Class Schedule  



Class Offering




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

Upon request  
All New - Escrow Processing February 20th 8:30 – 4:30PM

National University

Costa Mesa 
February 18th
C.A.R. Contract February 27th 8:30 – 12:30PM

National University

Costa Mesa 
February 25th
Lender's Instructions w/TRID Impact February 27th 1:00 – 4:30PM

National University

Costa Mesa 
February 25th
Commercial Escrow I March 5th 8:30 – 4:30PM

National University

Costa Mesa 
March 3rd
Escrow Documents/Amendments & Prorations March 5th 8:30 – 2:30PM

National University

Costa Mesa 
March 3rd
Escrow Business Forum March 12th 8:30 – 3:00PM

National University

Costa Mesa
March 10th
Bulk Sale I March 19th 8:30 – 4:30PM

National University

Costa Mesa 
March 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.


All New - Escrow Processing
(Saturday, February 20th)     Tuition: $189

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 – 4:30PM


C.A.R. Contract
(Saturday, February 27th)     Tuition: $119
(Take both C.A.R. & Lender’s class – save $39.00)

C.A.R. (RPA) Contract & Joint Escrow Instructions

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 – 12:30PM


Lender's Instructions w/TRID Impact
(Saturday, February 27th)     Tuition: $119
(Take both C.A.R. & Lender’s class – save $39.00)

In this workshop, you will learn all about Lender’s Instructions “in the age of TRID” and their importance to your escrow. What happens and what liability exists (to you and your Company) when the underlying Instructions are NOT followed to the letter!

We will cover:

  • What are Lender’s Instructions? There purpose and use?
  • What are the quick review ” tips and techniques” escrow professionals use!
  • Understanding the implications of a poorly written instruction (legal or policy)!
  • Addressing valid and invalid instructions.
  • Vetting, Lender Push-Back.
  • The potential legal liability YOU create when signing the Lender’s Instructions, agreeing to the conditions within!
  • Recognizing that all Lender’s Instructions, even from the same Lender, may vary!
  • What Lenders can do if instructions are not followed. You signed them!
  • Fannie Mae/Freddy Mac requirements!
  • Understanding when to say “NO” – when backing away is in your best interest!
  • TRID Impact

In group discussion, we will discuss various Instructions from a variety of Lender’s, including the MAJOR Lending groups. If you wish, bring a set of Lender’s Instructions from your office to class for discussion.

Location: National University, Costa Mesa               Hours: 1:00 – 4:30PM


Commercial Escrow I
(Saturday, March 5th)     Tuition: $295/$385
(SAVE $90. If paid by February 26th; $385. 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 – 4:30PM


Escrow Documents/Amendments and Prorations
(Saturday, March 5th)     Tuition: $129

This class will combine our Escrow Documents & Prorations class!

Escrow Documents & Amendments
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

Prorations & Doc Tax
Bring Hand Held calculator to class! In this portion of the class we will cover:

  • Completing the calculations for “Doc Tax”
  • Recognizing Important tax dates and deadlines
  • Understanding “Prorations” – what it is/how it works!
  • In class computing of various prorations!

You WILL walk out of the class understanding how you manually complete prorations.

Location: National University, Costa Mesa               Hours: 8:30 – 2:00PM


Escrow Business Forum
(Saturday, March 12th)     Tuition: $69 w/FREE Lunch

This highly successful forum returns and will address key issues impacting the Escrow industry and your job in 2016.


Jennifer Felton, RELAW PAC; Mickey Vandenberg, SR VP, WFG Title Co; Nancy Silberberg; Owner, Althus Escrow, President, Escrow Institute; Chris Pruitt, ReconWorks; Frans Trisnadi, CEO, Intelecis; Larry O’Brien, President, The Escrow Training Institute

Forum Focus:

- A new industry direction, long overdue!
TRID/TRID Related – Industry updates; Q & A
New Transfer Upon Death Deed – Understanding what you should/should NOT do!
Kickbacks - Staying out of trouble; Why it is such a big continuing issue; What people are doing!
Consumer Complaints – TRID issues and the types of complaints the industry is facing!
Escrow Fraud - Protect yourself! Learn from real cases & ways to insulate yourself/company!
Cybersecurity/IT Protection – What Every Escrow Business must consider to avoid attacks, data breach lawsuits, Bank fraud and compliance penalties!

Open Forum (time permitting)

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

Bulk Sale I
(Saturday, March 19th)     Tuition: $295/$385
(SAVE $90. If paid by March 11th; $385. 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 – 4:30PM



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