Class Schedule  

Class Offering




Register by:

"FIRST CLASS" - Delivering Customer Service Excellence - Your location
Upon request  
C.E.A. Annual Conference - BOOTCAMP
A Job? A Career, or a Calling?
Being An Escrow Professional
October 25th 8:30 - 9:45

Hilton Costa Mesa Hotel

Costa Mesa
Commercial Escrow I November 1st 8:30 - 5:00

National University

Costa Mesa
October 30th
Bulk Sale I November 8th 8:30 - 4:30

National University

Costa Mesa
November 6th
Maximizing Employee/Team Engagement November 8th 8:30 - 12:00

National University

Costa Mesa
November 6th
Escrow Performance Management November 8th 12:45 - 4:30

National University

Costa Mesa
November 6th
Basic Escrow November 15th 8:30 - 4:30

National University

Costa Mesa
November 13th
Trust Accounting - BEST PRACTICES November 15th 8:30 - 1:00

National University

Costa Mesa
November 13th
FIRST CLASS - Delivering Customer Service Excellence December 6th 8:30 - 4:30

National University

Costa Mesa
December 4th
Lender's Instructions December 6th 8:30 - 11:30

National University

Costa Mesa
December 4th
Funding, Balancing, Closing the File (w/Prorations) December 6th 12:00 - 4:45

National University

Costa Mesa
December 4th

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.


C.E.A. Annual Conference
BOOTCAMP - Session 1B
(Saturday, October 25th)

Registration for this class is through the California Escrow Association
Click here to register.


A Job, A Career, or a Calling? - Being an Escrow Professional!

Presented by Larry O’Brien, President, The Escrow Training Institute and Aaron Lloyd, President, Sunset One Escrow.

Join us in this inspiring and fun session, designed to give you a better of understanding of where you are now and where you may want to be in the future!

Do you see your position in escrow as a job, a career or a calling? What makes a successful escrow professional? Learn what it means to “own” your career and be the C.E.O. of your future! How do you add “value” for yourself, your company? What does value have to do with your on-going success?

What does an Escrow Manager or owner look for when building his/her team?

How do you establish a career plan? We will show you, including recognizing barriers to your success and ways to overcome each, while moving forward. We will identify one of the most common barriers to success! We will discuss how can you transition from a job to a career and maybe even a “calling!”

“If we don’t know where we are going, any path will do!” – Lewis Carroll

What path do you want to follow? Our BOOTCAMP session will help provide clarity!

TO REGISTER for the Conference, YOU MUST GO TO

This is a California Escrow Association conference event. All information can be found at their site. There are MANY other sessions! We hope you will come and support your Association.

Location: Hilton Costa Mesa Hotel            Hours: 8:30 – 9:45AM


Commercial Escrow I
(Saturday, November 1st)    
Tuition: $299/$385
$299.00 IF PAID before October 24th, 2014; $385 after

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!
  • Underlying Commercial Documents; Purpose and Use!
  • 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 – 5:00PM



Bulk Sale I
(Saturday, November 8th)     Tuition: $299/$385
$299.00 IF PAID before October 31st, 2014; $385 after

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 – 4:30PM



Maximizing Employee/Team Engagement
(Saturday, November 8th)     Tuition: $90
**Take both Maximizing and
 Escrow Performance save $30.00 = $150.00

This custom workshop is designed for Escrow Managers, Escrow Officers with staff, business owners and “high potential” individuals who want to, or may become a member of a management team in the future!

Today’s workforce isn’t yesterday’s! That’s good and that’s not so good. In this class we will discuss the aspects of energizing individuals and teams, linking individual/team performance to maximizing business objectives, enhancing customer service and creating a culture viable to employee/team growth!

Together, we will cover the following:

  • Current trends in employee satisfaction and company loyalty!
  • What engages today’s employees! What doesn’t!
  • Corporate/company culture is EVERYTHING!
  • Marching to the same drum – one of the biggest/best things you can do!
  • Are you a Manager or a Leader? There is a difference!
  • Instilling Intrapreneurial (not a typo) Spirit!
  • Employee/Team Engagement Tools you can use!
  • A Job, a Career or a Calling!
  • Hiring Right to Enhance Engagement!
  • Sharing “Best Practices”!

YOU HAVE THE POWER to make a significant difference within your Company and within your industry!

Location: National University, Costa Mesa               Hours: 8:30 – 12:00PM



Escrow Performance Management
(Saturday, November 8th)     Tuition: $90
**Take both Maximizing and  Escrow Performance save $30.00 = $150.00

This class is designed for Management, Business Owners and “High Potential” individuals who will/may soon be assigned management responsibilities and for those that wish to advance their career.

In this half day workshop, participants will learn what they need to know and do to successfully manage the performance of others, whether one individual or a team/department.  These skills are also transferable toward building your team!

In this class you will learn:

  • The philosophy of “One team, one Mission, one Focus”
  • What are the (8) Performance Management benefits for the Company
  • What are the (8) Performance Management benefits for the employee and/or team
  • How to recognize traits and management skills of successful Managers
  • How to evaluate your own Performance Management Skills (Self Assessment)
  • T.I.P.’s for Improving Performance – Yours and for Others
  • Actual Management of Performance – Reinforcement vs Redirection
  • How to counsel/confront Poor Performance
  • How to counsel/recognize Exceptional Performance
  • How to prepare/conduct the discussion
  • How to handle “challenging”, “sticky” situations
  • And much more

Participant’s Workbook will be provided, plus FREE after class support, when needed!

