Real Estate

Live Online

From Contract to Title: Steps Preceding the Real Estate Closing

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Live Online + OnDemand
3 hours
Phoenix Ayotte
Jack Luellen
Joshua Carson
With Phoenix S. Ayotte from Future Counsel, LLC + 2 others

Tue, Dec 16, 00:00 AM – 00:00 PM

Product ID 101244

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Course Includes
$299

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Overview

Smoothly Sail Through the Contract, Due Diligence, and Financing Period

A prospective buyer or seller comes to you in need of counsel - do you have the knowledge you need to protect their interests and guide them through the process? This program will reveal all the steps you need to take before closing day. From initial contract negotiations to due diligence, insurance, financing, appraisals, and more, get practical insights for navigating the contract period with confidence. Register today!

  • Zero in on key purchase and sale agreement provisions for buyers and sellers.
  • Learn the purposes of different real estate loan documents and what you need to watch for.
  • Follow along with checklists to ensure comprehensive due diligence.
  • Discover how to review title insurance commitments and land survey reports.

Abbreviated Agenda

  1. The Purchase and Sale Contract (With Sample Contract and Checklist)
  2. Financing and Appraisals
  3. Title Objection Letters and How to Clear Title Issues
  4. Title and Survey: The Nuts and Bolts
  5. Disclosures and Due Diligence: A Checklist Guide

Related Topics

Product ID 101244

Credit Details

Credits Available
Credit Status Total
California MCLE Paralegal Approved 3 Total
Alaska CLE Reciprocity 3 Total
Alabama CLE Approved 3 Total
Arkansas CLE Approved 3 Total
Arizona CLE Approved 3 Total
California CLE Approved 3 Total
Colorado CLE Approved 4 Total
Connecticut CLE Approved 3 Total
Delaware CLE Approved 3 Total
Florida CLE Approved 3.5 Total
Georgia CLE Approved 3 Total
Hawaii CLE Approved 3 Total
Iowa CLE Approved 3 Total
Idaho CLE Approved 3 Total
Illinois CLE Approved 3 Total
Indiana CLE Approved 3 Total
Kansas CLE Approved 3.5 Total
Kentucky CLE Approved 3 Total
Louisiana CLE Approved 3 Total
Maine CLE Approved 3 Total
Minnesota CLE Approved 3 Total
Missouri CLE Approved 3.6 Total
Northern Mariana Islands CLE Approved 3 Total
Mississippi CLE Approved 3 Total
Montana CLE Approved 3 Total
North Carolina CLE Approved 3 Total
North Dakota CLE Approved 3 Total
Nebraska CLE Approved 3 Total
New Hampshire CLE Approved 3 Total
New Jersey CLE Approved 3.6 Total
New Mexico CLE Approved 3 Total
Nevada CLE Approved 3 Total
New York CLE Approved 3.5 Total
Ohio CLE Approved 3 Total
Oklahoma CLE Approved 3.5 Total
Oregon CLE Approved 3 Total
Pennsylvania CLE Approved 3 Total
Rhode Island CLE Upon Request 3.5 Total
South Carolina CLE Approved 3 Total
Tennessee CLE Approved 3 Total
Texas CLE Approved 3 Total
Utah CLE Approved 3 Total
Virginia CLE Approved 3 Total
Vermont CLE Approved 3 Total
Washington CLE Approved 3 Total
Wisconsin CLE Approved 3.5 Total
West Virginia CLE Approved 3.6 Total
Wyoming CLE Approved 3 Total
Delaware Certified Paralegal Program Approved 3 Total
Florida Registered Paralegal Approved 3 Total
Indiana Paralegal CLE Approved 3 Total
Montana CLE Credit for Paralegals Approved 3 Total
North Carolina Continuing Paralegal Education Approved 3 Total
New Mexico Paralegal Division, State Bar of Approved 3 Total
Ohio Certified Paralegals Approved 3 Total
NFPA Approved 0 Total
Texas State Bar of Paralegal Division Approved 3 Total
Select Jurisdiction
CLE
Paralegal

