Polishing Off Post-Closing
On Demand

PREREQUISITE RECOMMENDED


In this 1-hour video training, students will observe and gain clarity on the essential steps that take place immediately after a real estate closing has been successfully completed. The session provides a detailed overview of post‑closing workflow, emphasizing the importance of accuracy, timeliness, and compliance as documents transition from execution to final processing. Participants will learn how a well‑structured post‑closing process protects all parties involved and ensures that the transaction is properly finalized.

Students will develop a solid understanding of key responsibilities, including returning executed documents to the lender according to their specific instructions, managing the disbursement of checks, and overseeing the proper recording of required documents with the county. The course introduces the practical tools and technology commonly used in the industry, such as recording documents through Simplifile and the Georgia Superior Court Clerks’ Cooperative Authority (GSCCCA) system. Instruction will also cover how to complete and generate the PT‑61 form, ensuring compliance with state requirements for real estate transfer filings.

The training further explores more advanced post‑closing tasks, including how to calculate and manage a split recording when a property spans multiple counties. Students will learn not only how to determine the appropriate cost distribution but also how to draft the required explanatory blurb that must appear on page one of the recorded document. By the end of the course, participants will be equipped with the knowledge and procedural insight necessary to support accurate, compliant, and efficient post‑closing operations.


NOTE: On Demand videos are not approved for CE/CLE credit and only cover residential closings.


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course contents

What's included?

Certificate

Certificates are available upon request.

Curriculum 

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

Recording Access

You have lifetime access to the recording.
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.