Staying on top of compliance requirements isn’t just good practice—it’s essential to the health and longevity of your title agency. This comprehensive webinar walks you through TLTA’s newly revised Title Agent Compliance Checklist and Reporting Calendar, which breaks down the critical tasks title professionals must complete monthly, quarterly, annually, and beyond. From reconciling escrow accounts and submitting required tax forms to preparing for TDI audits and managing escrow officer records, this session offers a deep dive into operational duties that keep your agency on solid ground.
You’ll also explore common compliance pitfalls, learn how to identify them before they cause problems, and pick up practical tips to keep your agency audit-ready all year long. Whether you’re a new agency owner or a seasoned manager, this webinar will help you streamline your internal processes and avoid costly oversights.
Key takeaways include:
- A guided walkthrough of the Title Agent Compliance Checklist and Reporting Calendar
- Monthly, quarterly, annual, and biennial reporting requirements—what’s due and when
- Pro tips for staying audit-ready and avoiding common compliance issues
- The latest TDI audit insights and what they’re really checking
- Supplemental TLTA resources to support your compliance strategy
Presenters
Lisa Beville, CTIP, NTP, Texan Title Insurance Company
Melissa Mikulik, Landtitle Texas
Pricing
Member: $90
Nonmember: $130
CE Credit
- Escrow Officers: 2 Hours Escrow Credit
MCLE Credit
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.