Get Started

Are you new to ALTA Best Practices and unsure of how to start implementing the Best Practices standards? Check out the links below and get started on the path towards Best Practices compliance.

Some of these documents are only available to ALTA Members and Full Best Practices Subscribers (marked [M]), Assessment Readiness Guide Subscribers (marked [A]) and Compliance Management Report Subscribers (marked [C]).

If you are not an ALTA member and would like to purchase a Best Practices Subscription, please visit our Publications Page and select the Best Practices Subscription that best suits the needs of your company.

If you are a member or subscriber, Please Log In.


Create Policies and Procedures

  • Best Practices Policy and Procedure Creation Guidance [M]

    The Policy and Procedure Creation Guidance includes detailed instructions and tips on how to draft procedures that fit a company's practices, an example of what written policies and procedures should look like, as well as a template to provide a standard format for recording policies and procedures.

  • Sample Outline/Table of Contents for Best Practices Policy and Procedure [M]

    The Sample Outline provides an example of items a final policy and procedure should include.

  • Template for Best Practices Policy and Procedure [M]

    The Template provides a standard format for companies to use when drafting their policy and procedures. After drafting their policies and procedures, companies can combine these Templates into a Best Practices Manual.


Need Help?

Check out ALTA's Elite Providers that can assist with Best Practices implementation, compliance, and assessments.
SoftPro is the nation's leading provider of closing and title software, consistently pushing the technological envelope to pioneer the most powerful and comprehensive closing and title automation software on the market. SoftPro's Award-Winning Software combines cutting-edge technology with outstanding support to make your business more productive, efficient and boost your revenue. At ALTA SPRINGBOARD, we vow to give you a forum for fresh thinking and new insights, and help accelerate your career and differentiate your business from the pack.