Tag Archives: learntitle

ALTA Best Practices, Continuing Education, Title Insurance Issues, Vicki DiPasquale

Post Closing Course available on Learntitle

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.

New Jersey

Pennsylvania

Missouri

Oklahoma

Alabama

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

This course is approved in several states. Choose one to enroll and get continuing education credit.

New Jersey

Pennsylvania

Missouri

Oklahoma

Alabama

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
ALTA Best Practices, Continuing Education

ALTA Best Practice Pillar 7 approved in PA

ALTA Best Practices

Click Here to Enroll

This course is one in a series of Courses that discuss ALTA Best Practices. This one covers Pillar7. The objective of the course is for the learner to complete the section of their policy and procedure manual for the pillars discussed in the course. Also, upon completion the learner will be confident that they will be able to pass an ALTA Best Practice audit for the pillars discussed in the course.

streamline

Pillar 7 is about adopting and maintaining written procedures for resolving consumer complaints. The course covers the 38 questions asked in the ALTA Pillar 7 Workbook so that the learner understands what is expected to by compliant. The course covers the Action Items report, Assessment Readiness, and Certification

A process for receiving and addressing consumer complaints helps ensure reported instances of poor service or non-compliance do not go undiscovered.

Streamline Consulting has done the research and put together the content for the course. Streamline Consulting is a privately owned company that was formed in order to meet the personnel, technical and business needs of Title Insurance Companies. They are advocates for their clients in all aspects of the title insurance industry.

While the nature of the business is the same in all states, the nuances of each title company, even within the same city, can be very different. Streamline customizes every project and product for each title company, regardless of size, location or products and services provided to their customers.

Click Here to Enroll

Continuing Education

ALTA Best Practices 1 and 6

This course is one in a series of Courses that discuss ALTA Best Practices. This one covers Pillars 1 and 6. The objective of the course is for the learner to complete the section of their policy and procedure manual for the pillars discussed in the course. Also, upon completion the learner will be confident that they will be able to pass an ALTA Best Practice audit for the pillars discussed in the course.

Click Here to Enroll

Pillar 1 is about licensing. The course covers the 10 questions asked in the ALTA Pillar 1 Workbook so that the learner understands what is expected to by compliant. The course covers the Action Items report, Assessment Readiness, and Certification

Pillar 6 is about Professional Liability Insurance. The course covers the 12 questions asked in the ALTA Pillar 6 Workbook so that the learner understands what is expected to by compliant. The course covers the Action Items report, Assessment Readiness, and Certification.

Streamline Consulting has done the research and put together the content for the course. Streamline Consulting is a privately owned company that was formed in order to meet the personnel, technical and business needs of Title Insurance Companies. They are advocates for their clients in all aspects of the title insurance industry.

While the nature of the business is the same in all states, the nuances of each title company, even within the same city, can be very different. Streamline customizes every project and product for each title company, regardless of size, location or products and services provided to their customers.

Click Here to Enroll

Enter your birthday in your profile and enroll in a course for free on your birthday.  Also, if you enter your license expiration date, we will send you a notice 30 days before your license expires so that you have plenty of time to complete your CE requirements.Update your profile here: *|UPDATE_PROFILE|*