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"This widget is being edited via the inline editor. Completely synergize resource taxing relationships via premier niche markets. Professionally cultivate one-to-one customer service with robust ideas. Dynamically innovate resource-leveling customer service for state of the art customer service."

“New case opinions are frequently discussed in the week they are issued. The requests for second opinions are intelligent, and most receive several responses showing a diversity of attitudes and approaches. The Forum has a uniformly friendly and helpful tone. I find reviewing messages to be a blessed relief from the rapid-fire of daily practice and I am delighted to respond to the issues I have considered. It is great for experienced and for young attorneys.”

- Fund Member

“I just wanted to give a general shout out for the list serve and the myriad resources it can bring to bear. I posted a question about Baker Act procedures earlier, way off topic for a real estate/title list serve. I was led to a preeminent attorney in another part of the state, that I would never have known about otherwise. As a result, my client is going to get the assistance she needs by someone who knows what they’re doing.  Thanks to David Slachter for creating it, and thanks to The Fund for continuing it.”

- Fund Member

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Jul. 23-25

Day 1 - 9:00AM - 5:00PM EDT
Day 2 - 9:00AM - 5:00PM EDT 
Day 3 - 9:00AM - 4:00PM EDT 
Register by Jul. 17 

 Location: Online
 Course Fee: $525
 

 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

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Day 3 - 9:00AM - 5:00PM EDT 

 Location: Online
 Course Fee: $525
 

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marketing stuff

Marketing Tools

  • Daily Marketing Ideas & Tasks - Download
    A helpful calendar of “20 Days & Ways to Connect” with clients, referral sources and prospects in just 15-20 minutes a day.
  • ConnectOR by The Fund - Get Started
    Boost your firm’s social media presence and connect with realtors, lenders, buyers and sellers in no time at all.
  • Business Marketing Flyers - Download or Printed
    Build your reputation as a helpful resource! Use in direct mail, leave-behinds with customers, include them with invoices, hand out to event attendees, email or social media.
  • Vendor Marketplace - Learn More
    This online directory makes it easy and convenient to connect with a select group of trusted vendors who stand ready to provide top-notch marketing services.

Make an Impression

  • Business Essentials Collection - Learn More
    Order the personalized print collection of business essentials.
    New Members Save 25%
    • 100 Foil Stamped Folders
    • 500 Business Cards
    • 500 Letterhead Sheets & Envelopes
    • 10 Popular Flyers to Share with Clients & Prospects
  • The Custom Collection - Learn More
    Order hand-crafted items that make great gifts and are a perfect way to say “thanks for your business” at the closing table and beyond.

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Upcoming Events

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Friday, August 23

10:00 AM - 6:00 PM
Registration & Check-in Desk Open
11:00 AM - 7:30 PM
Networking & Expo Booths Open
11:00 AM - 12:00 PM
ClosingVue User Forum
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General Session
5:30 PM - 7:30 PM
Closing Ceremony

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The Fund Real Estate Forum

A FREE Attorney-Members-Only email forum to exchange insights and information.

Get Started!

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A collection of Members-only tools & resources to help you grow your practice.

News Widget

Simple List

  • Get a Jump on QPRTs

    When title to real property is held by the trustee of a Qualified Personal Residence Trust (QPRT), Fund Members are sometimes surprised that a Commitment involving a QPRT requires review of the QPRT agreement by the title examiner prior to completion of the Commitment. Title issues involving the ability to rely on the Sec. 689.073, F.S., statutory trustee powers, homestead concerns, and who needs to execute the deed from the QPRT, all cannot be determined until the QPRT agreement has been reviewed. To understand why such review is necessary, the Fund Member must first know what a QPRT is to understand the need to “get a jump” on having the QPRT reviewed. The goal of this article is not to delve into the complex tax ramifications of a QPRT, but rather to provide a general understanding of what a QPRT is, how it works, and what is necessary to insure title. Read the article

    Read More »

  • The Florida Construction Loan Update Endorsement: Its Purpose and Proper Use

    Issuing a title insurance policy insuring a loan on Florida real property may involve endorsing the loan policy post-closing as construction of improvements on the land progresses. This is where the Construction Loan Update endorsement (CLU) comes into play. Unlike most other endorsements providing affirmative coverage to the policy, the CLU is issued after closing when disbursements from loan funds to pay the contractor, called “draws,” are requested. The CLU is designed to help the lender ensure that its requirements, allowing the periodic payments of the construction loan to the contractor during construction, are met. The Florida version of the CLU is not unique, but the version authorized for use in Florida differs significantly from the American Land Title Association (ALTA) forms used in other parts of the country. Read the article

    Read More »

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    Starter

  • $100/month

  • 5 Users
    $20/month for each additional user (up to 9 users)
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    One-Time Setup Fee $750*
    FREE for Members currently using DoubleTime®
  • Request a Demo
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    Unlimited

  • $260/month

  • 10 Users or More
  • Unlimited Orders
  • No Per-Transaction Fees
  • One-Time Setup Fee $750*
    FREE for Members currently using DoubleTime®
  • Request a Demo

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Fund Assembly - General Session
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Fund Assembly - Commercial Session
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Cloud-Based

Access your data from any web-enabled device.

