Tag Archives: ALTA Best Practice

Get all 24 credits at 30% off

24 Credits – Purchase the entire catalog and pay 30% less than taking each course individually. You will have all the courses you need to meet the 24 credit requirement.

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Courses in the catalog include:

  • 4 credits – Real Estate Settlement And Procedures Act
    3 credits – Cyber Crime In The Title Industry
    1 credit – Digital Closings
    2 credits – Alta/Nsps Land Title Survey Standards
    3 credits – Title Insurance Ethics
    4 credits – Al Fraud In Title Insurance
    1 credit – The Closing Is Over But What About The Post Closing
    2 credits – Alta Best Practices Pillar 2
    2 credits – Al Best Practices Pillar 7
  • Total = 24 Credits

    Purchase the Catalog and save 30%

  • Click Here to Enroll

ALTA Best Practices Pillar 2 Escrow Accounting course available in Alabama

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This course is one in a series of Courses that discuss ALTA Best Practices. This one covers Pillar 2. 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.

Pillar 2 is about Escrow Trust Accounting. Appropriate and effective escrow controls and staff training help title and settlement companies meet client and legal requirements for the safeguarding of client funds. These procedures help ensure accuracy and minimize the exposure to loss of client funds. Settlement companies may engage outside contractors to conduct segregation of trust accounting duties.

The course covers the 73 questions asked in the ALTA Pillar 2 Workbook so that the learner understands what is expected to be 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

How to create a strong password

ALTA Best practices encourages the use of strong passwords for your computer systems. Passwords provide the first line of defense against unauthorized access to your computer. The stronger your password, the more protected your computer will be from hackers and malicious software. You should make sure you have strong passwords for all accounts on your computer. If you’re using a corporate network, your network administrator might require you to use a strong password.

Check the strength of your password here

What makes a password strong (or weak)?

A strong password:

  • Is at least eight characters long.

  • Does not contain your user name, real name, or company name.

  • Does not contain a complete word.

  • Is significantly different from previous passwords.

  • Contains Uppercase letters, Lowercase letters, numbers and symbols

A password might meet all the criteria above and still be a weak password. For example, No1password! meets all the criteria for a strong password listed above, but is still weak because it contains a complete word. N01 p@ssw0rd! is a stronger alternative because it replaces some of the letters in the complete word with numbers and also includes spaces.

Help yourself remember your strong password by following these tips:

  • Create an acronym from an easy-to-remember piece of information. For example, pick a phrase that is meaningful to you, such as My daughter’s birthday is 28 October, 1974. Using that phrase as your guide, you might use Mdbi28/Oct,74 for your password.

  • Substitute numbers, symbols, and misspellings for letters or words in an easy-to-remember phrase. For example, My daughter’s birthday is 28 October, 1974 could become MiDauBrthd8iz 281074 (it’s OK to use spaces in your password).

  • Relate your password to a favorite hobby or sport. For example, I love to play basketball could become ILuv2PlayB@sk3tb@ll.

If you feel you must write down your password in order to remember it, make sure you don’t label it as your password, and keep it in a safe place.

Check the strength of your password here

ALTA Best Practice CE course

Streamline logo

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





Secure Email for Alabama Title Agents

ALTA Best Practices says we need secure email. Learntitle has partnered with SecureMail to bring you a simple encrypted email solution. Check out the details below.Secure Mail

Secure EmailSimple Secure Email for the Desktop

SecureMail is a service that protects all important information flowing between you, your business partners, and your clients. At the same time, it makes life easier for everyone. From the moment you hit the “Send Secure” button, until your mail is delivered, sensitive messages and files are fully protected. It’s simple. It’s fast. It’s smart. SecureMail is perfect for organizations of all sizes.

Compliance without Complication

Secure email is a legal requirement for those who must comply with ALTA Best Practices. With SecureMail, compliance is achieved without complication. It protects all of your sensitive messages with compliance-grade encryption (FIPS 140-2), and it gives customers assurance that their private information is being handled with care. Messages and files are secured with one-click and with instant confirmation when they have arrived safely. Replies are securely delivered to your inbox and unencrypted automatically, ready to read without additional steps. For those that prefer a portal, local language is automatically detected. And, because it works with popular email clients such as Outlook, it’s intuitive for senders and recipients, and can be up and running in minutes with no outside IT support. SecureMail makes good business sense.

Better Customer Service and Lower Costs Contact

SecureMail improves response time and saves money. Your customers no longer have to wait for the mail to get passwords and other sensitive information. And, communications don’t stop when people are on the move. SecureMail works just as effectively with mobile devices. Since SecureMail provides confidential delivery with confirmed receipt, it replaces costly faxes, printing, postage, and courier services providing you with a greener and less expensive alternative.

WHAT’S INCLUDED

  • Easy to use service encrypts selected email messages
  • Intuitive “Send Secure” Outlook button
  • Replies are automatically decrypted into your inbox
  • Handles document and file attachments up to 100MB (expandable to 2GB)
  • Nothing to install for recipients
  • Recipient initiated secure messaging
  • Works natively on iPhone and other mobile devices
  • Built-in tracking of all messages and files sent, received, and opened
  • Portal localized in eight languages including English, French, Italian, German, Spanish, Japanese, Brazilian Portuguese, Simplified Chinese
  • No additional hardware or infrastructure needed

BUSINESS BENEFITS

  • Minimize exposure to regulatory violations, litigation, and penalties
  • Private, trusted, secure communication with your customers and partners
  • Cut costs of faxes, printing, postage, and courier services
  • Proof that recipients opened your messages
  • Up and running with little to no end user training

Learntitle

ADDITIONAL TECHNICAL SPECIFICATIONS

  • Industry standard encryption: AES-256, SSL, TLS
  • Internet Explorer, Firefox, Safari, Chrome & Opera Support
  • Outlook 2007/2010/2013 support
  • Integrates with Office 365 and Google AppsTM Service
  • Native support on iPhone, android and other mobile devices
  • Integrates with Citrix
  • 100 MB default message size
  • 500 MB default mailbox size
  • 30 day default message expiration (upgradable)
  • SSAE 16, SAS 70 Type II Certified Data Center

tech specs

Contact:Learntitle.com, LLC

art@learntitle.com

New Integrated Mortgage Disclosure by Anne Anastasi course approved in Alabama

2 credits

Click Here to Enroll

Former American Land Title Association President, Anne Annastasi discusses CFPB Integrated Mortgage Disclosure. Her presentation includes a discussion of how we came to this place where we have a new Disclosure and the events that lead to it. She explains new terminology, disclosure restrictions, the “Provider List”. She will explain how the tolerance “buckets’ have changed, preparation and delivery of the completed form.

Click Here to Enroll

Anne Anastasi is a past president of the American Land Title Association. She is the owner of Genesis Abstract, LLC of Hatboro, Pennsylvania.

ALTA Best Practice CE course

Streamline logo

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