On-demand videos will consist of original recordings from the 2022 presentation and satisfies the requirements of Rule P-28, Sec. IV by the Texas Department of Insurance for management personnel of title agents applying to be licensed.

FULL 2022 OWNING AND MANAGING A TEXAS TITLE AGENCY SERIES


Please note: This course was renewed for CE credit and will expire on April 28, 2025. You may not receive CE credit for this course more than once within the same reporting period.

Register

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
Lisa Beville, JD, CPA, CTIP, Fidelity National Title Insurance Company

UNIT 2:
Title Insurance, Escrow/Settlement and 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:
Scott Florez, WFG National Title Insurance Company

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:
Kergin Bedell, Bedgell Law, PLLC
Sini Blacquiere, Fidelity National Title Group 

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:
Nancy Waggoner, CPA, CFE

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:
Michael Shimanek, CFO, Shaddock National Holdings

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:
Thad Barreneche, Title Resources Guaranty Company
Blair Raggio, Allegiance Title Company

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
Angie Fling, Westcor Land Title Insurance Company

UNIT 8:
Claims and Ethics

THIS UNIT COVERS
The duties of Texas escrow officers include potential for ethical dilemmas in different stages of the real estate transaction. Claims and Ethical Issues is a beginner webinar designed to give escrow officers the proper tools and ethical best practices to use when dealing with claims in the field. Using situational examples, this course covers ethical duties escrow officers need to follow within the law and guidelines that are set for them. Items identified and discussed in this webinar include a general and basic understanding of title insurance principles, coverages, laws, rules and regulations, and the duties and responsibilities of title insurance professionals.

PRESENTED BY: 
Roland Love, Independence Title

CE CREDITS

7 hours of CE general escrow credit and 1 hour ethics (8 total) from the Texas Department of Insurance available (expires 4/28/25).

If you have attended the live, in-person event October 17-18, 2022, in Plano, you are not eligible for CE credit from this webinar series. 

SYSTEM REQUIREMENTS

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.

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 should not be construed as legal, financial or business advice from or on behalf of TLTA. 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.

What’s the difference between legal information and legal advice?
 Legal information provides public information, such as rules or laws, or can be an explanation of those rules or laws. TLTA provides legal information that is not intended to be legal advice. Legal advice is a statement that recommends a course of action or interprets the law based on specific circumstances. For legal advice, please consult with your own attorney.