an all-new Best practices v4.0 policy and procedures manual Template is now available for download!

ALTA has released revised BEST PRACTICES v4.0.

The new manual addresses major changes in the alta’s best practices including e-recording standards, aba disclosures, Tracking LOG for new Third Party signing Professional (TPSP)documentation, Wire fraud responses, and more! Click Here

Our manual was designed by industry experts based on the ALTA's Best Practices v4.0 and known lender requirements.

$250 for fill-in templates immediately available for download. The templates are compliant with the NEW ALTA Best Practices version 4.0. Our experts will be available by phone or email to answers questions as you complete your manual. Click Here to download your policies & procedures templates.

OR

$1,500 for templates plus a 2 hour personal web session to help tailor the templates plus offer your company a consultation on what your office may need to become Certified. (Value!)

Our Policies & Procedures Manual is Best Practices v.4.0 compliant and includes the following policies:

Sample Policy

  • Best Practices Policy #1: Licensing

  • Best Practices Policy #2: Trust Accounting

  • Best Practices Policy #3: Information Security Plan

  • Best Practices Policy #4: Settlement, Recording & Pricing

  • Best Practices Policy #5: Title Policy Production

  • Best Practices Policy #6: Insurance Coverage

  • Best Practices Policy #7: Consumer Complaint Handling

The Manual also includes the following sub-policies and schedules:

  • Licensing Checklist

  • Training, Hiring, & Background Checklists

  • Affidavits of Receipt & Compliance for Employees

  • Wire Fraud Incident Forms

  • Acceptable Use Policy for Information Technology Resources

  • Security Risk Assessment for NPI (Non Public Personal Information)

  • Data Breach Incident Forms

  • Disaster Management Plan

  • Privacy Notice

  • Third Party Service Provider Agreement (for protection of NPI)

  • Third Party Signing Professional (TPSP) and Remote Notarization Tracking Log

  • Quality Control Checklist for Recording, Pricing & Refunds

  • Customer Complaint Intake Log

The Manual and Schedules will be delivered in Microsoft Word format so that you can tailor them to your needs and environment

The Manual is suitable for most small & medium-sized companies. A company with a complex computer network may have to consult an Information Technology Specialist.

 

 

Disclaimer: The information in these documents and the templates for policies and procedures contained herein is not a substitute for legal advice, is for your reference and information only, and is not intended to represent the only approach to any particular area of compliance. These documents are (C) 2023 Secure Title Solutions and are intended for use by the purchaser and purchaser’s company only. There is no guarantee explicated or implied.  These documents should not be construed as legal, financial or business advice, and users should consult legal counsel and/or Informational Technology specialists to be sure that the policies and procedures adopted and implemented meet the requirements unique to your company. Although these documents were created by title insurance industry professionals, they are for informational purposes only, and Secure Title Solutions and its affiliates make no representation or guaranties that it will satisfy any lender, underwriter, reviewer, auditor, state, or federal requirements. Because no template is applicable to every situation or environment, these documents must be thoroughly reviewed and modified as necessary to fit the user’s particular situation. It is also the user’s responsibility to review and update these documents as needed.