Ethics for TIPICs
Cost: $45
CE Credits: 3
The general public expects and trusts TIPICs (Notary Signing Agents) to be impartial officers and exercise the highest ethical standards in carrying out loan closing duties and responsibilities in the mortgage industry. Click here to register.
Federal, State & County Closing Docs for TIPICs
Cost: $35
CE Credits: 2
TIPICs present and describe a wide variety of different documents at the settlement table and many of them come with particular and/or unusual signature, initial, and notarization requirements. This course will address proper procedures for completing Federal, State, and County documents. The District of Columbia Real Property Transfer documents are also included.
Mortgage Loan Closing Prep for TIPICs
Cost: $35
CE Credits: 2
Proper preparation for mortgage loan closings is critical in the mortgage loan process. Generally, the TIPIC is the only face the client sees during this process. A well-organized, instructional closing introduction with the client sets the stage for a professional and flawless performance.
Power of Attorney Real Estate Closings for TIPICs
Cost: $22
CE Credit: 1
Real estate transactions often take homeowners/potential homeowners weeks or months to complete. This situation can become problematic if the homeowner is absent while the transaction is pending. To ensure the transaction is completed even in one’s absence, the homeowner can appoint a trusted person to act as their agent with a power of attorney.
The Business of Title Ins for TIPICs
Cost: $22
CE Credit: 1
Title Insurance is a specific contractual obligation by an insurance company to reimburse the insured for any losses resulting from erroneous or inaccurate representations of title as shown on the title policy. It also insures legal access to the land, marketability of title, and insures against a host of undeterminable problems such as fraud and forgery, documents not filed or recorded, and much more. Click here to view the course description and to register.
The Closing Disclosure Explained
Cost: $22
CE Credits:1
The Closing Disclosure (CD) form, created by the Consumer Financial Protection Bureau (CFPB),
simplifies the borrowing process for homebuyers/borrowers by reducing the amount of paperwork and providing more lead time for homebuyers/borrowers to review the terms of their loan prior to closing. The Closing Disclosure is one of the most important documents in the loan closing package. Clients can find answers to most of their questions disclosed in the CD.
Loan Closing A - Z for TIPICs - 4 Hours CE Credits
Today’s mortgage industry requires TIPIC service providers to have a working knowledge and understanding of legal requirements and fundamental elements that comprise the real estate closing process - accepting assignments, receiving documents, confirming appointments, what to say at the closing table, notarizing properly, and more.
Saturday, September 9, 2023
Zoom Online
Time: 8:00 am - 12:00 pm (Noon)
Saturday, November 11, 2023
Zoom Online
Time: 8:00 am - 12:00 pm (Noon)
Loan Document Package Review for TIPICs - 4 Hours CE Credits
Maryland TIPICs will understand their role in the mortgage loan closing process and learn how to confidently and expertly present loan documents to borrowers, with a blend of lender and state requirements, in a manner that is clear, concise, and understandable.
Saturday, August 19, 2023
Zoom Online
Time: 8 am - 12 pm (Noon)
Saturday, October 14, 2023
Zoom Online
Time: 8 am - 12 pm (Noon)
Saturday, December 2, 2023
Zoom Online
Time: 8 am - 12 pm (Noon)
Mortgage Closings - IPEN/RON for TIPICs - 2 hrs CE Credits
$35
Note: To register for this class, scroll down to the bottom of the web page and complete the registration form. You will be invoiced by Trusted Agent Services Group via PayPal.
New laws and methodologies created new ways to close mortgages. Learn the step-by-step approach to performing in-person electronic notarization (IPEN) and remote online notarization (RON) utilizing the required tools of the trade. Students will learn the difference between IPEN and RON.
Tuesday, October 17, 2023
Zoom Online
Time: 11:00 am - 1:00 pm
Scroll down to complete the registration form.
Settlement Statement Explained - 2 hrs CE Credits
$35
Note: To register for this class, scroll down to the bottom of the web page and complete the registration form. You will be invoiced by Trusted Agent Services Group via PayPal.
A settlement statement summarizes all fees and charges that the lender, homebuyer and seller are responsible for during the settlement process of a housing transaction. Also, the settlement form outlines financial requirements for borrowers completing the refinancing process. The HUD-1 Settlement Statement displays a detailed itemization of all costs pertaining to the real estate sale or mortgage loan transaction. American Land Title Association (ALTA) Settlement Statements are specifically designed to organize the property selling process. This course is designed to give TIPICs an understanding of the line items appearing on the most important document in the loan closing process.
Wednesday, December 20, 2023
Zoom Online
Time: 11:00 am - 1:00 pm
Scroll down to complete the registration form.
Specialty Loan Documents for TIPICs - 4 Hours CE Credits
Maryland TIPICs will learn how to present and execute specialty loan products, e.g. Home Equity Conversion Mortgage (HECM), Deed In Lieu of Foreclosure (DIL), and Real Estate Owned Purchase (REO), at the closing table in a manner that is clear and understandable.
Next Offering in 2024
Zoom Online
Time: 8 am - 12 pm (Noon)