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:

RESPA Rules & Regs w/Social Media
(Jennifer Felten)
September 14th 8:30 - 12:00PM

National University

Costa Mesa 
September 12th
Escheating Funds
(Chris Pruitt)
September 14th 8:30 - 12:00PM

National University

Costa Mesa 
September 12th
The Leadership Challenge
(Larry O'Brien)
September 28th 8:30 - 3:00PM

National University

Costa Mesa 
September 26th
Basic Escrow
(Aaron Lloyd)
LAST MH CLASS IN 2019
September 28th 8:30 - 4:00PM

National University

Costa Mesa 
September 26th
Escrow Performance Management
(Larry O'Brien)
October 5th 8:30 - 2:00PM

National University

Costa Mesa 
October 3rd
DRE - Broker Controlled Escrows
(Summer Goralik)
October 5th 8:30 - 3:00PM

National University

Costa Mesa 
October 3rd
CUSTOMER FOCUS – Maximizing the Customer Experience
(Larry O'Brien)
October 19th 8:30 - 3:00PM

National University

Costa Mesa 
October 17th
Business Principals, Practices & Law
(Jennifer Felten, Esq)
October 19th 8:30 - 11:30PM

National University

Costa Mesa 
October 17th
Bulk Sale I
(Aaron Lloyd)

LAST MH CLASS IN 2019
November 2nd 8:30 - 4:00PM

National University

Costa Mesa 
October 31st
Commercial Escrow I
(Lynn Yockey)
LAST MH CLASS IN 2019
November 9th 8:30 - 3:00PM

National University

Costa Mesa 
November 7th

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


 

.
RESPA Rules & Regs w/Social Media
(Jennifer Felten)
(Saturday, September 14th)    
Tuition: $129

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: 8:30 - 12:00

 

.
Escheating Funds
(Chris Pruitt)
(Saturday, September 14th)    
Tuition: $129 - LAST “ESCHEATING FUNDS” CLASS FOR 2019!

Are you done? Ready to follow the State Regulations?

This interactive class will provide attendees with a “demo” practice session, as you walk through the process in a “live” environment. Bring your questions.

July 1st through October 31st is the time the State Controller’s Office requires all Escrow companies to escheat “old” uncashed checks and closed files with balances remaining. This workshop, conducted by
Chris Pruitt, Recon Works, will provide attendees with information they need to know to understand the details and steps that are necessary for properly escheating funds to the State, and in the same class learn the legal ways to avoid escheating funds going forward.

Using the “web”, we will show you step by step the process you need to follow and in doing so, ensure you leave the classroom with a much higher level of knowledge and feeling of self-confidence.

In this class, we will cover:

  • Industry BEST PRACTICES!
  • Escheating time lines you must know and follow
  • The State Controller Office for escheating rules & regulations
  • How to complete the required forms and data input
  • How to read and understand printed reports you will receive
  • How to install systems and procedures that can eliminate or reduce the need to escheat in the future
  • Red Flags & how to beat internal/external fraud
  • Penalties for ignoring or failure to escheat funds
  • And more!

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

 

.
The Leadership Challenge
(Larry O'Brien)
(Saturday, September 28th)    
Tuition: $159

Everything begins and ends with Leadership!  Everything!

Are you "up" for the Leadership Challenge?

To enhance your skills and end results?  Creating an environment where you, your team and your Company can grow well beyond what you are doing today?  It's all about leadership and the need or dynamic leaders to lead the escrow industry of today and tomorrow.  In this fun filled all day workshop, you will learn the following:

  • The difference between Management and Leadership! It's huge!
  • The need for Leadership now, as the industry undergoes change!
  • What makes a "great" leader that others will follow!
  • Trusts of great Leaders
  • Determining the appropriate (situational) Leadership Style!
  • Major mistakes Managers and Leaders make
  • Personal Management/Leadership Assessment tools to help you succeed!
  • Recognizing your own Leadership strengths through assessment and more.
  • Creating a culture of sustainable growth (individual, team, Company)!
  • Establishing organizational alignment on goals and objectives

If you want to be a "true" leader, then Take the Challenge!

