Texas is one of the most heavily regulated title insurance states in the country—and with that comes a dense web of rules, rate structures, and document retention requirements. This practical and informative webinar is led by Frances Hughes, CTIP, a compliance pro who has spent decades helping title professionals navigate the nuances of the Basic Manual and stay on the right side of audit checklists.

Frances will walk you through the must-know Rate Rules (including R-2 and R-9), explore Procedural Rules you probably don’t think about often enough (like P-7, P-13, and P-35), and break down what you need to know about federal retention requirements, audit red flags, and what to keep—and for how long—when your office “goes paperless.”

Expect helpful real-life examples, plain-English explanations of complicated rules, and lots of insight into the compliance details that trip up even experienced pros. Whether you're new to title or just need a rules-and-retention refresh, this session is packed with practical takeaways.

After this course, you’ll be able to:

• Understand how to navigate and interpret the Basic Manual

• Know when to apply Rate Rules R-2 and R-9

• Follow Texas and federal retention requirements for escrow and title records

• Identify which Procedural Rules impact your daily workflow

• Avoid common audit issues around document storage and recordkeeping

• Evaluate what’s required when transitioning to electronic records

• Stay up to date with current compliance expectations and audit standards