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.||Customer Complaint Policy|
|2.||Customer Complaint Tracking Form|
|3.||Non Public Information Security & Disposal 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.
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.