The goal of this course is to
familiarize title insurance professionals with statutes, regulations and
business practices relating to retention of documents and other records.
Upon completion of the course,
Have a general
understanding of Texas statutes relating to retention of title insurance
documentation and retention of electronic records.
- Understand that Texas
also has promulgated rules regarding document retention and electronic records.
- Be aware of the specific
rules that require retention of specific documents
- Have an understanding of
the Texas Minimum Standards and Specific Areas for audit that relate to document retention
- Clearly understand there
are also Federal retention requirements in regard to certain escrow
- Be aware of minimum
guidelines that may be used as a starting point for determining what records
to add to a permanent archive from both a title and an escrow perspective.
- Have a better
understanding of practical considerations for archiving and storing title
and escrow files.
- Be aware of issues to be
considered when a title agent decides to “go paperless.”
- Have an opportunity to learn about the possible
components of an electronic document management system.
Presenters: Betty DeReese, CTIP, Security Title
Teresa Frost, CTIP National Investors Title Insurance Company
1.0 Escrow Credit
$35 Member $49 Nonmember
For those with some experience on the topic and/or the title industry. May include real-world application and/or specific and detailed information
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