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ALTA’s Title Insurance and Settlement Company
Best Practices Checklists

Welcome to ALTA's "Title Insurance and Settlement Company Best Practices" checklist page. Here's where you'll find the latest version of the Best Practices Checklists. Some of these documents are only available to ALTA Members and are marked with the [M] symbol, so be sure you're logged in.


Keyword(s) to search titles:

Best Practice Pillar #1: Licensing
Licensing Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #2: Escrow Trust Accounting
Escrow Trust Account Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #3: Protecting NPI
Checklist for Protecting Non-public Personal Information: Network Security [M]
Checklist for Protecting Non-public Personal Information: Physical Security [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #4: Settlement Processes
Recording and Pricing Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #5: Policy Production
Policy Production Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #6: Insurance Coverage
Insurance Coverage Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:
Best Practice Pillar #7: Consumer Complaints
Consumer Complaints Checklist [M]
Check out ALTA's Elite Provider(s) that can assist with compliance:

This information is not a substitute for legal advice, is for your reference only, and is not intended to represent the only approach to any particular issue. This information should not be construed as legal, financial or business advice, and users should consult legal counsel and subject-matter experts to be sure that the policies adopted and implemented meet the requirements unique to your company.

Contact Government Affairs Staff

Steve Gottheim
ALTA's Legislative and Regulatory Counsel
sgottheim@alta.org
202-296-3671 Ext. 230



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American Land Title Association
1800 M Street, NW, Suite 300S
Washington, D.C. 20036-5828
P. 202.296.3671 F. 202.223.5843
www.alta.org
service@alta.org
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