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:

Trust Accounting and Bank Reconciliation
(Chris Pruitt)
January 20th 8:30 - 12:30PM

National University

Costa Mesa  
January 18th
RESPA Rules & Regs
(Jennifer Felten)
January 20th 9:00 - 1:00PM

National University

Costa Mesa  
January 18th
Marketing Escrow Services
(Patty Sather)
January 27th 8:30 - 3:00PM

National University

Costa Mesa 
January 25th
Commercial Escrow II
(Dennis Chaplin)
February 3rd 8:30 - 4:00PM

National University

Costa Mesa 
February 1st
Basic Escrow
(Aaron Lloyd)
February 3rd 8:30 - 4:00PM

National University

Costa Mesa 
February 1st
Escrow Processing
(Donna Inman)
February 10th 8:30 - 4:00PM

National University

Costa Mesa 
February 8th
Manufactured Home Escrows
(Debbi Faber)
February 24th 8:30 - 3:00PM

National University

Costa Mesa 
February 8th
Notes & Deeds
(Aaron Lloyd)
March 3rd 8:30 - 11:45AM

National University

Costa Mesa 
March 1st
C.A.R. Contract
(Aaron Lloyd)
March 3rd 12:15 - 4:00PM

National University

Costa Mesa 
March 1st
Commercial Escrow I
(Dennis Chaplin)
March 17th 8:30 - 3:00PM

National University

Costa Mesa 
March 15th

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


 
 

.
Trust Accounting and Bank Reconciliation
(Chris Pruitt)
(Saturday, January 20th)    
Tuition: $129
 

Want to learn industry Trust Accounting “Best Practices”?  From ALTA’s recent recommendations to RECON WORKS (an industry leader in Trust Accounting & Bank Reconciliation services) actual BEST PRACTICES learn how to minimize risks and protect the funds you manage.

Ever wonder about the intricacies of Trust Accounting?  Daily accounting procedures are needed in order to create good monthly reconciliations and pass annual audits.  Even if your company uses an outside vendor, this is information you need to know if you are an Escrow company owner, Manager, or in any other position where you are involved in banking and Trust Accounting activities.    

You will learn about:

  • Meeting the Accounting Requirements of the Department of Corporations and Department of Real Estate, as they relate to Trust Accounting and Bank Reconciliation.
  • Daily procedures to follow to accurately account for the public’s funds!
  • How to understand/read your Trust Accounting Reconciliation Report!
  • How to identify potential “red flags”!
  • How to correct errors and out of balance conditions!
  • How to use the Outstanding Checklist as a reconciliation tool!
  • Preventing paying someone twice in error!
  • Procedures to follow to accurately account for the public’s funds
  • Proven ways to maintain and store Trust Accounting Records for future use!

Extensive material supports this class, plus FREE after class support for attendees!

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


.
RESPA Rules & Regs
(Jennifer Felten)
(Saturday, January 20th)     Tuition: $129

Best Class/Most Eye Opening in 2017

Want to stay in compliance? Confused about what you can/cannot do under RESPA Guidelines? Meet with Jennifer Felten, Esq. – RE LAW APC for an in depth discussion and exchange of information;

  • Marketing Limitations under RESPA & California Law!
  • RESPA – Section 8 – Rules & Penalties!
  • Recent Events Revolving Around RESPA violations!
  • DBO’s Key Focus Areas; Your competition and More!
  • What is Value?  Donuts?  Pens?  Open House? & More!
  • RESPA Exceptions! Yes, There are Some!
  • Social Media – A New Era. What is Acceptable and Not!
  • Managing the Risk, Financial & Otherwise!
  • When to Contact an Escrow Attorney!

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

 

.
Marketing Escrow Services
(Patty Sather)

(Saturday, January 27th)     Tuition: $189

JUST ADDED: Learn Social Media marketing from a peer escrow company -Elite Escrow Group, Rancho Cucamonga. Seeing some GREAT things, some great ideas to leverage your marketing activities.

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 - 3:00

 

.
Commercial Escrow II
(Dennis Chaplin)
(Saturday, February 3rd)     Tuition: $395.00
Less $100.00 = $295.00, if paid by January 27th, 2018

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


.
Basic Escrow
(Aaron Lloyd)
(Saturday, February 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 Processing
(Donna Inman)
(Saturday, February 10th)     Tuition: $199

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


.
Manufactured Home Escrows
(Debbi Faber)
(Saturday, February 24th)     Tuition: $250  Includes 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 cover the transfer/refinance process of existing homes and will provide an overview only on new homes and dealer transactions.


In this workshop you will learn about:

  • Size matters with older homes - DMV or HCD
  • 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

 

.
Notes & Deeds
(Aaron Lloyd)
(Saturday, March 3rd)     Tuition: $129.00
TAKE BOTH “Notes” and “C.A.R.” SAVE $50.00 = $208.00

This is an excellent refresher class for the seasoned escrow officer, or for those less experienced individuals such as junior escrow officers, or others ready to learn about creating notes and trust deeds.

You will learn about different types of seller carry back notes and trust deeds and the purpose of each.  You will also learn not only how to prepare these documents, but when and why! Depending on the situation, identify what phrases and language are required and how to eliminate losses by preparing the documents correctly.

Additional discussion points include:

  • Request for Notice of Default/Notice of Delinquency
  • Common phrases used in notes and trust deeds
  • Escrow for the sale of a note and trust deed
  • Working with individual beneficiaries
  • Balloon payments
  • “Red Flags”
  • And more!

The tuition for this class includes a very comprehensive workbook that can be used as your office reference.

Location: National University Costa Mesa               Hours: 8:30 - 11:45

 

.
C.A.R. Contract
(Aaron Lloyd)
(Saturday, March 3rd)     Tuition: $129.00
TAKE BOTH “Notes” and “C.A.R.” SAVE $50.00 = $208.00

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: 12:15 - 4:00


.
Commercial Escrow I
(Dennis Chaplin)
(Saturday, March 17th)     Tuition: $395.00
LESS $100.00 if registered/paid by March 9th, 2018
 

This 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 - 3:00

 
 
     
 

© 2003-2017 The Escrow Training Institute. All Rights Reserved