Class Schedule  

Class Offering




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"FIRST CLASS" - Delivering Customer Service Excellence Upon request   Your Location or Ours
Escrow Processing April 19th 8:30 - 4:30

National University

Costa Mesa
April 17th
Managing Escrow Operations/Fraud Prevention - Establishing Compliance & Internal Controls
May 10th 8:30 - 12:30

National University

Costa Mesa
May 8th
Trust Accounting/Bank Reconciliation May 10th 1:00 - 4:45

National University

Costa Mesa
May 8th
Commercial Escrow I June 21st 8:30 - 5:00

National University

Costa Mesa
June 19th
Bulk Sale I July 12th 8:30 - 4:30

National University

Costa Mesa
July 10th
Inside/Outside Sales & Marketing TBD      

All classes provide “take away” manuals/material and FREE after class support!

"FIRST CLASS" - Delivering Customer Service Excellence

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

In fact, 100% of recent class attendees (approximately 115 individuals, from Receptionists to Escrow Company Presidents) 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: Your Place or at Ours


Understanding the 2014 C.A.R. Contract
(Saturday, April 12th)     Tuition: $119
Take both C.A.R. and Lenders classes and save $39, total $199

Regardless of time within the industry, every one in escrow needs to be completely familiar with all aspects of the C.A.R. Contract.

During this class, you will undertake an in depth and thorough review of the California Association of Realtors (C.A.R.) contract provisions and requirements. More than 90% of escrow transactions utilize the CAR forms as the basis of their agreement. Would it surprise you to know that many escrow professionals truly don’t understand it?

Our class will cover:

  • History and Evolution of the C.A.R. Contract!
  • 2013 The Residential Purchase Agreement & Joint Escrow Instructions!
  • What to expect in 2014!
  • Identifying Escrow’s Duties and Responsibilities under the Contract!
  • Know the difference between a contingency and condition.
  • How to craft effective amendments and protect your escrow.
  • Escrow vs RPA-what are the differences and why they’re important.
  • Time Line Requirements!
  • “the Notice to Perform”, “Initial Deposit”, “FHA/VA Notice Requirements”, “Contingencies”, “Cancellation/Pre-Cancellation Requirements”, “Appraisals”, “Inspections”, “Home Warranty Coverage”.
  • Underlying Forms!
  • C.A.R. Requirements YOU Must Know!
  • Recognizing What IS and IS NOT Escrow’s Job!
  • C.A.R. Related Lawsuits and Business Ethics issues
  • And More!

Location: National University, Costa Mesa                 Hours: 9:00 – 12:30PM


Lenders Instructions
(Saturday, April 12th)     Tuition: $119
Take both C.A.R. and Lenders classes and save $39, total $199

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: 1:00 – 4:30PM


Basic Escrow - Principles and Practices
(Saturday, April 12th)     Tuition: $1

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


Escrow Processing
(Saturday, April 19th)     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


Managing Escrow Operations/Fraud Prevention - Establishing Compliance & Internal Controls
(Saturday, May 10th)     Tuition: $119

Take both Managing Escrow and Trust Accounting and save
$39, total $199

Compliance isn’t just a “buzz word”! Safeguard your customers, your Company’s assets and reputation in the marketplace, your team member’s future by ensuring you are operating within certain guidelines, procedures, rules & regulations. Why gamble?

Conducted by an expert in escrow and escrow start-ups, learn how to establish your own internal audit procedures to help ensure compliance, while reducing company risk. By establishing and maintaining periodic internal audit procedures you are much more likely to “pass” your internal or external audit (including D.B.O.) to your operation. Bring your questions to class! Internal control procedures will include, but not be limited to:

  • Auditing the File Before Going to Storage – Step by Step, What Needs To Be Done!
  • Establishing Internal Security Procedures
  • Maintaining Proper Record Keeping Practices
  • Staying in Compliance With Your General Provisions
  • Multiple page Internal Audit Checklists (for use back at the office)
  • Fraud Prevention – focus on fraud from:
    • Inside the Escrow File
    • Within the Escrow Office
    • Outside the Escrow Office

Complete the workshop and you will have the tools to “self check” your operation.

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


Trust Accounting/Bank Reconciliation
(Saturday, May 10th)     Tuition: $119
Take both Managing Escrow and Trust Accounting and save $39, total $199

Want to learn industry Trust Accounting “Best Practices”? From industry 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.

Ever wonder about the intricacies of Trust Accounting? Daily accounting procedures are needed in order to create good monthly reconciliations and pass annual audits. Even if your company uses an outside vendor, this is information you need to know if you are an Escrow company owner, Manager, or in any other position where you are involved in banking and Trust Accounting activities. Remember, you could be “holding” hundreds of thousands to millions of dollars within your Trust Account.

You will learn about:

  • Meeting the Accounting Requirements of the Department of Business Oversight (DBO) 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!
  • How to understand/read your Trust Accounting Reconciliation Report!
  • How to identify potential “red flags”!
  • How to correct errors and out of balance conditions!
  • How to use the Outstanding Checklist as a reconciliation tool!
  • Preventing paying someone twice in error!
  • Procedures to follow to accurately account for the public’s funds
  • Proven ways to maintain and store Trust Accounting Records for future use!

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

Location: National University, Costa Mesa                 Hours: 1:00 – 4:45PM


Commercial Escrow I
(Saturday, June 21st)    
**Tuition: $385/$299
**$299 for early registration by June 13th; $385 all other – SAVE $86.00!

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 – 5:00PM


Bulk Sale I
(Saturday, July 12th)    
**Tuition: $385/$299
**$299 for early registration by July 15th; $385 all other – SAVE $86.00!

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 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

Inside/Outside Sales & Marketing
**Tuition: TBD

This class is currently under design!



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