In this class, explore countless marketing activities you can do without spending a bundle!  Learn how to market yourself and your company from “behind your desk” and when making “outside” calls. Discuss what works and what doesn’t and why!  Share experiences with each other.

This class will cover:

• Establishing a marketing strategy and plan!
• Getting additional business through marketing “from behind your desk”!
• Obtaining additional business through an outside sales call campaign!
• Learning basic “selling skills” to be more effective; more confident!
• Anticipating, then handling common objections!
• How to ask for the sale!
• Using “Constant Contact” or other similar marketing support tools!
• Increase your marketing effectiveness, while tracking your results!
• Using “Social Networking” for business purposes!
• Using “Social Networking” marketing at little or no cost to your company!
• How to tap in to this new and rapidly expanding business/marketing phenomenon!

$35 only for those who have taken our previous HUD - Final Rules class.
$75 tuition for those who have NOT taken our HUD Final Rules class.

Our 4 1/2 hour  workshop is a continuation of our prior H.U.D. – Final Rules and Regulations class which was conducted several times in 2009 and in January 2010!

While this round table workshop will not be the regular H.U.D. class mentioned above, we will focus on the key points/elements that came out of that extensive training workshop covering the new rules, including completing the HUD documentation!

After recapping key points, we will open the class up to a formal Q and A process, where participants can ask their questions, bring up situations, seek guidance and more! Learn from the instructor; learn from other participants; learn about “real escrow life scenarios” that may not have impacted you yet, but could in the future.

Learn about Rules that were "Final", but maybe changing!

Tuition: The special tuition of $35.00 is for those who have attended one of our HUD classes.  $75 tuition for those who have NOT taken our HUD Final Rules class.

For those who qualify for the $35 tuition please call our office (949 589-1460),  when registering so we can provide you with the proper discount amount!

For others, please call our office or register online for this Round Table workshop.

Because of the anticipated class size, tuition may be paid by credit card or by mailing a check at the time of registration. First come, first served (paid), to the maximum number of students the classroom will hold.

Our extensive “Basic Escrow” workshop covers many aspects of escrow with a focus on resale processing.  Refinance processing will also be covered, but to a lesser extent. Workshop covers industry terminology, “escrow tips & techniques”, “red flags”, title policies, documentation and more!  Extensive manual and “handouts”. Learn the following:

• Industry Terminology/Acronyms
• Escrow – Purpose: Buyer/Seller/Lender/Escrow Roles
• Life Cycle of an Escrow
• 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)

• Commonly used escrow documents

• The Differences between Grant & Quit Claim Deeds
• Use of Affidavit – Death of Joint Tenant
• PCOR Requirements
• Subordinate Agreement
• Power of Attorney-General and Special
• Requests for Notice of Default; Substitution of Trustee and Full Reconveyance
• How to Write Amendments to Your Escrow
• And Substantially More! Great reference material provided!

Remove your frustration in completing “manual’ escrow computations!

From computing Documentary Transfer Taxes to Balancing a File, you will be actively engaged in a variety of escrow related calculations.  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:

• Understanding the Underlying Computation Process
• Completing the Escrow Closing Statement!
• Understanding the Funding to Closing Process!
• 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!