From the moment a file is opened, every step you take builds toward the final policy. This one-hour webinar offers a clear, practical walkthrough of the entire workflow — from coordinating with escrow and interpreting instructions to issuing accurate, audit-ready policies. You’ll see how communication, documentation, and attention to Procedural and Rate Rules work together to ensure accuracy and compliance.

Through real-world examples, the program highlights common post-closing scenarios and gives practical guidance on using the correct insuring forms for both residential and non-residential transactions.

Learning objectives:

• Apply TDI Procedural and Rate Rules when preparing title policies
• Communicate effectively with escrow to resolve file issues before issuance
• Use insuring forms such as the T-1, T-1R, and T-2 correctly
• Issue and deliver policies promptly and accurately
• Complete post-closing tasks that support audit readiness and claims handling

Presenter:
Kristina Vargas, CTIP, Westcor Land Title Insurance Company

Pricing:
Member: $40
Non-Member: $54

CE Credit:
1.0 Hour Escrow Credit

Beginner level – Designed for those new to the topic and/or the title industry. May include basic concepts, definitions, and foundational industry practices.

Under Procedural Rule P-28 II I-6, TDI will not award credit hours for completing the same course more than once per reporting period. If you attend this course through another instruction method, you cannot be granted credit for both.