Class Schedule  
 
   

Class Offering

Date

Time

Location

Register by:

"FIRST CLASS" - Delivering Customer Service Excellence - Your location
Upon request  
Anytime
Commercial Escrow II March 7th 8:30 - 4:30

National University

Costa Mesa
March 5th
C.A.R. (RPA) Contract March 7th 8:30 - 12:30

National University

Costa Mesa
March 5th
Notes and Deeds March 7th 1:00 - 4:30

National University

Costa Mesa
March 5th
Escrow Business Forum March 21st 9:00 - 3:00

National University

Costa Mesa
March 19th
Managing Change – CFPB & TILA/RESPA Integrated Disclosures 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 2nd
Mobile/Manufactured Home Escrow May 2nd 8:30 - 4:00

National University

Costa Mesa
April 30th

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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C.A.R. (RPA) Contract
(Saturday, March 7th)    
Tuition: $119
Take both C.A.R. & Notes and Deeds and save $50!  Discounted tuition $188.00 vs $238.00

This class is conducted by Aaron Lloyd, President of Sunset One Escrow, who is also the Second Vice President of State Affairs for the Escrow Institute of California.

Last year, his committee contemplating changes to the new RPA offered vital input to C.A.R. This resulted in several meaningful changes to the new contract. Exceptional and extensive material for use back at the office.

NEW C.A.R. (RPA) Contract & Joint Escrow Instructions

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. Extensive Manual material!

NOTE: This FOUR hour workshop received EXCEPTIONAL reviews (Instructor, Aaron Lloyd and his material) during our pilot class!

Our class will cover:

  • History and Evolution of the C.A.R. Contract!
  • Understanding the NEW Residential Purchase Agreement & Joint Escrow Instructions!
  • Identifying Escrow’s Duties and Responsibilities under the Contract!
  • 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!
  • And More!

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

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Notes and Deeds
(Saturday, March 7th)    
Tuition: $119
Take both C.A.R. & Notes and Deeds and save $50!  Discounted tuition $188.00 vs $238.00

This is an excellent refresher class for the seasoned escrow officer, or for those less experienced individuals such as junior escrow officers, or others ready to learn about creating notes and trust deeds.

You will learn about different types of seller carry back notes and trust deeds and the purpose of each.  You will also learn not only how to prepare these documents, but when and why! Depending on the situation, identify what phrases and language are required and how to eliminate losses by preparing the documents correctly.

Additional discussion points include:

  • Request for Notice of Default/Notice of Delinquency
  • Common phrases used in notes and trust deeds
  • Escrow for the sale of a note and trust deed
  • Working with individual beneficiaries
  • Balloon payments
  • “Red Flags”
  • And more!

The tuition for this class includes a very comprehensive workbook that can be used as your office reference.


Location: National University, Costa Mesa               Hours: 1:00 – 4:30PM

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Commercial Escrow II
(Saturday, March 7th)     Tuition: $285.00

This class has been recently revised and updated! The class qualifies for 6 PD Credits

The Instructor (Commercial Escrow Officer) has over 25 years of commercial escrow experience and works for a Company, managing their commercial escrow operations. He is past president of the Orange County Escrow Association and holds CEA Professional designations of Certified Escrow Officer, Certified Senior Escrow Officer and Certified Escrow Instructor. The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit a commercial escrow file in anticipation of a pending closing. The class will also cover the following topics:

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

Location: National University, Costa Mesa               Hours: 8:30 – 5:00PM

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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

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Escrow Business Forum
(Saturday, March 21st)     Tuition: $35

Our Escrow Business Forum is an out-growth of last year’s highly successful, highly attended “Escrow Compliance Forum” series. Based on our Compliance attendees unanimously agreeing they would like to see our FORUM’s on a quarterly basis, you spoke and we listened!

This newly developed FORUM has been created as an industry communication vehicle to provide participants with information they need to know regarding the Industry, legislative issues, business practices, compliance, other related news and MUCH, MUCH more!

Our March Agenda with complimentary lunch will include, but not be limited to:
 

  • CFPB – TILA/RESPA Isn’t Just a Form Change!
  • CFPB – What You Need to Know NOW To Prepare for August 1, 2015!
  • Overview of our CFPB – TILA/RESPA training workshop (4-4-15*)!
  • Vetting & Certification!
  • Security – Physical & Network; Records Disposal; Creating Written Procedures!
  • FIRPTA/CAL FIRPTA & How it Will Touch CFPB!
  • Current/Upcoming Industry Related Legislation!
  • RESPA Rules (Gifts)!
  • Running Your Business Like a Business and Not an Escrow Desk!
  • How to Create the Platform for Success!
  • Procedure & Profit!
  • Seeing Customer Complaints as an Opportunity/Complaint Logs as a Tool!
  • And more!

*more information on The Escrow Training Institute’s (April 4, 2015) workshop will follow. Mark your Calendar!

NOTE: We believe this FORUM may “sell out”, based on last year’s large attendance for similar FORUM’s. If you wish to attend, we recommend you register EARLY!

Panelists: Jennifer Felten; Michael Haas; Aaron Lloyd; Mickey Vandenberg

Jennifer Felten, Esq. RELAW, APC
Jennifer is a frequent speaker at Escrow Association dinner meetings, CEA Conference and was one of our “Escrow Compliance Forum” panelist. She is the owner of her Law firm and she also writes her own newsletter for Independent Escrow Companies, providing legal updates and other important and related industry news.

Michael Haas, CPA -  Morton Alan Haas & Co.
Michael is also a frequent and sought after speaker at Escrow Association dinner meetings and other industry events. Annually, he is a featured speaker at the CEA Conference, and provides his insight on the industry direction. Michael was also a panelist at our “Escrow Compliance Forum” in 2014.

Aaron Lloyd, President/Owner Sunset One Escrow
Aaron is The Escrow Training Institute’s lead instructor, conducting several different classes. Aaron was also an “Escrow Compliance Forum” panelist and as an owner, represented escrow operations.  He also speaks at industry Association meetings and facilitated a workshop for last year’s CEA Conference. He is also a Board Member for the “Escrow Institute of California”, serving in the capacity of 2nd Vice President, State Affairs. Both he and his Company have been recognized several times for his operational excellence, winning several awards in the process.

Mickey Vandenberg, WFG Title - National Escrow Manager/Senior Vice President
Mickey is a Board Member of the “Orange County Escrow Association”. She currently serves on several Committees relative to the changes forthcoming in 2015 and will be actively involved in the roll out of CFPB –TILA/RESPA Compliance both for her Company nationally and for “The Escrow Training Institute” locally. She is a frequent and active participant in our Escrow Leadership & Management workshops.

Location: National University, Costa Mesa               Hours: 9:00 – 3:00PM

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Managing Change – CFPB & TILA/RESPA Integrated Disclosures
(Saturday, April 4th)     Tuition: $129

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 – 1:00PM

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