Welcome Class

Welcome
Class

Day 1
May 21

Day 2
May 22

Day 3
May 23

Education > Fund Paraprofessional Training Class > Ch. 8 – File Organization & Forms

Day 1: Agenda
All times refer to the Eastern Time Zone.

9:00 - 12:30

Morning Classes

Ch. 1 – Introduction

Presenter: Linda Monaco

Review: Ch. 2 – The Fund & Title Insurance

Presenter: Kara Scott

Review: Ch. 3 – Introduction to Law, Regulations & Industry Standards

Presenter: Kara Scott

Review: Ch. 5 – Cyber Security & Wire Transfer Fraud

Presenter: Kara Scott

Ch. 4 – Contracts

Presenter: Ashley Linder

1:30 - 5:00

Afternoon Classes

Review: Ch. 6 – Base Title - Where to Begin

Presenter: Linda Monaco

Ch. 7 – Meet the Commitment

Presenter: Kara Scott

Ch. 8 – File Organization & Forms

Presenter: Ashley Linder

Questions & Answers

Presenter: Linda Monaco

Details

Ch. 8 – File Organization & Forms


Description

Real Estate closings involve a large amount of paper, especially when transactions include an institutional lender’s mortgage loan. It is important to organize real estate files in a consistent and uniform manner to keep track of the request and receipt of information for the closing. There are two goals in organizing your files: 1) to have each file documented thoroughly; and 2) to consistently have a uniform order and appearance to the file so that a person unfamiliar with it can quickly become acquainted with the information in the file.


Presenter(s)

Ashley Linder, Member Support Representative II, The Fund

Ashley Linder joined The Fund as a Member Support Representative in April, 2016. She has over 18 years of experience in the Florida real estate market working for attorneys and title agencies. She received her bachelor’s degree in business management from Hodges University in 2008. Although based out of Southwest Florida, she trains Fund Members throughout the entire State of Florida on how to use either DoubleTime or the ClosingVue application as their closing software system.

Phone: (800) 336-3863
Email: 
alinder@thefund.com

Links

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Questions

Education Registrar - educationregistrar@thefund.com


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Education Registrar - educationregistrar@thefund.com

Test your system & try a test session. The live virtual classes will use Zoom. You may need to download Zoom meeting software.