Class Schedule  

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"FIRST CLASS" - Delivering Customer Service Excellence - Your location
Upon request   Your Location or Ours
The C.A.R. Contract (Residential Purchase Agreement & Joint Escrow Instructions) - Changes Effective 11-1-14 September 27th 8:30 - 12:30

National University

Costa Mesa
September 24th
ALTA/EIC Forum October 18th 8:30 - 12:30

National University

Costa Mesa
October 16th
C.E.A. Annual Conference - BOOTCAMP
A Job? A Career, or a Calling?
Being An Escrow Professional
October 25th 8:30 - 9:45

Hilton Costa Mesa Hotel

Costa Mesa
Commercial Escrow I November 1st 8:30 - 5:00

National University

Costa Mesa
October 30th
Bulk Sale I November 8th 8:30 - 4:30

National University

Costa Mesa
November 6th

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 (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


The C.A.R. Contract (Residential Purchase Agreement & Joint Escrow Instructions) - Changes Effective 11-1-14
(Saturday, September 27th)    
Tuition: $119

Get a sneak preview...

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!
  • Being ready for the 11-1014 Changes to 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: 8:30 – 12:30PM


(Saturday, October 18th)    
Tuition: $35

We don’t have a crystal ball, but we are betting escrow life will continue, perhaps with some change. However, change CAN be beneficial to your Company, your Team, your Customers and our Industry!

NOTE: This is a repeat of our July 26th, 2014 Forum that “sold out” in a matter of days (33 registered for this forum on the first day it was announced)! Don’t wait! Others were turned away in July.

This Forum will not repeat in 2014! Mark your calendars for Saturday, October 18th, 2014!!

Join our Panel Aaron Lloyd, President, Sunset One Escrow and instructor for The Escrow Training Institute; Nancy Silberberg, Owner, Altus Escrow and President Elect for the Escrow Institute for a lively discussion that we hope will include you!

This Panel led forum, will provide a comprehensive review of:

  • ALTA’s Best Practices
  • EIC’s – Model of Policies & Procedures
  • What You Need to Know/What Changes May Occur
  • How to Prepare (and you NEED to prepare) – Next Steps!

Our Mission is to provide an inter-active forum for the exchange of ideas and beliefs as it relates to increased regulation within the escrow and title industry. We wish to inform our audience and address their issues and concerns as it relates to this topic.

Our Panel will hold an open “question & answer” session. You are an integral part of this Forum (Forum is open to all), so we hope you bring your questions with you! Participating in this event will provide you with needed information to assist you in implementing your business decisions and strategies and understanding of what is at stake!

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


C.E.A. Annual Conference
BOOTCAMP - Session 1B
(Saturday, October 25th)

Registration for this class is through the California Escrow Association
Click here to register.


A Job, A Career, or a Calling? - Being an Escrow Professional!

Presented by Larry O’Brien, President, The Escrow Training Institute and Aaron Lloyd, President, Sunset One Escrow.

Join us in this inspiring and fun session, designed to give you a better of understanding of where you are now and where you may want to be in the future!

Do you see your position in escrow as a job, a career or a calling? What makes a successful escrow professional? Learn what it means to “own” your career and be the C.E.O. of your future! How do you add “value” for yourself, your company? What does value have to do with your on-going success?

What does an Escrow Manager or owner look for when building his/her team?

How do you establish a career plan? We will show you, including recognizing barriers to your success and ways to overcome each, while moving forward. We will identify one of the most common barriers to success! We will discuss how can you transition from a job to a career and maybe even a “calling!”

“If we don’t know where we are going, any path will do!” – Lewis Carroll

What path do you want to follow? Our BOOTCAMP session will help provide clarity!

TO REGISTER for the Conference, YOU MUST GO TO

This is a California Escrow Association conference event. All information can be found at their site. There are MANY other sessions! We hope you will come and support your Association.

Location: Hilton Costa Mesa Hotel            Hours: 8:30 – 9:45AM


Commercial Escrow I
(Saturday, November 1st)    
Tuition: $299/$385
$299.00 IF PAID before October 24th, 2014; $385 after

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, November 8th)     Tuition: $299/$385
$299.00 IF PAID before October 31st, 2014; $385 after

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



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