Class Schedule  
 




949-589-1460
Lobrien.eti@att.net
www.escrow-eti.com

   

Class Offering

Date

Time

Location

Register by:

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

Upon request  
Anytime
Escrow Processing (w/TRID Overview) August 29th 8:30 - 4:30

National University

Costa Mesa 
August 27th
Starting Up an Escrow Company (NEW) August 29th 9:00 - 3:00 Holiday Inn Express

 La Mirada

August 27th
The New World of TRID (Mark Your Calendar)
 
September 12th 9:00 - 3:00

National University

Costa Mesa 
September 12th
Basic Escrow September 12th 8:30 – 4:30PM

National University

Costa Mesa 
September 10th
The New World of TRID
 (Please read course description below for special notification)
September 26th 9:00 - 3:00

National University

Costa Mesa 
September 24th

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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Escrow Processing (w/TRID Overview)
(Saturday, August 29th)     Tuition: $179

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 Loan Estimate/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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Starting Up an Escrow Company (NEW)
(Saturday, August 29th)     Tuition: $199

Mark your Calendar!

This in-depth and ALL NEW workshop will provide you with the information you need to know to assess what is required to:

  • Start Up an Escrow Company (Independent or Broker Owned)
  • Open Up Other Offices/Locations (in California only)
  • Legal/Financial Considerations
    • Formation – DBO and Cal BRE requirements
    • Employment – Employee Qualifications
    • California Employment Law
    • Compliance – DBO, RESPA and CFPB
      • Policies like General Provisions, Best Practices, Marketing Limitations
      • And more!
  • Operational Considerations
    • Managing the Business/Not Just Your Desk
    • Office Organization/Branch Efficiency/Tips & Techniques
    • Managing Others/Staffing
    • Security/Privacy
    • Open Q & A
    • And more

The workshop is divided into two main parts: Legal and Operational.

The Legal portion will be conducted by Jennifer Felton, Esq. (RELAW APC), a well- known California Escrow Attorney and former long time (15 year) Escrow Officer.  Jennifer is a frequent speaker at Regional Escrow Association dinners, EIC and CEA Conferences, as well as a lead panelist for all of our “Escrow Business” and “Escrow Compliance” Forums (2014 and 2015).

The Operational portion will be conducted by Aaron Lloyd, Vice President, WFG Title and Lead Instructor forThe Escrow Training Institute.”  Aaron has owned, opened and managed escrow operations on both a single escrow Company basis and also with multi-state operations. He is the recipient of many Awards and ALWAYS receives exceptional class evaluations when he teaches and/or facilitates any class discussion.

Interested? Have questions?   Contact our office! 949-589-1460.

Location: Holiday Inn Express, La Mirada               Hours: 9:00 – 3:00PM

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The New World Of TRID
(Saturday, September 12th)     Tuition: $179/$109

**Tuition charge ($109) for those who have previously attended our other “CFPB-TRID” workshops.

This all new TRID workshop is all about Managing Expectations in final preparation for the October 3rd implementation date!  It’s about responding to the new operating environment, as change takes hold.   This workshop is designed primarily for the Escrow Officer, Escrow Manager and/or Business owner. Others are welcome to attend, if they choose

Our workshop will focus on preparing for change, managing change and implementing the new regulations, forms, internal policies & procedures you develop, and more!

The workshop agenda includes:

  • Mistakes Made in Managing Change!
  • Four Change Skills Management Needs to Use!
  • The Cycle of Change & New Ways of Conducting Business!
  • The New Way of Communicating! (starts earlier in the escrow process)
  • The New Way of Collaborating at the Opening of the Transaction!
  • The New Way of Consummating! (Signing Process -New Delivery/Timelines)
  • Implementing the New Rules, Regulations and Forms Completion!
  • Disclosing/Calculating the Premium for the Owner’s (optional) Title Policy!
  • Open Q & A!
     
Location: National University, Costa Mesa               Hours: 9:00 – 3:00PM

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Basic Escrow
(Saturday, September 12th)     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

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The New World Of TRID
(Saturday, September 26th)     Tuition: $179/$109

NOTE: It is recommended you enroll in the 9-12-15 class! This class will be held IF the 9-12-15 class is a sell out; however the class may be modified, due to the short window between the class date and implementation date (October 3, 2015)!

**Tuition charge ($109) for those who have previously attended our other “CFPB-TRID” workshops.

This all new TRID workshop is all about Managing Expectations in final preparation for the October 3rd implementation date!  It’s about responding to the new operating environment, as change takes hold.   This workshop is designed primarily for the Escrow Officer, Escrow Manager and/or Business owner. Others are welcome to attend, if they choose

Our workshop will focus on preparing for change, managing change and implementing the new regulations, forms, internal policies & procedures you develop, and more!

The workshop agenda includes:

  • Mistakes Made in Managing Change!
  • Four Change Skills Management Needs to Use!
  • The Cycle of Change & New Ways of Conducting Business!
  • The New Way of Communicating! (starts earlier in the escrow process)
  • The New Way of Collaborating at the Opening of the Transaction!
  • The New Way of Consummating! (Signing Process -New Delivery/Timelines)
  • Implementing the New Rules, Regulations and Forms Completion!
  • Disclosing/Calculating the Premium for the Owner’s (optional) Title Policy!
  • Open Q & A!
     
Location: National University, Costa Mesa               Hours: 9:00 – 3:00PM

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