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  
Escheating Funds August 6th 8:30 - 12:30

National University

Costa Mesa 
August 4th
The World of TRID Staying in Compliance August 20th 9:00 – 3:00PM

National University

Costa Mesa 
August 18th
Bulk Sale II - Half Day Workshop August 20th 8:30 – 1:00PM

National University

Costa Mesa 
August 18th
Escrow Marketing, Social Media and Selling Skills August 27th 8:30 – 3:00PM

National University

Costa Mesa 
August 25th

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.


Escheating Funds
(Saturday, August 6th)     Tuition: $139

Are you done? Ready to follow the State Regulations?

This interactive class will provide attendees with a “demo” practice session, as you walk through the process in a “live” environment. Bring your questions.

July 1st through October 30th is the time the State Controller’s Office requires all Escrow companies to escheat “old” uncashed checks and closed files with balances remaining. This workshop, conducted by ReconWorks, will provide attendees with information they need to know to understand the details and steps that are necessary for properly escheating funds to the State, and in the same class learn the legal ways to avoid escheating funds going forward.

Using the “web”, we will show you step by step the process you need to follow and in doing so, ensure you leave the classroom with a much higher level of knowledge and feeling of self-confidence.

In this class, we will cover:

  • Industry BEST PRACTICES!
  • Escheating time lines you must know and follow
  • The State Controller Office for escheating rules & regulations
  • How to complete the required forms and data input
  • How to read and understand printed reports you will receive
  • How to install systems and procedures that can eliminate or reduce the need to escheat in the future
  • Red Flags & how to beat internal/external fraud
  • Penalties for ignoring or failure to escheat funds
  • And more!

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


The World of TRID - Staying in Compliance
(Saturday, August 20th)     Tuition: $179

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: 9:00 - 3:00


Bulk Sale II - Half Day Workshop
(Saturday, August 20th)     Tuition: $159

This specialty escrow class provides in-depth instruction on the Bulk Sale escrow process and is a continuation to the previously held “Bulk Sale I” class. This class will focus on the more complex aspects of the Bulk Sale process.

Our class will also focus on Bulk Sale escrows where liquor licensing issues are part of the escrow process.

You will learn about:

  • The different Laws that affect Bulk Sale and Liquor License escrows!
  • Recognizing “Red Flags” Early & Throughout Your Escrow!
  • Alcohol Beverage Control Tips & Nuances To Move Your Escrow Forward!
  • ABC Forms
  • Handling the Cash Short Closing!
  • Holding funds at closing! Release of funds!
  • And much, much more!
You will receive an extensive and comprehensive manual of Bulk Sale escrow worksheets, hand-outs and other material to use while processing your Bulk Sale Escrows.

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


Escrow Marketing, Social Media and Selling Skills
(Saturday, August 27th)     Tuition: $189

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



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