Record Retention- So Much More Than P-32

April 11, 10:30- 11:30 a.m.

 

 

The goal of this course is to familiarize title insurance professionals with statutes, regulations and business practices relating to retention of documents and other records. The information contained in this webinar is important and vital to proper documentation within the file. This program is a valuable reference for the experienced and the new person on your team. Record retention is more than just P-32.

 Upon completion of the course, attendees should

 Have a general understanding of Texas statutes relating to retention of title insurance documentation and retention of electronic records.

  • Understand that Texas also has promulgated rules regarding document retention and electronic records.
  • Be aware of the specific rules that require retention of specific documents
  • Have an understanding of the Texas Minimum Standards and Specific Areas for audit that relate to document retention
  • Clearly understand there are also Federal retention requirements in regard to certain escrow responsibilities.
  • Be aware of minimum guidelines that may be used as a starting point for determining what records to add to a permanent archive from both a title and an escrow perspective.
  • Have a better understanding of practical considerations for archiving and storing title and escrow files.
  • Be aware of issues to be considered when a title agent decides to “go paperless.”
  • Have an opportunity to learn about the possible components of an electronic document management system.

Presenters:  Betty DeReese, CTIP, Security Title 

Teresa Frost, CTIP National Investors Title Insurance Company 

Pricing:

Member $35
Nonmember $49

CE Credit:

1.0 Escrow Credit 

 

For those with some experience on the topic and/or the title industry. May include real-world application and/or specific and detailed information

For more information on TLTA's rating system, please click here


 

** PLEASE READ BEFORE CONTINUING TO REGISTER ** 
The 'Register Someone Else' button (below) should ONLY be used to register another person from YOUR company. After clicking this button, type in the last name of the person in the box provided on the next screen to see if they are currently on your company roster. If the person's name is not listed, please DO NOT click the 'Add a new contact' button. Instead, please call 512.879.2890 or 512.879.2882, or email: membership@tlta.com for assistance.

 


Pricing:

Member- $35.00
Nonmember- $49.00

Pricing:

Member- $35.00
Nonmember- $49.00

When
4/11/2018 - 4/11/2018
Where
Online
Webinar, Live United States

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