Welcome Class

Welcome
New Members

Day 1
August 20

Day 2
August 21

Day 3
August 22

Education > New Member Training Class > Ch. 9 – Getting Started

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

9:00 - 1:00

Morning Classes

Ch. 7 – The Roles & Ethical Duties of the Closing Agent

Presenter: Michael Rothman

Ch. 8 – Trust Account Management

Presenter: Adria Perry

2:00 - 5:00

Afternoon Classes

Ch. 9 – Getting Started

Presenter: Michael Rothman

Ch. 10 – Residential Real Estate Contracts

Presenter: John B. “Jay” St. Lawrence

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Details

Ch. 9 – Getting Started


Description

The commencement of a real estate practice and the processing of new files can be bewildering to the inexperienced practitioner. To assist New Members, The Fund presents Getting Started, whose goal is to familiarize New Members on what is needed to start a closing practice and the critical components and touch-points of opening a new file. Getting started means more than being appointed by a title insurance underwriter as an issuing-agent, purchasing closing software, and obtaining errors & omissions insurance. It includes more mundane and practical concerns, including understanding your market, choosing a bank to hold your real estate trust account, and hiring needs and staffing concerns.


Presenter(s)

Rothman

Michael Rothman, Senior Manager, Legal Education, The Fund

Michael Rothman is The Fund’s Senior Manager, Legal Education, having joined The Fund in 2017. As manager, he is responsible for supervising the preparation and delivery of all Legal Education Department content, including its CLE-accredited webinars and seminars, and live training classes, including New Member Training and Fund Commercial Training.

Prior to joining The Fund, Mr. Rothman was a partner in the Miami firm of Rothman & Tobin, P.A., where he served as an outside claims counsel for The Fund, assisting in the resolution of title claims for its insured owners and lenders. Mr. Rothman also was a Fund Member and handled residential and commercial closings and represented some of Florida’s premier homebuilders in many south and central Florida communities, including Weston, Celebration, Baldwin Park and Lake Nona.

Mr. Rothman has presented at The Fund Assembly on multiple occasions, and was a frequent lecturer for National Business Institute, speaking on topics ranging from claims avoidance to ethical considerations for the real estate practitioner. Mr. Rothman is a graduate of SUNY-Albany and the University of Miami School of Law.

Phone: (321) 300-7162
Email: mrothman@thefund.com

Links

Ch. 9 – Supplement

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Questions

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