Audio CD + Course Book

Handling Real Estate Transactions From Start to Finish

Audio CD + Course Book

Copyright Date:

February, 2018

Product ID#:

78373CDRA

Audio + Course Book

Credit Information

Continuing education credit
is not available on this program.


  • For additional questions regarding
  • continuing education credits,
  • please contact us at 866-240-1890
  • or credit@nbi-sems.com
From Event: Handling Real Estate Transactions From Start to Finish, held February 2018.

Program Description

Are you confident in your abilities to close complex real estate transactions? Are you behind on current trends or looking to learn new ways to navigate the process? This fundamental guide will provide you with current procedural guidelines and tools necessary to handle your transactions from contract to closing. The world of real estate is ever-changing and remaining up to date on legislative requirements and best practices is vital for success. Don't miss this opportunity to learn the latest information and techniques to guarantee a positive experience. Order today!

Course Content

  1. Steps Preceding the Real Estate Closing
  2. Special Considerations for Commercial and Investment Transactions
  3. Procedures for Recording the Deed
  4. The Closing
  5. Ethical Challenges in Real Estate

Continuing Education Credit

Continuing education credit is not available at this time.
For additional questions regarding continuing education credits please contact us at 866-240-1890 or credit@nbi-sems.com.

Agenda / Content Covered

  1. STEPS PRECEDING THE REAL ESTATE CLOSING
    9:00 - 10:30, Wilson W. McDonald
    1. Real Estate Transaction Preparation Checklist
    2. Preparation of the Purchase and Sale Agreement
      1. Letters of Intent
      2. Contracts for Deed (Installment Sales Contracts)
      3. Key Terms of the Purchase and Sale Agreement
    3. Overview of Title Examination Procedures
    4. The Title Insurance Commitment
      1. Basic Terms and Standard Provisions
      2. Removing the Standard Exceptions
      3. Special Exceptions
      4. Endorsements
    5. Surveys and Legal Descriptions
      1. Survey Requirements and Survey Certifications
      2. Reviewing Surveys and Legal Descriptions
    6. Other Due Diligence
    7. Loan Commitments - Lender vs. Borrower
  2. SPECIAL CONSIDERATIONS FOR COMMERCIAL AND INVESTMENT TRANSACTIONS
    10:45 - 12:00, Wilson W. McDonald
    1. Entity Formation Issues (Including Special Purpose Entities)
    2. Letter of Intent
    3. CAP Rate
    4. Environmental Liabilities and Zoning Concerns
    5. Advising Your Client How to Appropriately Take Title
    6. 1031 Exchanges - Issues and Tracking
  3. PROCEDURES FOR RECORDING THE DEED
    1:00 - 2:15, Angelia Dodson
    1. Requirements for a Valid Deed
    2. How to Acknowledge the Grantor's Signature (Notary and Witness)
    3. Documentary Stamps and Fees
    4. Electronic Filing Procedures and Concerns
    5. Key Issues by County and County Line Discrepancies
  4. THE CLOSING
    2:30 - 3:30, Kevin T. Hardy
    1. Closing Checklist
    2. Closing Documents and Procedures: A Step-by-Step Guide
      1. Types of Deeds
      2. Closing Statement
      3. How to Fulfill Escrow Instructions
    3. Types of Closings: Escrow and Roundtable
    4. What to do When Closings go Bad
  5. ETHICAL CHALLENGES IN REAL ESTATE
    3:30 - 4:30, Kevin T. Hardy
    1. Applying the Rules of Professional Conduct
      1. Good Faith Required in Real Estate Transactions
      2. Lawyers and Title Insurance Companies
      3. Trust Accounts
    2. Predatory Lending Practices - Attorney Pitfalls
    3. Holding of Escrowed Funds
    4. Disclosure of Defects
    5. Spotting and Avoiding Conflicts of Interest

ANGELIA DODSON is a paralegal with Lattimore Law Offices in Columbia, with more than ten years of experience as a real estate paralegal. She has assisted clients with all aspects of the closing process. Ms. Dodson received her associates degree in public service/paralegal from Midlands Technical College. She also has a B.S. degree from South University.

KEVIN T. HARDY is an attorney at Quinn & Hardy, in Columbia, representing individuals and small businesses, focusing on the Midlands of South Carolina. He assists people with will preparation and estate planning to ensure their wishes are carried out upon their death. Mr. Hardy advises small business owners on the formation, purchase, and sale of businesses. He also represents buyers and sellers in real estate transactions and serves as a settlement agent and title insurance agent. Mr. Hardy has participated in the South Carolina Bar’s Ask-a-Lawyer program and the Young Lawyers Division’s Wills Clinics, where he volunteers his time preparing wills for law enforcement officers, fire fighters, and EMTs. He earned his B.A. degree from The University of Texas at Austin and his J.D. degree from the University of South Carolina School of Law. Mr. Hardy is a member of the American Bar Association, Richland County Bar Association and South Carolina Bar, including the Solo and Small Firm Section, Real Estate Practice Section and Probate, Estate Planning and Trust Section.

WILSON W. McDONALD is a member with Sowell Gray Robinson in Columbia, and focuses his practice in the areas of business litigation and commercial real estate transactions. He has served as in-house counsel to national and regional lenders and has significant experience in general corporate matters and consumer finance regulatory compliance. Mr. McDonald helps individuals and entities with the purchase and sale of businesses and advises them on a wide range of legal issues facing businesses today. He also has wide experience in mortgage lending, consumer finance regulatory compliance and real estate transactions, and has taught seminars on title insurance and real estate related topics. Mr. McDonald has been named as a Best Lawyers in America - Real Estate Law each year since 2013. He received a B.S. degree from the University of South Carolina and his J.D. degree from the University of South Carolina School of Law. Mr. McDonald is admitted to the South Carolina Bar, the U.S. District Court for the District of South Carolina, and the U.S. Bankruptcy Court for the District of South Carolina, and is a member of the Richland County Bar Association.

Please refer to Continuing Education Credit FAQ for general information about seeking credit for your participation in one of our continuing education programs.

Additionally, our team of credit specialists are here to answer your specific credit-related questions weekdays 7am - 5pm Central:

Phone: 866-240-1890

Email: credit@nbi-sems.com

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Web: Order Now
Call: 800.930.6182
Fax: 715.835.1405
Mail: NBI
P.O. Box 3067
Eau Claire, WI 54702