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:

Manufactured Home Escrows
(Debbi Faber)
June 30th 8:30 - 3:00PM

National University

Costa Mesa 
June 28th
Escrow Processing
(Donna Inman)
July 7th 8:30 - 4:00PM

National University

Costa Mesa 
June 14th
Trust Accounting
(Chris Pruitt)
July 7th 8:30 - 12:00PM

National University

Costa Mesa 
July 5th
Bulk Sale II
(Aaron Lloyd)
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 Controlled Escrows
(Summer Goralik)
August 11th 8:30 - 4:00PM

National University

Costa Mesa 
August 9th
WHY?
August 11th TBD

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 2nd
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!!


 

.
Manufactured Home Escrows
(Debbi Faber)
(Saturday, June 30th)    
Tuition: $350.00

NOTE: this is the last scheduled Manufactured Home Escrow workshop for 2018, due to other commitments. REGISTER NOW, if you want this class.

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

 

.
Escrow Processing
(Donna Inman)
(Saturday, July 7th)    
Tuition: $199.00

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


.
Trust Accounting
(Chris Pruitt)
(Saturday, July 7th)    
Tuition: $129.00

This workshop will incorporate and focus on ALTA’s “Best Practices” and the Escrow Institute of California’s “Model Policies & Procedures.” Be informed and stay informed with legal and regulatory requirements from the Department of Business Oversight (DBO), Consumer Financial Protection Bureau (CFPB) and other regulatory agencies.

This workshop focuses on the industry’s Trust Accounting “best practices!” From ALTA’s and EIC’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 through the establishment of internal controls.

We will define, step by step, recommended procedures that you should follow for the protection and safeguarding of trust funds under your control. You will be provided “tools” you can use to help ensure on-going compliance.

In addition, you will learn about:

  • Meeting the Accounting Requirements of the Department of Business Oversight 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!
  • Types of escrow fraud from altered closing statements to wire transfers and more!
  • How to prevent escrow fraud internally and externally!
  • Real life cases of escrow real estate fraud due to Company lack of preparation/education! Fictitious Business Names.
  • Proven ways to maintain and store Trust Accounting Records for future use!
  • Steps your Company can take to ensure strict compliance!

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

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

 

.
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


.
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 Controlled Escrows
(Summer Goralik)
(Saturday, August 11th)    
Tuition: $189.00

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


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

Perhaps the most important question you can ask yourself about your life AND your career! Stay tuned for more information on this fantastic opportunity to look within yourself. More Class information will follow. Mark your calendars for August 11th, 2018!

 

Location: National University Costa Mesa               Hours: TBD

 

.
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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