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:

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

Upon request  
Anytime
The World of TRID Staying in Compliance August 20th 9:00 – 3:00PM

National University

Costa Mesa 
August 18th
Basic Escrow September 10th 8:30 – 4:30PM

National University

Costa Mesa 
September 8th
Escrow Processing September 17th 8:30 – 4:30PM

National University

Costa Mesa 
September 15th
Commercial Escrow II September 17th 8:30 – 4:30PM

National University

Costa Mesa 
September 15th
Escrow Marketing, Social Media and Selling Skills September 24th 8:30 – 3:00PM

National University

Costa Mesa 
September 22nd
Bulk Sale I October 1st 8:30 – 3:00PM

National University

Costa Mesa 
September 29th

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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The World of TRID - Staying in Compliance
(Saturday, August 20th)     Tuition: $179

This all new extensive TRID workshop has been developed to assist the class participants in obtaining a solid understanding of TRID rules, regulations and forms established by the CFPB which became effective October 3rd, 2015.

“The World of TRID” is the new operating environment in which the industry operates, regulated by the CFPB.

Our workshop agenda will include:

  • Understanding the new “Rule” & Where It Applies/Does Not Apply!
  • Understanding the new TRID Disclosures, including Pre-Disclosure Requirements!
  • Guide to the Loan Estimate & Closing Disclosures!
    o Consumer Closing Disclosure
    o Seller Closing Disclosure
  • Who is Preparing What Disclosures (all Disclosures discussed/samples!)
  • New Timing, Delivery and Retention Requirements for Disclosures!
  • Understanding “Consummation Date” and other New Verbiage!
  • Understanding the Lender’s Responsibilities (Not Escrow)!
  • Understanding the Settlement Agent’s (Escrow) Duties & Responsibilities!
  • Completion of Escrow Related Forms!
  • Signing Process!
  • Quoting and Calculating Owner’s Premium Title Insurance!
  • What is Meant by Good Faith Disclosures!  Liability issues!
  • Loan Estimates, Re-vised Loan Estimates (Changed Circumstances)!
  • New Tolerance Levels for Fees!
  • And SO Much More!

Location: National University, Costa Mesa               Hours: 9:00 - 3:00

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Basic Escrow
(Saturday, September 10th)     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 - 4:30

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Escrow Processing
(Saturday, September 17th)     Tuition: $189

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 - 4:30

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Commercial Escrow II
(Saturday, September 17th)     Tuition: $325.00 if paid by September 10th; $375.00 after

This class has been recently revised and updated! The class qualifies for 6 PD Credits

The Instructor (Commercial Escrow Officer) has over 25 years of commercial escrow experience and works for a Company, managing their commercial escrow operations. He is past president of the Orange County Escrow Association and holds CEA Professional designations of Certified Escrow Officer, Certified Senior Escrow Officer and Certified Escrow Instructor. The primary focus of this class will be to add to the Commercial Escrow I curriculum by learning more complex Commercial Escrows and how to audit a commercial escrow file in anticipation of a pending closing. The class will also cover the following topics:

  • Review of attorney-drawn purchases and sale agreement!
  • Reviewing and complying with the closing instructions!
  • Prorations!
  • The Title Officer Authority Check Lists!
  • An overview of out-of-state, multi-site/multi state transactions!
  • And so much more!

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

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Escrow Marketing, Social Media and Selling Skills
(Saturday, September 24th)     Tuition: $189

Want to learn more ways to generate business, whether in a “booming” or “slowing” market?  In this class 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 about marketing from both sides of your desk.  From the office to the field.

Learn

  • 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 ASK FOR THE BUSINESS!
  • How to handle customer objections during the sales call!
  • 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!

In addition to our Marketing Instructor, Prominent Escrow, an industry leading company will provide you with tips & techniques on using Social Media as part of your Marketing plan.

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

Location: National University, Costa Mesa               Hours: 8:30 - 3:00

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Bulk Sale I
(Saturday, October 1st)     Tuition: $295.00 if paid prior to September 22nd; $375.00 after

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 - 4:30

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