By Valerie J. Grandin, Sr. Underwriting Counsel Florida and Vice President and Elyce Schweitzer, Regulatory Compliance Officer
Planning ahead is second nature in the title world—you juggle deadlines, details, and documents every day. But when it comes to new compliance rules, a little extra structure can make all the difference. That’s why we’ve put together a host of resources, including a step-by-step project plan to help title agents prepare for the Residential Real Estate Rule, expected to take effect on December 1, 2025.
This plan is designed to keep things simple. Instead of re-inventing the wheel, it walks you through what to do week by week, with plenty of shortcuts (like suggested vetting questions to ask vendors) so you can stay focused on your closings.
Here’s a quick look at what the plan covers:
- Week 1–2: Get familiar with the rule, assign a compliance lead, and choose your tools (forms or vendor).
- Week 3–4: Vet vendors (if you’re going that route), decide who files reports, and build in checks so nothing falls through the cracks.
- Week 5–6: Train your team, run a couple of test files, and see how your process really works in practice.
- Week 7–8: Fine-tune, double-check your system, and go live—confident that every file is handled the right way.
The plan also includes a one-page daily checklist that makes it easy for staff to follow along. From the moment a file opens to the moment the report is submitted, the checklist spells out what needs to happen so everyone is on the same page.
Think of it as a roadmap for compliance: clear, practical, and (dare we say) less overwhelming than it sounds. By starting now, you’ll avoid the stress of last-minute changes and be fully prepared to hit the ground running on December 1.
Download the full project plan today and give your team a great head start!
That’s not all!
Alliant National is also hosting a live webinar on October 2 at 1 pm ET to help agents prepare for the final rule. You can register for the live webinar here. Webinar recordings will be available in early October.
….And, we’ve built a dedicated RRER Resource Page with in-depth guidance, definitions, exemptions, and tools to help you understand and implement the new reporting requirements. You can explore it here: https://alliantnational.com/rrer/
Of course, if you have additional questions, please reach out to your Alliant National State Underwriting Team. We’re always happy to help!
