Training
woRkshops
These 3-hour virtual workshops provide in-depth knowledge on key industry topics.
INFORMATION
We recommend taking the workshops in order.
A certificate is awarded upon completion of the course.
Curriculum and recording access provided with each workshop.
SCHEDULE
Check our calendar for upcoming training dates.
TUITION
$125 per Training Workshop
Buy 4 Get 1 Free
All workshops approved for CE/CLE credits in Georgia & Florida.
pre-Closing
prep
In this 3-hour training, students will learn all pre-closing essentials.
The pre-closer role will be defined.
This role includes...
- File opening
- Sending buyer/seller information sheets
- Ordering title
- Requesting initial documentation, such as mortgage payoffs, HOA letters, taxes, water and other miscellaneous documents.
COST: $125 per session
Login details will be sent upon registration.
current workshops
Closing
Cram session
PREREQUISITE
Pre-Closing Prep
Or 1 year of industry experience
In this 3-hour training, students will learn all closing fundamentals.
Students will become familiar with the role of the closer, whose function includes verifying information, balancing with the lender, and managing receipts and disbursements.
*File balancing
*Wire calculation
*Closing doc preparation
*CD Balancing
*Intangible and transfer taxes
*Exceptions
COST: $125 per session
Login details will be sent upon registration.
polishing off
post-closing
PREREQUISITE
Pre-Closing Prep and Closing Cram Session
Or 1 year of industry experience
In this 3-hour training, students will observe the process following the successful completion of the closing.
They will understand the return of the executed documents per the lender’s instructions, disbursements of checks, and recording of required documents with the county.
*Recording documents on Simplifile
*Recording documents on GSCCCA
*Generating a PT-61 form
*Calculating a split recording, if a parcel straddles multi counties, including the calculation and the blurb that goes on page one of the recorded document
COST: $125 per session
Login details will be sent upon registration.
contracts & forms
seal the deal
In this 3-hour training, students will review GAR contracts and sections pertinent to closing.
Real estate contracts will be introduced.
Students will learn both general contract terms (boilerplate) and terms specific to a particular transaction.
Specific terms include property identification, sales price, closing date, earnest (good faith) money, buyer, seller, realtors, and any other agreements between the parties (special stipulations).
Contract exhibits, such as seller’s property disclosure, and contract amendments, such as a change in sales price, will also be explained.
COST: $125 per session
Login details will be sent upon registration.
dissecting
title searches
In this 3-hour training, students will learn about title search documents, legal descriptions, and plats.
They will learn how to read legal descriptions for accuracy and how to interpret plat maps.
*Legal Description
- Short/Long
- Lot & Block
- Metes & Bounds
- Simulate measurements activity; walk it out
*Plat reading and interpretation
- Acronyms and magnifying glass
COST: $125 per session
Login details will be sent upon registration.
Title commitment
anatomy
PREREQUISITE
Dissecting Title Searches
In this 3-hour training, students will learn about title commitment and clearing, policy types, and endorsements.
Students will learn about title commitments and title insurance.
They will study how to order searches, how to read and clear title exceptions, as well as how to generate the Closing Protection Letter, Title Commitment, and Title Policies.
*Common Exceptions
*Policy Types
*Endorsements
*Quiet Title Actions
COST: $125 per session
Login details will be sent upon registration.
the abcs
of deeds
In this 3-hour training, students will learn about conveyance deed types and when each is applicable.
Conveyance Deed Types/Vesting, including...
*Individual
*Joint Tenants
*Tenants in Common
*Right of survivorship
*Corporation
*Trust
*Estate Warranty Deed
*Special Warranty Deed
*Limited Warranty Deed
*Trustee’s Deed, etc.
*How to deal with a tax deed
COST: $125 per session
Login details will be sent upon registration.
lender
basics
In this 3-hour training, students will survey typical lender documents, lender procedures and common vocabulary.
Loan documents provided by the lender will be examined.
Students will explore different loan types and the required documents for each. Students will become familiar with lender closing instructions and preliminary CD and understand the relevance to the settlement agent.
*Examples
*Procedures
*Vocabulary
COST: $125 per session
Login details will be sent upon registration.
unique closing
circumstances
PREREQUISITE
Pre-Closing Prep and Closing Cram Session
Or 1 year of industry experience
In this 3-hour training, students will learn about unique closing circumstances.
Students will be introduced to less common transaction specifics they may encounter.
*1031 exchange
* Reduced intangible taxes
* FIRPTA
*Tax implications of real estate or why we need the seller SSN/EIN
COST: $125 per session
Login details will be sent upon registration.
contact us to create custom workshops to suit your needs.
HAVE YOU HEARD?
TESTIMONY
. Definitely take these workshops! Learning more is always a plus. They'll guide you through the closing process step by step, using a familiar software for ease. The class size is small, so there's plenty of opportunity to ask questions if you need clarification
TESTIMONY
I wish these courses were available when I was brand new to the title industry-back during the time when I started off as a post closer. I certainly would not have made so many mistakes. The information provided is so very valuable and supersedes the cost of each class.
TESTIMONY
This class has been amazing! The information presented and the resources I have received are going to be so very beneficial not only to me but also to our team.
TESTIMONY
Take the Training Workshops and thank me later.
TESTIMONY
Sandi was an excellent instructor. She was able to answer any questions we had pertaining to the course material, software, and gave relevant general practice tips. Her depth of knowledge in real estate closing in general really elevates the experience.
TESTIMONY
Thank you for this program. It is exactly what I was looking for.