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All classes provide “take
away” workbooks and “hand-outs” and FREE after class
training support!
Basic Escrow
(September 11th)
Special Tuition $199
Our
extensive workshop, with FREE after class support,
covers many aspects of escrow with a focus on the sale
escrow. The session covers “the basics” of escrow and is
an excellent platform for other related classes (Escrow
Processing, Escrow Documents, Prorations). We cover
industry terminology, “tips and techniques”, “red
flags”, title policies, documentation and more! An
extensive Manual with handouts is provided. Participants
will learn about the following:
-
Industry Terminology/Acronyms
-
Escrow Purpose:
Buyer/Seller/Lender/Escrow!
-
Recognizing and reacting
to “Red Flags”!
-
Working with Principals
and Sub-Principals!
-
Escrow Confidentiality!
-
Ingredients of an
Enforceable Escrow!
-
Ordering Demands – Sub Escrow
-
Opening
Escrow/Preparation of Escrow Instructions!
-
Ordering Demands/Sub
Escrow!
-
Ways to Take Title to
Property!
-
Prelims – “Red Flags”!
-
Title Insurance –
Purpose & Types of Policies!
-
Introduction to
Documentary Transfer Tax and Prorations!
-
And More!
National
University, Costa Mesa
Hours: 8:30AM – 4:30PM
REGISTER NOW
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Escrow Processing
(September 18th)
Special Tuition $179
(Includes FHA, HUD, HUD -1A, GFE Documentation)
Walk
through an escrow as you build YOUR file document by
document, process by process. Learn the tips and
techniques to manage the file, save time, follow up,
stay organized and “on top” from start to finish.
Understand the new HUD/RESPA documentation. YOU
will leave with your own completed escrow file!
This class offers an in-depth
review of the in’s and out’s of the sale escrow,
including FHA documentation. The class will focus on
all aspects of the process. While this class
compliments “Basic Escrow” and is a logical extension,
the entire class focus is on resale and is much
different in content. It can be taken separately or
as a continuation of the “Basic” training. Extensive
file documentation/examples are provided to
participants.
Walk through an escrow! Complete
the paperwork! Build your file! Fill out Private Party
Payoff Demands, Grant Deeds, Amendments, Title Requests,
and other escrow documentation. Learn:
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About the purpose and use FHA related documents
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What documents are sent to the Buyer! The Seller!
-
Completing the HUD/HUD 1A
-
Good Faith Estimate (GFE)- Understanding purpose,
use and Lender Completion
-
How to track down private parties for pay-off
demands!
-
How to examine and take action on the sale escrow
Prelim!!
-
Managing the file and workflow process!
-
Balancing the File (An Overview)
-
Staying organized and on top in a sometime fast and
chaotic environment!
Ayres Hotel, Costa Mesa
Hours: 9:00AM – 4:30PM
REGISTER NOW
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Loan Documents w/FHA
(September 18th) Tuition $139
This extensive class will focus on loan documents for
real estate related lending, including FHA
documentation; current legal
requirements; and the loan closing process (what to do,
what to say).
You will learn about:
-
Common real estate loan
documents
- FHA Loan
Regulations/Requirements
- FHA Loan
Documentation – Purpose and Use
- FHA Guidelines
for Sale and Refinances
- General Loan
Documentation (Sale and Refi)
-Conventional/FHA and VA
-Lending Legal Requirements
-Notes/Deeds/Right to Rescind
-R.E.S.P.A. – New Rules
-T.I.L. Disclosure Statement
-Riders (Condo/PUD, etc.)
- Lender’s
Instructions for Escrow
- Preparing: The
Docs, Yourself & Your Customer for Closing!
-
Understanding/Presenting Key Documents For Signing
- Tips &
Techniques in Closing
- Answering
Customer Questions
- Managing the
Process
National
University, Costa Mesa
Hours: 8:30AM – 1:30PM
REGISTER NOW
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Escrow Documents and Amendments
(September 25th) Tuition $129
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:
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Commonly used escrow documents
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The Differences between Grant &
Quit Claim Deeds
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Use of Affidavit – Death of
Joint Tenant
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PCOR
Requirements
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Subordinate Agreement
-
Power of Attorney-General and
Special
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Requests for Notice of Default;
Substitution of Trustee and Full Reconveyance
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How to Write Amendments to Your
Escrow
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And Substantially More!
Great reference material provided!
SAVE $58.00!
Take
both Sept. 25th classes for $200!
Ayres
Hotel, Costa Mesa
Hours: 8:30AM – 12:30PM
REGISTER NOW
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Prorations, Funding, Balancing and Closing
(September 25th) Tuition $129
Remove your frustration in completing “manual’ escrow
computations!
From computing Documentary Transfer Taxes, prorating
interest and taxes, closing, funding and balancing a
file, you will be actively engaged in a variety of
escrow related processing.
Using examples and case
studies, supplemented with “take home” handouts and
templates, participants put their heads down, turn on
the calculators and learn more about prorating taxes,
interest, insurance and rent, plus balancing their
escrow file. Gain confidence in correcting out of
balance situations. Don't forget to bring your
calculator to class!!!
In
addition to several “templates” that are provided to
each participant, this “hands – on” class focuses on the
following:
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Understanding the Underlying Computation Process
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Completing the Escrow Closing Statement!
-
Understanding the Funding to Closing Process!
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Computing “Doc” Tax/Understanding the “Rules”!
(Practice
session)
-
Manually prorating tax, interest, rent, and fire
insurance! (Practice session)
Balancing the File – Correcting Out of Balance
Situations!
-
Completing the Estimated & Final
Statements!
-
Ensuring
all Escrow and Lenders Instructions
have been followed!
-
Computing pay-offs and disbursing
funds!
-
Balancing Checks & Receipts!
-
Effectively Managing the Process
SAVE $58.00!
Take
both Sept. 25th classes for $200!
Ayres
Hotel, Costa Mesa
Hours: 1:00PM – 5:00PM
REGISTER NOW
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Basics of Bulk Sale Escrow
(October 2nd)
Special Tuition $359
"Both instructor and guest
speaker provide FREE after class Bulk Sale support!”
This class qualifies for C.E.A. approved
Professional Designation Credits!
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 to 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:
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Steps in Processing the Bulk Sale Escrow
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Information Needed to Open the Escrow
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Commonly used Bulk Sale Escrow Documents
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Tax Liens and Judgment Searches
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Publishing and Filing of Notices, Transfers,
Fictitious Business Names.
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What “timelines” do you need to know!
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Recognizing and Dealing with Bulk Sale “Red Flags”
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Working with Alcohol Beverage Control and Other
Agencies
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Managing the Process – Start to Finish!!
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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. Both instructor and guest
speaker provide FREE after class Bulk Sale support!
Location: National University, Costa Mesa
Hours: 8:30AM – 5:00PM
REGISTER NOW
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