TLTA is pleased to present an updated on-demand recording of a unique educational opportunity for new title agency owners, those new to a management position or those in need of a refresher. Presented by outstanding and experienced title industry professionals, this one-of-a-kind program will cover topics such as regulatory compliance, accounting, other key duties and responsibilities of a title agent and much more.

“I thought that Owning and Managing a Texas Title Company was absolutely fantastic. The best money I have spent in a long time. Thank you.”


 


FULL 2016 OWNING AND MANAGING A TEXAS TITLE AGENCY SERIES

Recorded August 17-18, 2016
 
Updated to include all the latest TDI regulations, this program was designed to satisfy the requirements of Rule P-28(B) by the Texas Department of Insurance for management personnel of title agents applying to be licensed.



UNIT 1: Introduction to Title Insurance and Title Insurance in Texas

THIS UNIT COVERS

  • What Is Title Insurance?
  • Components of the Title Insurance Process
  • Title Insurance in Texas What Is Included in the Premium
  • Title Insurance Forms: Commitments, Policies, Endorsements and Binders
  • Flow of a Title Insurance Transaction

PRESENTED BY
Janet Minke, CTIP, Alliant National Title Insurance Company
EJ Brent, CESP, CTIP, NTP, First American Title Insurance Company







Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 2: Title Insurance, Escrow/Settlement Regulators: An In-Depth Look

THIS UNIT COVERS

  • State and Federal Regulatory Bodies – Who's Who
  • Important Texas and Federal Statutes and Regulations Basic Manual of Rules, Rates and Forms, RESPA and More
  • Key Regulatory Responsibilities

PRESENTED BY:

Cass Burton, Burton and Bedell, P.L.L.C.
Brenda Nelson, Old Republic National Title Insurance Company




Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 3: Rules and Laws that Affect the Texas Title Agent's Business Model

THIS UNIT COVERS

  • Steps to Licensing; Steps to Starting a Business
  • Title Plants You Must Have One
  • The Underwriter/Agent Relationship
  • Duties of Licensed Escrow Officers
  • Who Can Receive a Portion of a Title Insurance Premium?
  • Rules Governing Issuing Title Policies

PRESENTED BY:

Teresa Frost, CTIP, National Investors Title Insurance Company
EJ Brent, CESP, CTIP, NTP, First American Title Insurance Company





Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 4: Accounting Principles and Practices for Escrow/Settlement and Title Agents

THIS UNIT COVERS

  • Important Terms to Understand and Including the Role of a Fiduciary
  • Texas Minimum Escrow Accounting Standards
  • Trust and Escrow Accounts
  • Texas "Good Funds" Rule
  • Audit Process and Texas Minimum Requirements for Audits
  • Guaranty Fees and Collecting, Managing and Reporting

PRESENTED BY:

Brenda Nelson, Old Republic National Title Insurance Company
Nancy Waggoner, Republic Title of Texas, Inc.






Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 5: Financial Responsibilities of the Title and Agent - Outside of Escrows

THIS UNIT COVERS

  • Create a Business Plan
  • Forecasting and Budgeting in Title Insurance and Escrow/Settlement
  • General Business Accounting and Financial Duties
  • State and Federal Reporting for Title Agents
  • Owner/Manager Checklist
  • Reporting Calendar

PRESENTED BY:
Dawn Enoch Moore, Allegiance Title Company
Nancy Waggoner, Republic Title of Texas, Inc.





Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 6: Additional Duties and Responsibilities of a Title Insurance Agent

THIS UNIT COVERS

  • Reducing Risks for Underwriters and Owners
  • Hiring and Managing Employees
  • Responsibilities of Manager, Escrow Officer, Agent, Etc.
  • When to Call the Underwriter
  • Escrow/Settlement Work Flow
  • Claims and Losses

PRESENTED BY:
Celia C. Flowers, Attorney, Flowers Davis, P.L.L.C. and East Texas Title Companies
G. Roland Love, North American Title Company




Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 7: Review, Reminders and Miscellaneous Information

THIS UNIT COVERS

  • All Agents Are Not Equal
  • Not all Closings Are the Same
  • Potential Areas of Risk
  • Not All Transactions Are Insurable
  • What it Takes to Obtain a Title Agent's License in Texas
  • How to Keep Track of Prospective Changes

PRESENTED BY:

J. Christopher Phillips, First National Title Insurance Company

Frances Hughes, Alliant National Title Insurance Company





Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
UNIT 8: Ethics Panel Discussion
THIS UNIT COVERS
  • Join our panel of experts as they discuss a variety of fact-based scenarios posing ethical dilemmas for title professionals.

PRESENTED BY:

Various Presenters




Once you register, please access the videos under your TLTA Profile Page under My Education on Demand. You will be able to access your certificate by watching each of the videos and following the instructions.
CE CREDITS

8 hours of CE credit from the Texas Department of Insurance available (includes 1 Ethics hour).

If you have attended the live, in-person event Aug. 17-18, 2016, in Austin, you are not eligible for CE credit from this webinar series.


SYSTEM REQUIREMENTS

Before registering for this program, check with your company's IT Department to make sure you can access streaming videos. Our on-demand courses requires a fairly fast Internet connection and computer to load and view videos. You may experience difficulties loading and playing theses videos during times of high Internet bandwidth traffic on your network. The courses work best in Google Chrome. We have experienced technical difficulties with other browsers including Internet Explorer. If you do not have Google Chrome, you can download it here.

This information is being provided by TLTA for educational and reference purposes only, and is not intended to represent the only approach to any particular issue.  This information should not be construed as legal, financial or business advice from or on behalf of TLTA, and users should consult their own legal counsel and subject-matter experts to ensure that any policies adopted or actions taken meet the requirements unique to their company.