ALTA Best Practices Pillar 2 Escrow Accounting course approved in PA

Streamline

4 credits

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This course is one in a series of Courses that discuss ALTA Best Practices. This one covers Pillar 2. The objective of the course is for the learner to complete the section of their policy and procedure manual for the pillars discussed in the course. Also, upon completion the learner will be confident that they will be able to pass an ALTA Best Practice audit for the pillars discussed in the course.

Pillar 2 is about Escrow Trust Accounting. Appropriate and effective escrow controls and staff training help title and settlement companies meet client and legal requirements for the safeguarding of client funds. These procedures help ensure accuracy and minimize the exposure to loss of client funds. Settlement companies may engage outside contractors to conduct segregation of trust accounting duties.

The course covers the 73 questions asked in the ALTA Pillar 2 Workbook so that the learner understands what is expected to be compliant. The course covers the Action Items report, Assessment Readiness, and Certification

Streamline Consulting has done the research and put together the content for the course. Streamline Consulting is a privately owned company that was formed in order to meet the personnel, technical and business needs of Title Insurance Companies. They are advocates for their clients in all aspects of the title insurance industry.

While the nature of the business is the same in all states, the nuances of each title company, even within the same city, can be very different. Streamline customizes every project and product for each title company, regardless of size, location or products and services provided to their customers.

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ALTA Best Practices Pillar 5

1 credit

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This course is one in a series of Courses that discuss ALTA Best Practices. This one covers Pillars 5. The objective of the course is for the learner to complete the section of their policy and procedure manual for the pillars discussed in the course. Also, upon completion the learner will be confident that they will be able to pass an ALTA Best Practice audit for the pillars discussed in the course.

Pillar 5 is about adopting and maintaining written procedures related to title policy production, delivery, reporting and premium remittance. The course covers the 17 questions asked in the ALTA Pillar 5 Workbook so that the learner understands what is expected to by compliant. The course covers the Action Items report, Assessment Readiness, and Certification

Adopting appropriate procedures for the production, delivery, and remittance of title insurance policies helps ensure title companies can meet their legal and contractual obligations.

Streamline Consulting has done the research and put together the content for the course. Streamline Consulting is a privately owned company that was formed in order to meet the personnel, technical and business needs of Title Insurance Companies. They are advocates for their clients in all aspects of the title insurance industry.

While the nature of the business is the same in all states, the nuances of each title company, even within the same city, can be very different. Streamline customizes every project and product for each title company, regardless of size, location or products and services provided to their customers.

Click Here to Enroll

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PA Ethics in Title course approved – 3 credits

Ethics in Title

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This course discusses 6 different topics related to ethics in the title industry.

Understanding Compliance
Compliance with laws and regulations is enforced by various state and federal entities.  We’ll talk about enforcement agencies, what can happen to violators and some of the trickier areas of compliance.

Confronting Pressure & Temptation
Pressure and temptation to bend the rules is more common that you may think.  It can come from obvious sources and, you’ll learn, from very subtle sources as well. The fiduciary role you play is crucial to maintaining the trust of customers, consumers and the general public.

Recognizing Fraud
Recognizing Fraud is more important today than ever before.  Ethical lapses, intentional or unintentional, can put everyone in the danger zone.  Fraudulent schemes are in the news nearly every day.  We’ll help you keep your eyes open for suspicious activities.

ALTA Principles of Fair Conduct
The ALTA Principles of Fair Conduct are part of ALTA’s Consumer Initiative.  Title industry professionals like you worked together to create the Principles and they’re a terrific guide for creating your own code of ethics.

Making Ethics Personal
Making Ethics Personal is really important.  Ethical behavior starts with each individual person, no matter what job they hold or what role they play in the company operation.  Personal and company ethics will help you as you face dangers in today’s risky marketplace.

Your Company’s Code of Ethics
Your Company Code of Ethics is the best tool you have to establish and maintain a truly relevant code that all of your employees can understand and actively apply every day.  You can use the ALTA Principles of Fair Conduct as a starting point.

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