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