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

“Your team and Company are only as good as your hiring practices”. Larry O’Brien

Class Offering

Date

Time

Location

Register by:

Business & Marketing Planning -2019
(Larry O'Brien)
March 9th 8:30 - 2:00PM

National University

Costa Mesa 
March 7th
BULK SALE Annual Seminar w/C.E.A.
(Debbi Faber)
March 16th 8:30 - 4:00PM

National University

Costa Mesa 
March 14th
Escrows in Bankruptcy, Probate, Divorce & More!
(Jennifer Felten)
March 23rd 8:30 - 12:30PM

National University

Costa Mesa 
March 21st
Escrow Marketing and Social Media
(Patty Sather and Claudia Contreras)
FREE LUNCH, SPONSORED BY NANO BANC
March 23rd 8:30 - 4:00PM

National University

Costa Mesa 
March 21st
Bulk Sale II w/ABC Licensing
(Aaron Lloyd & Guest Speaker, Mike Brewer (ABC Consulting Services))
April 6th 8:30 - 4:00PM

National University

Costa Mesa 
April 4th
Prorations - Balancing the File
(Donna Inman)
April 13th 8:30 - 12:00PM

National University

Costa Mesa 
April 11th
Escrow Processing
(Donna Inman)
April 20th 8:30 - 4:00PM

National University

Costa Mesa 
April 18th
DRE In-House Escrow Operations
(Summer Goralik & Guest Speaker Rose Pothier, Esq.)
April 27th 8:30 - 4:00PM

National University

Costa Mesa 
April 25th

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


 

.
Business & Marketing Planning -2019
(Larry O'Brien)
(Saturday, March 9th)    
Tuition: $119

Are you ready for a year of more CHANGE and more compliance? CFPB enforcement? New procedures? Training and development? Hiring? Maximizing growth opportunities? Exceeding Operational objectives?

“If you don’t know where you are going, any road will do!”       C.S. Lewis

Market dynamics continue to change! Have you done the necessary planning (personal & business) to stay on top? This workshop provides you with a VERY workable roadmap to see where you have been, where you are going and how you are going to get there!

This class is for those individuals/companies that want to PLAN for the future to ensure a greater likelihood of meeting and exceeding their 2019 objectives.

This workshop is designed for the small, medium and large escrow operation and can be used for personal career planning too!

In your workshop, you will be provided with the tools to help you complete the necessary planning, ask the right questions, and develop a workable plan with action steps. You will be provided with templates to help you in this process and you will begin to develop your own plan within the workshop.

You will learn about:

  • Create & Implement a Workable Step by Step Plan (business/personal)!
  • How your Plan can help in a slowing market; identify opportunities!
  • Use Business Planning as a Team Building Tool! GREAT exercise for Teams!
  • Enhance Employee (Team) Engagement in all Facets of the Business!
  • Eliminate Major Mistakes Companies Make in Business Planning!
  • Have Everyone “Marching to the Same Drum!”
  • Use Planning Tools (just like large corporations use) to Help You Succeed!*
  • Maximize Your Strengths; Identify Current Challenges & Roadblocks!
  • Identify/Maximize 2019 Business Opportunities!
  • And More!

Location: National University Costa Mesa               Hours: 8:30 - 2:00


.
BULK SALE Annual Seminar w/C.E.A.
(Debbi Faber)
(Saturday, March 16th)    

THIS IS NOT THE ESCROW TRAINING INSTITUTE’S “BULK SALE II” CLASS, WHICH WILL BE ANNOUNCED SHORTLY.

FOR THIS WORKSHOP (BELOW) YOU MUST REGISTER/PAY THROUGH CEA
 

Annual Bulk Sale Seminar -- Saturday, March 16, 2019

 

DATE/TIME

March 16, 2019

Registration: 8:30am

Seminar: 9am – 4pm - Lunch included 

 

LOCATION

National University | 3390 Harbor Blvd., Costa Mesa

 

MODERATOR:

CEA Past President, Debbi Faber, CSEO, CEI, CBSS, CMHS 

 

$100.00 PD Holders | $125.00 Members | $200.00 Non-Members

[Registration deadline 3/13/19 -- NO ONSITE REGISTRATION]

 

Our Appreciation to ETI for partnering with CEA and providing

the facility and goodies. Our thank you to

First Corporate Solutions for their sponsorship of this event.

 

TOPICS

 

[presentation order subject to change]

All Things Notices 

·     What is a faulty Notice? 

 

UCC Search Issues

·     How do you miss filings?

·     Is there a filing deadline for UCC on Seller Carryback?  

 

SBA Loans

·     Nuances to closing with SBA loan  

 

CDTFA

·     Ordering Releases on-line

·     Issues with payment of Sales Tax on FF&E 

FTB

·     Do you need to obtain Business Entity Release? 

 

Unsecured Property Tax Bills for Leased Equipment

·     Do I prorate?

·     What if the lease is paid off through closing?   

 

Potpourri/War Stories

And Much, Much More. As always, we will go where the Conversation takes us!

 

Bring your questions and war-stories to share- we all learn from them!

 

.
Escrows in Bankruptcy, Probate, Divorce & More!
(Jennifer Felten)
(Saturday, March 23rd)    
Tuition: $129.00

This in-depth 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: National University Costa Mesa               Hours: 8:30 - 12:00

 

.
Escrow Marketing and Social Media
(Patty Sather and Claudia Contreras)
(Saturday, March 23rd)    
Tuition: $189.00
FREE LUNCH, SPONSORED BY NANO BANC

Want to learn more ways to generate business, whether in a “booming” or “slowing” market? In this workshop 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 and have a greater understanding 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!
  • Understanding RESPA Implications/Limitations
  • 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!

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

Special discussion on use of Social Media and “best practices”.

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


.
Bulk Sale II w/ABC Licensing
(Aaron Lloyd & Guest Speaker, Mike Brewer (ABC Consulting Services)
(Saturday, April 6th)    
Tuition: $395.00 LESS early registration/paid discount ($70.00) = $325.00

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


.
Prorations - Balancing the File
(Donna Inman)
(Saturday, April 13th)    
Tuition: $129.00

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: 8:30 - 12:00


.
Escrow Processing
(Donna Inman)
(Saturday, April 20th)    
Tuition: $199.00

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


.
DRE In-House Escrow Operations
(Regulatory Compliance/Best Practices)
(Summer Goralik & Guest Speaker Rose Pothier, Esq.)
(Saturday, April 27th)    
Tuition: $189.00

This class is applicable to those interested in opening an in-house escrow division as well as brokers/staff currently managing and running escrow divisions or interested in doing so!

When it comes to conducting broker-controlled escrows, regulatory compliance is not enough! Learn from a former Escrow Officer and California Bureau of Real Estate Investigator what it takes to stay compliant while implementing industry broker-controlled escrow "best practices".

This class will provide real estate brokers and others with a fundamental road map to managing their in-house escrows; avoiding common mistakes, staying out of regulatory trouble and protecting themselves from a myriad of potential liabilities.

The following topics will be covered:

  • RE Brokers operating under the Escrow Law exemption; licensing and advertising
  • Staffing and employment contracts
  • Broker supervision, "best practices" policies and procedures
  • Required disclosures (e.g., common ownership, financial benefits, fees)
  • Escrow fees; management software systems & retention of records .
  • Fidelity bonds and related insurance
  • Trust Account set-up, required records, "best practices" policies and procedures
  • California Bureau of Real Estate - prohibitive practices
  • Unlawful incentives and​ kickback schemes in the escrow industry
  • Protocols which may protect the broker from administrative, civil and/or criminal liability and much more!

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