Class Schedule  



Class Offering




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"FIRST CLASS" - Maximizing The Escrow Customer Experience - Your location

Upon request  
Mobile/Manufactured Home Escrow November 21st 8:30 – 4:30PM

National University

Costa Mesa 
November 19th
Bulk Sale Escrow II December 5th 8:30 – 4:30PM

National University

Costa Mesa 
December 3rd
1099's and Trusts December 12th 8:30 – 11:30AM

National University

Costa Mesa 
December 10th
Escrow Documents and Amendments December 12th 9:00 – 12:30PM

National University

Costa Mesa 
December 10th
Business Planning - Jumpstart 2016 January 9th 8:30 – 12:30PM

National University

Costa Mesa 
January 7th
Basic Escrow January 9th 8:30 – 4:30PM

National University

Costa Mesa 
January 7th
The NEW World of TRID January 16th 8:30 – 3:00PM

National University

Costa Mesa 
January 14th

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.


Bulk Sale Escrow II
(Saturday, December 5th)     Tuition: $385/$295
LESS $90.00 Discount if paid by November 27th

This specialty escrow class provides in-depth instruction on the Bulk Sale escrow process and is a continuation to the previously held “Bulk Sale I” class.   This class will focus on the more complex aspects of the Bulk Sale process.

Our class will also focus on Bulk Sale escrows where liquor licensing issues are part of the escrow process. Our special guest speaker will spend time for a thorough review of how to process and manage these escrows, PLUS how to effectively work with your ABC Licensing agency. He will provide extensive hand out material.

The instructor’s goal, recognizing that the very first bulk sale you may process could involve a liquor license transfer, a cash short closing, or other similar situations has developed this program to be able to spend more class time with you in developing key aspects and understanding about the bulk sale escrow.

You will learn about:

  • The different Laws that affect Bulk Sale and Liquor License escrows!
  • Recognizing “Red Flags” Early & Throughout Your Escrow!
  • Alcohol Beverage Control Tips & Nuances To Move Your Escrow Forward!
  • Processing the Real Property and Bulk Sale combo!
  • Completing the Paperwork & Different Types of Notice Requirements!
  • Processing Tax Clearances and Claims!
  • Handling the Cash Short Closing!
  • Holding funds at closing!  Release of funds!
  • And much, much more!      

You will receive an extensive and comprehensive manual of Bulk Sale escrow worksheets, hand-outs and other material
to use while processing your Bulk Sale Escrows.

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


1099's and Trusts
(Saturday, December 12th)     Tuition: $69 (Special Low Tuition)

Conducted by CEA Conference and noted speaker, Michael Haas - CPA (Morton Allan Haas), this class will focus on “1099’s” and on “Trusts”. Michael’s October FIRPTA class last month was a huge success with very strong class evaluations.

In this class, you will learn about the following:


  • Real Estate Issues Involving Trusts!
  • Revocable & Irrevocable Trusts and the Difference!
  • Determining Who Really is the Seller!

1099-S Issues

  • How to Report
  • TIN’s


  • 593C
  • 592 – What is it? Do You Really Care?
  • How to Withhold or Not?

Estate Planning Issues

  • Why People Set up Trusts!
  • Impact on Other Aspects of the Financial Picture

1099-S FORMS

  • Rules to Follow!
  • Certification for Principal Residence Exemption!
  • Other Times They Do Not have to Get It Done!
  • Solicitation Rules You Need to Know!
  • Penalties and How to Respond to IRS Notices!

Location: National University, Costa Mesa               Hours: 8:30 – 11:30AM


Escrow Documents and Amendments
(Saturday, December 12th)     Tuition: $119

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:

  • Commonly used escrow documents
  • How to examine and take action on the sale escrows Prelim
  • 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.

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


Business Planning - JUMP START Planning for 2016
(Saturday, January 9th)     Tuition: $89 (with $50.00 credit**)
**$50.00 credit for ANY class offered by ETI from January 1, 2016 – March 31st, 2016)

Are you ready for a year of more CHANGE and more compliance? CFPB enforcement? New procedures? Training and development? Hiring? 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 to ensure a greater likelihood of meeting and exceeding their 2016 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 about:

  • Create & Implement a Workable Step by Step Plan (business/personal)!
  • Use Business Planning as a Team Building Tool! GREAT exercise for Teams!
  • Enhance Employee (Team) Engagement in all Facets of the Business!
  • Eliminate Major Mistakes Companies Make in Business Planning!
  • Have Everyone “Marching to the Same Drum!”
  • Use Planning Tools (just like large corporations use) to Help You Succeed!*
  • Maximize Your Strengths; Identify Current Challenges & Roadblocks!
  • Identify/Maximize 2016 Business Opportunities!
  • Measure Results!
  • And More!

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


Basic Escrow
(Saturday, January 9th)     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

The NEW World of TRID
(Saturday, January 16th)     Tuition: $169/39***
***For those who attended OUR earlier TRID classes. THIS SPECIAL OFFER (FIRST 50 REGISTRANTS) SOLD OUT IN ONE DAY (Nov. 24-25th). IF YOU attended one of OUR TRID classes and would like to be put on a “waiting list”, please let us know. There may be more openings at this special rate. Our $169.00 tuition is still available for those who have NOT attended OUR TRID classes.

This all new extensive TRID workshop has been developed to assist the class participants in obtaining a solid understanding of TRID rules, regulations and forms established by the CFPB which became effective October 3rd, 2015.

“The World of TRID” is the new operating environment in which the industry operates, regulated by the CFPB.

Our workshop agenda will include:

  • Understanding the new “Rule” & Where It Applies/Does Not Apply!
  • Understanding the new TRID Disclosures, including Pre-Disclosure Requirements!
  • Guide to the Loan Estimate & Closing Disclosures!
    o Consumer Closing Disclosure
    o Seller Closing Disclosure
  • Who is Preparing What Disclosures (all Disclosures discussed/samples!)
  • New Timing, Delivery and Retention Requirements for Disclosures!
  • Understanding “Consummation Date” and other New Verbiage!
  • Understanding the Lender’s Responsibilities (Not Escrow)!
  • Understanding the Settlement Agent’s (Escrow) Duties & Responsibilities!
  • Completion of Escrow Related Forms!
  • Signing Process!
  • Quoting and Calculating Owner’s Premium Title Insurance!
  • What is Meant by Good Faith Disclosures!  Liability issues!
  • Loan Estimates, Re-vised Loan Estimates (Changed Circumstances)!
  • New Tolerance Levels for Fees!
  • And SO Much More!

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



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