Class Schedule  
 




949-589-1460
Lobrien.eti@att.net
www.escrow-eti.com

   

Class Offering

Date

Time

Location

Register by:

"FIRST CLASS" - Maximizing The Escrow Customer Experience - Your location

Upon request  
Anytime
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
Closed – Filled to Capacity
May 30th 8:30 - 1:00

National University

Costa Mesa 
May 28th
Basic Escrow June 6th 8:30 - 4:30

National University

Costa Mesa 
June 4th
Holding Escrow June 13th 8:30 - 12:30

National University

Costa Mesa 
June 11th
Trust Accounting – Best Practices/Documentation/Escheating Funds June 13th 8:30 - 1:00

National University

Costa Mesa 
June 11th
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
THIS MORNING CLASS IS FULL!
AFTERNOON CLASS HAS BEEN ADDED (SEE DIRECTLY BELOW)
 
June 20th 8:30 - 1:00

National University

Costa Mesa 
June 18th
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
AFTERNOON CLASS IS OPEN
June 20th 1:00 - 5:00

National University

Costa Mesa 
June 18th
Bulk Sale Escrow I July 11th 8:30 - 4:30

National University

Costa Mesa 
July 9th
Escrow Business Forum
More information to follow on speakers, topics and location. Stay tuned!
July 18th 8:30 - 1:00

National University

Costa Mesa 
July 16th
Commercial Escrow I August 8th 8:30 - 4:30

National University

Costa Mesa 
August 6th

All classes provide “take away” manuals/material and FREE after class support!


 
"FIRST CLASS" - Delivering Customer Service Excellence

This workshop can be presented at your location, with only your team in attendance (call for details), or you can attend our "open" class (see training schedule below) which anyone may attend. Either way, this is an exceptional chance to take your customer service to new levels and have fun while doing so. Great material.




TOP

 
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, May 30th)     Tuition: $129
Class Filled! See June 20th for next class.

This workshop has been developed to begin to prepare YOU and others in your office in advance of the August 1, 2015 mandated implementation date!

In our workshop we will cover what you need to know and do relative to the changes the CFPB has implemented as it relates to the new CFPB –TILA/RESPA Integrated Disclosures, Guide to Loan Estimate, Closing Statement, rules, regulations and forms!

In this workshop, we will cover the following
 

  • Overview of the Rules, Regulations & Forms!
  • Preparing in Advance of Implementation!
  • Compliance – What You Need to Know/What You Need to Do and When!
  • Overview of the Loan Estimate and Closing Disclosures!
  • Timeline Delivery Requirements That Must be Followed!
  • Implementation Concerns/Business Issues!
  • Managing the Change, Even If You Are Not The Manager!
  • And more!
     

 Attendees will receive a Manual and related hand-out material in support of the class and the new Regulations.

 

Location: National University, Costa Mesa               Hours: 8:30 – 1:00PM

TOP

 
Basic Escrow
(Saturday, June 6th)     Tuition: $199

Our extensive “Basic Escrow” workshop establishes the foundation for understanding “escrow” and lays the ground work for future training as needed. This class covers many aspects of escrow with a focus on the resale escrow. Our workshop covers industry terminology, “tips & techniques” on a variety of subjects; working through “red flags”, understanding Pre Lim and Title reports; opening an escrow; confidentiality, being a neutral third party, and more! Extensive material, handouts and templates are provided.

  • Industry Terminology/Acronyms
  • Escrow – Purpose: Buyer/Seller/Lender/Escrow Roles
  • Escrow Risk Management – Recognizing the “Red Flags”
  • Opening Escrow & Preparation of Escrow Instructions
  • Using the C.A.R. contract; Understanding Your General Provisions
  • Sale & Refinance Escrows – Notes, Deeds and Other Documentation
  • Ordering Demands – Sub Escrow
  • Title Insurance – Purpose and Types of Policies; Prelims – Identifying “red flags”
  • Documentary Transfer Tax, Prorations and Balancing the File (an introduction)
  • P.C.O.R. requirements and forms!

Location: National University, Costa Mesa               Hours: 8:30 – 4:30PM

TOP

 
Holding Escrow
(Saturday, June 13th)     Tuition: $119

Want to learn about Holding Escrows from an expert?  When and why they are used?

You’re either a professional or a tradesman. A professional learns all he/she can about the various types of escrows so that he/she can better serve the client base and at the same time grow professionally as an escrow expert. Note: This class is one of the most requested workshops by our class participants!

This comprehensive course will introduce the foundational building blocks to holding escrows. You will learn:

  • What the DBO requires for you to participate in “holding escrows”
  • What classifies as a “holding escrow”
  • What happens when you “wing it”
  • What kinds of holding escrows can you do
  • Risk management strategies within the holding environment
  • Escheatment issues
  • How to successfully navigate a “holding escrow”

Location: National University, Costa Mesa               Hours: 8:30 – 12:30PM

TOP

 
Trust Accounting – Best Practices/Documentation/Escheating Funds
(Saturday, June 13th)     Tuition: $119

Want to learn industry Trust Accounting “Best Practices”? From ALTA’s and EIC’s recent recommendations to RECON WORKS (an industry leader in Trust Accounting & Bank Reconciliation services) actual BEST PRACTICES learn how to minimize risks and protect the funds you manage.

Ever wonder about the intricacies of Trust Accounting and how/when to escheat funds? Daily accounting procedures are needed in order to create good monthly reconciliations and pass annual audits. Even if your company uses an outside vendor, this is information you need to know if you are an Escrow company owner, Manager, or in any other position where you are involved in banking and Trust Accounting activities.     

