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Training: Face to Face With Customers

Guide to Understanding the TRID Forms - opens in new window
This document outlines details and explanations for the Loan Estimate (LE), Closing Disclosure (CD) and Settlement Statement forms.
Presenting the Closing Disclosure eLearning (4 minutes) - opens in new window
The purpose of this training is to assist in the presenting of a Closing Disclosure to the customer.
Presenting the Closing Disclosure Challenge - opens in new window
This challenge reinforces the material taught in the Presenting the Closing Disclosure learning.
Presenting the Closing Disclosure Reference Guide - opens in new window
This document provides a reference for the Presenting the Closing Disclosure learning.
Presenting the Settlement Statement Overview eLearning (5 minutes) - opens in new window
The purpose of this training is to look at the Settlement Statement and review the differences between it and the Closing Disclosure.
Presenting the Settlement Statement to the Borrower/Buyer eLearning (3 minutes) - opens in new window
The purpose of this training is to review the borrower/buyer side of the Settlement Statement and practice presenting it to the customer.
Presenting the Settlement Statement to the Seller eLearning (3 minutes) - opens in new window
The purpose of this training is to review the seller side of the Settlement Statement and practice presenting it to the customer.
Presenting the Settlement Statement Reference Guide - opens in new window
This document provides a reference for the Settlement Statement learning.
Owner’s Policy Optional eLearning (5 minutes) - opens in new window
This learning looks at what this means to us and how to help customers understand the value of the Owner’s Title Policy, in order to make an informed decision about whether or not to purchase it.
Owner’s Policy Optional Challenge - opens in new window
Prove your understanding of the information contained in this module.
Owner’s Policy Optional Talking Points eLearning (3 minutes) - opens in new window
The purpose of this training is to review some suggested responses when a customer raises a concern about the purchase of an Owner’s Title Policy.
Owner’s Policy Optional Talking Points Reference Guide - opens in new window
This challenge reinforces the material taught in the Owner’s Policy Optional Talking Points learning.
Overcoming Owner’s Policy Objections Document - opens in new window
This document prepares you with suggested responses and existing resources to help your customers better understand the value of title insurance.
Homebuyer Resources - opens in new window
Video resources that you may pass along to your customers when explaining the value of an Owner’s Title Insurance Policy.
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