Live Seminar

Real Estate Closings from Start to Finish



Thursday, March 22, 2018


9:00 AM - 4:30 PM

Product ID#:



Crowne Plaza Providence-Warwick (Airport)

801 Greenwich Avenue

Warwick, RI 02886


$339 / Each Additional

Registration Includes Course Book

Credit Information

Continuing Legal Education

  • RI CLE - 7.00


  • IACET - 0.60

Program Description

Handle Real Estate Closings with Skill and Efficiency

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 course 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 - register today!

  • Confidently navigate the in's and out's of the real estate closing process.
  • Review sale agreements and coordinate key transaction elements before the closing date.
  • Analyze title commitments for issues that will lead to trouble down the road.
  • Confidently resolve critical last-minute closing issues that have the potential to derail the whole transaction.
  • Tie up any loose ends that may unravel after the closing, including post-closing title issues.
  • Avoid critical liability pitfalls that lurk in the real estate closing process.

Who Should Attend

This basic-to-intermediate level seminar provides an overview of the real estate closing process for:

  • Attorneys
  • In-House Counsel
  • Real Estate Professionals
  • Title Insurance Professionals
  • Settlement Agents
  • Lenders
  • Paralegals

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 Legal Education – CLE: 7.00 *

International Association for Continuing Education Training – IACET: 0.60

* denotes specialty credits

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


Accreditation Details:

Continuing Legal Education

RI CLE: 7.00 Includes - Ethics: 1.00
National Business Institute is an accredited sponsor with the Rhode Island MCLE Commission. This program is approved for 7.0 hours of CLE credit in Rhode Island, including 1.0 of ethics.

International Association for Continuing Education Training

N IACET: 0.60
NBI, Inc. is accredited by the International Association for Continuing Education and Training (IACET) and is authorized to issue the IACET CEU. NBI, Inc. is authorized by IACET to offer 0.6 CEUs for this program. At the end of the program, participants must complete a self-assessment in order to receive credit. 100% attendance is required. (Provider #1004558)

Upon completion of this course, attendee will be able to: 1. Give a brief description of the closing process. 2. State how to open the closing. 3. Give an example of an issue found in Schedule B of the title commitment. 4. Identify the roles and duties of the settlement agent. 5. State how to release pre-existing liens. 6. Identify two ethical issues attorneys face in real estate closings.

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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