You will learn about:

  • Documenting your Procedures to meet compliance requirements!
  • Meeting the Accounting Requirements of the Department of Business Oversight and Department of Real Estate, as they relate to Trust Accounting and Bank Reconciliation.
  • Daily procedures to follow to accurately account for the public’s funds!
  • How to understand/read your Trust Accounting Reconciliation Report!
  • How to identify potential “red flags”!
  • How to correct errors and out of balance conditions!
  • How to use the Outstanding Checklist as a reconciliation tool!
  • Escheating Funds – how and mandated timelines you must follow!
  • Procedures to follow to accurately account for the public’s funds
  • Proven ways to maintain and store Trust Accounting Records for future use!

Extensive material supports this class, plus FREE after class support for attendees!

Location: National University, Costa Mesa               Hours: 8:30 – 1:00PM

TOP

 
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, June 20th)     Tuition: $129
Morning Class has been filled.  Afternoon Class has been added!  See directly below.

This workshop has been developed to begin to prepare YOU and others in your office in advance of the August 1, 2015 mandated implementation date!

In our workshop we will cover what you need to know and do relative to the changes the CFPB has implemented as it relates to the new CFPB –TILA/RESPA Integrated Disclosures, Guide to Loan Estimate, Closing Statement, rules, regulations and forms!

In this workshop, we will cover the following
 

  • Overview of the Rules, Regulations & Forms!
  • Preparing in Advance of Implementation!
  • Compliance – What You Need to Know/What You Need to Do and When!
  • Overview of the Loan Estimate and Closing Disclosures!
  • Timeline Delivery Requirements That Must be Followed!
  • Implementation Concerns/Business Issues!
  • Managing the Change, Even If You Are Not The Manager!
  • And more!
     

 Attendees will receive a Manual and related hand-out material in support of the class and the new Regulations.

 

Location: National University, Costa Mesa               Hours: 8:30 – 1:00PM

TOP

 
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, June 20th)     Tuition: $129
This is our recently added afternoon CFPB class to accommodate high demand.

This workshop has been developed to begin to prepare YOU and others in your office in advance of the August 1, 2015 mandated implementation date!

In our workshop we will cover what you need to know and do relative to the changes the CFPB has implemented as it relates to the new CFPB –TILA/RESPA Integrated Disclosures, Guide to Loan Estimate, Closing Statement, rules, regulations and forms!

In this workshop, we will cover the following
 

  • Overview of the Rules, Regulations & Forms!
  • Preparing in Advance of Implementation!
  • Compliance – What You Need to Know/What You Need to Do and When!
  • Overview of the Loan Estimate and Closing Disclosures!
  • Timeline Delivery Requirements That Must be Followed!
  • Implementation Concerns/Business Issues!
  • Managing the Change, Even If You Are Not The Manager!
  • And more!
     

 Attendees will receive a Manual and related hand-out material in support of the class and the new Regulations.

 

Location: National University, Costa Mesa               Hours: 1:00 – 5:00PM

TOP

 
Bulk Sale Escrow I
(Saturday, July 11th)     Tuition: $285/$375
$285 if paid by July 3rd; $375 after

This class qualifies for C.E.A. approved Professional Designation Credits!

FREE after class support!

This class starts with the basics.  What is a Bulk Sale escrow?  What escrow processing differentiates it from residential? From Commercial Escrow?  What are the commonly used documents in a Bulk Sale escrow? Where do you start?  What do you do?  What about Publishing? Working with outside Agencies?

How and where do you get the business!

Taught by a California Escrow Association Certified Bulk Sale Specialist and Certified Escrow Instructor, in easy to understand language, this class will provide you with your foundation to begin processing Bulk Sale Escrows with confidence!

Among the many things covered will be:

  • Steps in Processing the Bulk Sale Escrow
  • Information Needed to Open the Escrow
  • Commonly used Bulk Sale Escrow Documents
  • Tax Liens and Judgment Searches
  • Publishing and Filing of Notices, Transfers, Fictitious Business Names.
  • What “timelines” do you need to know!
  • Recognizing and Dealing with Bulk Sale “Red Flags”
  • Working with Alcohol Beverage Control and Other Agencies
  • Managing the Process – Start to Finish!!
  • Sourcing Bulk Sale Escrow Business!
Excellent supporting material (manual) is provided!

Subject to availability, one or more guest speakers will address the attendees and provide additional handout material. FREE after class support!

Location: National University, Costa Mesa               Hours: 8:30 – 4:30PM

TOP

 
Commercial Escrow I
(Saturday, August 8th)     Tuition: $285/$375
$285 if paid by August 1st; $375 after
 

Our Commercial Escrow I class is conducted by a former President of O.C.E.A. and an industry recognized expert in Commercial escrows.

This specialty escrow class is for the beginning/intermediate Commercial practitioner.  Taught by a Certified Escrow Instructor (CSEO, CEI) and top Commercial escrow producer, you will learn more about the Commercial process while eliminating the fear of those intimidating numbers, contracts and processes.

In this class you will learn about the following: 

  • Comparison and In-Depth Review of the Three (3) Common Commercial Escrow Contracts!
  • Escrow Instructions, Wrap Instructions, No Instructions Commercial Processing!
  • Underlying Commercial Documents; Purpose and Use!
  • Formation Documents!
  • Identifying/resolving “red flags” that can stop/delay your Escrow!
  • Processing Requirements You Must Do!
  • Completing The Closing Statement!
  • Horror Stories – Learning From Mistakes!
  • “Tips”, Techniques and Concepts to Save You Time/Avoid Errors!
  • Managing the Process While Staying Organized from Start to Finish!

 

Location: National University, Costa Mesa               Hours: 8:30 – 4:30PM

TOP

 
     
 

© 2003-2015 The Escrow Training Institute. All Rights Reserved