What's Next?
Please Read the Following for Next Steps
We are sending a confirmation email now for your records.
You will receive directions on next steps in a separate second email that will follow shortly thereafter (within 24 hours) regarding signing the agreement and paying for your selected plan.
If you do not see the sign and pay email within one business day, or have questions about terms or payment, contact [email protected]
NOTE ON LIVE TRAINING SCHEDULES: If you are signing up between 2/23 and 2/28, you may not be able to schedule a live training before the end of February due to extremely high demand. We will be able to schedule these in early March. In the meantime, you will still have access to the portal with your issued credentials and can use the onboarding video guides to fully set up and use your account. These cover the same material as the live training.
If you would like to see how your portal works now, please walk through the
Free training masterclass for settlement agents.
Get up to speed on FinCEN filings and best practices for settlement agents in just one hour. Our experts have trained over 40 state CPA societies and bar associations, with new classes hosted every two weeks.
Check any transaction's filing requirements for free
Check any pending transaction for FinCEN filing requirements with our free tool. It takes less than one minute to check the filing requirements with four easy questions. We recommend bookmarking this page for fast access.
See if your state allows reimbursable FinCEN costs
See if your state allows passing third-party FinCEN filing costs through to closing to cover compliance expenses. Each state has different rules around which costs can (or can not) pass to closing. Expand any state for full settlement details.
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Including state bar associations, CPA societies, and real estate groups work with our experts for continuing regulatory education courses.
