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Action Item

Send Welcome Communication

After NMT and before the first visit:

  • Email Branch Manager with names of New Members so they can send Welcome Communication (Email, Card)
  • Confirm that the New Member has opened an escrow and/or trust account as outlined in the Agent Agreement
  • Ask Member to contact you when they receive their first contract

Who

Your Branch Manager

Resource

N/A

Plan: 30 Days

Meet the Member & Staff

Identify key contacts/staff and meet with them 

Who

Member
Main Paralegal
Office Manager

Resource

Your Business Card


Plan: 30 Days

Fund Procedures Handbook

Share/review crucial sections of the Fund Procedures Handbook. Include contact information for their local Branch.

Who

Office Manager
Main Paralegal
Member

Resource

Resources 
https://www.thefund.com/resources

Your Dedicated Team Flyer
https://www.thefund.com/shop/employee
Category: Sales Kit

Fund Procedures Handbook
https://www.thefund.com/member/resources/fph/ch

Calling The Fund
https://www.thefund.com/contact


Plan: 30 Days

Portal Owner - My Account - Setting up users
  • Member may assign Portal Admin permissions to Office Manager, main Paralegal, etc.
  • Share current video and any reference material

Who

Member
Office Manager
Main Paralegal

Resource

My Account, Fund Shop, Product Orders & Resources
https://support.thefund.com/hc/en-us/categories/360003775792-TheFund-com

Plan: 30 Days

Follow-up on Closing Software and Fund Integrations

Share link to the webpage and/or chart

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

How To's with The Fund

Share current video and any reference material

  • How to place a title product order and the timing for placing the order
  • How to obtain prior title policy
  • How to order the CPL (via thefund.com, ECDT, DT)

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

Review Launch Center 

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

Review Legal Education Offerings

  • Webinars (Live & On-Demand), Events, Classes

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

Review Fund Resources

  • Title Notes
  • Standard Commitment Clauses
  • Affidavit Practice Manual
  • Fund Concept

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

First Contract

Contact the Member when they receive their first contract to ensure they submit their title product order to the branch correctly.

  • Ask the Member to call you when they receive their first contract
  • Proactively check your weekly MTI Report
  • Ask the Branch Mgr to inform you when a title order is received. 

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

First Title Product Delivery

Follow-up with the Member when they receive their title product. Get feedback on their experience including service, importing of the product into closing software, etc.

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

NMT Support from Legal Education

Inquire about the support they have needed from Legal Education since NMT. Remind them...they get one year of support from Legal Education.

Who

Member

Resource

Calling The Fund
https://www.thefund.com/contact

Your Legal Education Team

  • Education Registrar: 1-800-407-7775
    This number will direct them to Michael Rothman's team
  • The Fund: 1-800-336-3863
    This number will direct them to communication attendants

Plan: 30 Days

Title Commitment - What's Next?

Once the new Member has the title commitment, do they know:

  • How to pull commitment jackets?
  • Review and clear title, etc.? 

Include Legal Ed webinars too.

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 30 Days

Introduce The Fund Real Estate Forum

The Fund Real Estate Forum is an incredible FREE resource for Member attorneys. The email forum is great for questions on unusual scenarios, referrals for specific services, and mentorship.

Who

Member

Resource


Plan: 30 Days

Transaction Types & Special Services

Inquire about transaction types and special services the Member will need to perform for current or future orders  (ie. FinCEN, FIRPTA, Data Call).

Who

Member

Resource


Plan: 30 Days

Policy Submit & Policy Payment

Discuss/review electronic options and processes.

Who

Member
Office Manager

Resource


Plan: 60 Days

Have Placed Title Orders

  • Where are they in the next stage?  
  • Is anything scheduled to close?  
  • If so, when?

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 60 Days

Have Not Placed Title Orders - Find Out Why

  • Ask about their go-to-market strategy.
  • Do they need help with social media content? (ConnectOR)
  • Would they have an interest in participating in lunch and learns with prospective realtors (we can provide content), etc.

Who

Member

Resource


Plan: 60 Days

Processing, Preparing  & Pre-Closing

Related to processing items and preparing closing documents, performing pre-closing updates  

  • Is there any software support or training needed?
  • Any Legal Education assistance that would be helpful?
  • Share closing workflows, closing checklists, tutorial in the closing software.

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 60 Days

Fund Vendor Marketplace - an online directory of trusted vendors who provide the top-notch products and services for Members.

