How To Conduct

A Real Estate Settlement


Get On-Demand Training Course

andSample Closing Package for Just $69

Study Anytime

This training course is delivered via an on-demand training platform.  You can play, pause, exit and restart your training as many times as needed.  The course will be available for 6 months after the date of purchase.  If you are just starting your career as a settlement officer, this training course is a must have.  

Course Content

The training provides: 

  • An overview of the settlement process
  • Best practices and strategies to help you conduct settlements professionally and confidently
  • Practical tips for conducting and managing settlements
  • Sample script for when speaking with clients 
  • Your responsibilities as a settlement agent

Sample Closing Package

  The sample closing package can serve as a point of reference even after you complete the on demand training.  The sample package contains the most common documents found in a settlement package.     

Closing Documents

The sample package includes the following documents:

  • Promissory note
  • Deed of trust
  • Closing disclosure form
  • Escrow disclosure statement 
  • Servicing disclosure
  • Right to cancel 
  • Name affidavit
  • Limited power of attorney for corrections
  • And more