Audio CD + Course Book

Real Estate Closings from Start to Finish

Audio CD + Course Book

Copyright Date:

March, 2018

Product ID#:


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
From Event: Real Estate Closings from Start to Finish, held March 2018.

Program Description

Real estate closings are a maze of confusion that require a skilled attorney to successfully navigate. Ensuring proper timing of seemingly disparate elements is critical to ensure closings remain on track and don't lead to further issues down the road. This overview will provide you with the information you need to confidently orchestrate the real estate closing process from start to finish. You will obtain essential information on analyzing key transaction documents, resolving potentially devastating title defects, handling closing funds with efficiency and more. Take the confusion out of the real estate closing process - order today!

Course Content

  1. The Closing Process Explained: A Practical Refresher
  2. Preceding the Closing Date
  3. Reviewing the Title Commitment: What to Watch out for
  4. Proper Closing Procedures
  5. Post-Closing Procedures: Tying up Loose Ends
  6. Ethical Considerations

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

Agenda / Content Covered

  1. The Closing Process Explained: A Practical Refresher
    9:00 - 10:00, Jennifer S. Johnson
  2. Preceding the Closing Date
    10:15 - 11:15, Jennifer S. Johnson
    1. Opening the Closing: How to Get Started
    2. Review of the Sale Agreement
    3. Insured Closing Letters vs. a Title Policy
    4. Coordinating a Settlement Date and Items Not to be Forgotten
    5. The Reports Arrive: Reading Payoff Letters, Tax Searches and Other Data
    6. Receipt of Closing Package from the Lender
    7. Circulation of Documents for Approval Prior to the Closing
    8. Other Documents Involved
    9. Example Checklists
  3. Reviewing the Title Commitment: What to Watch out for
    11:15 - 12:15, Rebecca C. Cox
    1. Schedule A Landmines
    2. Schedule B Bear Traps
    3. Analyzing Land Surveys and Legal Descriptions
    4. Negotiating Removal of (or Affirmative Coverage for) Exceptions
    5. Essential Title Insurance Endorsement to Obtain
    6. Resolving Common Title Defects
  4. Proper Closing Procedures
    1:15 - 2:15, Rebecca C. Cox
    1. The Role and Duties of the Settlement Agent
    2. Resolving Last Minute Issues at the Closing Table
    3. Document Signing
    4. Obtaining Identification
    5. Originals or Copies?
    6. Preparing the Documents for Recording
    7. Receipt and Handling of Funds from all Parties
    8. Deposits, Disbursements and Holdbacks
    9. Reconciling Funds Received on the Settlement Statement
    10. Avoiding Liability Pitfalls
    11. Example Checklists
  5. Post-Closing Procedures: Tying up Loose Ends
    2:30 - 3:30, Rebecca C. Cox
    1. Final Recording Information or Certificate from Attorney
    2. Conducting Post-Closing Title Searches
    3. Releases of Pre-Existing Liens
    4. Preparing and Returning the Closing Package to the Lender
    5. Post-Closing Covenants
    6. Resolving Any Remaining Closing Issues
    7. Example Checklists
  6. Ethical Considerations
    3:30 - 4:30, Rebecca C. Cox
    1. Applying the Rules of Professional Conduct
    2. Good Faith Required in Real Estate Transactions
    3. Lawyers and Title Insurance Companies
    4. Trust Accounts
    5. Representation of Multiple Clients - Conflicts of Interest
    6. Disclosure of Defects in Property

REBECCA C. COX is title counsel and underwriter in the Rhode Island office of CATIC. Prior to joining the company, Ms. Cox practiced at some of the leading commercial law firms in Rhode Island. Her practice included commercial and residential real estate, sophisticated acquisitions and dispositions, commercial leasing, commercial lending, mergers, and franchising. Ms. Cox currently assists CATIC agents in Rhode Island with their real estate transactions and title underwriting needs. Her responsibilities include underwriting commercial and residential real estate titles, preparing legal publications, and speaking at real estate law-related seminars. A graduate of Mary Washington College and Roger Williams University School of Law, Ms. Cox is admitted to practice in Rhode Island (member, Title Standards and Practices Committee) and Massachusetts.

JENNIFER S. JOHNSON is executive vice president and attorney with Lincoln Abstract & Settlement Services, LLC. Ms. Johnson is responsible for all closings from title request through title policy issuance. In addition to monitoring daily operations at Lincoln Abstract, she works directly with lenders, loan originators, realtors, and title underwriters and regularly performs title searches and conducts closings for the firm. In addition to her role at Lincoln Abstract, she is an integral member of the regulatory compliance team at Lincoln Appraisal & Settlement Services, LLC. Ms. Johnson received her B.S. and J.D. degrees from Roger Williams University. She is licensed to practice law in both Rhode Island and Massachusetts, and is a licensed title insurance producer in the following states: Rhode Island, Delaware, District of Columbia, Florida, New Hampshire, Pennsylvania, Virginia, Delaware, Maine, South Carolina, North Carolina, Maine, Indiana, Louisiana, New Jersey, Tennessee, Georgia, Michigan, Mississippi, West Virginia, District of Columbia, Iowa, Kansas, Minnesota, and Wisconsin.

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


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How To Order

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