Class Schedule  



Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering




Register by:

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

Upon request  
Business Development: Maximizing "Best Practices" September 24th 8:30 – 3:00PM

National University

Costa Mesa 
September 22nd
Bulk Sale I October 1st 8:30 – 4:30PM

National University

Costa Mesa 
September 29th
Starting Up an Escrow Company October 8th 9:00 – 1:00PM

National University

Costa Mesa 
October 6th
R.P.A. & Joint Escrow Instructions (C.A.R. Contract) October 15th 8:30 – 1:00PM

National University

Costa Mesa 
October 13th
Commercial Escrow I November 12th 8:30 – 4:30PM

National University

Costa Mesa 
November 10th
Manufactured Home Escrows November 19th 8:30 – 3:00PM

National University

Costa Mesa 
November 17th

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.


Business Development: Maximizing "Best Practices"
(Saturday, September 24th)     Tuition: $189

The class name/title has been changed to more properly describe the course content and direction.

Want to learn more ways to generate business, whether in a “booming” or “slowing” market?  In this class you will explore ideas on how to market your Company’s services and products from “behind your desk” and “in the field.”

Successful escrow companies know the importance of marketing their services. However, often in the hectic day to day work environment, “marketing” is often the next thing to do!  This class focuses on three key elements: marketing strategies, tips and techniques; and the importance of managing the customer service experience through out the business relationship.

You will learn about marketing from both sides of your desk.  From the office to the field.


  • How to create a Marketing Action Plan (MAP)!
  • What your agent thinks is important in dealing with their escrow officer!
  • How to handle “tough” requests, such as reducing your fees, special requests, etc.!
  • How to handle customer objections during the sales call!
  • Tips on becoming more proactive in your marketing efforts!
  • What other people/companies are doing to generate sales!
  • Managing the sales call/training others to make the sales call!
  • How to take ownership of the customer experience!

In addition to our Marketing Instructor, Prominent Escrow, an industry leading company will provide you with tips & techniques on using Social Media as part of your Marketing plan.

Bring your questions to class for this guaranteed informative and  fun workshop!!!

Location: National University, Costa Mesa               Hours: 8:30 - 3:00


Bulk Sale I
(Saturday, October 1st)     Tuition: $295.00

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 - 4:30


Starting Up an Escrow Company
(Saturday, October 8th)     Tuition: $179.00 (second/third person @ $100.00 each)

This in-depth and ALL NEW workshop will provide you with the information you need to know to assess what is required to:

  • Start Up an Escrow Company (Independent or Broker Owned)
  • Open Up Other Offices/Locations (in California only)
  • Legal/Financial Considerations
    • Formation – DBO and Cal BRE requirements
    • Employment – Employee Qualifications
    • California Employment Law
    • Compliance – DBO, RESPA and CFPB
      • Policies like General Provisions, Best Practices, Marketing Limitations
      • And more!
  • Operational Considerations
    • Managing the Business/Not Just Your Desk
    • Office Organization/Branch Efficiency/Tips & Techniques
    • Managing Others/Staffing
    • Security/Privacy
    • Open Q & A
    • And more

The workshop is divided into two main parts: Legal and Operational.

The Legal portion and Operational portion will be conducted by recognized experts within the industry.

Location: National University, Costa Mesa               Hours: 9:00 - 1:00


R.P.A. & Joint Escrow Instructions (C.A.R. Contract)
(Saturday, October 15th)     Tuition: $119

Regardless of time within the industry, every-one in escrow needs to be completely familiar with all aspects of the C.A.R. Contract.

During this class, you will undertake an in depth and thorough review of the California Association of Realtors (C.A.R.) contract provisions and requirements. Extensive Manual material!

NOTE: This FOUR hour workshop received EXCEPTIONAL reviews (Instructor, Aaron Lloyd and his material) during our previous classes!

Our class will cover:

  • History and Evolution of the C.A.R. Contract!
  • Understanding the NEW Residential Purchase Agreement & Joint Escrow Instructions!
  • Identifying Escrow’s Duties and Responsibilities under the Contract!
  • Time Line Requirements!
  • “the Notice to Perform”, “Initial Deposit”, “FHA/VA Notice Requirements”, “Contingencies”, “Cancellation/Pre-Cancellation Requirements”, “Appraisals”, “Inspections”, “Home Warranty Coverage”.
  • Underlying Forms!
  • C.A.R. Requirements YOU Must Know!
  • Recognizing What IS and IS NOT Escrow’s Job!
  • And More!

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


Commercial Escrow I
(Saturday, November 12th)     Tuition: $295

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

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 - 4:30


Manufactured Home Escrows
(Saturday, November 19th)     Tuition: $245

This Mobile/Manufactured Homes escrow class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop, facilitated by a known expert in Mobile/Manufactured Escrows, will cover the transfer/refinance process of existing homes and will NOT focus on either new homes or dealer transactions.

In this workshop you will learn about:

  • Size matters with older homes – DMV or HCD
  • 2014 C.A.R. Manufactured Home Contract changes
  • Working with prior executed, but unprocessed title
  • Dealing with Park Management
  • Forms, including obtaining a replacement Insignia
  • Obtaining Tax Clearance and Retail Value
  • Foreclosures & Liens
  • 433 Process
  • And much more

Location: National University, Costa Mesa               Hours: 8:30 - 3:00



© 2003-2016 The Escrow Training Institute. All Rights Reserved