Stewart Trusted Provider Policy Template Library

Document and implement the policies and procedures you need for the new regulatory environment.

The various templates found in the Stewart Trusted Provider Policy Template Library on Stewart University provide a highly adaptable framework you can use to accelerate your path toward regulatory compliance as lenders and regulators become increasingly focused on service providers such as title and settlement companies.

Each template was crafted by Stewart’s team of experts in the area covered to use common, easy-to-understand language and help ensure safety, security and a high quality experience for all parties to the transaction. Each template takes both Stewart’s Independent Agency Standards and the American Land Title Association’s Best Practices into account and utilizes the latest industry benchmarks. 

Steps to Access

These industry-leading policy templates are licensed to valid Stewart policy-issuing agencies in good standing. To obtain access:

  1. Download the Stewart Trusted Provider Policy Templates License Agreement document.
  2. Sign, scan and email to
  3. Questions? please contact your Stewart Agency Services representative.

Current Templates

1.Customer Complaint Policy
2.Customer Complaint Tracking Form
3.Non Public Information Security & Disposal Policy
4.Password Policy
5.Title Insurance and Settlement Services Policy
6.IT Security and Computer Usage Policy
7.Privacy and Information Security Audit and Oversight Policy
8.Security Incident Response Policy
9.Security Training and Awareness Policy
10.Standard of Conduct Policy
11.Account Management Policy
12.Business Continuity Policy
13.Instant Messaging Policy
14.Mobile Devices Policy
15.Social Media Policy
16.Business Continuity Plan Template
17.Business Continuity Preparation and Response Plan
18.Managing Exceptions Policy
19.Managing Exceptions Process
20.Policy Exception Request Form
21.Acknowledge Receipt of Policies
22.Anti Virus Malware Policy
23.Application Security Policy
24.Backup Media and Retention Policy
25.Data Retention Policy
26.Remote Access Policy
27.External Audits Policy
28.Anti Fraud – Corruption Policy
29.Background Investigations Policy
30.Fair Lending Compliance Policy
31.Foreign Corrupt Practices Act Offshore Tasks Policy
32.Notary Services Policy

Each template is completely customizable and can be easily adapted to the unique needs of your agency. From Stewart University, you can watch an easy-to-follow video guide on how to create your own specific version of each template. 

"Thank you for sending the information about the Stewart Trusted Provider Policy Template Library to us. It will definitely come in handy as we work to become compliant with all of the new CFPB rules and regulations affecting the settlement services and title insurance businesses."

Dan McLoughlin 
Wasco Title, Inc.

Sellers, buyers, borrowers, lenders and agents, attorneys, or employees of those persons – please confirm you are in compliance with your state DOI regulations before utilizing any resources, content or information from this site.