Notes & Deeds of Trust in Escrow

This class dives into the best practices, standards, and step-by-step process for preparing and handling Notes and Deeds of Trust in escrow. Perfect for escrow professionals seeking clarity and confidence, you’ll learn the essential “how-to’s” that ensure your files are accurate, compliant, and ready for recording.

What You’ll Learn

• Preparatory steps before drafting or processing documents
• Key components of a Note and a Deed of Trust
• Understanding the relationship between the Note and the Security Instrument
• Handling assignments, substitutions, and reconveyances
• Common errors and how to avoid them
• Practical tips and best practices for smooth closings

Gain the knowledge to process Notes and Deeds of Trust with precision, professionalism, and confidence! Perfect for escrow professionals seeking clarity and confidence, you’ll learn the essential “how-to’s” that ensure your files are accurate, compliant, and ready for recording.