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  
Commercial Escrow I July 9th 8:30 – 4:30PM

National University

Costa Mesa 
July 7th
Bulk Sale I July 16th 8:30 – 4:30PM

National University

Costa Mesa 
July 14th
C.A.R. Contract July 16th 8:30 - 12:15

National University

Costa Mesa 
July 14th
Lender's Instructions July 16th 12:45 - 4:30

National University

Costa Mesa 
July 14th
Business Principles, Practices & Law July 23rd 8:30 – 12:30PM

National University

Costa Mesa 
July 21st

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.


Commercial Escrow I
(Saturday, July 9th)     Tuition: $395.00/$295.00*
*SAVE $100. w/early registration & tuition (by July 1, 2016)

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


Bulk Sale I
(Saturday, July 16th)     Tuition: $395.00/$295.00*
*$295.00 if PAID prior to July 8th; $395.00 after.

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


C.A.R. Contract
(Saturday, July 16th)     Tuition: $119*
*Take Both C.A.R. & Lender’s – SAVE $68.00 = $170.00

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 – 12:15PM


Lender's Instructions
(Saturday, July 16th)     Tuition: $119*
*Take Both C.A.R. & Lender’s – SAVE $68.00 = $170.00

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!<50c>
  • 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: 12:45 – 4:30PM


Business Principles, Practices & Law
(Saturday, July 23rd)     Tuition: $139

Conducted by Jennifer Felten, RELAW APC, a well known industry speaker for CEA, EIC and ETI Business Forums. Jennifer is an Escrow Attorney and former Escrow Officer.

This industry first program is one of several E.L.M.S. (Escrow Leadership Management School) workshop offerings, that officially “kick off” in July 2016!

This half day workshop will provide registrants with information and knowledge they can use as it relates to their business principles, practices and Legal requirements that should be adhered to in operating and managing an 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 & potential discounts
  • Marketing (RESPA Considerations)
  • Commonly used Bulk Sale Escrow Documents
  • Managing the Escrow Office
  • Insurance Requirements & recommendations
  • Taxes and Licenses
  • Employment Management and Regulations
  • File Management
  • Surviving an Audit
  • Knowing when you need an Attorney (case scenarios)
  • Understanding the important elements required when drafting escrow documents


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



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