Class Schedule  



Class Offering




Register by:

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

Upon request  
Escrow Documents August 15th 8:30 - 1:00

National University

Costa Mesa 
August 13th
Escrow Processing (w/TRID Overview) August 29th 8:30 - 4:30

National University

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

 La Mirada

August 27th

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.


Escrow Documents
(Saturday, August 15th)     Tuition: $119

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
  • And Substantially More! Great reference material provided.


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


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


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

Mark your Calendar!

This in-depth and NEW workshop will provide you with the information you need 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
  • Bonding/EAFC Requirements
  • Operational Considerations
    • Managing the Business/Not Just Your Desk
    • Staffing
    • Office Organization/Efficiency
    • Security/Privacy
  • And more!

The workshop, currently under final development is divided into two parts: Legal and Operational.

The Legal portion will be conducted by Jennifer Felton (RELAW APC), a well- known Escrow Attorney and former twenty year (20 year) Escrow Officer.

The Operational portion will be conducted by Aaron Lloyd, SR Vice President, WFG Title and Lead Instructor for Escrow Training Institute.  Aaron has owned, opened and managed escrow operations on both a single escrow Company basis and also with multi-state operations.

Interested? Got questions?   Contact our office! 949-589-1460

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



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