Access and manage files safely and remotely from any connected device (including smartphones and tablets), anywhere. Whether you're traveling, at a clients' office, or working from home, working in the cloud means your files are always easily accessible.

Updates will be pushed out automatically overnight and on weekends to avoid any workflow interruption. No special hardware or dedicated server required.

Compatible on Mac & PC. Supported on the latest browsers including Firefox, Chrome, Internet Explorer and Safari.

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Whiteboard

Customizable by you for your preferences.

Work all active files from a single screen and view what you want, the way you want it. The Whiteboard is loaded with powerful information that allows you to track statuses, manage message notifications from the closing portal, sort by 40+ transaction data points and easily perform post-closing tasks. The Whiteboard is your one place to view your entire transaction pipeline.

Whiteboard user interface

Automated Tasking

Maximize efficiencies through every stage in the closing process.

Streamline your operations by assigning automated tasks based on role, file type and key file dates. This means important tasks can't be forgotten or left incomplete and will help you minimize errors, increase efficiency and close faster.

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Closing Portal

User-Friendly, Intuitive.

Communicate with your clients easily, securely and automatically. The portal allows you to communicate status updates to your clients simply by completing tasks within the software. During the closing process, documents and messages can be shared between you and all transaction parties. Notifications are sent via email and text message to parties when there are documents or messages awaiting them in the closing portal.

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Electronic Document Storage

Unlimited File Storage.

Work seamlessly in a paperless environment and store your closing file documentation securely as you work the file through post-closing. Upload directly, drag and drop into the file or use the barcode scanning system.

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Easy Escrow Accounting

Balance, Disburse and Reconcile.

Prevent losses, reduce common accounting errors and safeguard escrow funds. Through its dual ledger system, ClosingVue automatically balances your files before funds can be disbursed. Escrow accounting gets even easier when ClosingVue calculates expected receipts and disbursements. All that’s left is net-funding a few lender fees, selecting which disbursements will be wired and then printing your checks.

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Security

Work safely and securely.

Take the next step in data protection with the latest safety and security features. Drawing on ClosingVue's more than two decades as an established and trusted secure cloud services provider, ClosingVue protects all parties against cyber-attacks, security breaches, phishing attempts and ensures safe encrypted transmission of wire instructions, messages and documents.

  • Two-Factor Authentication helps prevent identity theft by requiring entry of a code (sent to the user’s phone) at login.
  • 2048 Bit SSL Encryption protects your data and documents in transit using high grade encryption.
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User-friendly, Intuitive Client Portal

Communicate with your clients safely, securely and automatically.

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Communicate with your clients safely, securely and automatically.

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User-friendly, Intuitive Client Portal

Communicate with your clients safely, securely and automatically.

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Videos

  • Custom Prefix - 2010 HUD-1 Settlement Statement Background & Basics - Watch now

    This webinar is a practical guide to the 2010 GFE/HUD-1, including instructions on how to fill out and explain the forms to parties involved in the transaction. Supporting Materials Print This

  • Custom Prefix - A Closing Agent’s Guide to eNotes & Digital Closings - Watch now

    This Fund Town Hall dives deep into the process and technology involved in digital closings, including the standards surrounding the use of eNotes from both a technological and regulatory perspective.  Attendees will leave the webinar with information on how the use of eNotes and digital closings will impact their closing and real estate practices in the future.   Presenters:  Simon Moir, Sr. Vice President & General Manager, eOriginal Digital Mortgage Maggie Thumberg, Senior Manager, Continuing Legal Education, The Fund Supporting Materials

  • Custom Prefix - A Quick Start Guide to Your First Closings - Watch now

    In this Roundtable, The Fund’s Legal Education attorneys list the “must-do’s” for residential closings by sorting the basic procedures for processing, pre-closing, closing and post-closing files into a “Quick Start Guide”.  This program is designed for new Fund members and staffers (including processors and post-closers) looking for a “Quick Start Guide” on processing their files. Supporting Materials

  • Custom Prefix - Avoiding Title Claims in Your Real Estate Practice - Watch now

    Despite best intentions and practices, title claims are at times unavoidable. On other occasions, title claims are the result of negligence, unfamiliarity with a subject matter, or just plain fraud. This webinar will focus on the relationships between the closing agent, insured, underwriter and retained counsel, the most common types of claims and how they may be avoided, as well as an examination of the red flags of fraud most commonly seen by title insurance underwriters. Supporting Materials

Webinar Products

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    Webinar - Webinar 1 - See more

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    Webinar - Webinar 2 - See more

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    Webinar - Webinar 3 - See more

  • webinar thumbnail

    Webinar - A Whole Lotta BS (Behavioral Science) about Cybersecurity - See more

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    Webinar - Understanding Florida’s New Condo Safety Laws: The Surfside Legislation and its Impacts - See more

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    Webinar - Understanding Florida’s New Condo Safety Laws: The Surfside Legislation and its Impacts - Non-Member - See more