Just getting started on the road to compliance? STS can help you design youR policies and procedures manual. Now $200 OFF


NEW!!!  ALREADY HAVE A BEST PRACTICES V2.0 POLICIES & PROCEDURES MANUAL BUT JUST NEED THE NEW POLICIES TO BE V2.5 COMPLIANT? Just $50 for the supplements. Includes a Tracking LOG for new Third Party signing Professional (TPSP)documentation Click Here

Our manual was designed by industry experts based on the ALTA's Best Practices and known lender requirements.

$799 for fill-in templates immediately available for download. The templates are compliant with the NEW ALTA Best Practices version 2.5. Our experts will be available by phone or email to answers questions as you complete your manual. Click Here to download your policies & procedures templates.


$1,100 for templates plus a 2 hour personal web session to help tailor the templates plus offer your company a consultation on what your office may need to become Certified. (Value!)


$1,499 & up for an on-site guided completion of your manual by one of our experts. Click Here to contact us to schedule on-site visit.


$50 for just the supplementing policies to make your existing compliant policies & procedures manual Best Practices v2.5 compliant

Our Policies & Procedures Manual is Best Practices 2.5 compliant and includes the following policies:

Sample Policy

  • Best Practices Policy #1: Licensing
  • Best Practices Policy #2: Trust Accounting
  • Best Practices Policy #3: Privacy & Information Security
  • Best Practices Policy #4: Settlement, Recording & Pricing
  • Best Practices Policy #5: Title Policy Production
  • Best Practices Policy #6: Insurance Coverage
  • Best Practices Policy #7: Consumer Complaint Handling

The Manual also includes the following sub-policies and schedules:

  • Licensing Checklist
  • Training, Hiring, & Background Checklists
  • Affidavits of Receipt & Compliance for Employees
  • Acceptable Use Policy for Information Technology Resources
  • Security Risk Assessment for NPI (Non Public Personal Information)
  • Disaster Management Plan
  • Privacy Notice
  • Third Party Service Provider Agreement (for protection of NPI)
  • Third Party Signing Professional (TPSP) Tracking Log
  • Quality Control Checklist for Recording, Pricing & Refunds
  • Customer Complaint Intake Log

The Manual and Schedules will be delivered in Microsoft Word format so that you can tailor them to your needs and environment

The Manual is suitable for most small & medium-sized companies. A company with a complex computer network may have to consult an Information Technology Specialist.



Disclaimer: The information in these documents and the templates for policies and procedures contained herein is not a substitute for legal advice, is for your reference and information only, and is not intended to represent the only approach to any particular area of compliance. These documents are (C) 2017 Secure Title Solutions and are intended for use by the purchaser and purchaser’s company only. There is no guarantee explicated or implied.  These documents should not be construed as legal, financial or business advice, and users should consult legal counsel and/or Informational Technology specialists to be sure that the policies and procedures adopted and implemented meet the requirements unique to your company. Although these documents were created by title insurance industry professionals, they are for informational purposes only, and Secure Title Solutions and its affiliates make no representation or guaranties that it will satisfy any lender, underwriter, reviewer, auditor, state, or federal requirements. Because no template is applicable to every situation or environment, these documents must be thoroughly reviewed and modified as necessary to fit the user’s particular situation. It is also the user’s responsibility to review and update these documents as needed.