TDI has implemented a fixed annual schedule for collecting agent statistical data. Reporting forms will be available by March 1, and completed reports are due by May 1 each year.
Join Ann Garza, SVP and Chief Title Officer at Benchmark Title, for a practical, form-by-form look at the 2025 TDI Agent Statistical Report. Ann guides you through the interactive forms, explains how the data ties back to your financials, and shares the issues that most often trigger follow-up questions or report kickbacks from TDI.
This session covers
- Why TDI collects this data and how it’s used
- How to prepare your numbers before opening the form
- Step-by-step guidance through the required reporting forms (including Form A and supporting schedules)
- Reconciling premiums and financials, including tolerance considerations
- Common trouble spots (HOIs, licensed vs. non-licensed counties, losses, production center fees)
- How to avoid errors that lead to resubmissions
- Submission basics, including the affidavit process and what happens after you click “Submit by Email”
- Reporting FinCEN-related income and expenses
This webinar purchase includes an exceptional handout package: the annotated fillable experience report with form-by-form tips, the TDI General Instruction Manual with page numbers added for easy reference, the TDI FAQ, and a supplemental Q&A document addressing questions raised after the 2024 presentation.
Whether you complete the report yourself or oversee the process for your agency, this webinar will help you approach the May 1 deadline with clarity and confidence.
Presenter:
Ann Garza
Benchmark Title
Pricing:
Member: $90
Nonmember: $130
CE Credit:
2.0 Hours Escrow Credit
Important Compliance Reminder: TDI does not grant extensions for the annual data call. Reports must be submitted by May 1. Failure to respond by the deadline may result in referral to TDI enforcement and possible disciplinary action.
Intermediate level – Designed for those who complete or oversee the TDI statistical report. Prior familiarity with basic title agency operations is helpful. This session includes step-by-step guidance through the required forms and addresses complex reporting scenarios.
Per Procedural Rule P-28, TDI will not award CE credit for completing the same course more than once during a reporting period.
The information in this course is provided by TLTA for educational and reference purposes only and should not be considered legal, financial, or business advice. 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.
Legal information provides public information, such as rules or laws, or an explanation of those laws. It is not legal advice. Legal advice recommends a specific course of action or interprets the law based on particular facts. For legal advice, please consult your attorney.