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Agency Services

ALTA

Introduction

View this video to get a brief overview of what each Best Practice video entails and learn what lenders want from your agency.

1. Best Practice: Licensing

View this video to learn more about licensing and how to safeguard consumers and lenders from non-licensed service providers by ensuring that your agency remains in good standing.

2. Best Practice: Escrow Trust Accounts

View this video to learn how to safeguard and minimize the risk of loss of your customer’s funds. Protect your consumers from financial harm.

3. Best Practice: Non-Public Information

View this video to safeguard the private information of your consumers throughout the transaction process to protect against identity theft and fraud.

4. Best Practice: Settlement Procedures

View this video to ensure compliance with the Federal and State Consumer Financial Laws applicable to the settlement process.

5. Best Practice: Title Production

View this video to learn about title production and make sure that you’re meeting your legal and contractual obligations with respect to the production, delivery, reporting and premium remittance on title insurance policies.

6. Best Practice: Insurance Coverage

View this video to ensure that your agency is the financial capacity to stand behind your professional services and meet state law and contractual obligations with respect to professional liability insurance and fidelity coverage.

7. Best Practice: Consumer Complaints

View this video to ensure that consumers have a clear and simple means of filing a complaint with an efficient process for communication and resolution.

8. The RAP-Up (Readiness Action Plan)

View this video to get an action plan on each of ALTA’s best practices.