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 Business Forum January 21st 8:30 - 1:00PM

National University

Costa Mesa 
January 19th
Commercial Escrow I January 28th 8:30 - 4:30PM

National University

Costa Mesa 
January 26th
Commercial Escrow II February 11th 8:30 - 4:30PM

National University

Costa Mesa 
February 9th
Basic Escrow February 11th 8:30 - 4:30PM

National University

Costa Mesa 
February 9th
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

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.


Escrow Business Forum
(Saturday, January 21st)     Tuition: $59

Welcome to our third year of providing our customers with “The Escrow Business Forum”. Our Forum is designed to provide you with information on a variety of topics relative to our industry, your career and the operational aspects of your business.

Jennifer Felten – RE LAW, APC
Michael Haas, CPA, Morton Alan Haas & Co.
Joe Lins – President, Century 21 Discovery: The Equity Escrow Group; The Discovery Charitable Foundation
Larry O’Brien – President, The Escrow Training Institute

Topics will include:

  • Business Expectations – 2017
  • Compliance – What is Happening in 2017
  • New Laws for 2017/Important Cases for 2016
  • DBO – On going Issues & Concerns
  • CFPB Update
  • Tax Predictions for the Coming Year
  • Fraud Prevention
  • Handling Escrow Cancellations & Conflicting Demands
  • Being the “Employer of Choice” – A Competitive Advantage!
  • And more!

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


Commercial Escrow I
(Saturday, January 28th)     Tuition: $295.00 if paid by January 19, 2017; $375.00 after

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


Commercial Escrow II
(Saturday, February 11th)     Tuition: $295.00 if paid by February 4, 2017; $375.00 after

This class has been recently revised and updated! The class qualifies for 6 PD Credits

The Instructor (Commercial Escrow Officer) has over 25 years of commercial escrow experience and works for a Company, managing their commercial escrow operations. He is past president of the Orange County Escrow Association and holds CEA Professional designations of Certified Escrow Officer, Certified Senior Escrow Officer and Certified Escrow Instructor. The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit a commercial escrow file in anticipation of a pending closing. The class will also cover the following topics:

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

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


Basic Escrow
(Saturday, February 11th)     Tuition: $199.00

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 - 4:30


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?

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


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



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