Fund Shop (i.e. - co-branded marketing materials) - Build their reputation as a helpful resource! Can be used in direct mail, leave-behinds with customers, include them with invoices, hand out to event attendees, email or social media.

Who

Member

Resource


Plan: 60 Days

Introduce Underwriters & Key Problem Solvers

If the Member is actively sending new orders, try to arrange lunch with their office to introduce Underwriters or key problem solvers at The Fund. Virtual lunch or meetings are also an option. 

Who

Member

Resource

N/A

Plan: 60 Days

Real Estate Councils

Discuss participation in local Real Estate Councils (RECS) for mentorship, referrals and local information including industry updates.

Who

Member

Resource


Plan: 60 Days

Go-to-Market Strategy Review

Understand the Member's pain points with their current go-to-market strategy and consult on it.

Who

Member
Office Manager

Resource


Plan: 90 Days

Post Closing
If closings have already taken place

  • How are the post closing tasks (including final update) going?  
  • Are policies being submitted yet?
  • If so, this is another opportunity to discuss/review electronic policy submission & payment options and processes.

Who

Member
Office Manager

Resource


Plan: 90 Days

Post-Closing Resources

Is there any support or training needed for the post-closing activities (e-recording, providing marked up title commitment to The Fund, etc.?)

Who

Office Manager
Main Paralegal
Member

Resource


Plan: 90 Days

Improve Their Closing Experience

What feedback, if any, has the Member received from the consumer, realtor, lender, opposing attorney, that helps them to identify ways to make the closing experience better (BDA can offer experience of other Members).

Who

Member
Office Manager

Resource

N/A

Plan: 90 Days

Cancelled Product Orders

If a title product order cancels, discuss how and who the Member should contact at The Fund; if a Closers Choice user, there's now the 'integrated' process. 

Who

Office Manager
Main Paralegal
Member

Resource

Monthly Cancellation Report
Reminder: Do not distribute our internal Branch Product Cancellation Policy or Monthly Cancellation Report

Plan: 90 Days

Firm Brief Introduction

intranet.thefund.com ; go to CIP

Who

Member

Resource


Plan: 90 Days

Growth Plan Creation

Develop a Growth Plan based on collaboration and previous conversations with Member. Short-term plans designed to implement growth strategies and measure success in each business quarter.

Who

Member
Office Manager

Resource

TBD

Plan: 120 Days

Growth Plan Review

Review Member Growth Plan based on collaboration with Member.

Who

Member
Office Manager

Resource

TBD

Plan: 120 Days

NMT Support from Legal Education

Inquire about the support they have needed from Legal Education since NMT. Remind them...they get one year of support from Legal Education.

Who

Member

Resource

Calling The Fund
https://www.thefund.com/contact

Your Legal Education Team

  • Education Registrar: 1-800-407-7775
    This number will direct them to Michael Rothman's team
  • The Fund: 1-800-336-3863
    This number will direct them to communication attendants

Plan: 120 Days

Firm Brief Review

Discuss the previous month.

intranet.thefund.com ; go to CIP

Who

Member

Resource


Plan: 120 Days

Save $575+ on Online Training Classes!

Three4Two includes THREE SEATS at any combination of THREE ONLINE TRAINING CLASSES* for the price of TWO.

Live Online Training Classes

  • Fund Instruction on Real Estate​ - Sharpen your legal team’s skills and enhance their understanding of title insurance and transactional real estate law with this intensive 3-day class. Perfect for new-to-practice attorneys, paraprofessionals and anyone who can bring more value to your practice. 
  • Fund Commercial Training  - Expand your practice capabilities and earn CLE credits with this in-depth, 3-day class on Commercial Real Estate transactions, from pre-contract to closing.
  • Fund Paraprofessional Training  - Accelerate the learning curve for paraprofessionals and other team members who are new to the real estate settlement world with this immersive, accredited 3-day class. 

Mix & Match!

  • One person to all three classes 
  • Two people to the same class and one to another class 
  • Three people to one class 

     

*Must be redeemed within 18 months of purchase.

The Education Registrar will contact you to reserve your class seats.

 Aug. 20-22

Day 1 - 9:00AM - 5:00PM EDT
Day 2 - 9:00AM - 5:00PM EDT 
Day 3 - 9:00AM - 5:00PM EDT 

 Location: Online
 Course Fee: $500
 

 Sep. 10-12

Day 1 - 9:00AM - 5:00PM EDT
Day 2 - 9:00AM - 5:00PM EDT 
Day 3 - 9:00AM - 5:00PM EDT 

 Location: Online
 Course Fee: $525