Agenda

All times are shown in

  1. The Purchase and Sale Contract (With Sample Contract and Checklist)

    1. Letter of Intent
    2. Representations and Warranties
    3. Key Contingencies
    4. Indemnities
    5. Default Provisions
    6. Realistic Time Constraints
    7. Escrow and Earnest Money

  2. Financing and Appraisals

    1. Residential vs. Commercial Real Estate Financing
    2. Understanding Loan Documentation
    3. Reviewing Loan Documents: Spotting Red Flags
    4. What's Negotiable and What's Not
    5. The Appraisal Report: What to Look for

  3. Title Objection Letters and How to Clear Title Issues

  4. Title and Survey: The Nuts and Bolts

    1. Title Search and Examination
    2. Reviewing the Title Insurance Commitment
    3. Title Insurance Endorsements
    4. Deeds and Legal Descriptions: Issue Spotting
    5. Survey Review

  5. Disclosures and Due Diligence: A Checklist Guide

    1. Seller Disclosures, Errors, and Omissions
    2. Due Diligence Control Documents
    3. Residential Real Estate Due Diligence (w/Master Checklist)
    4. Commercial Real Estate Due Diligence (w/Master Checklist)

Who Should Attend

This program is designed for attorneys. Title agents, real estate professionals, lenders, and paralegals may also benefit.

Speakers

Phoenix S Ayotte
Phoenix S.
Ayotte
Future Counsel, LLC
Jack R Luellen
Jack R.
Luellen
Buchalter
Joshua Carson
Joshua
Carson
The Rausch Companies
Speaker bio
Phoenix S Ayotte

Phoenix S. Ayotte

Future Counsel, LLC
Phoenix Ayotte

is an attorney at Future Counsel, LLC. She has facilitated real estate settlements since 2020 and was formerly the managing attorney for a national title company. The real estate and title industry were a welcome and delightful change from Ms. Ayotte's former grind in the courtroom and trial work. Not only does she love the nitty-gritty of individual transactions, she is a generous and enthusiastic educator. Therefore, Ms. Ayotte continuously creates courses and informative content for real estate agents, fellow attorneys, students, and lay people, for CE/CLE and non-CE/CLE credit, mentors students and interns; and is an annual participant in judging mock trials and moot courts. She has been recognized as a Washingtonian Magazine Top Lawyer, Super-Lawyers Rising Star and National Trial Lawyers Top 40 under 40. Ms. Ayotte is admitted to practice in Virginia.

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Speaker bio
Jack R Luellen

Jack R. Luellen

Buchalter
Jack Luellen

is special counsel with Buchalter in the firm's Denver office. His practice is primarily dedicated to oil and gas law, with a particular emphasis on litigation. Mr. Luellen earned his B.S. degree, with distinction, from Colorado State University and his J.D. degree, cum laude, from the University of Minnesota Law School. He is admitted to practice in California, Colorado, Utah and North Dakota. Mr. Luellen is a member of the Rocky Mountain Mineral Law Foundation and Energy Mineral Law Foundation.

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Speaker bio
Joshua Carson

Joshua Carson

The Rausch Companies
Joshua Carson

is executive vice president/general counsel of The Rausch Companies, where he focuses on real estate law. He earned his J.D. degree from The University of Tulsa College of Law.

View full profile

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In the unlikely event that NBI cancels or reschedules an upcoming program, each registered attendee will be contacted via email by a representative of NBI. Outreach to attendees begins as soon as NBI is made aware that a program will not move forward at its originally scheduled date and time.
Are multiple attendee discounts available?
Yes, the more people you bring from your organization, the more you save. After the first registration, each additional attendee receives a special discount off of their total tuition.
When will the OnDemand be available and how long will I have access to the content?
The OnDemand Video will be available to stream within 14 days of live broadcast date. You will have access to the content for 6 months in your account. If you’re a subscriber, you’ll have access to your course recordings until 7 days after the expiration date of the subscription.
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When you enroll prior to the live event date you will receive access to the live-streaming webinar which will allow you to interact with faculty in real-time. With each course, you will receive access to the content via OnDemand Streaming and the Video Download. Course reference materials are included with each course purchase in a downloadable PDF format.
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