Location: National University Costa Mesa    Hours: 8:30 - 3:00

 

.
Basic Escrow
(Aaron Lloyd)
(Saturday, September 28th)    
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

 

.
Escrow Performance Management
(Larry O'Brien)
(Saturday, October 5th)    
Tuition: $139 w/Free Lunch

This class is designed for Management, Business Owners and “High Potential” individuals who will/may soon be assigned management responsibilities and for those that wish to advance their career.

In this half day workshop, participants will learn what they need to know and do to successfully manage the performance of others, whether one individual or a team/department.  These skills are also transferable toward building your team!

In this class you will learn:

  • S.M.A.R.T. goal setting
  • The philosophy of “One team, one Mission, one Focus”
  • (8) Performance Management benefits for the Company/Employee
  • How to recognize traits and management skills of successful Managers
  • How to evaluate your own Performance Management Skills (Self Assessment)
  • T.I.P.’s for Improving Performance – Yours and for Others
  • Actual Management of Performance – Reinforcement vs Redirection
  • How to counsel/confront Poor Performance
  • How to counsel/recognize Exceptional Performance
  • How to prepare/conduct the discussion
  • How to handle “challenging”, “sticky” situations
  • And much more

Participant’s Workbook will be provided, plus FREE after class support, when needed!

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

 

.
DRE - Broker Controlled Escrow Operations
(Summer Goralik)
(Saturday, October 5th)    
Tuition: $199

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 - 3:00

 

.
Business Principles, Practices & Law
(Jennifer Felten, Esq)
(Saturday, October 19th)    
Tuition: 129.00

In this workshop, conducted by Jennifer Felten, Esq. (RE LAW, APC) we will focus on running a business from business Principles, Practices and Law.

Your workshop will cover (not an all-inclusive list):

  • Setting Appropriate Escrow Fees & Potential Discounts
  • Marketing Limitations Under RESPA and California Law
  • Insurance and Bond Requirements/Recommendations
  • Taxes and Licensing
  • Managing an Escrow Office
  • Employment Management and Regulations
  • Hiring & Terminating – Staying Out of Trouble
  • Escrow and Legal Documents and Drafting Practices
  • Surviving a DBO Regulatory Audit
  • Knowing When to Call an Attorney

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

 

.
CUSTOMER FOCUS – Maximizing the Customer Experience
(Larry O'Brien)
(Saturday, October 19th)    
Tuition: $179.00 per person OR (2) for $300.00 (SAVE $58.00)

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, over 500 have attended this workshop.

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 - 3:00

 

.
Bulk Sale I
(Aaron Lloyd)
(Saturday, November 2nd)    
Tuition: $395 LESS $70.00 if paid by October 25th = $325.00

(Last Class until end of 1st Qtr, 2020)

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

 

.
Commercial Escrow I LAST MH CLASS IN 2019
(Lynn Yockey)
(Saturday, November 9th)    
Tuition: $395 LESS $70.00 if paid by November 1st = $325.00

This class qualifies for C.E.A. approved Professional Designation Credits! Want to diversify your business now, before the market changes? Or have you done a little commercial work here and there but didn’t feel secure in your knowledge? If you are looking to add commercial escrows to your book of business or you want to sharpen your commercial expertise this class is for you.

This workshop will cover:

  • The biggest differences between residential and commercial escrow
  • Common misconceptions about commercial  transactions
  • The three most common types of commercial contracts
  • The different players commonly involved in commercial transactions & how to work with them
  • Tips on how to anticipate what may happen during your commercial escrows
  • Identifying “RED FLAGS” that can derail or delay your Escrow
  • Valuable everyday tools for processing your commercial escrows
  • Managing the Process/Staying On Top

Location: National University Costa Mesa    Hours: 8:30 - 3:00