Class Schedule  



Escrow Training Institute Classes          ELMS - Escrow Leadership Management School Classes

Class Offering




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TRID 2.0 October 21st 8:30 - 12:00PM

National University

Costa Mesa
October 19th
Commercial Escrow I November 4th 8:30 - 4:00PM

National University

Costa Mesa 
November 2nd
Escrows in Probate, Bankruptcy & More November 11th 8:30 - 1:00PM

National University

Costa Mesa 
November 9th
Bulk Sale I November 18th 8:30 - 4:00PM

National University

Costa Mesa 
November 16th
Commercial Escrow II December 2nd 8:30 - 4:00PM

National University

Costa Mesa 
November 30th
HR For California Employers – Rules, Regs & Law (2017-2018) December 2nd 9:00 - 1:00PM

National University

Costa Mesa 
November 30th
Basic Escrow December 2nd 8:30 - 4:00PM

National University

Costa Mesa 
November 30th
FIRPTA 1099 and Withholding December 9th 9:00 - 1:00PM

National University

Costa Mesa 
December 7th

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


TRID 2.0
(Saturday, October 21st)    
Tuition: $99.00

PD Credits (est. 3-4)
Your workshop will focus on 2017 changes to TILA-RESPA Rule, effective October 2017 as announced recently by the CFPB, in addition to any other TRID updates we may have.

The class will be facilitated by Mickey Vandenberg, SVP, WFG Title. Mickey has conducted “TRID” training for over 800 attendees with The Escrow Training Institute, not to mention many others within the real estate industry.

In this class, you will learn:

  • What changes Settlement Agents need to know about the 2017 TRID Rule
  • How does it impact the escrow desk
  • Lender Instructions changes
  • New interpretations to TRID requirements
  • FAQ – bring your56questions for in-depth Q & A
  • And more!

Because we expect a "sell-out", registrations are NOT complete until the tuition has been paid. "First come/first paid."


Location: National University Costa Mesa                Hours: 8:30 - 12:00


Commercial Escrow I
(Saturday, November 4th)    
Tuition: $395
Less $100.00 ($295) if registered/paid by October 26th

his class qualifies for C.E.A. approved Professional Designation Credits!

Our Commercial Escrow I class is conducted by a former President of O.C.E.A. and an industry recognized expert in Commercial escrows.

This specialty escrow class is for the beginning/intermediate Commercial practitioner.  Taught by a Certified Escrow Instructor (CSEO, CEI) and top Commercial escrow producer, you will learn more about the Commercial process while eliminating the fear of those intimidating numbers, contracts and processes.

In this class you will learn about the following: 

  • Comparison and In-Depth Review of the Three (3) Common Commercial Escrow Contracts!
  • Escrow Instructions, Wrap Instructions, No Instructions Commercial Processing!
  • Underlying Commercial Documents; Purpose and Use!
  • Formation Documents!
  • Identifying/resolving “red flags” that can stop/delay your Escrow!
  • Processing Requirements You Must Do!
  • Completing The Closing Statement!
  • Horror Stories – Learning From Mistakes!
  • “Tips”, Techniques and Concepts to Save You Time/Avoid Errors!
  • Managing the Process While Staying Organized from Start to Finish!

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

Escrows In Probate, Bankruptcy & More
(Saturday, November 11th)    
Tuition: $129

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

Bulk Sale Escrow I
(Saturday, November 18th)    
Tuition: $395
Less $100.00 ($295) if registered/paid by November 10th = $295

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


Commercial Escrow II
(Saturday, December 2nd)    
Tuition: $395
Less $100.00 ($295) if registered/paid by November 22nd

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 - 4:00


HR For California Employers – Rules, Regs & Law (2017-2018)
(Saturday, December 2nd)    
Tuition: $129

In this half day workshop, Attorney Paul Donsback, Esq. will provide you with information you MUST know, as it relates to NEW changes (effective 2017 AND 2018) to existing California and Federal HR laws, which you must implement. Discussion areas will include:
  • Hiring/Interviewing – some of the rules/law have changed!
  • Maintaining/Retaining Mandated Employee Records & Forms
  • Paying Employees
  • Over time – Exempt vs Non Exempt
  • Preventing Potential Employee Claims (Discrimination/Harassment/Etc.)
  • Minimum Compliance Requirements
  • Benefits – Vacation, FMLA, Sick Pay
  • Employee Discipline – Warning to Termination (Steps to follow)
  • Recommended Handbook Policies
  • When to Seek Professional H.R.Counsel
  • And Much More!

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


Basic Escrow
(Saturday, December 2nd)    
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 - 4:00


FIRPTA 1099 and Withholding
(Saturday, December 9th)    
Tuition: $99

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


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