Receptionist to Escrow Assistant Track – Your Path to Success
Ready to take the next step in your career? This Title Tracks bundle features four webinars designed for receptionists looking to grow into an escrow assistant role. Gain a solid foundation in key skills that will boost your understanding of what happens in the office—from mastering commitment preparation and lender communication to building accuracy with escrow math and recognizing real estate fraud risks. This discounted learning package is a smart investment in your professional growth!
Basics of Preparing the Commitment
Unlock the foundation of your role as an escrow assistant by mastering the basics of preparing a commitment. This webinar walks you through the essential components of a title commitment, from Schedule A to Schedule D, breaking down the purpose and function of each section. You’ll learn how to navigate and complete crucial documents while understanding the "why" behind the information you’re gathering. We’ll also introduce key concepts like curative work, liens, and legal descriptions to ensure you’re confident in creating accurate and thorough commitments. By the end of this session, you’ll know where you “live” as an escrow assistant and be prepared to tackle the commitment process efficiently and correctly.
Level: Beginner
Record date: November 20, 2020
Lenders, Loans, and Instructions
Working with lenders can feel overwhelming, but this webinar will give you the confidence to handle loan closing instructions with ease. You’ll gain a clear understanding of lender requirements, endorsements, and funding responsibilities, as well as practical tips for effective communication with lenders. Learn how to navigate complex instructions while ensuring compliance and accuracy, and understand why following these steps is critical to the success of a closing. This session also covers the impact of errors and how to avoid costly mistakes, empowering you to support your team with professionalism and precision.
Level: Beginner
Record date: March 16, 2021
Ugh, It’s Like Basic Math
Math doesn’t have to be intimidating! In this session, we break down the fundamental math skills you’ll need as an escrow assistant working alongside escrow officers. You’ll learn how to balance accounts with lenders, calculate premium splits, and prorate property taxes—all while gaining insight into why these numbers matter in the broader closing process. We’ll also discuss common pitfalls and how to double-check your work to prevent costly errors. With real-world examples and practical tips, you’ll gain the confidence to handle basic math tasks with accuracy and ease.
Level: Beginner
Record date: October 11, 2023
Real Estate Fraud Exposed
Protect your office and your clients by recognizing and preventing fraud in real estate transactions. This webinar will expose you to the most common types of fraud targeting the title industry, from wire fraud and phishing schemes to check fraud and identity theft. You’ll learn how fraudsters think and operate, giving you the tools to spot red flags before they escalate. Understand why diligent verification and secure practices are essential to protecting your company’s reputation and financial well-being. This session emphasizes practical strategies for fraud prevention, helping you proactively safeguard every transaction.
Level: Intermediate
Record date: February 23, 2024
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Pricing: $160 $120
CE Credit: 4.5 Hours Escrow Credit
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For those new to the topic and/or the title industry. May include basic concepts, definitions, industry history and/or general information.
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.