Class Schedule  

Class Offering




Register by:

"FIRST CLASS" - Delivering Customer Service Excellence - Your location
Upon request  
Lender's Instructions December 6th 8:30 - 11:30

National University

Costa Mesa
December 4th
Jump Start - Planning for 2015 January 10th 8:30 - 12:30

National University

Costa Mesa
January 8th
Escrow Processing January 10th 8:30 - 4:30

National University

Costa Mesa
January 8th
Trust Accounting - Forum Best Practices January 17th 8:30 - 1:00

National University

Costa Mesa
January 15th
Bulk Sale I January 17th 8:30 - 4:30

National University

Costa Mesa
January 15th
Escrow Marketing/Selling Skills January 24th 8:30 - 3:00

National University

Costa Mesa
January 22nd
Commercial Escrow I January 31st 8:30 - 4:30

National University

Costa Mesa
January 29th
Basic Escrow February 7th 8:30 - 4:30

National University

Costa Mesa
February 5th

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.



Lender's Instructions
(Saturday, December 6th)     Tuition: $99**

In this workshop, you will learn all about Lender’s Instructions 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.
  • 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!
  • Understanding when to say “NO” – when backing away is in your best interest!

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: 8:30 – 11:30PM


JUMP START - Planning for 2015
(Saturday, January 10th)     Tuition: $109

Are you ready for a year of CHANGE and more compliance? CFPB/RESPA enforcement? New procedures? Training and development? Hiring? Expanding your Operation? Maximizing growth opportunities? Exceeding Operational objectives?

“If you don’t know where you are going, any road will do!”
C.S. Lewis

Market dynamics continue to change! Have you done the necessary planning (personal & business) to stay on top? This workshop provides you with a VERY workable roadmap to see where you have been, where you are going and how you are going to get there!

This class is for those individuals/companies that want to PLAN for the future (personal and business) to ensure a greater likelihood of meeting and exceeding their 2015 objectives.

This workshop is designed for the small, medium and large escrow operation and can be used for personal career planning too!
Start the year off right!

In your workshop, you will be provided with the tools to help you complete the necessary planning, ask the right questions, and develop a workable plan with action steps. You will be provided with templates to help you in this process and you will begin to develop your own plan within the workshop.

You will learn to:

  • Create & Implement a Workable Step by Step Plan (business/personal)!
  • Use Strategic Planning as a Team Building Tool! GREAT exercise for Teams!
  • Have everyone “marching to the same drum!”
  • Use Situation Analysis and Other Tools (just like large corporations use) to Help You Succeed!*
  • Maximize Your Strengths; Identify Current Challenges & Roadblocks!
  • Identify Business Opportunities and Threats!
  • Grow Your Business/Grow Your Team!
  • Manage and Communicate CHANGE Initiatives!
  • Measure Results!

*Sounds more complicated than it is!

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

Escrow Processing
(Saturday, January 10th)     Tuition: $179

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.  YOU will leave the class with your own completed escrow file!

This class offers an in-depth review of the in’s and out’s of the sale escrow and will focus on all aspects of the process.  While this class compliments “Basic Escrow”, the entire class focus is on resale and is much different in content.  Extensive file documentation/examples are provided to participants.

Walk through an escrow!  Complete the paperwork!  Build your file! Fill out Private Party Payoff Demands, Title Requests, and other escrow documentation.  Learn:

  • About the purpose and use of escrow related documents
  • What documents are sent to the Buyer!  The Seller!
  • 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!
  • Establishing follow up systems to stay on track!
  • Staying organized and on top in a sometime fast and chaotic environment!

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


(Saturday, January 17th)     Tuition: $119

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


Bulk Sale I
(Saturday, January 17th)     Tuition: $299

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 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



Escrow Marketing/Selling Skills
(Saturday, January 24th)     Tuition: $149

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)!
  • Using Social Media Marketing- Pluses & Minuses!
  • How to grow your business through effective networking!
  • 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!

Bring your questions to class for this guaranteed informative and  fun workshop!!!

Location: National University, Costa Mesa               Hours: 8:30 – 3:00PM



Commercial Escrow I
(Saturday, January 31st)     Tuition: $299

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


Basic Escrow
(Saturday, February 7th)     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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