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(PA 122028) THE CLOSING IS OVER BUT DON'T FORGET THE POST CLOSING(PA 122028) THE CLOSING IS OVER BUT DON'T FORGET THE POST CLOSING

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Cost: $15.00 (USD)
Credits: 1
Enrollment Valid For: 1 year

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Description

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

Expert

Liz Tanner and Vickie DePasquale

Vicki DiPasquale
National Sales Manager
SimplifileTanner Law, Ltd.

 

 

 

 

 

 

 

Liz Tanner

Final Trac
16B Gooding Ave,
Bristol RI 02809
(401) 253-7854

Lessons

  1. The Closing is Over but What About the Post Closing (Online Lesson)
  2. The Closing is Over but What About the Post Closing Exam (Online Lesson)
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