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Hello- looking for training materials

  • 1.  Hello- looking for training materials

    Posted 09-13-2022 12:04
    Hello,

    Does anyone have access or know of training resources for new Title Agents?

    Specifically on the following:

    • How to read Title Opinions
    • Produce and proof Title Commitments
    • Communication Tips + Need to know's concerning underwriters
    • Final Policy issuance protocols

    Thank you

    ------------------------------
    Garry Ratliff
    CEO
    HTI Title Co., LLC
    Charlotte NC
    +1 (980) 316-4641
    ------------------------------
    ALTA Marketplace


  • 2.  RE: Hello- looking for training materials

    Posted 09-14-2022 07:45
    Garry,
    I would start with your underwriter reps. In Texas, some of the underwriters will offer classes specific to your company.

    ------------------------------
    James Carroll
    VP Regional Title Production
    University Title Company
    College Station TX
    +1 (979) 260-9818
    ------------------------------

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  • 3.  RE: Hello- looking for training materials

    Posted 09-14-2022 09:44
    Hello James,

    Thank you for the reply. Yes- you are correct about underwriters. However, I find they are not specific to on-the-job training. They focus on overview and review of standards/regulations, policies not so much operating procedures (step by step) and processes.

    ------------------------------
    Garry Ratliff
    CEO
    HTI Title Co., LLC
    Charlotte NC
    +1 (980) 316-4641
    ------------------------------

    Original Message
    ALTA Marketplace


  • 4.  RE: Hello- looking for training materials

    Posted 09-14-2022 10:01
    the Virginia Land Title Association has a 16 hour course for Certified Title Agent that is quite extensive and even as an experienced title agent, I found it to be an excellent source of information for any title professional.  Perhaps the NC Land Title Association has a similar program?

    ------------------------------
    Becky Taylor NTP
    Owner
    TitleWorks, Inc.
    Fairfax VA
    +1 7033592824313
    ------------------------------

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  • 5.  RE: Hello- looking for training materials

    Posted 09-14-2022 08:05
    We have had to create our own procedures, but are also lacking in general training material to bring people to a baseline understanding of title and settlement work.  Really looking forward to others responding with possible resources.

    ------------------------------
    Brian DiIanni
    Chief Operations Officer
    First Source Title Agency, Inc.
    North Ridgeville OH
    +1 (216) 260-1466
    ------------------------------

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  • 6.  RE: Hello- looking for training materials

    Posted 09-14-2022 09:31
    Hi Brian, please see my other post in this thread. I offer a lot of services and could help you with creating custom training materials.

    ------------------------------
    Cheryl Evans
    Carnanco
    Marketing, Technology & Operations Consultant to the Title Industry
    [email protected]
    Hire Me! www.carnanco.info
    Free Content: www.cheryl.wTf
    ------------------------------

    Original Message
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  • 7.  RE: Hello- looking for training materials

    Posted 09-15-2022 10:48
    Hi Garry,

    Please feel free to give me a call or email me directly.  My company specifically trains title employees, whether brand new to the industry or changing positions or simply a refresher.  We provide ono-on-one training, as well as group trainings.  Most of what we do can be done virtually.  I am an attorney who has been in the business for over 35 years and have decided to start sharing all of my experience and talent with other title companies.  I look forward to chatting.....


     



    ------------------------------
    Nancy L. Gusman, Esq., CLTP, NTP
    Brick House Consulting Services, LLC
    GusmanLegal, LLC
    Beltsville, MD
    Office: (301)563-9669
    Mobile: 240-994-1697
    Email: [email protected]
    ------------------------------

    Original Message
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  • 8.  RE: Hello- looking for training materials

    Posted 09-14-2022 08:24
    Most title underwriters have a library of seminars, webinars and other training materials to assist new agents in educating themselves on the need to know items that you identified. I applaud you for wanted to expand your knowledge and suggest that you start there.

    Kim
     
    Kimberly A. Gilbert-Toelle, Esq.*
    Raber Law Offices, PLLC
    484 Williamsport Pike, PMB #300
    Martinsburg, WV 25404
    Office: 681-260-6455
    alt. email: k[email protected] 
     
    *Admitted in West Virginia, Maryland, and the District of Columbia only
     
    CONFIDENTIALITY NOTICE:  This transmission may contain information that is privileged, confidential, legally privileged, and/or exempt from disclosure under applicable law. If you are not the intended recipient, you are hereby notified that any disclosure, copying, distribution, or use of the information contained herein (including any reliance thereon) is STRICTLY PROHIBITED. Although this transmission and any attachments are believed to be free of any virus or other defect that might affect any computer system into which it is received and opened, it is the responsibility of the recipient to ensure that it is virus free and no responsibility is accepted by Raber Law Offices, PLLC and Kimberly Gilbert-Toelle, Attorney at Law., its subsidiaries and affiliates, as applicable, for any loss or damage arising in any way from its use. If you received this transmission in error, please immediately contact the sender and destroy the material in its entirety, whether in electronic or hard copy format. Thank you.  



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  • 9.  RE: Hello- looking for training materials

    Posted 09-14-2022 09:30
    Hi everyone,
    I also recommend you check to see what sort of training material your underwriter has available. They will most likely cover everything you need to know from a regulatory stand point.

    I can help fill some blanks.

