Class Schedule  
 




ENHANCE YOUR
CAREER - E.L.M.S


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

Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering

Date

Time

Location

Register by:

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

Upon request  
Anytime
Deep Dive - Understanding RESPA & Your Marketing Efforts (NEW) April 29th 8:30 - 12:30PM

National University

Costa Mesa 
April 27th
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
Escrow Processing May 6th 8:30 - 4:00PM

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
Basic Escrow June 3rd 8:30 - 4:00PM

National University

Costa Mesa 
June 1st
Escrow Documents & Amendments June 10th 8:30 - 12:30PM

National University

Costa Mesa 
June 8th
Prorations and Balancing the File June 10th 1:00 - 4:30PM

National University

Costa Mesa 
June 8th

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.


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Deep Dive - Understanding RESPA & Your Marketing Efforts
(Saturday, April 29th)     Tuition: $119.00

Mark your calendars! Want to stay in compliance? Confused about what you can/cannot do under RESPA Guidelines? Meet with Jennifer Felten, Esq. - RE LAW APC for an in depth discussion and exchange of information;

    • Marketing Limitations under RESPA & California Law!
    • RESPA - Section 8 - Rules & Penalties!
    • Recent Events Revolving Around RESPA violations!
    • DBO's Key Focus Areas; Your competition and More!
    • What is Value?  Donuts?  Pens?  Open House? & More!
    • RESPA Exceptions! Yes, There are Some!
    • Social Media - A New Era. What is Acceptable and Not!
    • Managing the Risk, Financial & Otherwise!
    • When to Contact an Escrow Attorney!

    Location: National University, Costa Mesa            Hours: 8:30 - 12:30



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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

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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

 
Escrow Processing
(Saturday, May 6th)     Tuition: $189.00

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 - 4:00

 
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

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

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

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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

 
Basic Escrow
(Saturday, June 3rd)     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 - 4:00

 
Escrow Documents & Amendments
(Saturday, June 10th)     Tuition: $119.00
Take Both Escrow Docs & Prorations & Save $39.00

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 - 12:30

 
Prorations and Balancing the File
(Saturday, June 10th)     Tuition: $119.00
Take Both Escrow Docs & Prorations & Save $39.00

Remove your frustration in completing “manual” escrow computations! You will leave the class room with a higher level of confidence!

Always a class favorite From computing Documentary Transfer Taxes to balancing your file, you will be actively engaged in a variety of escrow related calculations, from computing interest, taxes and more! 

Using examples and case studies, supplemented with “take home”  hand-outs that can assist you back at the office, participants will put their heads down, turn on the calculator and learn the manual way to complete the calculations AND how to explain it to your customer!

Don’t forget to bring your calculator to class!

In addition to several “take away” templates, this class will focus on the following:

  • Completing the calculations
  • Understanding the Funding to Closing Process
  • Understanding how to compute “Doc Tax”
  • Recognizing important Tax dates and deadlines\
  • Correcting out of balance conditions
  • And a lot more!

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

 
     
 

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