Class Schedule  
 




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

   

Class Offering

Date

Time

Location

Register by:

"FIRST CLASS" - Delivering Customer Service Excellence - Your location

Upon request  
Anytime
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
Closed! Class Filled to Capacity. Contact E.T.I. for next class!
Finalizing next date.
April 4th 8:30 - 1:00

National University

Costa Mesa
April 2nd
Basic Escrow April 11th 8:30 - 4:30

National University

Costa Mesa
April 9th
Trust Accounting - BEST PRACTICES April 11th 8:30 - 1:00

National University

Costa Mesa
April 9th
Enhancing TEAM Performance April 18th 8:30 - 12:30

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 Customer Expectations April 25th 9:00 - 4:00

National University

Costa Mesa
April 23rd
Mobile/Manufactured Home Escrow May 2nd 8:30 - 4:00

National University

Costa Mesa
April 30th
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
 
To Be Announced      
         

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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Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, April 4th)     Tuition: $129
Closed! Class Filled to Capacity.
Contact E.T.I. for next class! Finalizing next date.

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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Basic Escrow
(Saturday, April 11th)     Tuition: $199

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 – 4:30PM

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Trust Accounting-BEST PRACTICES
(Saturday, April 11th)     Tuition: $119

YOU MUST DOCUMENT YOUR PROCESSES/PROCEDURES! We have the help!

This workshop will incorporate and focus on ALTA’s “Best Practices” and the Escrow Institute of California’s “Model Policies & Procedures.” Be informed and stay informed with legal and regulatory requirements from the Department of Business Oversight (DBO), Consumer Financial Protection Bureau (CFPB) and other regulatory agencies.

This workshop focuses on the industry’s Trust Accounting “best practices!” From ALTA’s and EIC’s recent recommendations to RECON WORKS (an industry leader in Trust Accounting & Bank Reconciliation services) actual  BEST PRACTICES, learn how to minimize risks and protect the funds you manage through the establishment of internal controls.

We will define, step by step, recommended procedures that you should follow for the protection and safeguarding of trust funds under your control. You will be provided “tools” you can use to help ensure on-going compliance.

In addition, you will learn about:

  • Meeting the Accounting Requirements of the Department of Business Oversight and Department of Real Estate, as they relate to Trust Accounting and Bank Reconciliation.
  • Daily procedures to follow to accurately account for the public’s funds!
  • Types of escrow fraud from altered closing statements to wire transfers and more!
  • How to prevent escrow fraud internally and externally!
  • Real life cases of escrow real estate fraud due to Company lack of preparation/education! Fictitious Business Names.
  • Proven ways to maintain and store Trust Accounting Records for future use!
  • Steps your Company can take to ensure strict compliance!

Extensive material supports this class, plus FREE after class support for attendees!

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

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Enhancing TEAM Performace
(Saturday, April 18th)     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 – 1:00PM

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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 Customer Expectations
(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

TOP

 
Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Date: To Be Announced)    

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: TBD               Hours: TBD

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