    I'm just in the process of launching a new online school for the title industry (www.wickedtitleforum.com). I have a ton of content that will be rolling out over the next year (I know, not helpful to you right now) - but I've been making a lot of that content available through my private consulting - which is the part you might care about.

    I offer consulting, training, information management and project management services to the title industry on marketing, technology & operations - this can include but is not limited to
    • staff training sessions
    • establishing and improving workflow, task management and quality assurance
    • software implementation and administration
    • business leadership training and strategy sessions
    • creation of custom training materials, operating manuals and online searchable knowledge bases
    • and more

    Also, for anyone reading this - I am actively accepting instructors and anyone who would like to host a course on my platform. Courses can be large or small, public or private.

    If you'd like to discuss any of this further, please feel free to contact me or schedule a meeting here:

    https://calendly.com/cheryl_evans



    ------------------------------
    Cheryl Evans
    Carnanco
    Marketing, Technology & Operations Consultant to the Title Industry
    [email protected]
    Hire Me! www.carnanco.info
    Free Content: www.cheryl.wTf
    ------------------------------

    Original Message
    ALTA Marketplace


  • 10.  RE: Hello- looking for training materials

    Posted 09-14-2022 11:50
    I would suggest checking your local Land Title Association, which looks like it North Carolina Land Title Association for you.  I am in Colorado and that is where we go for training and classes.  

    ------------------------------
    Genae Horton
    Owner /Escrow Manager/ Lic. EO
    Closing Connection Title, LLC
    Greenwood Village CO
    +1 (720) 419-0921
    ------------------------------

    Original Message
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  • 11.  RE: Hello- looking for training materials

    Posted 09-15-2022 08:46
    You land title association would be a great place to look to as well.  I know that ours does boot camp trainings and they have it all recorded and accessible via the members portal on their website.

    ------------------------------
    Elizabeth Rozmarniewicz
    Director of Sales & Marketing
    Capital Title Insurance Agency Inc
    Southfield MI
    +1 (248) 208-4900
    ------------------------------

    Original Message
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  • 12.  RE: Hello- looking for training materials

    Posted 09-16-2022 08:01
    We do virtual training through our Real Estate Closing Path. 


    Mary Anne Harris

    President

      

    My Digital Business Card

     

    Schedule A Meeting

     

     

    3662 Cedarcrest Road | Suite 200 | Acworth, GA 30101     

    Office: 770.975.1475 | 1.800.931.6038

    Direct:770.738.7475 | efax 770.874.5007

    Cell: 404.797.2423

    www.positivelybalanced.com Iwww.positivelyclosed.com

     

     

    CONFIDENTIALITY WARNING: This message and all its attachments, if applicable, may contain information that is privileged and confidential, the disclosure of which is governed by applicable law.  If the reader of this message is not the intended recipient, or the employee or agent responsible to deliver it to the intended recipient, the reader is hereby notified that any dissemination, distribution, reproduction or copying of this information, electronically or otherwise, is strictly prohibited. If the reader has received this message in error, please notify the sender immediately and arrange for the return or deletion of this message along with all attachments.

     

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  • 13.  RE: Hello- looking for training materials

    Posted 09-15-2022 09:02
    Hi Garry, 

    Investors Title in North Carolina has some really good training resources. I'm not sure who your underwriters are, but I'd be happy to connect you with my counterpart in NC.

    Have a great day!

    ------------------------------
    Brandi Abercrombie CESP, CTIP, NTP
    Texas Agency Manager & Vice President of Escrow Education
    National Investors Title Insurance Company
    Austin TX
    +1 (919) 968-2200
    ------------------------------

    Original Message
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  • 14.  RE: Hello- looking for training materials

    Posted 09-15-2022 11:09
    If there is anyone here who would be interested in participating in a shared online searchable knowledge base full of training material, videos, articles, step-by-step instructions, please contact me. It would be a more affordable way to create and share training material.

    Sections of the knowledge base are shared between everyone involved - generic information, link lists, resources, etc. And then there are also sections that are visible only to the people who belong to a specific company so that you can have proprietary information as well.

    ------------------------------
    Cheryl Evans
    Carnanco
    Marketing, Technology & Operations Consultant to the Title Industry
    [email protected]
    Hire Me! www.carnanco.info
    Free Content: www.cheryl.wTf
    ------------------------------

    Original Message
    ALTA Marketplace


  • 15.  RE: Hello- looking for training materials

    Posted 09-15-2022 14:22
    Hi Garry, I have a number of title insurance courses on examining, searching, etc. at www.Landrecs.com  I have decades of experience in closings, abstracting, searching, title examining and underwriting both locally in the Midwest, and nationally from Connecticut to Hawaii. Feel free to reach out if you have questions.

    ------------------------------
    [Jeanine] [Johnson] [Owner]
    [Real Estate and Learning Group]
    [Online Education for the Title Industry]
    [https://landrecs.com/] [651-426-9962]
    ------------------------------

    Original Message
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  • 16.  RE: Hello- looking for training materials

    Posted 10-03-2022 09:25
    Hi there:
    Have you checked out ALTAs Title 101 Course? I know several people that are new to the Industry that have taken it and it has been very beneficial. https://elevate.alta.org/products/title-101

    ------------------------------
    Donna Anderson
    Vice President, Agency Development Manager
    Doma Title Insurance, Inc.
    Miami FL
    +1 (305) 552-1102
    ------------------------------

    Original Message
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