Tag Archives: title insurance ce

Digital Closings

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1 credit

digital closingsThere has been an explosion of interest in eClosings in the industry.   Because of the savings of time and resources realized by the use of digital closings, lenders and title insurers are beginning to look into ways to utilize the technology.  The Consumer Financial Protection Bureau sponsored a pilot that tested eClosings and it showed that the technology had a positive influence on the closing process.  Government Sponsored Entities(GSE) have made eClosings a part of their scorecard when evaluation lenders.  Consumers appreciate the advantages that digital closings bring to their experience.   Digital Closings are making their way into the Real Estate closing process and title agents need to understand the process and how they can incorporate the process into their workflow.

The presenter is Nancy G. Pratt who is the Vice President of Partner Relations and Government Affairs for Pavaso.  She provides team leadership in attaining company goals, and manages the strategic relationships for the growth of the company.  She is responsible in maintaining the relationships at Federal and State level, understanding key regulatory issues and laws that pertain to the operations of Pavaso.   She is involved with Sales Support and strategy of the promotion and development of the Digital Mortgage Solutions throughout the Title agent network and lender segment of the industry.

Nancy has over 14 years of experience in the eMortgage/eClosing space, which played a key role in leading the go-to-market and implementation strategies for Pavaso’s two CFPB pilots.

Nancy has been in the mortgage/title industry for over 35 years and highlights of her career include industry milestones of performing the first complete eMortgage with lenders and conducting the first ever FHA and VA eClosings.

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Fraud in the Title Industry

4 Credits

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This course is a comprehensive discussion Fraud in the Title Industry. It covers fraud for property and fraud for profit schemes that have been around for a long time. The majority of the presentation centers on Cyber Fraud. The Business Email Compromise has become a major threat to businesses in general and are of significant concern to title agencies. The course will cover in detail;

 

  • Types of fraudFraud
  • Red Flags indication fraud
  • Legislation
  • Cyber Fraud
  • Wire Fraud
  • Protecting Bank Accounts
  • Safer Use of the Internet
  • Cybersecurity for Business
  • Personnel Policies and Employee Training
  • Security for Mobile Devices

 

The course is approved for 4 continuing education credits

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Enroll for Free on your birthday

Remember to update your profile so that you can enroll in a course for free on your birthday and be notified 30 days before your license expires so you have plenty of time to complete your CE requirements. Update your profile here: *|UPDATE_PROFILE|*

Post Closing Course available on Learntitle

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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

Click Here to Enroll

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

New Integrated Mortgage Disclosure with Anne Anastasi

2 credits

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Former ALTA Presidient Anne Anastasi discusses the New Integrated Mortgage disclosure in this course published by Learntitle.com. The course covers:

  • New terminology
  • New definitions
  • Aspects of inclusion on the “Provider List”
  • Tolerances
  • Preparation and Delivery
  • The new form

Anne AnastasiAnne Anastasi if a former president of the American Land Title Association. She has been instrumental in speaking for the Land Title Industry as the Consumer Financial Protection Bureau redesigns how real estate transactions will be done.

Click Here to Enroll

Enroll for Free on your birthday

Remember to update your profile so that you can enroll in a course for free on your birthday and be notified 30 days before your license expires so you have plenty of time to complete your CE requirements. Update your profile here: *|UPDATE_PROFILE|*

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





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 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





RESPA course approved in Alabama

This updated version of the course is worth 4 credits
Reduce your enrollment fee by earning points.  Click Here for details.

Click Here to Enroll

Learntitle’s RESPA course has been updated.  It is the most complete treatment of RESPA and Regulation X available. It includes an extensive review of the new Loan Disclosure and Closing Disclosure.  The course is presented by Vince Danzi.

Vince DanziVincent G. Danzi graduated from the University of Texas at Austin with a Bachelor’s degree in History in 1995 and earned his law degree in 2000 from the State University of New York at Buffalo.  Prior to law school, he was a Licensure Investigator for the Texas State Board of Medical Examiners.  Since law school, he has worked in the title insurance and settlement services industry.  He serves as General Counsel for Equity Settlement Services, Inc., a national title and settlement services provider, which offers a wide range of services across a thirty-five state footprint.  Outside this role, his practice includes business legal representation, consulting, and serving in an of-counsel and outside expert capacity on RESPA and other compliance and title insurance issues.  In accord with his enduring devotion to computer programming, he is also a database application and user interface developer.  He lectures, writes, and otherwise contributes to the publications and seminars of such organizations as The New York State Land Title Association, the Title Appraisal Vendor Management Association, October Research, The New York State and Suffolk County Bar Associations, and is a member of the Editorial Advisory Board of October Research’s The Legal Description, the nation’s leading legislative and legal analysis newsletter for the title insurance and settlement services industry.  Mr. Danzi was a featured speaker at the 2011 National Settlement Services & Compliance Summit in Cleveland, Ohio, at which he spoke on best practices for the title insurance industry

4 credits – only $70.00
Reduce your enrollment fee by earning points.  Click Here for details.

Click Here to Enroll

Post Closing course approved in Alabama

Click Here to Enroll

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

Click Here to Enroll

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 Practice CE course approved in Alabama

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