Introduction: OVERVIEW OF A PURCHASE

Welcome | Timeline | Responsibilities

Module 1: INTAKE

Document Review | Client Contact | Obtaining Documents
On completing this module you'll have a thorough understanding on the processes, documents, and information required on a purchase transaction, as well as initial flags to watch for to avoid potential issues before they arise.

Module 2: SEARCHES

Basic Searches | Utility Searches | Additional Searches
On completing this module you'll have a deep understanding of the different searches required, how to obtain and interpret them, and how to ensure you have all of the required searches and information.

Module 3: DATA ENTRY

General Data Entry | Transaction Details | Adjustments
On completing this module you'll know which documents are required, how to prepare the vendor package for signature, and how to ensure an accurate return of signed documents to the buyer's representative.

Module 4: PREPARATION

Vendor Package | Buyer Package | Funds Required
On completing this module you will understand how to prepare the document packages for the buyer and seller, and how to ensure you will have the funds required to complete in trust for closing.

Module 5: PRE-CLOSING

Review | True Up & Trust | Prepare
On completion of this module you'll know how to review the signed paperwork for accuracy and completeness, the process for truing-up Land Title Documents, accounting for trust funds, and how to prepare for closing day.

Module 6: COMPLETION

Registering | Paying Out | Reporting

On completing this module you'll understand the requirements and process for registering Land Title Documents, paying out trust funds, and reporting to the necessary parties.

Module 7: ABEYANCE

Discharges | Undertakings | State of Title

On completing this module you will understand how to follow up on discharges, undertakings, and when and how to request and report on the final State of Title Certificate.

Module 8: PITFALLS & PRO-TIPS

Common Pitfalls | Pro-Tips | Conclusion

On completion of this module you'll gain insights into some of the most common pitfalls in a purchase transaction and how to avoid them. You'll also have knowledge of some additional tips to ensure a successful transaction.