Location: National University, Costa Mesa               Hours: 12:45 – 4:30PM



Basic Escrow
(Saturday, November 15th)     Tuition: $199*
*20% off for CEA Conference Boot Campers=$159.

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



Trust Accounting - BEST PRACTICES
(Saturday, November 15th)     Tuition: $119

This workshop will incorporate and focus on ALTA’s “Best Practices” and the Escrow Institute of California’s “Model Policies & Procedures.” Be informed and stay informed with legal and regulatory requirements from the Department of Business Oversight (DBO), Consumer Financial Protection Bureau (CFPB) and other regulatory agencies.

This workshop focuses on the industry’s Trust Accounting “best practices!” From ALTA’s and EIC’s recent recommendations to RECON WORKS (an industry leader in Trust Accounting & Bank Reconciliation services) actual  BEST PRACTICES, learn how to minimize risks and protect the funds you manage through the establishment of internal controls.

We will define, step by step, recommended procedures that you should follow for the protection and safeguarding of trust funds under your control. You will be provided “tools” you can use to help ensure on-going compliance.

In addition, you will learn about:

  • Meeting the Accounting Requirements of the Department of Business Oversight and Department of Real Estate, as they relate to Trust Accounting and Bank Reconciliation.
  • Daily procedures to follow to accurately account for the public’s funds!
  • Types of escrow fraud from altered closing statements to wire transfers and more!
  • How to prevent escrow fraud internally and externally!
  • Real life cases of escrow real estate fraud due to Company lack of preparation/education! Fictitious Business Names.
  • Proven ways to maintain and store Trust Accounting Records for future use!
  • Steps your Company can take to ensure strict compliance!

Extensive material supports this class, plus FREE after class support for attendees!

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



FIRST CLASS - Delivering Customer Service Excellence
(Saturday, December 6th)     Tuition: $149**
**Lunch included

Designed specifically for the Escrow/Title industry, this workshop has received very high reviews from those who have attended.

In fact, 100% of class attendees this summer (approximately 100 individuals, from Receptionists to Title Company President) indicated in their Class Evaluation that they WOULD recommend this class to others within the escrow/title community.

This class focuses entirely on real life escrow/title related customer service issues!

Our activity based, fun filled, workshop focuses on several key areas:

  • Exceptional customer service is the GREAT differentiator between escrow companies!
  • One Team, One Mission, One Focus = (come to class to find out)!
  • Understanding the impact of ‘lost’ customers!
  • How to effectively handle customer complaints, while building the customer relationship!
  • Importance of everyone being “The Director of First Impressions”!
  • Building long term loyalty; having YOUR customers be an extension of your Sales Team!
  • Build TEAM WORK/Unity/Common Purpose!
  • Have FUN while doing so!

Our class activities “drive home” the learning objectives! Each participant receives a complete manual AND numerous after class activities that the Company can use to continue to reinforce customer service and operational objectives.

Location: National University, Costa Mesa               Hours: 8:30 – 4:30PM



Lender's Instructions
(Saturday, December 6th)     Tuition: $99**
Take both Lender's Instructions and Funding, Closing, Balancing classes and Save 10%!

In this workshop, you will learn all about Lender’s Instructions and their importance to your escrow. What happens and what liability exists (to you and your Company) when the underlying Instructions are NOT followed to the letter!

We will cover:

  • What are Lender’s Instructions? There purpose and use?
  • What are the quick review ” tips and techniques” escrow professionals use!
  • Understanding the implications of a poorly written instruction (legal or policy)!
  • Addressing valid and invalid instructions.
  • The potential legal liability YOU create when signing the Lender’s Instructions, agreeing to the conditions within!
  • Recognizing that all Lender’s Instructions, even from the same Lender, may vary!
  • What Lenders can do if instructions are not followed. You signed them!
  • Fannie Mae/Freddy Mac requirements!
  • Understanding when to say “NO” – when backing away is in your best interest!

In group discussion, we will discuss various Instructions from a variety of Lender’s, including the MAJOR Lending groups. If you wish, bring a set of Lender’s Instructions from your office to class for discussion.

Location: National University, Costa Mesa               Hours: 8:30 – 11:30PM



Funding, Balancing, Closing the File (w/Prorations)
(Saturday, December 6th)     Tuition: $119**
**Take both Lender's Instructions and Funding, Closing, Balancing classes and Save 10%!

Build confidence in your ability to fund, close and balance your file!

This class focuses entirely on the “funding, balancing and closing of the file” activities. In addition, working with Prorations will be a part of this workshop. Each process will be discussed and covered in depth.

Participants will be involved and learn more about:

  • Completing the Estimated Statement!
  • Completing the Final Statement!
  • Ensuring that all Escrow Instructions have been followed!
  • Ensuring that all Lender Instructions have been followed!
  • Handling discrepancies!
  • Identifying “Red Flags” early!
  • Balancing the Title charges!
  • Balancing the Checks & Receipts!
  • Identifying/correcting “out of balance” situations!
  • Effectively managing the process!
REMOVE your frustration in completing “manual” escrow calculations! Learn how to explain your Proration calculation to your customer. You will learn:
  • How to compute the “Doc Tax” for several amounts!
  • How to complete a variety of proration scenarios!
  • Recognize important tax dates and deadlines you must meet!

Location: National University, Costa Mesa               Hours: 12:00 – 4:45PM



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