Class Schedule  



Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering




Register by:

EXCEL – Making A Difference A Customer Focus Workshop - Your location

Upon request  
Business Principles, Practices and Law March 25th 8:30 - 1:00PM

National University

Costa Mesa 
March 23rd
Bulk Sale Escrows - U.C.C.
(in partnership with CEA)
April 1st 9:00 - 4:00PM

National University

Costa Mesa 
May 29th
Escrow, Cyber & Wire Fraud/Identity Theft April 8th 8:30 - 1:00PM

National University

Costa Mesa 
April 6th
Basic Escrow April 22nd 8:30 - 4:30PM

National University

Costa Mesa 
April 20th 
Escrow Marketing and Social Media April 22nd 8:30 - 4:00PM

National University

Costa Mesa 
April 20th
Raising the Bar - The Challenge is Yours May 6th 8:30 - 4:00PM

National University

Costa Mesa 
May 4th
Commercial Escrow I May 6th 8:30 - 4:30PM

National University

Costa Mesa 
May 4th
Bulk Sale II w/A.B.C. - Half Day May 20th 8:30 - 12:30PM

National University

Costa Mesa 
May 18th
C.A.R. Contract - RPA May 20th 1:00 - 4:30PM

National University

Costa Mesa 
May 18th
Manufactured Home Escrows June 3rd 8:30 - 3:00PM

National University

Costa Mesa 
June 1st

All classes provide “take away” manuals/material and FREE after class support!

EXCEL – Making A Difference A Customer Focus Workshop

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.


Business Principles, Practices and Law
(Saturday, March 25th)     Tuition: $139.00

Conducted by Jennifer Felten, RELAW APC, a well-known and respected industry speaker for CEA, EIC and our own Escrow Business Forum and Escrow Leadership/Management School (ELMS) workshops.

Jennifer is an Escrow Attorney and a former Escrow Officer.

This half day workshop will provide attendees with information and knowledge they can use as it relates to the business principles, practices, strategies and Legal requirements that should be adhered to in operating and managing any escrow business entity. Focus is on providing information primarily to the Independent Escrow Company (DBO) and Broker Owned Escrow Company (BRE).

Topics of discussion:

  • Setting Appropriate Escrow Fees & Discounts
  • Marketing (RESPA Considerations)
  • Managing the Escrow Office
  • Insurance Requirements & Recommendations
  • Taxes and Licensing
  • Employment Management
  • File Management & Privacy Act
  • Surviving an Audit
  • Knowing When You Need an Attorney (case scenarios)
  • Understanding the Important Elements Required When Drafting Escrow Documents
  • CFPB/DBO Updates
  • Q and A – bring your questions! 

Location: National University, Costa Mesa               Hours: 8:30 - 1:00


Bulk Sale Escrows - U.C.C.
(Saturday, April 1st)    

This class is being presented by The California Escrow Association and The Escrow Training Insititute

For a class description and to register, please download our registration PDF form here.
There is no online registration for this course.  All details are provided in the PDF

Location: National University, Costa Mesa               Hours: 9:00 - 4:00


Escrow, Cyber & Wire Fraud/Identity Theft
(Saturday, April 8th)     Tuition: $109.00 (Special)

Guest speakers/presenters:
Chris Pruitt-Recon Works (Principal and ETI Instructor);
Ray Moody – (VP, Senior Relationship Manager- City National Bank)
Glen Garrity-(former Newport Beach detective; Founder G2 Identity Mgmt)

Protect yourself! Protect your Company and business reputation!

In this work shop you will learn: (supplemented by “real life” examples)

  • What is the cost of a breach? (It’s far, far more than money)

  • How the crooks do what they do? (Some shocking scenarios)

  • About e-mail compromise, phishing, ransomware, malware & more!

  • Protecting your weakest link to being a victim of fraud?

  • What types of escrow fraud are becoming more prevalent!

  • What you must do, IMMEDIATELY when fraud is suspected!

  • What safeguards you can put in place now!

  • Best Practices” of others within the industry!

  • Creating a written policy on handling escrow, cyber & wire fraud prevention

    • Prevention – policies & procedures

      • In the Office; Outside the Office

      • Creating an in-house “Document of Understanding”

    • Steps to take when fraud is suspected/confirmed

You will learn proven procedures and strategies to help protect against the probability of fraud.

