Class Schedule  




Class Offering




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

Upon request  
Mobile/Manufactured Home Escrows April 30th 8:30 – 3:00PM

National University

Costa Mesa 
April 28th
Sales and Marketing for Escrow Professionals May 14th 8:30 – 4:00PM

National University

Costa Mesa 
May 12th
Holding Escrows May 21st 1:00 – 4:30PM

National University

Costa Mesa 
May 19th
Bulk Sale II May 21st 8:30 – 4:30PM

National University

Costa Mesa 
May 19th
When Escrow Meets the Courts - NEW May 21st 9:00 – 12:30PM

Holiday Inn

La Mirada
May 19th
Basic Escrow June 4th 8:30 – 4:30PM

National University

Costa Mesa 
June 2nd
Escrow Documents/Amendments/
June 11th 8:30 – 3:00PM

National University

Costa Mesa 
June 9th
Escrow Processing June 18th 8:30 – 4:30PM

National University

Costa Mesa 
June 16th

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.


Mobile/Manufactured Home Escrows
(Saturday, April 30th)     Tuition: $225

This Mobile/Manufactured Homes escrow class qualifies for P.D. Credits. Estimated credits – minimum 5!

Our workshop, facilitated by a known expert in Mobile/Manufactured Escrows, 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                TOP

Sales and Marketing for Escrow Professionals
(Saturday, May 14th)     Tuition: $189

This workshop will enhance and improve the Escrow Professional’s ability to sell and market themselves and their Company, both from “behind the desk” and “out on the street”.

Our workshop will cover
marketing, selling and best practices of social media.

Conducted by a long time industry marketing/selling professional, you will learn the following:

  • Understand the difference between Sales & Marketing
  • How to successfully prepare a plan/work your plan
  • Understand the Company’s SWOT and why it is important
  • Marketing strategies “behind your desk” and “out on the street”
  • Establish long term relationships that build your brand
  • How to use social media “best practices” to enhance your message
  • Importance of having an effective and memorable “elevator speech”
  • How to effectively handle objections – following a model that works
  • How to close the sale (what most sales persons fail to do)
  • How to train others – understanding your true mission
  • RESPA – what causes a violation and potential impact/liability
  • Ethics and social responsibility
  • And much more

Location: National University, Costa Mesa               Hours: 8:30 – 4:00PM


Holding Escrows
(Saturday, May 21st)     Tuition: $119

Want to learn about Holding Escrows from an expert?  When and why they are used?

You’re either a professional or a tradesman. A professional learns all he/she can about the various types of escrows so that he/she can better serve the client base and at the same time grow professionally as an escrow expert. Note: This class is one of the most requested workshops by our class participants!

This comprehensive course will introduce the foundational building blocks to holding escrows. You will learn:

  • What the DBO requires for you to participate in “holding escrows”
  • What classifies as a “holding escrow”
  • What happens when you “wing it”
  • What kinds of holding escrows can you do
  • Risk management strategies within the holding environment
  • Escheatment issues
  • How to successfully navigate a “holding escrow”

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


Bulk Sale II
(Saturday, May 21st)     Tuition: $385.00; $285.00 if registered/paid by May 13th! (SAVE $100.)

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


When Escrow Meets the Courts
(Saturday, May 21st)     Tuition: $119; OR (2) @ $99.00 each (SAVE $40.00)

This half day class, conducted by Jennifer Felton, Esq. (RELAW, APC) will focus on the multiple types of legal issues that can impact and sometimes derail an escrow transaction.  You will be provided with information and assistance you need to know to help you “move through” these types of escrow situations and hopefully come to a successful and timely resolution. 

Transactions covered in this workshop will include:
  • Bankruptcy
  • Probate & Trust Related Matters (including a discussion on the impact of the new Transfer upon Death Deed)
  • Conservatorships/Receiverships
  • Mechanic Liens
  • Divorce Proceedings
  • Lis Pendens 

Bring your questions to this NEW workshop.

Location: Holiday Inn, La Mirada               Hours: 9:00 – 12:30PM

Basic Escrow
(Saturday, June 4th)     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


Escrow Documents/Amendments/Prorations
(Saturday, June 11th)     Tuition: $169

This class will combine our Escrow Documents & Prorations class!

Escrow Documents & Amendments
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

Prorations & Doc Tax
Bring Hand Held calculator to class! In this portion of the class we will cover:

  • Completing the calculations for “Doc Tax”
  • Recognizing Important tax dates and deadlines
  • Understanding “Prorations” – what it is/how it works!
  • In class computing of various prorations!

You WILL walk out of the class understanding how you manually complete prorations.

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


Escrow Processing
(Saturday, June 18th)     Tuition: $189

Walk through an escrow. Learn the tips and techniques to manage the file, save time, follow up, stay organized and “on top” from start to finish!

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! 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!
  • CFPB-TRID Timeline Requirements***
  • CFPB-TRID Disclosure Forms***
  • How to track down private parties for pay-off demands!
  • How to examine and take action on the sale escrow Prelim!! (Overview)
  • 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!

***NOTE: The CFPB-TRID information is an overview only! It is NOT a substitute for our regular half day class, which is in-depth and held separately!

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



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