Class Schedule  
 




949-589-1460
Lobrien.eti@att.net
www.escrow-eti.com

   

Class Offering

Date

Time

Location

Register by:

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

Upon request  
Anytime
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
Closed!  Second class filled in six days! Next class, May 30th! Register NOW!
 
April 18th 8:30 - 1:00

National University

Costa Mesa 
April 16th
Funding, Closing and Balancing the File April 25th 8:30 - 2:00

National University

Costa Mesa
April 23rd
FIRST CLASS-Maximizing The Escrow Customer Experience April 25th 9:00 - 4:00

National University

Costa Mesa
April 23rd
Mobile/Manufactured Home Escrow
(This is the ONLY MH class scheduled this year)
 
May 2nd 8:30 - 4:00

National University

Costa Mesa
April 30th
Preventing Fraud May 2nd 8:30 - 1:00

National University

Costa Mesa
April 30th
May 15th-17th To contact E.I.C. regarding their annual
conference click here:
Enhancing TEAM Performance May 23rd 8:30 - 12:30

National University

Costa Mesa
May 21st
Managing Change – CFPB & TILA/RESPA Integrated Disclosures

 
May 30th 8:30 - 1:00

National University

Costa Mesa 
May 28th
Escrow Business Forum
More information to follow on speakers, topics and location. Stay tuned!
July 18th 8:30 - 1:00

National University

Costa Mesa 
July 16th

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.




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Funding, Closing and Balancing the File
(Saturday, April 25th)     Tuition: $129

Build confidence in your ability to fund, close and balance your file!

This class focuses entirely on the “funding, balancing and closing of the file” activities. In addition, working with Prorations will be a part of this workshop. Each process will be discussed and covered in depth.

Participants will be involved and learn more about:

  • Completing the Estimated Statement!
  • Completing the Final Statement!
  • Ensuring that all Escrow Instructions have been followed!
  • Ensuring that all Lender Instructions have been followed!
  • Handling discrepancies!
  • Identifying “Red Flags” early!
  • Balancing the Title charges!
  • Balancing the Checks & Receipts!
  • Identifying/correcting “out of balance” situations!
  • Effectively managing the process!
REMOVE your frustration in completing “manual” escrow calculations! Learn how to explain your Proration calculation to your customer. You will learn:
  • How to compute the “Doc Tax” for several amounts!
  • How to complete a variety of proration scenarios!
  • Recognize important tax dates and deadlines you must meet!
 

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

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FIRST CLASS - Maximizing The Escrow Customer Experience
(Saturday, April 25th)     Tuition: $159 (includes lunch)

Designed specifically for the Escrow/Title industry, this workshop has received very high reviews from those who have attended.

In fact, 100% of class attendees this summer (approximately 100 individuals, from Receptionists to Title Company President) indicated in their Class Evaluation that they WOULD recommend this class to others within the escrow/title community.

Delivered at YOUR location (or ours), the full day, or two half day class focuses entirely on real life escrow/title related customer service issues!

The class can be delivered Monday through Thursday and/or Saturday’s too!

Our activity based, fun filled, workshop focuses on several key areas:
 

  • Exceptional customer service is the GREAT differentiator between escrow companies!
  • One Team, One Mission, One Focus = (come to class to find out)!
  • Understanding the impact of ‘lost’ customers!
  • How to effectively handle customer complaints, while building the customer relationship!
  • Importance of everyone being “The Director of First Impressions”!
  • Building long term loyalty; having YOUR customers be an extension of your Sales Team!
  • Build TEAM WORK/Unity/Common Purpose!
  • Have FUN while doing so!

Our class activities “drive home” the learning objectives! Each participant receives a complete manual AND numerous after class activities that the Company can use to continue to reinforce customer service and operational objectives.

Location: National University, Costa Mesa               Hours: 9:00 – 4:00PM

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Mobile/Manufactured Home Escrow
(Saturday, May 2nd)     Tuition: $225

We are proud to co-sponsor with the Orange County Escrow Association (OCEA) this ALL NEW Mobile/Manufactured Home Escrow workshop.

This class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop will cover the transfer/refinance process of existing homes and will NOT focus on either new homes or dealer transactions.

In this workshop you will learn about:

  • Size matters with older homes – DMV or HCD
  • 2014 C.A.R. Manufactured Home Contract changes
  • Working with prior executed, but unprocessed title
  • Dealing with Park Management
  • Forms, including obtaining a replacement Insignia
  • Obtaining Tax Clearance and Retail Value
  • Foreclosures & Liens
  • 433 Process
  • And much more

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

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Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, April 18th)     Tuition: $129
Closed!  Second class filled in six days! Next class, May 30th! Register NOW!

