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
Basic Escrow July 8th 8:30 - 4:30PM

National University

Costa Mesa 
July 6th
Escrow Business Management - Financial Best Practices July 8th 8:30 - 1:00PM

National University

Costa Mesa 
July 6th
Escrow in Probate, Bankruptcy, Divorce and More July 15th 8:30 - 1:00PM

National University

Costa Mesa 
July 13th
TRID Basics July 15th 9:00 - 1:00PM

National University

Costa Mesa 
July 13th
Excel - Maximizing the Customer Experience July 22nd 8:30 - 4:00PM

National University

Costa Mesa 
July 20th
Bulk Sale I July 29th 8:30 - 4:00PM

National University

Costa Mesa 
July 27th

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.


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Basic Escrow
(Saturday, July 8th)     Tuition: $199.00

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

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 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

 
Escrow in Probate, Bankruptcy, Divorce and More
(Saturday, July 15th)     Tuition: $129.00

Early registration is advised! This is not a regularly scheduled workshop!

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

 
TRID Basics
(Saturday, July 15th)     Tuition: $129.00

This TRID workshop has been developed to assist the class participants in obtaining a basic understanding of TRID rules, regulations and forms established and regulated by the CFPB.

“The World of TRID” is the operating environment in which the industry operates.

Our workshop agenda will include:
 
  • Understanding the “Rule” & Where It Applies/Does Not Apply!
  • Understanding the TRID Disclosures, including Pre-Disclosure Requirements!
  • Resource Guide to the Loan Estimate & Closing Disclosures!
  • Who is Preparing What Disclosures (all Disclosures discussed/samples!)
  • Timing, Delivery and Retention Requirements for Disclosures!
  • Understanding the Lender’s Responsibilities!
  • Understanding the Settlement Agent’s (Escrow) Duties & Responsibilities!
  • What is meant by Good Faith Disclosures!  Liability issues!
  • Loan Estimates, Revised Loan Estimates (Changed Circumstances)!
  • New Tolerance Levels for Fees!
  • And SO Much More!

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

 
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, July 29th)     Tuition: $395.00
Less $100.00 if registered/paid by July 14th

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!

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 - 4:00

 
     
 

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