Class Schedule  



Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering




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

Upon request  
Escrow Documents and Amendments February 25th 8:30 - 12:00PM

National University

Costa Mesa 
February 23rd
Prorations and Balancing the File February 25th 12:30 - 4:00PM

National University

Costa Mesa 
February 23rd
Bulk Sale Escrow I March 4th 8:30 - 4:30PM

National University

Costa Mesa 
March 2nd
Escrow Processing March 11th 8:30 - 4:30PM

National University

Costa Mesa 
March 9th
TRID – What You Need to Know March 18th 8:30 - 3:00PM

National University

Costa Mesa 
March 16th
Business Principles, Practices and Law March 25th 8:30 - 1:00PM

National University

Costa Mesa 
March 23rd
Escrow Marketing and Social Media April 22nd 8:30 - 4:00PM

National University

Costa Mesa 
April 20th

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

EXCEL – Making A Difference A Customer Focus Workshop

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.


Escrow Documents and Amendments
(Saturday, February 25th)     Tuition: $119.00 (SAVE $40.00 and take Prorations too! Total $198.00)

During this class you will review and discuss a variety of basic escrow Documents and Amendments to the escrow. This class can be used as a “refresher” course or is ideal for the newer employee who is unfamiliar or has had limited exposure in completing escrow documents and/or amendments.     Excellent and abundant escrow documentation samples are provided each participant for later reference.  Learn about:
  • Commonly used escrow documents
  • How to examine and take action on the sale escrows Prelim
  • The Differences between Grant & Quit Claim Deeds
  • Use of Affidavit – Death of Joint Tenant
  • PCOR Requirements
  • Subordinate Agreement
  • Power of Attorney-General and Special
  • Requests for Notice of Default; Substitution of Trustee and Full Reconveyance
  • How to Write Amendments to Your Escrow
  • And Substantially More! Great reference material provided.

Location: National University, Costa Mesa               Hours: 8:30 - 12:00


Prorations and Balancing the File
(Saturday, February 25th)     Tuition: $119.00 (SAVE $40.00 and take Escrow Documents too! Total $198.00)

Remove your frustration in completing “manual” escrow computations! You will leave the class room with a higher level of confidence!

Always a class favorite From computing Documentary Transfer Taxes to balancing your file, you will be actively engaged in a variety of escrow related calculations, from computing interest, taxes and more! 

Using examples and case studies, supplemented with “take home”  hand-outs that can assist you back at the office, participants will put their heads down, turn on the calculator and learn the manual way to complete the calculations AND how to explain it to your customer!

Don’t forget to bring your calculator to class!

In addition to several “take away” templates, this class will focus on the following:

  • Completing the calculations
  • Understanding the Funding to Closing Process
  • Understanding how to compute “Doc Tax”
  • Recognizing important Tax dates and deadlines\
  • Correcting out of balance conditions
  • And a lot more!

Location: National University, Costa Mesa               Hours: 12:30 - 4:00


Bulk Sale Escrow I
(Saturday, March 4th)     Tuition: $295.00 if paid by February 20th, 2017; $375.00 after

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?

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


Escrow Processing
(Saturday, March 11th)     Tuition: $189.00

Walk through an escrow. Learn the tips and techniques to manage the file, save time, follow up, stay organized and “on top” from start to finish!

This class offers an in-depth review of the in’s and out’s of the sale escrow and will focus on all aspects of the process. While this class compliments “Basic Escrow”, the entire class focus is on resale and is much different in content. Extensive file documentation/examples are provided to participants.

Walk through an escrow! Build your file! Fill out Private Party Payoff Demands, Title Requests, and other escrow documentation. Learn:

  • About the purpose and use of escrow related documents
  • What documents are sent to the Buyer! The Seller!
  • CFPB-TRID Timeline Requirements***
  • CFPB-TRID Disclosure Forms***
  • How to track down private parties for pay-off demands!
  • How to examine and take action on the sale escrow Prelim!! (Overview)
  • Managing the file and workflow process!
  • Establishing follow up systems to stay on track!
  • Staying organized and on top in a sometime fast and chaotic environment!

***NOTE: The CFPB-TRID information is an overview only! It is NOT a substitute for our regular half day class, which is in-depth and held separately!

Location: National University, Costa Mesa               Hours: 8:30 - 4:30


TRID - What You need to Know
(Saturday, March 18th)     Tuition: $189.00

This all new extensive TRID workshop has been developed to assist the class participants in obtaining a solid understanding of TRID rules, regulations and forms established by the CFPB which became effective October 3rd, 2015.

“The World of TRID” is the new operating environment in which the industry operates, regulated by the CFPB.

Our workshop agenda will include:

  • Understanding the new “Rule” & Where It Applies/Does Not Apply!
  • Understanding the new TRID Disclosures, including Pre-Disclosure Requirements!
  • Guide to the Loan Estimate & Closing Disclosures!
    o Consumer Closing Disclosure
    o Seller Closing Disclosure
  • Who is Preparing What Disclosures (all Disclosures discussed/samples!)
  • New Timing, Delivery and Retention Requirements for Disclosures!
  • Understanding “Consummation Date” and other New Verbiage!
  • Understanding the Lender’s Responsibilities (Not Escrow)!
  • Understanding the Settlement Agent’s (Escrow) Duties & Responsibilities!
  • Completion of Escrow Related Forms!
  • Signing Process!
  • Quoting and Calculating Owner’s Premium Title Insurance!
  • What is Meant by Good Faith Disclosures!  Liability issues!
  • Loan Estimates, Re-vised Loan Estimates (Changed Circumstances)!
  • New Tolerance Levels for Fees!
  • And SO Much More!

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


Business Principles, Practices and Law
(Saturday, March 25th)     Tuition: $139.00

Conducted by Jennifer Felten, RELAW APC, a well-known and respected industry speaker for CEA, EIC and our own Escrow Business Forum and Escrow Leadership/Management School (ELMS) workshops.

Jennifer is an Escrow Attorney and a former Escrow Officer.

This half day workshop will provide attendees with information and knowledge they can use as it relates to the business principles, practices, strategies and Legal requirements that should be adhered to in operating and managing any escrow business entity. Focus is on providing information primarily to the Independent Escrow Company (DBO) and Broker Owned Escrow Company (BRE).

Topics of discussion:

  • Setting Appropriate Escrow Fees & Discounts
  • Marketing (RESPA Considerations)
  • Managing the Escrow Office
  • Insurance Requirements & Recommendations
  • Taxes and Licensing
  • Employment Management
  • File Management & Privacy Act
  • Surviving an Audit
  • Knowing When You Need an Attorney (case scenarios)
  • Understanding the Important Elements Required When Drafting Escrow Documents
  • CFPB/DBO Updates
  • Q and A – bring your questions! 


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


Escrow Marketing and Social Media
(Saturday, April 22nd)     Tuition: $189.00

Want to learn more ways to generate business, whether in a “booming” or “slowing” market?  In this workshop 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 and have a greater understanding 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!
  • Understanding RESPA Implications/Limitations
  • 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!

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

Special discussion on use of Social Media and “best practices”.

Location: National University, Costa Mesa               Hours: 8:30 - 4:00



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