Our industry first (E.L.M.S.) Escrow Leadership/Management School offers our second program after successfully launching our “Business Principles, Practices & Law

       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
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
FIRPTA, 1099's & Trusts June 10th 9:00 - 1:00PM

National University

Costa Mesa 
June 8th
Commercial Escrow II June 24th 8:30 - 4:30PM

National University

Costa Mesa 
June 22nd
Escrow Business Management - Financial Best Practices July 8th 8:30 - 1:00PM

National University

Costa Mesa 
July 6th

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.


TOP

 
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 focus on the transfer/refinance process of existing Manufactured homes. We will provide only an overview for new Manufactured 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

 
FIRPTA, 1099's & Trusts
(Saturday, June 10th)     Tuition: $129.00

Conducted by Michael Haas, CPA (Morton Alan Haas & Co), this workshop will cover what you need to know about FIRPTA real estate withholding & compliance, 1099’s, as well as TRUSTS. Michael is a “in demand” annual speaker at the CEA Conference, Regional Escrow Association dinner meetings, our “Escrow Business Forums” and much more!

In this workshop, Michael will cover:

  • 1099’s – Purpose, use and completion
  • Basic Rules for Foreign Withholding
  • How to Obtain a ITIN
  • How to Legally Reduce Withholding
  • How to Get an Early Refund
  • Timelines, Penalties & Interest
  • How to “Fix” Problems When Things Go Wrong
  • Coordination, Comparison & Contrasts (FIRPTA & CALFIRPTA)
  • Forms 593C-Instructions for Withholding Certificate
  • Form 593E – Computation of Estimated Gain or Loss
  • Trusts & What You Need to Know
  • And more!

Location: National University, Costa Mesa               Hours: 9:00 - 1:00

 
Commercial Escrow II
(Saturday, June 24th)     Tuition: $395.00 LESS early paid registration discount ($100.00) if paid by June 17th.

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

 
Escrow Business Management - Financial Best Practices
(Saturday, July 8th)     Tuition: $129.00

Our industry first (E.L.M.S.) Escrow Leadership/Management School offers our second program after successfully launching our "Business Principles, Practices & Law."

This workshop is conducted by Michael Haas, CPA (Morton Alan Haas & Company), a well-known and highly respected industry "escrow" CPA and an annual speaker at CEA Conferences, Regional Escrow Associations dinners and an instructor for “The Escrow Training Institute”.

Who should attend: Escrow Officers, Managers, Escrow Business Owners, individuals considering opening an escrow operation, and those who want to learn more about business management

and what you need to know to enhance your success!

In this workshop, you will learn:

  • Reading and Understanding Financial Statements!

  • Business Red Flags – What they mean!

  • Taking corrective actions when something is going “side ways”!

  • Understanding “cash flow”, “cash vs accrual” and other financial terms!

  • Running an Escrow Business – tips, things to know!

  • Seeking professional assistance

  • And so much more!

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

 
     
 

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