Tag Archives: Streamline Consulting

Continuing Education

ALTA Best Practices course available on Learntitle

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Stephanie Fullerton of Streamline Consulting discusses the 7 Pillars of ALTA Best Practices. Not only is each Best Practice defined but an explanation is included that gives the reasoning behind it. Steps for implementation and the cerification process are also discussed. Below is a brief outline.

This course has been approved in several states now. Most recently in Pennsylvania. Choose your state below to enroll

  • Overview   
    • ALTA
    • 7 Best Practices of Best Practices

    Best Practice #1    

    • Best Practice 1: Licensing
    • ALTA’s Policy Forms Licensing Requirement

    Best Practice #2    

    • Best Practice #2: Escrow Trust Accounting
    • Best Practice #2: Steps to Compliance

    Best Practice #3    

    • Best Practice #3: Protecting NPI
    • Best Practice #3: Steps to Compliance

    Best Practice #4    

    • Best Practice #4: Settlement Processes
    • Best Practice #4: Recording Procedures
    • Best Practice # 4:Pricing Procedure

    Best Practice #5    

    • Best Practice #5: Policy Production

    Best Practice #6    

    • Best Practice #6: Insurance Coverage

    Best Practice #7    

    • Best Practice #7: Consumer Complaints

    Implementing

    • Implementing

    Assessment    

    • Assessment Procedures
    • Assessment Preparation Workbook

    Certification   

    • Certification Package
    • Certification Package Part 1
    • Certification Package: Part 2

    Conclusion

This course has been approved in several states now. Most recently in Pennsylvania. Choose your state below to enroll

Streamline Consulting, LLC was founded in 2004, born naturally, based on the experience of its founders and a need within the industry for bridging gaps between software and title and insurance functionality. Streamline became an effective, non-biased and neutral third-party, to help make decisions, implement policies and procedures and in utilizing production software to its fullest capacity; all of which needed to be specific to the individual/respective organization.

We take the human resource and the title/escrow capabilities contained within client offices and apply them to the software to bring out the greatest utility in both. Streamline Consulting has team members and resources that focus on documents, reporting, system setup, project management solutions, data conversions, remote or on-site training and implementations, as needed. We function as the main software administrator for many of our clients, by working hand in hand with the client and applying workflow goals and management parameters to customize the software to meet your needs. Communication is not limited to just management. By sitting with client staff, we draw out the reality about how they actually spend their time, what applications they are using, how they use the production software and also work around inefficiencies.

This full bodied engagement is not necessary for everyone. Streamline is also equipped to work with clients on individual projects on an as needed basis. In addition to these professional capabilities, Streamline team members genuinely enjoy taking part in adding value to the client organization which is why we consider ourselves to be your Value Added Partner. We believe every company deserves the opportunity to shine regardless of its size and that in order to be successful, you must empower those around you to be the same. Streamline prides itself on providing innovative solutions, alternatives and opportunities for real estate title insurance companies nationally.

This course has been approved in several states now. Most recently in Pennsylvania. Choose your state below to enroll

Title Insurance Issues

ALTA Best Practice #7

ALTA Best Practice #7 says:  “Create and stay up to date with written procedures for effectively managing consumer complaints.”

The reason for this is to  maintain and help a company grow, it is vital to have a system in place to effectively handle consumer complaints. In order to improve and grow it is important that complaints do not go undiscovered.

Steps to implement this Best Practice include:

  1. Document and track all complaints, using a standard procedure.
  2. Obtain enough information from clients, using standard procedures to be able to effectively resolve complaints.
  3. Create an effective consumer complaint form.
  4. Have a point of contact for client complaints.
  5. Have a system in place that effectively helps get complaints to the correct personnel.
  6. Create a log book, that lists a history of all complaints and their resolutions for records and training purposes.

Learntitle has worked with Streamline Consulting to develop a course that discusses all of the ALTA Best Practices.  It is good for 1 continuing educatin credit in several states.  Select your state to enroll


Title Insurance Issues

ALTA Best Practice #6

ALTA Best Practice #6 is Maintaining the correct professional insurance and fidelity bond coverage.

The correct levels of professional insurance and fidelity coverage allow for companies and settlement companies to maintain the financial capacity to guarantee their professional services.  In some states laws have been created which require a certain level of professional insurance and fidelity coverage, as well as errors or omissions insurance and surety bonds.  This could also be found in some insurance underwriting agreements.

Your agency should keep up to date with all professional liability insurance and errors and omissions insurance

Make sure your company follows state laws and obligations of insurance underwriting agreements by having the correct levels of professional insurance, fidelity coverage, errors and omissions insurance and surety bonds.

Learntitle has worked with Streamline consulting to develop a continuing education course that explains all of the ALTA Best Practices.  Click here to enroll and learn more.