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’Brieng Institute. All Rights Reserved

Class Offering

Date

Time

Location

Register by:

Escrow Processing
(Donna Inman)
October 20th 8:30 - 4:00PM

National University

Costa Mesa 
October 18th
FAST START – 2019 Business & Marketing Planning
(Larry O'Brien)
October 20th 8:30 - 3:00PM

National University

Costa Mesa 
October 18th
Audits - The "411" On Surviving DRE Audits - NEW
(Summer Goralik)
October 27th 8:30 - 12:30PM

National University

Costa Mesa 
October 25th
Selection, Interviewing & On-Boarding - NEW
(Larry O'Brien)
October 27th 8:30 - 1:00PM

National University

Costa Mesa 
October 25th
Notes and Deeds October 27th 8:30 - 12:30PM

National University

Costa Mesa 
October 25th
Holding Escrows October 27th 1:00 - 4:00PM

National University

Costa Mesa 
October 25th
Commercial Escrow I
(Dennis Chaplin)
November 3rd 8:30 - 4:00PM

National University

Costa Mesa 
November 1st
Bulk Sale Escrow II - w/Guest Speaker Michael Brewer, A.B.C. Consulting
(Aaron Lloyd)
November 3rd 8:30 - 4:00PM

National University

Costa Mesa 
November 1st
The Brokerage Side of the Real Estate Business - NEW
(Summer Goralik)
 
November 3rd 9:00 - 1:00PM

National University

Costa Mesa 
November 1st
Basic Escrow December 1st 8:30 - 4:00PM

National University

Costa Mesa 
November 29th
Being the Company/Employer of Choice
(Larry O'Brien)
December 8th 8:30 - 2:00PM

National University

Costa Mesa 
December 6th

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



.
Escrow Processing
(Donna Inman)
(Saturday, October 20th)    
Tuition: $189

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


.
FAST START – 2019 Business & Marketing Planning
(Larry O'Brien)
(Saturday, October 20th)    
Tuition: $159

Are you ready for a year of more CHANGE and more compliance? New procedures? Training and development? Hiring? Maximizing growth opportunities? Exceeding Operational objectives? BRING a Team Member at no additional charge. Two for one tuition!

“If you don’t know where you are going, any road will do!”       C.S. Lewis

Market dynamics continue to change! Have you done the necessary planning (personal & business) for true success?This workshop provides you with a VERY workable roadmap to see where you have been, where you are going and how you are going to get there!

This class is for those individuals/companies that want to PLAN for the future to ensure a greater likelihood of meeting and exceeding their 2019 objectives.

This workshop is designed for the small, medium and large escrow operation and can be used for personal career planning too! Start the year off right!

You will be provided with the tools and templates to help you complete the necessary planning, ask the right questions, and develop a workable plan with action steps. You will begin to develop your own plan within the workshop.

You will learn about:

  • Create & Implement a Workable Step by Step Plan (business/personal)!
  • Use Business Planning as a Team Building Tool! GREAT exercise for Teams!
  • Enhance Employee (Team) Engagement in all Facets of the Business!
  • Eliminate Major Mistakes Companies Make in Business Planning!***
  • Have Everyone “Marching to the Same Drum!”
  • Use Planning Tools to Help You, Your Team and Your Company Succeed!*
  • Maximize Strengths; Identify Current Challenges & Eliminate Roadblocks!
  • Measure Results!
  • And More!

 

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


.
AUDITS - The 411 on “Surviving” DRE Audits - NEW
(Summer Goralik)
(Saturday, October 27th)    
Tuition: $129

In the school of in-house escrows, Department of Real Estate (DRE) audits are the final exams! Learn from a former DRE Investigator what you need to know about DRE Audits; from what a DRE audit will cover, the best ways to prepare, how you will be evaluated, and the tips needed to pass these regulatory inspections.  

