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 2019 OWNING AND MANAGING A TEXAS TITLE AGENCY SERIES

Recorded April 8-9, 2019
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.

Please note: This course will expire on May 6, 2021. If you do not complete the course before that date, you will not be eligible to receive CE credit for taking this course.

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, CTIP, Fidelity National Title Group
Teresa Frost, CTIP, National Investors 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:
Cass Burton, Burton and Bedell, P.L.L.C.
G. Roland Love, Independence Title

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
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:
Brenda Nelson, Old Republic National Title Insurance Company
Nancy Waggoner, Nancy Waggoner, CPA

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, Nancy Waggoner, CPA

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, Flowers Title Companies, LLC
G. Roland Love, Independence Title

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:
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

CE CREDITS

8 hours of CE general escrow credit and 1 hour ethics from the Texas Department of Insurance available (expires 5/7/21).

If you have attended the live, in-person event Aug. 8-9, 2019, in Dallas, 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.