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All classes
provide “take away” manuals/material and FREE after class
support!
Bulk Sale I
(February 11th,
Saturday) Tuition:
$375
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 –
5:00PM
TOP
Basic Escrow
(February 11th,
Saturday) 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)
Location:
National University, Costa Mesa
Hours: 8:30 –
5:00PM
TOP
Escrow Documents/Amendments
(February 25th,
Saturday) Tuition:
$129
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
-
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.
** Take
both Feb. 25th classes and save $59 ($258 vs
$199)
Location:
Ayres Hotel, Costa Mesa
Hours: 8:30 –
12:00PM
TOP
Prorations/Closing the File
(February 25th,
Saturday) Tuition:
$129
Remove your frustration in completing “manual’ escrow
computations!
From computing Documentary Transfer Taxes, prorating
interest and taxes, closing, funding and balancing a
file, you will be actively engaged in a variety of
escrow related processing.
Using examples and case
studies, supplemented with “take home” handouts and
templates, participants put their heads down, turn on
the calculators and learn more about prorating taxes,
interest, insurance and rent, plus balancing their
escrow file. Gain confidence in correcting out of
balance situations. Don't forget to bring your
calculator to class!!!
In
addition to several “templates” that are provided to
each participant, this “hands – on” class focuses on the
following:
-
Understanding the Underlying Computation Process
-
Completing the Escrow Closing Statement!
-
Understanding the Funding to Closing Process!
-
Computing “Doc” Tax/Understanding the “Rules”!
(Practice
session)
-
Manually prorating tax, interest, rent, and fire
insurance! (Practice session)
Balancing the File – Correcting Out of Balance
Situations!
-
Completing the Estimated & Final
Statements!
-
Ensuring
all Escrow and Lenders Instructions
have been followed!
-
Computing pay-offs and disbursing
funds!
-
Balancing Checks & Receipts!
-
Effectively Managing the Process
** Take
both Feb. 25th classes and save $59 ($258 vs
$199)
Location:
Ayres Hotel, Costa Mesa
Hours: 12:30 –
4:30PM
TOP
Bulk Sale II w/A.B.C.
Licensing
(March 3rd,
Saturday) *Special Tuition:
$ 285/300/350
*$285
for those who have taken our Bulk Sale I workshop;
$300.00 if registered/paid by Feb. 20th; $350 tuition
after.
This class qualifies for
Six (6) C.E.A. approved Professional Designation
Credits!
Taught by a Certified
Escrow Instructor (CEI & CBSS Designation), 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 workshop will start
out with a brief review of the key points of the
Bulk Sale I class then proceed
with introducing new material and information to help
you toward mastering the Bulk Sale process.
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 –
5:00PM
TOP
Starting Up an Escrow
Company/Division
(March
17th,
Saturday) Tuition:
$139
This
class will lead you through the “hoops and hurdles”
often associated with a start up. We will focus on what
YOU need to know to start up an escrow company or
division, whether the new organization will be operating
under D.R.E. or D.O.C. requirements; or for those
companies that plan on moving from a D.R.E. operation to
one following D.O.C. guidelines.
The class tuition
for this half day workshop ($139) is substantially less than her
regular one hour consultation fee, so there is an opportunity
to learn a lot at a fraction of the cost!
We will cover:
- Legal and financial Requirements!
- Licensing Application Issues!
- D.R.E. and D.O.C. Start Up Requirements!
- Staffing!
- Bonding!
- EAFC Requirements!
- Trust Accounting Set Up!
- Referral List – Escrow Attorneys; CPA’s,
Software Companies, Banks, Training!
- Start Up Check List!
- And a Whole Lot More!
Use our Start Up “check lists” as guides to
assist you in making it happen and to see what you need to do as
part of the process!
Bring your questions to class! Enroll others who may partner with
you!
Location:
Ayres Hotel, Costa Mesa
Hours: 8:30 –
1:00PM
TOP
Escrow
Planning (Planning the Future)
(March 3rd,
Saturday) Special Tuition:
$ 99
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 (personal and business) to ensure a
greater likelihood of meeting and exceeding their 2012 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 will
begin to develop your plan within the workshop.
You will learn about:
- The
Purpose of Planning & the Benefits Received!
- Creating &
Implementing a Workable Step by Step Plan
(business/personal)!
- Using
Strategic Planning as a Team Builder! GREAT exercise for
Teams!