This class will cover the following topics:

  • Overview of DRE inspections; difference between broker office surveys and audits
  • Asking the right questions before, during, and after the audit
  • Identification of the items and records subject to DRE inspection
  • Suggestions on how to prepare your brokerage for a successful audit***
  • Evaluating your compliance and tips on correcting regulatory issues
  • Understanding the DRE non-compliance summary and post-audit "to do" tips
  • When to contact an Attorney or DRE regarding issues relative to the audit in process

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


.
Selection, Interviewing & On-Boarding - NEW
((Larry O'Brien))
(Saturday, October 27th)    
Tuition: $129

"Your team and Company are only as good as your hiring practices".   Larry O’Brien

Learn from an expert with extensive experience in all three of the above hiring disciplines, working successfully with a small company to a large corporation with 750+ branch locations.

You will learn about Employee Selection; proven professional interview skills training; and successful "On Boarding" activities that build your team and future employee engagement.

Selection

  • Using the B.E.S.T. model in candidate selection
  • Using Candidate Assessment tools (provided in class)
  • Zeroing in on the "right" candidate - Score Card
  • Importance of Cultural Fit (most often forgotten)

Professional Interviewing Skills

  • Keys to Success/Reasons for Failure
  • Preparation/Execution/Evaluation Process - Things you must do
  • Use of Interview Worksheets & Other Tools (provided in class)
  • Understand and Utilization of the "Value Proposition"
  • Quickly Spotting and Eliminating the "BSer"
  • Creating Early Candidate "Knock Out" questions
  • Numerous Escrow/Non Escrow Interview Question Samples (take home)
  • Expectations - Company's & Candidates

On-Boarding

  • Critical On-Boarding Practices - Setting the Stage
  • Sharing Best Practices - What Other Companies are Doing
  • When/Where/Why On-Boarding can Fail
  • Expectations (Group Discussion)
  • Team Building/Employee Engagement Activities
  • Group Activity - On Boarding

 

Location: National University Costa Mesa               Hours: 8:30 - 1:00


.
Notes and Deeds

(Saturday, October 27th)    
Tuition: $129
Take Both Notes and Holding Classes and save $69

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 - 12:30


.
Holding Escrows

(Saturday, October 27th)    
Tuition: $139
Take Both Notes and Holding Classes and save $69

Want to learn about Holding Escrows from an expert?  When and why they are used?

You’re either a professional or a tradesman. A professional learns all he/she can about the various types of escrows so that he/she can better serve the client base and at the same time grow professionally as an escrow expert. Note: This class is one of the most requested workshops by our class participants!

This comprehensive course will introduce the foundational building blocks to holding escrows. You will learn:

  • What the DBO requires for you to participate in “holding escrows”
  • What classifies as a “holding escrow”
  • What happens when you “wing it”
  • What kinds of holding escrows can you do
  • Risk management strategies within the holding environment
  • Escheatment issues
  • How to successfully navigate a “holding escrow”

 

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


.
Bulk Sale Escrow II  - w/Guest Speaker Michael Brewer, A.B.C. Consulting
(Aaron Lloyd)
(Saturday, November 3rd)    
Tuition: $395.00
LESS $100.00 discount if registered/paid by October 25th

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
(Dennis Chaplin)
(Saturday, November 3rd)    
Tuition: $395.00 LESS $100.00 if registered/paid by October 27th


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 - 4:00


.
The Brokerage Side of the Real Estate Business  - NEW
(Summer Goralik)
(Saturday, November 3rd)    
Tuition: $139.00


When you run a real estate brokerage, there are several areas of compliance that a responsible broker must properly supervise and ensure are in line with the laws and regulations enforced by the Department of Real Estate (DRE). This class, which is taught by a former DRE Investigator, will focus on the "brokerage" side with respect to licensing, real estate transaction activities and advertising compliance.  

The following topics will be covered:

 

  • Licensing issues and required DRE reporting
  • Transaction file compliance and review
  • Creating an effective transaction file checklist
  • Transaction management and record retention
  • Advertising compliance and first point of contact materials
  • Fictitious business/team name compliance
  • Best practices and tips, along with common mistakes to avoid

 

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


.
Basic Escrow

(Saturday, December 1st)    
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


.
Being the Company/Employer of Choice
(Larry O'Brien)
(Saturday, December 8th)    
Tuition: $159.00 w/Free Lunch

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: 8:30 - 2:00