Class Schedule  



Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

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EXCEL – Maximizing the Customer Epxerience - Your location

Upon request  
Bulk Sale I August 12th 8:30 - 4:00PM

National University

Costa Mesa 
August 10th
Escrow Processing August 12th 8:30 - 4:30PM

National University

Costa Mesa 
August 10th
Creating Your Financial Future - Facilitated by Michael Haas, CPA August 26th 8:30 - 1:00PM

Century Plaza Hotel

Bristol Street, Costa Mesa

August 24th
Bulk Sale II TBD 8:30 - 4:00PM

National University

Costa Mesa 
Escrows In Probate, Bankruptcy, Divorce and More September 9th 8:30 - 1:00PM

Holiday Inn, Carlsbad

September 7th

All classes provide “take away” manuals/material and FREE after class support!


EXCEL – Maximizing the Customer Epxerience

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.



Excel - Maximizing the Customer Experience
(Saturday, July 22nd)     Tuition: $159.00

This class has been recently revised and updated! The class qualifies for 5 PD Credits

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

In fact, 100% of participants, from Receptionists to Escrow and Title Company Presidents, have indicated in their Class Evaluation that they WOULD recommend this class to others. Within the industry, several hundred have attended.

Our class focuses entirely on real life escrow/title related customer service issues! We also spend time on  customer complaints and how to turn an unhappy customer into a loyal advocate.

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!
  • Building TEAM WORK/Unity/Common Purpose!
  • Have FUN while doing so! (Yes, the rumor is true!  We play poker in class! Come and see!)
Our class activities “drive home” the learning objectives! Each participant receives a complete FIRST CLASS customer service manual AND numerous “after class” activities that the Company can use to continue to reinforce customer service, complaint management, and operational objectives.

Location: National University, Costa Mesa               Hours: 8:30 - 4:00


Bulk Sale I
(Saturday, August 12th)     Tuition: $395.00
Less $100.00 if registered/paid by August 4th

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

In easy to understand language, this class will provide you with your foundation to begin processing Bulk Sale Escrows with confidence!

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  • 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 - 4:00


    Bulk Sale II
    (Saturday, TBD)     Tuition: $395.00

    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. Our special guest speaker will spend time for a thorough review of how to process and manage these escrows, PLUS how to effectively work with your ABC Licensing agency. He will provide extensive hand out material.

    The instructor’s goal, recognizing that the very first bulk sale you may process could involve a liquor license transfer, a cash short closing, or other similar situations has developed this program to be able to spend more class time with you in developing key aspects and understanding about the bulk sale escrow.

    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!
    • Processing the Real Property and Bulk Sale combo!
    • Completing the Paperwork & Different Types of Notice Requirements!
    • Processing Tax Clearances and Claims!
    • 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 - 4:00


    Escrow Processing
    (Saturday, August 12th)     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 - 4:30


    Creating Your Financial Future- Facilitated by Michael Haas, CPA
    (Saturday, August 26th)     Tuition: FREE CLASS!
    Please use the "register by check" option when registering for this free class.

    This "no charge" event, believed to be an industry first, is being presented to assist you and your family in "planning for your future". Registrations on a "first come" basis.

    In this workshop, you will learn the basics of money planning, estate planning and retirement planning. Something we all need to know, regardless of our age and stage in life.

    It is an informal discussion, presenting information and knowledge you can begin to use immediately after leaving the workshop and it is free!

    Conducted by noted escrow C.P.A. and industry speaker (CEA, EIC, ETI and more), Michael Haas (Morton Alan Haas & Co), we will cover:

    • Financial Planning is NOT Just for the Rich
    • Getting Started/Mapping a Plan
    • Tax Strategies You Can Use Toward Your Advantage
    • Setting Up Trusts, Wills & Probate - What You Should Know
    • Investment Basics & Terminology
    • Retirement Accounts - Types & Pros’& Cons
    • Extensive Question and Answer

    Location: Crowne Plaza Hotel – Bristol Street, Costa Mesa               Hours: 8:30 - 4:30


    Escrows in Probate, Bankruptcy, Divorce and More
    (Saturday, September 9th)     Tuition: $129.00

    July O.C. class sells out! Register now!

    This in-depth and brand new workshop is being conducted by Jennifer Felten, Esq., noted Escrow Attorney (RE LAW, APC) and well known industry speaker (CEA, EIC, Regional Associations, etc.), as well as an instructor for The Escrow Training Institution.

    The class will discuss issues relating to multiple types of legal issues and what you need to know that arise and can impact an escrow transaction. They include:

    • Bankruptcy
    • Probate & Trust Related Matters
    • Impact of the new transfer upon death deed
    • Conservatorships/Receiverships
    • Mechanics Liens
    • Divorce
    • Lis Pendens and more!

    Location: Holiday Inn, Carlsbad              Hours: 8:30 - 1:00


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