1

Licensing

Licensing requirements differ from State to State. Each company needs to have a review and renew process in place for each area that work is performed and licenses documented.

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2

Escrow Account Controls

Escrow Accounting is one of the most important areas to be consistently monitoring. Safeguarding of escrow funds, reconciling accounts properly and having the best personnel is critical.

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3

Information & Data Privacy

Safeguarding consumer non-public information is an integral part of our business. How information is stored, transmitted, safeguarded and accessible must be continuously supervised and secured.

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4

Settlement Policies & Procedures

The Real Estate Closing is the culmination of a complicated chain of events that needs to be seamless for the consumer and to accomplish this, you need to keep the staff sharp in all areas of settlement.

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5

Title Production

The Title Insurance Policy is the cornerstone product for the industry. How and when the policies are issued, reported and paid is an essential part of our businesses legal obligation to the consumer.

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7

Consumer Complaints

Customer satisfaction is the ultimate goal of any business. Monitoring customer concerns are the best means of improving processes and service levels throughout the title and closing community.

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For More Information On Our Best Practices

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The Best Practices Assessment Survey

Where are you and your agency with the Best Practices? Are all of your Best Practices documented in writing and available for your clients and customers to review? How can we help you with your Best Practices Portfolio? Take our Self-Assessment to find out if you are on the road to Best Practices compliance.

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