Wednesday, May 4, 2022 |
9:30 AM - 5:00 PM | DAY 1 | - Introduction to Conveyancing
- Course Expectations & Delivery
- Contract Review
- Purchase
- Purchase Intake Form
- Review Resource Platforms
- Web-Filing & MyLTSA
- Sale
- Sale Intake Form
- Payout Requests
- Review Vendor Documents
| ZOOM | |
Thursday, May 5, 2022 |
9:30 AM - 5:00 PM | DAY 2 | - Mortgages
- In depth review of lender instructions
- Lender Website Review
- Payout Statement Review
- Prosuite Presentation
- Software Introduction
- Data Entry
- Document Generation
| ZOOM | |
Friday, May 6, 2022 |
9:30 AM - 5:00 PM | DAY 3 | - Stewart Title Insurance Company Presentation
- What is Title Insurance
- STEPS – How to order policies
- BSOA
- Review Adjustments
- Generate Documents
- SSOA/Order to Pay
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- Review Adjustments
- Document Generation
| ZOOM | |
Monday, May 9, 2022 |
9:30 AM - 5:00 PM | DAY 4 | - Registration
- Truing up Documents
- MyLTSA
- Trust Reconciliation
- Reporting/Abeyance
- Report to all parties
- Generate Documents
- Diarize follow-ups
| ZOOM | |
Tuesday, May 10, 2022 |
9:30 AM - 5:00 PM | DAY 5 | - Evaluation Day
- Students create a new purchase file
- Students create a sale file
- Prosuite support
- Wrap-Up Presentation
| ZOOM | |