security
6. Escheat
7. Protecting consumer funds

Lien Release Tracking

1. Have a process
2. Follow through
3. What to do when you can’t wrap it up

Outsourcing

1. How does it all work?
2. Curative
3. Settlement

The Challenge of Change

1. Getting Staff buy in
2. Creating a culture that supports thorough post-closing processes

Presenting this course are:

Vicki DiPasquale National Sales Manager Simplifile

Liz Tanner Tanner Law, Ltd. Final Trac 16B Gooding Ave, Bristol RI 02809 (401) 253-7854

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