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:

Bulk Sale II
(Aaron Lloyd)
July 21st 8:30 - 4:00PM

National University

Costa Mesa 
July 19th
Basic Escrow July 21st 8:30 - 4:00PM

National University

Costa Mesa 
July 19th
Business Principles, Practices and Law
(Jennifer Felten)
July 28th 8:30 - 12:30PM

National University

Costa Mesa 
July 26th
Financial Aspects of Business Management
(Michael Haas)
August 4th 8:30 - 12:30PM

National University

Costa Mesa 
August 2nd
Broker Escrows - BEST PRACTICES
(Summer Goralik)
August 11th 8:30 - 4:00PM

National University

Costa Mesa 
August 9th
WHY?
August 11th 8:30 - 12:30PM

National University

Costa Mesa 
August 9th
 CHOICES – Career Builder August 11th 1:00 - 4:00PM

National University

Costa Mesa 
August 9th
Be the Employer of Choice
(Larry O'Brien)
August 18th 9:00 - 4:00PM

National University

Costa Mesa 
August 16th
Escrow Marketing
(Patty Sather)
August 25th 8:30 - 3:00PM

National University

Costa Mesa 
August 23rd

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


 
 
 

.
Bulk Sale II
(Aaron Lloyd)
(Saturday, July 21st)    
Tuition: $395.00 less $100 if paid by July 14th. ($295.)

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


.
Basic Escrow
(Saturday, July 21st)    
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


.
Business Principles, Practices and Law
(Jennifer Felten)
(Saturday, July 28th)    
Tuition: $139.00

This half day workshop will provide attendees with information and knowledge they can use as it relates to the business principles, practices, strategies and Legal requirements that should be adhered to in operating and managing any escrow business entity. Focus is on providing information primarily to the Independent Escrow Company (DBO) and Broker Owned Escrow Company (BRE).

Topics of discussion:

  • Setting Appropriate Escrow Fees & Discounts
  • Marketing (RESPA Considerations)
  • Managing the Escrow Office
  • Insurance Requirements & Recommendations
  • Taxes and Licensing
  • Employment Management
  • File Management & Privacy Act
  • Surviving an Audit
  • Knowing When You Need an Attorney (case scenarios)
  • Understanding the Important Elements Required When Drafting Escrow Documents
  • CFPB/DBO Updates
  • Q and A - bring your questions! 

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

 

.
Financial Aspects of Business Management
(Michael Haas)
(Saturday, August 4th)    
Tuition: $129.00

Our industry first (E.L.M.S.) Escrow Leadership/Management School once again offers a “Business Management” workshop, focusing on the financial aspects & business best practices you should consider.

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:

 

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

 

.
Broker Escrows - BEST PRACTICES
(Summer Goralik)
(Saturday, August 11th)    
Tuition: $189.00

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


.
WHY
(Saturday, August 11th)    
Tuition: $69

This workshop is designed for all, regardless of your position and or time in escrow!

Perhaps the most important question you can ask yourself about your life AND your career! Join us for this fantastic opportunity to look within yourself.

In this fun-filled, self-realization workshop we will discuss:

  • Your Why? The deep-seated purpose, cause or belief that defines your passions and inspiration

  • How to obtain clarity of what is really important to you.

  • How to gain a better understanding of who you are and your key drivers

  • How to use various tools to help you prioritize/separate both your personal life and your work life

  • Exploring your journey of self-discovery for your ultimate success

  • How to create a Vision Board (road map) to where you are, where you want to go and how you are going to reach your destination.

  • Tips and techniques to stay on track while continuing to move forward

  • And so much more!

Your “WHY” will help clarify your “HOW’s” to get you on your path to achieve greater success, both personally and professionally.

 

Free catered luncheon for those attending BOTH “WHY” and “CHOICES” workshops.

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

 

.
CHOICES - Career Builder
(Saturday, August 11th)    
Tuition: $69.00

This workshop has been developed for staff support positions and is designed to assist the attendee in their respective career.

This workshop, with VERY low tuition, has been designed and developed ONLY for Receptionists, Escrow Assistants, Transaction Coordinators and other support staff with less than THREE (3) years in the industry. Our unique CAREER DEVELOPMENT workshop will focus on a variety of ways to build and enhance the attendee’s personal career and value, both for themselves and for their company.

In this workshop we will cover:

  • What it means to be a “true” escrow professional!

  • Adding Value to Yourself AND Your Company!

  • Investing in YOUR future!

  • Assessing your Skills! – Personal Assessment (confidential)

  • Being in the “game”, not “on the sidelines”!

  • Managing Expectations – Four C’s of Career Success!

  • Creating a Plan; Managing Your Plan!

  • Habits of Highly Effective Escrow Professionals!!

 

Location: National University Costa Mesa               Hours: 1:00 - 4:00


.
Be the Employer of Choice
(Larry O'Brien)
(Saturday, August 18th)    
Tuition: $159.00

This class provides Professional Designation Credits.

This E.L.M.S. (Escrow Leadership Management School) workshop helps you/your company prepare to be an industry leader, as it relates to attracting and retaining the best employees, enhancing your company brand and reputation in the marketplace and having a true understanding of what is important to those who join and stay on your team.

Not just a "concept", being the "Employer/Company" of choice truly pays deep dividends.

In this interactive workshop, you will learn:

  • Proven strategies that can elevate your "game"**
  • What it takes to be the "Company of Choice"
  • Understanding key ingredients to hiring and retaining the "BEST" of the best
  • What is important to the growing Millennial workforce
  • Defining your "value proposition"
  • Learning "Best Practices" from TOP 100 Employers (Best Places to Work)
  • The importance of Company Culture and Culture Shift
  • Linking the team to organizational goals and performance metrics
  • And much, much more!

**hiring, retention, customer satisfaction, growth, community

 

Location: National University Costa Mesa               Hours: 9:00 - 4:00

 

.
Escrow Marketing
(Patty Sather)
(Saturday, August 25th)    
Tuition: $189.00

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

 
     
 

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