Closing Cram Session
Live Training Workshop

Monday
July 6, 2026
1pm-4pm Eastern Time


PREREQUISITE RECOMMENDED
Pre-Closing Prep or 1 year of industry experience


In this comprehensive 3‑hour training, students will be introduced to the full spectrum of real estate closing fundamentals essential for success in a closing or settlement role. The course begins with an overview of the closing process and the importance of accuracy, timing, and compliance in every step. Participants will gain a clear understanding of the critical functions performed by a closer and how those responsibilities support a smooth and compliant real estate transaction from start to finish.

Students will develop familiarity with the closer’s core duties, including verifying transaction information, balancing figures with the lender, and managing all receipts and disbursements associated with the file. Through guided instruction, learners will explore the practical skills needed to complete key tasks such as file balancing, wire calculation, closing document preparation, and Closing Disclosure (CD) balancing. Emphasis is placed on precision, communication, and adherence to lender and regulatory requirements.

The training also covers specialized components that every effective closer must master, including calculating intangible and transfer taxes and understanding title exceptions and how they impact the closing package. By the end of the session, students will have a solid foundation in both the technical and administrative aspects of closing operations, preparing them to support real estate transactions with confidence and professionalism.


*File balancing
*Wire calculation
*Closing doc preparation
*CD Balancing
*Intangible and transfer taxes
*Exceptions


NOTE: This workshop covers residential real estate closings. 


Join Us!


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Closing Cram Session On Demand

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Reach out to discuss custom training.
info@realestateclosingpath.org

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course contents

What's included?

Synchronous Learning

All training workshops are conducted LIVE, so you have direct access to the experts!

Curriculum Files

These files are included with the training.
Closing Timeline Graph
Closing Fundamentals
Closing Process Checklist
Closing Skills Checklist
Customer Service Scripts
Professionalism
Industry Acronyms
Industry Vocabulary

Recording Access

A recording of the training workshop will be made available after class. Certificates are available upon request.
Meet the instructor

Sandi Donaldson
Lead Educator

Sandi has over 40 years of experience in mortgage and real estate settlement. ​She has worked with large and small firms and engaged in all aspects of the closing process. ​Known for her wit and wisdom, she has collaborated on curriculum development and led instruction for Real Estate Closing Path.