Location: National University, Costa Mesa               Hours: 8:30 - 1:00


Basic Escrow
(Saturday, April 22nd)     Tuition: $199.00

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 - 4:30

Escrow Marketing and Social Media
(Saturday, April 22nd)     Tuition: $189.00

Want to learn more ways to generate business, whether in a “booming” or “slowing” market?  In this workshop you will explore ideas on how to market your Company’s services and products from “behind your desk” and “in the field.”

Successful escrow companies know the importance of marketing their services. However, often in the hectic day to day work environment, “marketing” is often the next thing to do!  This class focuses on three key elements: marketing strategies, tips and techniques; and the importance of managing the customer service experience through-out the business relationship.

You will learn and have a greater understanding about marketing from both sides of your desk.  From the office to the field.


  • How to create a Marketing Action Plan (MAP)!
  • What your agent thinks is important in dealing with their escrow officer!
  • How to handle “tough” requests, such as reducing your fees, special requests, etc.!
  • How to handle customer objections during the sales call!
  • Understanding RESPA Implications/Limitations
  • Tips on becoming more proactive in your marketing efforts!
  • What other people/companies are doing to generate sales!
  • Managing the sales call/training others to make the sales call!
  • How to take ownership of the customer experience!

Bring your questions to class for this guaranteed informative and fun workshop!!!

Special discussion on use of Social Media and “best practices”.

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


Raising the Bar - The Challenge is Yours
(Saturday, May 6th)     Tuition: $169.00

This workshop has been specifically developed and designed for those individuals who constantly and consistently want to succeed! Who look at “best practices” of other companies and determine what ideas they can integrate within their Company. Those satisfied with the “status quo” need not enroll.

“Raising the Bar – the Challenge is Yours” focuses on strategies from recruitment to retention!

NOT theory, but real life business practices that you can begin to use immediately following the workshop. Your facilitator/instructor has over 35 years experience within the financial services and escrow industries in bringing about change, improvement and “raising the bar”.

In this all day workshop you will learn:

  • How to build “value” as it relates to your team, your customer, your business
  • How to maximize employee recruiting & retention…..big time
  • How to create and sustain synergy and team alignment
  • The importance of “Mission”, “Vision” and “Values” as the great unifier
  • How to enhance your Brand (who you/your company are)
  • How to “elevate” and differentiate your escrow company from others
  • What great companies do (Best Practices) to stand-out from the pack
  • Generational diversity from “Boomers” to “Millennials”-what’s important
  • And SO Much more!
  • How to take ownership of the customer experience!

Templates and other “tools” to assist you and your team will be provided at the workshop.

Location: National University, Costa Mesa               Hours: 9:00 - 4:00


Commercial Escrow I
(Saturday, May 6th)     Tuition: $375.00; save $80 if paid by April 25th; $295.00

This class qualifies for C.E.A. approved Professional Designation Credits!

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!
  • 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 - 4:30

Bulk Sale II w/A.B.C. - Half Day
(Saturday, May 20th)     Tuition: $150.00
Take Both Bulk Sale & C.A.R. and save $69.00 = $200.00

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.

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!
  • ABC Forms
  • 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 - 12:30


C.A.R. Contract - RPA
(Saturday, May 20th)     Tuition: $119.00
Take Both Bulk Sale & C.A.R. and save $69.00 = $200.00

NEW C.A.R. (RPA) Contract & Joint Escrow Instructions

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. Extensive Manual material!

NOTE: This FOUR hour workshop received EXCEPTIONAL reviews (Instructor, Aaron Lloyd and his material) during our previous classes!

Our class will cover:

  • History and Evolution of the C.A.R. Contract!
  • Understanding the NEW Residential Purchase Agreement & Joint Escrow Instructions!
  • Identifying Escrow’s Duties and Responsibilities under the Contract!
  • 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!
  • And More!

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


Manufactured Home Escrows
(Saturday, June 3rd)     Tuition: $235.00 w/Free Lunch

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 provide an overview only on new homes.

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               Hours: 8:30 - 3:00


© 2003-2017 The Escrow Training Institute. All Rights Reserved