This workshop has been developed to begin to prepare YOU and others in your office in advance of the August 1, 2015 mandated implementation date!

In our workshop we will cover what you need to know and do relative to the changes the CFPB has implemented as it relates to the new CFPB –TILA/RESPA Integrated Disclosures, Guide to Loan Estimate, Closing Statement, rules, regulations and forms!

In this workshop, we will cover the following
 

  • Overview of the Rules, Regulations & Forms!
  • Preparing in Advance of Implementation!
  • Compliance – What You Need to Know/What You Need to Do and When!
  • Overview of the Loan Estimate and Closing Disclosures!
  • Timeline Delivery Requirements That Must be Followed!
  • Implementation Concerns/Business Issues!
  • Managing the Change, Even If You Are Not The Manager!
  • And more!
     

 Attendees will receive a Manual and related hand-out material in support of the class and the new Regulations.

 

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

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Preventing Fraud
(Saturday, May 2nd)     Tuition: $129

Conducted by Chris Pruitt of Recon Works and Glenn Garrity, retired law enforcement officer, hear from the experts on what you need to know, what you need to do and current scams perpetuated on escrow companies, banks and other industry entities.             

July 2013 – O.C. Escrow Company loses $1.5 million to escrow fraud. Procedures/safeguards not followed, per the DBO See other examples below!

Many escrow companies have been victimized by fraud in the past, paying a heavy price because of their lack of education and preparedness. Some real life examples in escrow offices:

1) An independent escrow has $465,000 stolen and almost closes it’s doors due to wire fraud
2) An independent escrow has over $350,000 stolen, when stolen refund checks are discovered missing.
3) And there are certainly a lot more “tales” to tell!

Is this something your Company can afford? Probably not!

Common denominator? In part, lack of training, proper internal controls in place, and
the misguided belief “it can’t happen to me!” How can you implement controls to reduce your risk?

In this class you will learn how fraud with the public’s funds occurs with the escrow file and inside and  outside of your escrow office.

We will discuss the most common types of public fraud involving:

  • Current E MAIL scams/cyber thieves/pass words
  • Thieves watching real estate sales transactions activity as gateway
  • Altered closing statements
  • Funds held during escrow
  • Falsified checks, receipts, and fee transfers
  • Outstanding checks and closed files with balances
  • Falsifying trust account bank reconciliations/forged checks
  • Replacement checks to the same payee
  • Outgoing wires (software virus infections to your computer)
  • Three types of fraudulent IDs and how to recognize
  • Six elements of a bona fide ID
  • Red flags

 

You will learn proven procedures and strategies to help greatly reduce the probability of fraud. FREE AFTER CLASS SUPPORT PROVIDED!

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

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Enhancing TEAM Performance
(Saturday, May 23rd)     Tuition: $99

This workshop is for Managers, Owners AND individuals who are high potential and may soon be managing others. In this class, participants will gain a solid understanding in the following areas:
 

  • Performance Starts At The Beginning
  • Assessing Current Environment/Identifying Barriers to Success
  • Managing the Future Environment After the Assessment
  • Aligning the Organization – Marching to the Same Drum
  • Establishing/Building Teamwork
  • Building the Business/Building Individual Value
  • Communicating Expectations (What Great Companies Do)
  • Creating S.M.A.R.T. Goals
  • Motivating Employees/Creating a Motivational Environment
  • Managing the Employee Relations
  • Progressive the Discipline Process – Staying Out of Trouble
  • Major Mistakes Managers Make

Location: National University, Costa Mesa               Hours: 8:30 – 12:30PM

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Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, May 30th)     Tuition: $129

This workshop has been developed to begin to prepare YOU and others in your office in advance of the August 1, 2015 mandated implementation date!

In our workshop we will cover what you need to know and do relative to the changes the CFPB has implemented as it relates to the new CFPB –TILA/RESPA Integrated Disclosures, Guide to Loan Estimate, Closing Statement, rules, regulations and forms!

In this workshop, we will cover the following
 

  • Overview of the Rules, Regulations & Forms!
  • Preparing in Advance of Implementation!
  • Compliance – What You Need to Know/What You Need to Do and When!
  • Overview of the Loan Estimate and Closing Disclosures!
  • Timeline Delivery Requirements That Must be Followed!
  • Implementation Concerns/Business Issues!
  • Managing the Change, Even If You Are Not The Manager!
  • And more!
     

 Attendees will receive a Manual and related hand-out material in support of the class and the new Regulations.

 

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

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