THE ROLE OF THE SETTLEMENT AGENT 101

Whether you’re new to real estate or seasoned at the closing table, understanding the settlement agent’s role is essential to protecting your clients and your reputation. In this practical, plain-English session, Patricia Stein, CEO of Consumer Direct Title, walks you through the people, paperwork, risk points, and timelines that make or break a closing.

What you’ll learn

• The settlement agent’s duties from contract to closing
• How title, escrow, lender, and attorney workflows fit together
• Common red flags that stall deals—and how to prevent them
• Compliance checkpoints and communication best practices
• Pro tips for keeping timelines tight and clients confident

Who should attend
Real estate agents, TCs, lenders, attorneys, and anyone who touches the closing process.

Format
60–75 minutes of guided online teaching + real-world examples, followed by Q&A.
Light resources/handouts provided.

Takeaway
Leave with a checklist and talking points you can use on your next file.

Seats are limited—please register in advance.