*Total Does Not Include Travel Expenses

Preliminary Assessment, Phase I:

  • On-site visit with instructions on compiling the Policies & Procedures Manual (PPM)

  • Office walk-through for initial security risk assessment

  • Access to worksheets and checklists including a custom, simplified instruction manual to help you get started with your PPM

  • Continued availability for editing early drafts of the PPM, including phone and email support

Certification Evaluation, Phase II: 

  • On-Site examination of closing files and compliance with PPM

  • Complete Examination of final typed PPM

  • Review of 3-way escrow reconciliations 

  • Certificate will be issued upon approval of entire assessment