- Using
S.W.O.T. and Situation Analysis Tools!*
- Maximizing
Your Strengths; Identifying Current Challenges & Roadblocks!
-
Indentifying Opportunities and Threats!
- Managing
CHANGE!
-
Re-Adjusting Your Plan When Required!
- Measuring
Results!
*Sounds more complicated than it is!
FREE after class support! In addition,
this Planning workshop can be available at your Company location.
Ask for details.
Location:
Ayres Hotel, Costa Mesa
Hours: 9:00 –
2:00PM
TOP
Creating Escrow C.E.O.'s - World Class Customer Service
(March 24th,
Saturday) Tuition:
$229
Several segments of this workshop were presented at the 2011
Annual CEA Conference, acknowledging that exceptional customer
service is the GREAT differentiator between Escrow companies.
Experience a one-day, action filled customer service workshop! This
class is in partnership with Customer Focus, Inc., a world wide
Customer Service training company. Over 300 individuals within the
Southern California Escrow industry have completed this workshop.
Workshop includes exceptional supporting material.
While having fun in this workshop, gain the skills, tools, and
strategies to:
- Create
memorable customer experiences and life-long loyal
customers!
- Prevent
customer dissatisfaction and complaints before they occur!
-
Effectively manage Escrow related customer complaints &
challenging requests!
(“Real” escrow
issues/scenarios will be covered, plus bring your own list)
- Exceed
customer expectations by addressing the customer need to
feel respected, special and unique!
- Resolve
differences, reduce conflicts, negotiate solutions!
- Create a
new level of customer service teamwork with co-workers!
- Go the
Extra Mile (GEM) in exceeding customer expectations!
Tuition includes workbook, toolkit and job aids to positively impact
customer service
back in the “real” world of escrow.
Location:
National University, Costa Mesa
Hours: 8:30 –
5:00PM
TOP
HUD
Rules and Regulations
(March 24th,
Saturday) Tuition:
$129HUD
– Final Rules & Regulations
was developed for individuals new to the escrow
industry, or for those individuals who either never
attended other HUD workshops, or have limited working
knowledge of the rules, regulations and forms involved.
This class takes the “basic” approach, spending time on
both the “rules” and the completion of the necessary HUD
forms, the GFE and substantially more!
In this class you will learn:
-
RESPA Rules for HUD's GFE and Settlement
Statement – HUD-1
-
Completing the HUD-1/HUD-1(A)
-
Major HUD Changes You Need to Know!
-
How Procedures and Forms Impact Escrow
Servicing!
-
Time Line Requirements!
-
Closing Costs that Can and Can Not be Charged!
-
Costs that can/cannot change and the 10% rule!
-
Impact on Yield Spread Premium Calculations!
-
Penalties for Violating the New Regulations!
Timelines to Correct!
-
And More!
Location:
Ayres Hotel, Costa Mesa
Hours: 9:00 –
12:30PM
TOP
Managing Escrow Operations
(March 31st,
Saturday) Tuition:
$119
Conducted by a
former Escrow Company business owner and former internal auditor for
a large title company, 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.O.C.) to your operation. Bring your
questions to class! Audit 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
-
Fraud
Prevention
-
Trust
Accounting Overview
Location:
Ayres Hotel, Costa Mesa
Hours: 8:30 –
12:00PM
TOP
R.E.O.
Processing
(March 31st,
Saturday) Tuition:
$119
In a “down” market, a high
percentage of real estate transactions are generated due
to the aftermath of a foreclosure where the property
ownership reverts back to the lender (generally a bank)
after an unsuccessful foreclosure sale. In this class
you will learn the “A, B, C’s” of R.E.O. processing and
how it can dramatically impact your revenue stream as
another source of business.
Conducted by a recognized escrow R.E.O. processing
expert, you will learn:
-
The R.E.O. process – what happens before and after
Foreclosure!
-
Escrow’s role!
-
How to process the R.E.O. escrow!
-
Use of the C.A.R. Residential Purchase Agreement &
Joint Instructions!
-
About R.E.O. documentation – what is needed and
when!
-
Disclosures and what you need to know!
-
How to work with the Asset Manager!
-
Tips for staying on top of the process, from start
to end!
-
It’s not just Title Companies who can get the
business!
-
Establishing “KEY” relationships to get “in the
door” for this book of business!
Location:
Ayres Hotel, Costa Mesa
Hours: 9:00 –
12:30PM
TOP
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